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    Manage Proposals

    Spend time perfecting proposals, not tracking down data.

    Unanet CRM automatically compiles data from your project, financial, and HR systems into an easily accessible marketing and proposal asset library. This enables your marketers to effortlessly create marketing materials that win business.

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    Benefits

    Create business winning proposals and submittals with ease

    Give your marketers a single source of truth to assemble submittals so they never have to start from scratch. 

    • Make writing proposals easy and efficient

    • Ask project managers and finance for less information

    • Elevate your marketing assets with better data and real-time metrics

    • Win more of the right business

    Features

    Key things you can do with Unanet CRM

    Unanet CRM provides a single source of truth for marketers with a centralized, easy to search database of information that can include 

    • Submit and track proposals and RFPs

    • Access past project and performance data

    • Manage team experience and qualifications with ease

    • Get relevant project data and personnel experience in real-time

    • Generate pre-formatted qualification statements and project profiles

    • Batch resumes, project descriptions and knowledge documents together

    • Combine your current workflows and processes with pre-configured templates for generating proposals fast

    • Generate submittals with the publishing tool of your choice from automatically populated templates

    • Export documents directly to PDF or RTF with deep integration to Adobe InDesign and Microsoft Word

    Analytics & Reporting

    Key things you can see with Unanet

    Keep your projects on track with a host of pre-built, interactive dashboards, reports, and proactive notifications—all based on trusted real-time data.

    • Projects

    • Industries

    • People

    • Resumes

    • Skills

    • Experience

    • Financials

    • Firm information

     Real-time metrics and interactive dashboards for CRM insights. Image of laptop with Unanet's CRM AEC dashboard showing the
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    For a proposal, I can tell you exactly how many higher ed projects I did in the last five years thanks to Unanet CRM. I can tell someone exactly how many projects we’ve done with a particular client thanks to Unanet CRM. We’ve been able to provide better data and real metrics in our proposals – and increase sales efforts in that way by using the data that we can pull out of Unanet CRM.
    Director of Marketing
    Fishbeck, Thompson, Carr & Huber (FTCH)

    Unanet CRM by Cosential Resources

    eBook/Whitepaper

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    Unanet CRM by Cosential

    Get started with Unanet
    Schedule a demo to see how you can win better business and grow at scale with Unanet CRM
    • 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