Unanet CRM_AEC-Lockup

Find and win the right deals for your firm

Built specifically for Architecture, Engineering, and Construction firms, Unanet CRM gives project managers, business developers, and marketers easy access to the data and automation they need to be more strategic in their pursuits and proposals. The result? Your firm wins more of the right work—at the right margins—so profits go up and total cost of pursuit goes down. 

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Grow and share relationships 

Get an “easy button” for understanding and leveraging your firm’s connections with contacts, clients and partners. Access and track relationship intel while on the go in our mobile app or in your email.


Scale strategic decision-making

Support consistent business logic across your firm by leveraging data—not gut instincts—to identify regions and sectors to target. Then, use configurable go/no gates to ensure you pursue the right projects—at the right margins—for your firm.


Manage pipeline

If you can’t see it, you can’t plan for it. View and update info fast with customizable dashboards and reports, Excel-like editing, and drag-and-drop pipeline management. Track rumors, assess risks, calculate your soft backlog over time, and more so you can get clear visibility into what business is coming your way and plan your resources accordingly.


Submit winning proposals

Give marketers fast, easy access to unified project and personnel information so they can spend their time on strategy instead of data collection. Then, speed up submittal creation by automatically generating Microsoft Word, Adobe InDesign, or PDF files with content that sets your firm apart from the competition. 

Key Features

  • Configurable out-of-the-box

    Unanet CRM is purpose-built for the AEC industry with built-in configurable options and custom fields to meet the unique needs of your firm.
  • Cloud-based collaboration

    Our cloud-based architecture and unlimited seat model makes it easy to keep everyone on the same page when it comes to relationships, strategy, and forecasting.

  • Mobile and Outlook

    Our Unanet CRM mobile app and Outlook plugin lets you quickly add contact details, access relationship intel, note new rumors and opportunities, add reminders for future activities, and more. All from tools you already use.
  • Connected data

    Connect project, personnel, company, and contact information across your Accounting/ERP, project management, and HR systems so marketers, project managers, and business developers can spend time on strategy—not data entry and collection.
  • Integrated email marketing

    Share contacts and mailing lists with popular email marketing tools like Constant Contact, HubSpot, and Mailchimp to ensure your email campaigns target the right people and that marketing emails are tracked as touchpoints as in the CRM.

Unanet CRM by Cosential Resources

Unanet CRM by Cosential

Get started with Unanet

Be one cohesive, productive team. Schedule a demo to see how it works.
  • Focus more on the strategic growth of your firm
  • Make better decisions on current and future projects
  • Be more competitive because you have accurate information at your fingertips
  • Cut down manual time spent on proposals by up to 75%
  • Stop chasing down your colleagues to get answers to frequently asked questions and data sets
  • Surface your firm’s sustainability certifications to win future projects
  • Strategize how you capture new work for your firm
  • Get a holistic view of the health of your business with real-time updates
  • Manage your business development team’s pursuits and pipeline right from your email or smart phone