CMiC provides construction management and financial software for project-driven organizations. The CMiC integration with Unanet AE CRM connects project, company, and contact information, helping AEC teams maintain continuity from pursuit and pipeline management through project execution.
Key benefits
- Connect project information with business-development and relationship management
- Reduce duplicate project, company, and contact entry
- Support configurable data mapping for customer-specific workflows
Integration overview
The CMiC integration with Unanet AE CRM supports the transfer of selected project, company, and contact information from CMiC into Unanet AE CRM. Configured queries and field mappings align CMiC data with CRM records to support visibility into pursuits, proposals, pipeline, and project-related context.
How it works
Customer-specific CMiC data views or queries provide information for the integration. The configured connection maps supported companies, contacts, project information, and related roles or ownership fields to corresponding Unanet AE CRM records.
The final data set and synchronization behavior depend on the customer’s CMiC configuration.