AI TOOL PROFILE
Unanet CRM for AEC
- Sales
- CRM
- Architecture firms
- Engineering firms
- Construction companies
- Enterprise project-based businesses
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Architecture firms, Engineering firms, Construction companies, Enterprise project-based businesses
- Key use cases
- AEC Pursuit Management, Bid Preparation, Business Development Forecasting, Client Engagement
- Integrations
- Outlook, Viewpoint, Procore, Sage 100, Sage 300
- Official website
- Visit cosential official website
How AI is used
Unanet CRM, formerly Cosential, is a relationship management platform built for the architecture, engineering, and construction (AEC) sectors. The software is designed to help project-based firms manage the customer lifecycle, focusing on the stages from initial pursuit to project win.
The platform provides tools for business development, marketing, and client engagement, helping teams organize connections and forecast work using industry-specific data. Key capabilities include pipeline tracking and the generation of proposals using personnel and project information. It also includes AI tools, such as OpportuneAI, designed to provide insights into opportunity qualification.
Buyers should confirm how the platform's focus on enterprise-level operations aligns with their specific team size and verify if the required integrations for their financial or project management tools are supported.
Key Features
Relationship Management
Supports tracking and leveraging firm connections with Outlook integration.
Pipeline Management
Designed for strategy and forecasting to provide visibility for business development teams and seller-doers.
Proposal Generation
Provides access to project and personnel data to support the creation of proposals and presentations.
AI-Enhanced Technology
Includes tools like OpportuneAI to help qualify opportunities and identify potential wins.
Industry Integrations
Supports data integration with tools including Viewpoint, Procore, Sage 100, Sage 300, and Trimble Construction.
Use Cases
AEC Pursuit Management
Managing the customer lifecycle from pursuit through to final invoicing.
Bid Preparation
Using centralized project and personnel data to support the generation of proposals.
Business Development Forecasting
Using pipeline management to help leadership make decisions on which projects to pursue.
Client Engagement
Tracking firm connections to support long-term client relationships.
Integrations
- Outlook
- Viewpoint
- Procore
- Sage 100
- Sage 300
- Trimble Construction
FAQ
Who is Unanet CRM designed for?
- It is a CRM designed for companies in the architecture, engineering, and construction (AEC) industries.
How does Unanet CRM support proposals?
- It provides marketing teams with access to project and personnel data to help create proposals for specific opportunities.
Does Unanet CRM use AI?
- Yes, it includes AI-enhanced technology like OpportuneAI to help firms qualify opportunities and identify projects they may be more likely to win.
Source category: Sales
Source subcategory: CRM
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