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Architects and Engineers

Prospect Management

Prospect Management
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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
  • Access Unanet A/E wherever you are: Unanet A/E’s Prospect Management features are available on the web, on your desktop, and on mobile
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Features

Prospect Management

Marketing lists

Map viewer

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

Latest Unanet A/E enhancementsl

Learn more about our new Unanet A/E enhancements

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“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

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

eBook
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A Basic Introduction to Unanet A/E

White paper
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Revenue Recognition with Unanet A/E

White paper
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The Business of Project for Dummies

eBook