New Product Release 2020.3
CRM centered around customers, retention, and pipeline growth
Unanet A/E, powered by Clearview, provides a web-based Customer Relationship Management solution that allows you to easily track and nurture client relationships, manage CRM and opportunity efforts, and improve opportunity tracking.
With CRM in the web, your firm can enjoy better customer relationships, increased pipeline visibility, more quality wins, and reduced cost by removing the need for third-party software.
Unanet A/E CRM aligns your relationship and pipeline data with accounting and project data, providing a true project-based CRM platform centered around your customers—both current and future.
Features
CRM
Opportunities
Activities
Firms & contacts
CRM
- Project-based CRM that aligns your data from contacts and pursuits to projects and profitability
- Powerful CRM dashboards provide staff with immediate, in-context feedback on CRM efforts and enable them to centralize on built-in KPIs
- Real-time insights and detailed CRM info empowers your sales team to improve relationship management
- Management can visualize, track, and measure CRM and pipeline effort across Business Development, Sales, and Marketing