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
Overview
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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Trusted By
Relationships
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.
Opportunities
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.
Pipeline
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.
Proposals
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
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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.
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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.
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Swinerton Spotlight (3:55)
Unanet CRM provides our people with extremely powerful insight to make decisions based on solid information rather than speculation and gut instinct…
We are in a better place, no doubt.
We have achieved target market precision. Instead of just going after general business, we’re boiling it down to exactly which facilities in which states present us with the most opportunity, and we’re dedicating our resources to the pursuits that are most winnable and desirable
Unanet CRM is a huge time-saver when all I have to do is make one change to a project on my dashboard and it populates all the associated records within Unanet CRM. It keeps me focused on my pipeline instead of data management.
Unanet CRM makes wide-spread adoption easy by bringing our teams and their data together. Now we are able to execute project pursuits without leaving the tools our BD teams are most familiar with. Unanet CRM New Business Development Experience is a game-changer, enabling us to move fast, drive predictable revenue, and be more strategic all while ensuring our entire firm is on board.
Unanet CRM by Cosential Resources
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AEC Inspire Report 2022-2023
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Get started with Unanet
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Focus more on the strategic growth of your firm
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Make better decisions on current and future projects
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Be more competitive because you have accurate information at your fingertips
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Cut down manual time spent on proposals by up to 75%
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Stop chasing down your colleagues to get answers to frequently asked questions and data sets
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Surface your firm’s sustainability certifications to win future projects
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Strategize how you capture new work for your firm
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Get a holistic view of the health of your business with real-time updates
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Manage your business development team’s pursuits and pipeline right from your email or smart phone