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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.

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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.


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. 
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 by Cosential Resources

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