Skip to content

Search the site

    Unanet CRM_AEC-Lockup
    Manage Relationships

    Understand and leverage your firm's relationships

    Unanet CRM brings strategic relationship insights from people in your firm and puts it directly in your Outlook inbox and mobile devices.

    Get a Demo
    crm_mobile

     

    Trusted By

    Benefits

    The power of many is greater than the power of one

    Win better work by connecting your team with shared intelligence on contact, client, and company relationships, including opportunities and projects the firms have/are working on together.  

    • Get a 360-degree view of every relationship

      whether prospect, client, competitor, or teaming partner.

    • Unify your sales force

      for better collaboration across your business.

    • Delight your clients

      by keeping everyone in your firm up to date with the latest information.

    • Get connection insights

      in the tools your team is already using like Outlook and mobile.

    Features

    Key things you can do with Unanet CRM

    • Create and manage contacts

      with mobile business card scanning, and an AI-powered signature parser in Outlook 

    • Understand relationships

      with real-time connection insights from LinkedIn and company pages. 

    • Record call logs and create meeting plans

      automatically from your contacts. 

    • Enhance client and contact records

      with automated information from over 50 social media sites. 

    • Uncover past projects and connections

      tied to the opportunities you’re going after today. 
    unanet-crm-business-laptop-screenshot
    Analytics & Reporting

    Key things you can see with Unanet CRM

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

    • Contact associations that are multi-threaded across prospects, clients, competitors, and teaming partners.

    • Strategic relationship insights from LinkedIn

    • Past project connections and performance

    • Company connections

    unanet-crm-aec-opportunities-screenshot-2
    Place all carousel content below this block. Each full-width row is a slide.
    Click here to edit carousel control styles and options.
    VLK-1024x453
    To move up to that next level of growth for architecture firms, you really have to be more systematic when it comes to business development and tracking relationships... that is where Unanet CRM came into play.
    Strategy Director
    VLK Architects

    Unanet CRM by Cosential Resources

    eBook/Whitepaper

    Like it Or Not You Are Leaving a Legacy

    Like It or Not, You're Leaving a Legacy: 8 Ways AEC Leaders Can Impact the Industry

    Read More
    eBook/Whitepaper

    AEC Inspire Report 2022-2023

    The Ascent of the Tech-Forward AEC firm findings from Unanet’s annual benchmarking survey of 395...
    Read More
    eBook/Whitepaper

    Capturing Your Market

    An excerpt from the 2023 AEC Inspire Report: Unanet's latest research highlighting the growth of...
    Read More

    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