You set the pace for your firm.
Whether you are a business developer, seller-doer, project manager or firm principal/executive – winning new business is an important part of your job. Unanet CRM is the only growth platform that goes beyond a CRM in owning the pre-sales process for market leaders winning business in the AEC industry.
Unanet CRM by Cosential for Mobile
Feed your team with critical milestone moments while you’re on the go.
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Create key Contacts on-the-go with a quick business card scan
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Automatically record Call Logs and create a meeting plan straight from your Contacts
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Surface and link strategic insights, like LinkedIn profiles or Company pages to a Contact
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Uncover every record associated with any Company
Unanet CRM by Cosential for Outlook
We meet you where you are.
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Keep track of upcoming potential work directly from your email with easy pre-populated forms to create a Contact, Company, Opportunity, or Lead.
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Instantly enhance your records with key information. Pull from over 50 social media sites in a flash to know your Clients and Contacts better.
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Capture and link vital communication to Unanet CRM, like Call Logs or Emails, with smart auto-associations. Then keep track of your business right on the spot. Manage your pipeline in one fell swoop without leaving your inbox.
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Move Opportunities through stages without leaving Outlook with an easy drag and drop to edit Opportunity data.
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Gain quick insight into which of your offices are working together to land an opportunity.
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Easily identify key, at-risk, or strategic Opportunities with Opportunity flags.
Reports & Dashboards
Keep a constant pulse on the state of your business with strategic and centralized reporting.
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Display only the data you need in a way that is easy to read by generating reports using multiple filters, sorting, and grouping.
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Build, customize and save reports for any module, like Opportunities, Projects, and even Grouped Reports.
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Run reports with simple grid column outputs, visual graphs or export to Excel.
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Supercharge reporting through easy connection to other analytic tools, like PowerBI.
Gross Margin Calculator
Easily track your revenue and uncover the gross margin tied to each project.
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Input a dollar or a percentage and let Unanet CRM calculate the rest.
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Run workflows to make your own calculations.
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Build complex calculations for your firm’s needs to uncover opportunities based on custom variables.
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Go/No-Go Decision-Making
Ensure you’re winning the right business for your firm.
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Build best practice processes around project pursuits with weighted decision forms tied to a project opportunity.
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Generate automated emails to decision-makers when a project matches customized criteria thresholds.
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Assess potential risks linked to larger projects with customizable Red Zone Forms made to automate deeper dives into the decision process.
Accurate Revenue Projection
Add predictability to your business with accurate revenue projection across the lifespan of your opportunities.
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Allocate profit across the lifespan of your project with opportunity basics like the value, start, and end date.
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View only the fields that represent highly valuable datasets of your opportunities.
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Apply a custom-built curve to distribute funds across the lifespan of your project opportunity.
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Bid with multiple partners on one project and only forecast it as one overall opportunity.
Advanced Business Planning Strategy
Strategize how you capture new work.
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Build a meaningful account plan with details like SWOT analysis and success factors that are key to winning work.
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Drill down into open opportunities to view the entire breadth of work, and projects you’re chasing with a company.
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Uncover past completed projects and connections tied to the project you’re going after today.
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Discover critical success drivers tied to your accounts in one spot.