Prospect Management

Sales & Marketing Integrated with Your ERP

Unanet AE’s embedded prospect management tools help you build strong client relationships and grow your business. Track time, expenses, and activities on opportunities to monitor progress toward awarded projects. Gain real-time insights into performance and forecast outcomes with analytic dashboards. Plus, Unanet AE's Prospect Management features are available on the web, desktop, and mobile devices, providing access wherever your team needs it.

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Grow your business

Track awarded project progress and build relationships with your clients.
Realtime analytics

Use our analytic dashboards to review performance and accurately forecast progress, all in real time.
Access anywhere

Unanet AE’s Prospect Management features are available across web, desktop, and mobile platforms, ensuring your team stays connected wherever they are.

Prospect Management

Grow your firm’s pipeline with flexible business rules for creating contacts, firms, and opportunities

Create contacts, firms, and opportunities using flexible business rules
Add notes and activities to keep your entire team informed
Track time, effort, and costs associated with pursuing new business
Monitor success with real-time dashboards and detailed reports
Attach essential documents, such as RFPs, proposals, etc.
Analyze geocoded records through an integrated mapping tool
Maintain marketing lists for newsletters, holiday cards, and other outreach
Access Prospect Management data anytime via web and mobile devices

Marketing lists

Manage campaigns

Eliminate manual spreadsheets by organizing contacts, clients, and opportunities into dynamic marketing lists for newsletters, campaigns, and events. Unanet AE’s prospect management features let you create personal, shared, or global lists, allowing authorized users to manage contacts easily. Export lists to tools like MailChimp or Constant Contact, and track engagement through integrated analytics. Keep your lists accessible and updated across web and mobile.

Map viewer

Explore interactive maps with key project, opportunity, and client data to enhance your prospect management. Use location data to support prospect research, marketing analysis, and evaluate project history. Optimize business travel by viewing prospects or project details along your route. Add maps to proposals to provide prospects with a clear visual experience that strengthens engagement.

Time to cut through some noise

Please provide me with a project status report for #Sailor's Bay Pier Renovation (FF).
Please include key project metrics, a summary of project risk, and the three suggested next steps for making the project successful.

Please use visuals for each section of the status. cards, charts, graphs (with trend lines), etc. are preferred.

Project Summary: Sailor's Bay

Please use visuals for each section of the status. cards, charts, graphs (with trend lines), etc. are preferred.

Summary table ( budget / actual / contract remaining )

Budget (Total)↑↓	Actual Cost (PTD)↑↓	Budget Remaining (Cost)↑↓	Budget Used %↑↓	Contract Value↑↓
$2,140,300	$117,594	$2,022,706	0.055	$1,070,150

Risk summary (data-signal-based)

Billing risk: Elevated - WIP exists while billed is $0 in the last-6-full-month window (2025-07-01 to 2026-01-01).
Schedule / resourcing risk: Medium - sparse recent transactions suggests slowed execution or missing capture.
Financial risk: Watch - billed-to-effort > 1 can be normal for FF, but monitor against remaining contract.

3 suggested next steps

WIP clean-up + invoice push: validate WIP makeup and move eligible items to Ready-to-Bill / issue progress billing.
Reconcile plan vs execution: confirm work is actually progressing and that recent costs/billing are flowing correctly.
Refresh forecast (ETC/EAC): validate remaining scope and update assumptions.

Posted billings to-date (as of 2020-11-30)

$371.306

Current WIP/unblled (as of 2020-11-30)

-$157,484

56.7%

vs 2020-10-31

Percent complete (effort/contract)

5.7%

2.0%

Earned value available in table

Gross Margin % to date (billed - cost) / Bill...

63.1%

-0.3%

vs 2020-10-31 (percentage points)

Back to Prompt

Click To See Results for this Prompt

Prospect Management in Unanet ERP AE tracks contacts, firms, and opportunities from initial outreach through awarded projects. It connects business development and project delivery in one system, which improves pipeline visibility, coordination, and forecasting for architecture and engineering firms.

Unanet Prospect Management integrates directly with ERP data to track pursuits, effort, and costs in one system. It eliminates duplicate data entry and converts awarded opportunities into active projects without rekeying, which improves visibility into pipeline performance and the true cost of winning work.

Unanet Prospect Management creates and manages marketing lists by segmenting contacts based on firm, role, and opportunity data. It supports campaigns by exporting lists to tools like Mailchimp or Constant Contact while keeping engagement data connected to ERP records for improved tracking and visibility.

The map viewer in Unanet Prospect Management shows geocoded clients, prospects, and project history in one view. It helps AE firms identify geographic clusters, plan travel, and strengthen proposals with location-based insights that highlight experience in specific regions or markets.

Unanet Prospect Management tracks pursuit performance and win rates in real time through dashboards and reports. It provides visibility into hit rates, pipeline value, pursuit effort, and progress, which helps firms allocate business development resources and focus on the highest-value opportunities.

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Sales & Marketing Integrated with Your ERP

Key Advantages of Unanet's Prospect Management Tools

Grow your business

Realtime analytics

Access anywhere

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Prospect Management

Marketing lists

Map viewer

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