Skip to content

Search the site

    Industry

    CRM for Construction Firms

    Improved data access, communication, and streamlined workflows are essential for construction firms to operate efficiently. Unanet’s construction CRM software helps teams focus on tasks that build stronger client relationships, drive more opportunities, and increase revenue by using the right CRM tool.

    homepage-hero-construction-1

    Trusted By

    unanet-crm-business-laptop-screenshot

    Find and win the right deals for your construction firm

    Designed specifically for construction firms, Unanet’s construction CRM software equips project managers, business developers, and marketers with the data and automation tools they need to strategically pursue and win more opportunities. By streamlining lead management and proposal efforts, Unanet CRM helps your team secure the right deals faster.

    CRM for AEC

    Today’s Construction Challenges

    • Time-consuming, manual operations

      Without an integrated construction CRM software system, marketers in construction firms spend excessive time collecting and organizing data instead of focusing on creating compelling content and managing client relationships.

    • Difficulty making strategic decisions

      Without centralized data from a construction CRM software system, construction firms struggle to adapt to changing circumstances and identify new business opportunities, making it harder to optimize growth and client acquisition.

    • Failed user adoption

      Unintuitive construction CRM software that doesn’t align with user needs leads to low adoption rates, preventing construction firms from fully leveraging their system to manage leads and grow their business.

    • Pursuing the wrong opportunities

      Without the right CRM data and insights, construction firms risk wasting valuable time and resources on unqualified opportunities, missing out on high-value leads that drive growth and business success.

    • Lack of visibility

      Fragmented reporting, spreadsheets, and phone trees leave construction teams disjointed and directionless. A construction CRM system consolidates data, providing real-time visibility into lead management, client interactions, and business opportunities.
     

    The Unanet Difference

     

    • Be more competitive with award-winning proposals

      Automatically generate compelling, tailored content that sets your construction firm apart from the competition. Unanet’s construction CRM software streamlines proposal creation, helping your team win more business by efficiently managing client data and proposal workflows.

    • Make informed, strategic decisions

      Leverage real-time CRM data and insights to make smarter decisions about resource allocation, project prioritization, and overall business strategies. Unanet’s CRM helps streamline decision-making by providing a clear view of opportunities and client relationships.

    • Manage pursuits and pipeline from your email or phone

      Easily add contact details, track relationship intelligence, and capture new opportunities—all from the email or phone tools you already use. Unanet CRM helps you manage your pipeline on the go, ensuring no lead slips through the cracks.

    • Strategize how you capture new work

      Leverage CRM data to identify key regions and sectors, allowing your construction firm to target and pursue projects that are the most profitable, the best fit for your business, and the most likely to win. Unanet’s CRM provides insights to help you focus on the right opportunities and drive business growth.

    • Real-time analytics

      Stay informed with real-time insights that give you a constant pulse on your business operations, leads, and client relationships. Unanet’s CRM for construction firms provides the data you need to make timely, informed decisions.

    • Dedicated partner

      Rely on a trusted CRM partner committed to the success of your construction firm. Unanet provides the expertise and construction CRM software solutions needed to help you build stronger client relationships, manage leads effectively, and grow your business.
    Swinerton Spotlight (3:55)
    We really needed a tool that was purpose-built for our industry and our company...
    We decided to commit to Unanet, and the company is better off for it.
    Don Adair
    Executive Vice-President and Relations officer, Swinerton

    State of the Industry

    Read about the insights, trends, and best practices our experts have identified that are shaping the construction industry.

    eBook/Whitepaper

    AEC Inspire Report 2024

    Explore industry insights, best practices, and benchmarks from Unanet’s comprehensive survey of...
    Read More
    eBook/Whitepaper

    A Recession Readiness Guide for AEC Firms

    Seven keys to proactively preparing for the economic downturn that many pundits are predicting.
    Read More

    Customer Successes

    Success Story

    Winning Growth Strategies: How One Company Juggles 750 Proposals Annually with a Consistent 25% Hit...

    To support the growth of the company, the organization needed a platform to integrate data across...
    Read More
    Success Story

    Swinerton Sheds Salesforce, Finds a CRM Befitting a Mature, Multi-Billion Dollar Construction Firm

    Even as Swinerton, one of the nation’s most distinguished, successful construction companies, was...
    Read More
    Success Story

    Unanet CRM by Cosential: How Gilbane Sets the Pace for Growth with Technology

    How A World Class Construction Company Sets the Pace for Growth with Technology

    Read More