eBook/Whitepaper
5 Things Other ERP Vendors Won’t Tell You But Should
Moving to a more flexible, modern ERP solution can save you a lot of money and empower your...
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.
Get a Demo
Key Advantages of Unanet's Prospect Management Tools
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Grow your business
Track awarded project progress and build relationships with your clients.
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Realtime analytics
Use our analytic dashboards to review performance and accurately forecast progress, all in real time.
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Access anywhere
Unanet AE’s Prospect Management features are available across web, desktop, and mobile platforms, ensuring your team stays connected wherever they are.
Key Features of Unanet’s Prospect Management Tools
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.
What our customers say
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 AE is indispensable for personnel management and project performance.
Resources for AE
eBook/Whitepaper
Revenue Recognition with Unanet AE
In this paper, gain insight into the current revenue recognition reality for A/E firms, learn about...
eBook/Whitepaper
Putting the ERP Pieces Together
In this white paper, learn about the moving parts in an ERP initiative, the four foundational...