Unanet for
Architects and Engineers

CRM

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
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Features

CRM

Marketing lists

Map viewer

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

Unanet A/E 2020.3 CRM enhancementsl

Learn more about our new CRM enhancements

Learn more

“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

Resources for A/E

Five Things Other ERP Vendors Won't Tell You But Should

eBook

A Basic Introduction to Unanet A/E

White paper

Revenue Recognition with Unanet A/E

White paper

The Business of Project for Dummies

eBook