Unanet ERP_AE-Lockup
Prospect Management

Sales & marketing embedded in your ERP

Unanet AE’s integrated prospect management tools help you build lasting client relationships that grow your business. Track your progress toward awarded projects by logging time, expenses, and activities on your opportunities. Get real-time insights into your performance and forecast your progress with our analytic dashboards. Plus, access Unanet AE on the go - our Prospect Management features are available on the web, desktop, and mobile devices.

Get a Demo

Benefits of Prospect Management

  • Grow your business

    Track awarded project progress and build relationships with your clients

  • Realtime analytics

    Review your performance and forecast your progress in real time with analytic dashboards

  • Access anywhere

    Unanet AE’s Prospect Management features are available on the web, on your desktop, and on mobile

Key Features

Prospect Management

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 Prospect Management 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 experience.

What our customers say

Resources for AE

Unanet ERP AE

Get started with Unanet

Be one cohesive, productive team. Schedule a demo to see how it works.