New Product Release 2020.3
Introducing Unanet A/E 2020.3, powered by Clearview
Successful firms spend less time on day-to-day processes and focus more on their customers, projects, and future planning. As part of our continuous evolution to provide solutions to help your firm run efficiently and provide the ability to make confident decisions, we are pleased to launch Unanet A/E 2020.3. This latest release provides a host of new features for both desktop and web, placing greater business insight and decision-making at your fingertips. Whether it is a streamlined time entry process, single sign-on (SSO) capabilities across your products, or having better insights into your pipeline, with these features, your firm will be empowered to focus on what matters most.
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 the clients you have come to know and trust.
View the solution brief
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
Streamlined timesheets
Capturing time efficiently and on-time can be one of the greatest operational challenges for project-based firms. Late or hurried timesheets invite errors, which can lead to billing oversights, delayed payments, negative impact on cash flow, and poor customer experience.
With a streamlined and mobile-responsive timesheet, you can efficiently capture time, improving billing and time-to-cash.
Features
Increased decision-making
Better Visibility
Improved time to cash
Increased decision-making
Gain real-time reporting and analytics across the enterprise, placing all the information you need to make strategic decisions at your fingertips.
Single Sign On: A simpler, more secure way to connect
With more and more apps in today’s workplace, security is a prime concern. Our new SSO capabilities allows customers to log in to their various Unanet A/E products using one simple, secure login, increasing reliability, convenience, and security.
See what Unanet A/E can do for you
Features
Simple Management
Increased Security
Convenience
Consistency
Simple Management
Utilizing SSO synchronizes passwords and app data, which makes access to Unanet A/E simpler.