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You set the pace for your firm.

Whether you are a business developer, doer-seller, 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.

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Unanet CRM by Cosential for Mobile

Feed your team with critical milestone moments while you’re on the go.

Create key Contacts on-the-go with a quick business card scan

Automatically record Call Logs and create a meeting plan straight from your Contacts

Surface and link strategic insights, like LinkedIn profiles or Company pages to a Contact

Uncover every record associated with any Company

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Unanet CRM by Cosential for Outlook

We meet you where you are.

Keep track of upcoming potential work directly from your email with easy pre-populated forms to create a Contact, Company, Opportunity, or Lead.

Instantly enhance your records with key information. Pull from over 50 social media sites in a flash to know your Clients and Contacts better.

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.

Move Opportunities through stages without leaving Outlook with an easy drag and drop to edit Opportunity data.

Gain quick insight into which of your offices are working together to land an opportunity.

Easily identify key, at-risk, or strategic Opportunities with Opportunity flags.

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Reports & Dashboards

Keep a constant pulse on the state of your business with strategic and centralized reporting.

Display only the data you need in a way that is easy to read by generating reports using multiple filters, sorting, and grouping.

Build, customize and save reports for any module, like Opportunities, Projects, and even Grouped Reports.

Run reports with simple grid column outputs, visual graphs or export to Excel.

Supercharge reporting through easy connection to other analytic tools, like PowerBI.

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Gross Margin Calculator

Easily track your revenue and uncover the gross margin tied to each project.

Input a dollar or a percentage and let Unanet CRM calculate the rest.

Run workflows to make your own calculations.

Build complex calculations for your firm’s needs to uncover opportunities based on custom variables.

More solutions, less effort

Decision-Making

Revenue Projection

Advanced Strategy

Go/No-Go Decision-Making

Ensure you’re winning the right business for your firm.

Build best practice processes around project pursuits with weighted decision forms tied to a project opportunity.

Generate automated emails to decision-makers when a project matches customized criteria thresholds.

Assess potential risks linked to larger projects with customizable Red Zone Forms made to automate deeper dives into the decision process.

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Ready to make your entire workflow more effective?

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