NEW UNANET RELEASE

A/E 2020.2, powered by Clearview, provides a host of new features for both desktop and web, placing greater business insight and decision-making at your fingertips. Learn More

CONTACT SALES 703-689-9440

UNANET FOR ARCHITECTS AND ENGINEERS

CRM

Sales & Marketing embedded in your erp

  • Grow your business by building relationships with your clients
  • Track efforts toward an awarded project by entering time, expenses, and activities on your opportunities
  • Review your performance and forecast your progress in real-time with analytic dashboards
  • CRM wherever you are: Unanet A/E’s CRM features are available on the web, on your desktop, and on mobile

FEATURES

CRM

Grow Your Firm’s Pipeline

  • Create contacts, firms, and opportunities with flexible business rules
  • Add notes and activities to keep everyone in the loop
  • Track effort and costs associated to chasing work
  • Monitor your success with dashboards and reports
  • Attach documents for RFPs, proposals, etc.
  • Analyze geocoded records on an integrated mapping tool
  • Maintain marketing lists for newsletters, holiday cards, etc 
  • Access CRM information on-the-go with web and mobile

Marketing Lists

Manage Campaigns 

Eliminate spreadsheets by organizing your contacts, clients, and opportunities with lists for managing newsletters, campaigns, and events. Create personal, shared, or global lists that allow authorized users to subscribe or remove contacts. Print mailing labels or export lists to your favorite mass mailing services: MailChimp, Constant Contact, etc.

Map Viewer

Explore Maps with Key Data

Interactive maps give you access to explore projects, opportunities, clients, and more. Location data supports marketing research initiatives and analysis of client and project history. Make the most out of business travel by viewing information along your path or destination. Add maps to proposals to help prospects visual expeirence.

CRM
  • Create contacts, firms, and opportunities with flexible business rules
  • Add notes and activities to keep everyone in the loop
  • Track effort and costs associated to chasing work
  • Monitor your success with dashboards and reports
  • Attach documents for RFPs, proposals, etc.
  • Analyze geocoded records on an integrated mapping tool
  • Maintain marketing lists for newsletters, holiday cards, etc
  • Access CRM information on-the-go with web and mobile
MARKETING LISTS

Eliminate spreadsheets by organizing your contacts, clients, and opportunities with lists for managing newsletters, campaigns, and events. Create personal, shared, or global lists that allow authorized users to subscribe or remove contacts. Print mailing labels or export lists to your favorite mass mailing services: MailChimp, Constant Contact, etc.

MAP VIEWER

Interactive maps give you access to explore projects, opportunities, clients, and more. Location data supports marketing research initiatives and analysis of client and project history. Make the most out of business travel by viewing information along your path or destination. Add maps to proposals to help prospects visual expeirence.

Unanet A/E 2020.2 CRM Enhancements

Learn more about our new CRM enhancements

“With hundreds of projects and five offices, our managers need to stay current on the status of their work and have the tools to develop new proposals.

Unanet A/E is indispensable for personnel management and project performance.” – Chuck A., Forecon