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    Capture Management

    Efficiently guide your team to more contracts 

    Turn your knowledge of opportunities into winning strategies and bring your whole organization along with you. Integrate your people, plans, processes, and tools into the Unanet platform easily to operate at maximum efficiency.  

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    Easily update information

    Update and organize customer and opportunity info

    Easily add contacts, append email updates, and stay up to date with your customer and partner relationships through our simple and unique Outlook integration. Capture managers have a single operating picture without having to force every employee to learn and remember to use a CRM for every customer interaction.   

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    Custom process gates

    Make better decisions, faster

    Whether you match the Shipley method fully or do your own thing – our software can help. Configurable PWIN formula make it easy for you to assess which deals are best for your company, custom Go/No-Go forms and workflows ensure you maximize the use of valuable resources for bid and proposals. 

     
    Organize optimal workflows

    Keep everyone informed and empowered 

    Assign tasks, track status, and stay aligned. Leverage accurate, real-time data from across your organization to make informed decisions about which contracts to pursue without wasting time – and money – on low probability efforts.

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    Other vendor analytics 

    Stay informed on partners and competition

    Comprehensive vendor analysis, new entrant alerts, industry analysis by NAICs code, PSC categories, Grant programs, and more. Uncover high value leads with market analysis showing trends and key players.

    Features

    Key things you can do with Unanet CRM

    • Outlook and Mobile

      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.

    • Purpose-built

      Unanet CRM is project-based and purpose-built for GovCon with built-in flows and custom fields

    • Document Repository

      Our cloud-based architecture and shared, real-time database makes it easy for all the latest information to be available for everyone. Collect, edit, share, and compile proposals from the latest and greatest content. 

    • Simple Integrations for Intelligence and ERP

      Gather the best data in your Market Intel tool of choice and add to your CRM in one click. Connect easily to your ERP to combine project performance data insights with your current pipeline and make better decisions to protect your margin. .

    • Configurable PWIN

      Setup rules and automatically understand how an opportunity might land at your company and predict your revenue accordingly.

    • Customizable forms and approval workflows

      Tailor Go/No-go forms and approval gates to match the Shipley Method or your own version of the decision making and capture process. 

    • Update and understand relationships

      Record call logs and create meeting plans automatically with real-time connection insights from LinkedIn and company pages.

    • Add and manage contacts on the fly

      Our mobile app scans cards, and an AI-powered signature parser in Outlook adds contacts quickly.

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    Unanet CRM  & ERP helped us get to the next level in terms of winning new awards and immediately starting tasks and projects from day 1.
    Chief Financial Officer
    Evans Consulting

    Unanet GovCon Resources

    eBook/Whitepaper

    The 2023 GAUGE Report

    The seventh annual GAUGE Report provides valuable insights into the latest best practices and...
    Read More
    eBook/Whitepaper

    A GovCon's Essential Guide to DCAA Compliance

    In this paper, you'll learn how to gain strategic alignment across your organization, maximize...
    Read More
    eBook/Whitepaper

    The Four Pillars of GovCon Success

    This guide—a survival guide and roadmap to prosperity—will help you address the challenges of a...
    Read More

    Unanet CRM for GovCon

    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