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 For Marketers

Deadlines seem to run your life.

You need immediate access to past and present project information that you can use to create winning proposals. Unanet CRM makes it easy for Marketing teams to prepare targeted and accurate proposals, qualifications statements, resumes, project profiles, project lists, government forms, and other marketing collateral.

Unanet CRM by Cosential Proposal Automation

Proposal automation ensures you spend less time tracking down information and more time being strategic.

  • Automatically populate your templates and then generate your submittals with the publishing tool of your choice
  • Easily output documents directly to PDFs or RTFs with Unanet CRM deep integration into Adobe InDesign and Microsoft Word
  • Marry your existing workflows and processes with pre-configured proposal generation technology
  • Spend time perfecting your winning proposals and other marketing materials instead of chasing down information

Financial Data Connector

Get the full picture – easily connect to your financial system.

Build a truly integrated platform by connecting the most common financial applications in your space.

  • Securely sync your project-specific marketing and financial data.

  • Gain easy access to updated project, personnel, company, or contact information through an easy sync from your firm’s financial application.

  • View all projects and past pursuits with a client to pair with current sales activities.


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.

Unanet CRM

See it in Action

Ready to make your entire workflow more effective?