Unanet CRM by Cosential Overview

Unanet addresses the challenge of disjointed project management by integrating ERP and CRM solutions that connect projects, people, and financials. This integration enhances decision-making and drives bottom-line growth. Businesses benefit from streamlined operations, as Unanet's platform centralizes project data, facilitating efficient management and improved collaboration. The solution is tailored for project-driven organizations, ensuring that all aspects of a project are aligned and accessible. By focusing on connectivity and efficiency, Unanet empowers businesses to manage resources effectively, ultimately improving financial outcomes.

Use Cases

Customers recommend Proposal & Quote Management, Business Development, Workflow Management, as the business use cases that they have been most satisfied with while using Unanet CRM by Cosential.

Other use cases:

  • Contact List Management
  • Onboarding
  • Sending & Publishing Communications
  • Lead Tracking
  • Relationship Management
  • Engaging And Following Up
  • Customer Feedback Management
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Business Priorities

Enhance Customer Relationships and Scale Best Practices are the most popular business priorities that customers and associates have achieved using Unanet CRM by Cosential.

Other priorities:

  • Increase Sales & Revenue
  • Grow Market Share
  • Enter New Markets Internationally Or Locally
  • Improve Internal Communications
  • Acquire Customers
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Unanet CRM by Cosential Use-Cases and Business Priorities: Customer Satisfaction Data

Unanet CRM by Cosential's features include Dashboard, Templates, Recording, etc. and Unanet CRM by Cosential support capabilities include Email Support, Chat Support, 24/7 Support, etc. also Unanet CRM by Cosential analytics capabilities include Custom Reports, and Analytics.

Reviews

"...I can quickly schedule my training online by looking at my trainer's calendar, so if I have an hour free I can make good use of my time, and with one click it's in my outlook...." Peer review by Karen Benson, Construction

Unanet CRM by Cosential, Less Annoying CRM, Floify, monday sales CRM, TeamGram, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Unanet-CRM-by-Cosential allows project-based businesses to manage the entire customer lifecycle. Pursuit through final invoicing is streamlined effectively.

Popular Business Setting

for Unanet CRM by Cosential

Top Industries

  • Construction
  • Mechanical or Industrial Engineering
  • Real Estate

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Unanet CRM by Cosential is popular in Construction, Mechanical Or Industrial Engineering, and Real Estate and is widely used by Mid Market, Small Business, and Enterprise.

Comprehensive Insights on Unanet CRM by Cosential Use Cases

How can Unanet CRM by Cosential enhance your Proposal & Quote Management process?

How can Unanet CRM by Cosential optimize your Business Development Workflow?

How does Unanet CRM by Cosential facilitate Workflow Management?

How does Unanet CRM by Cosential address your Contact List Management Challenges?

How does Unanet CRM by Cosential address your Onboarding Challenges?

29+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Unanet CRM by Cosential solved their CRM needs. Cuspera uses 1319 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Case Studies

Design

CASE STUDY Wendel Companies

Unanet helped Wendel Companies unify their operations by connecting ERP and CRM systems. Before Unanet, Wendel struggled with siloed systems, manual processes, and poor user adoption. With Unanet, th...ey centralized data, improved project visibility, and streamlined workflows. Wendel saw a 41% increase in growth, a 20% rise in profitability, and 75% CRM adoption. Real-time data improved decision-making and efficiency across the business.

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Design

CASE STUDY Tamarack Grove Engineering

Unanet AR Automation helped Tamarack Grove Engineering fix their accounts receivable process. Before Unanet, they used spreadsheets and had slow, error-prone invoicing. Their days sales outstanding (...DSO) was 60-65 days. With Unanet, they automated invoicing, used a central AR dashboard, and integrated Stripe for payments. DSO dropped to 38 days, cash reserves grew, and write-offs fell. The team saved time and focused more on projects, helping the company grow and improve client relationships.

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Management Consulting

CASE STUDY Stafford Consulting Company

Unanet ProposalAI helped Stafford Consulting Company speed up proposal writing for government contracts. The AI tool cut the time to create a pink team draft from up to two weeks to just one day. Thi...s let the team focus on refining proposals and improved compliance with RFP rules. Stafford Consulting won a $25 million contract with the Department of Homeland Security using ProposalAI. The company now saves time, works more efficiently, and wins more contracts in the competitive SDVOSB market.

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Information Technology and Services

CASE STUDY Sev1Tech

Unanet helped Sev1Tech bring two companies together after an acquisition. Sev1Tech moved all employee and project data from Costpoint to Unanet Financials. The platform let them automate rules for Co...st Plus projects and OCONUS work. They gained real-time data visibility and reduced errors. Automated invoicing cut cash cycle time, with some payments received in as few as 5 days.

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Construction

CASE STUDY Gilbane Building Company

Unanet CRM helped Gilbane Building Company improve business development. Gilbane needed better relationship management, knowledge sharing, and efficiency. Unanet CRM offered strong relationship manag...ement, email integration, and easy reporting. The company saw a 60% increase in collaboration after using Unanet CRM. Business developers now access information quickly and make better decisions with data-driven insights.

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CASE STUDY Summit Point Training Facility

Unanet helped Summit Point Training Facility upgrade their finance and inventory management. Summit Point faced outdated systems, manual workflows, and high outsourced accounting costs. They used Una...net GovCon ERP and AIM to unify financials, automate processes, and improve inventory tracking. The solution reduced outsourcing expenses and saved thousands of dollars by catching vendor errors. Automation cut manual work and improved reporting. Summit Point is now ready for growth and more complex contracts.

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Video

Unanet Connect Overview

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Frequently Asked Questions(FAQ)

for Unanet CRM by Cosential

What is Unanet CRM by Cosential?

Unanet CRM by Cosential is a cloud-based Growth and Relationship Management solution built specifically for architecture, engineering and construction (AEC) firms. It helps to grow market share and improve stakeholder relations.

It is a commercial CRM platform that helps to grow business. It offers more than a CRM solution to identify new opportunities, and leverage internal experience and relationship history to win new projects.

Its features include smart time-saving tools, valuable integrations, simple administration and management, customized reports, advanced action plans, proposal automation and much more.

What is Unanet CRM by Cosential used for?

Unanet CRM by Cosential is a CRM Software mainly used by its customers to Enhance Customer Relationships and Scale Best Practices by Proposal & Quote Management, Business Development and Workflow Management .

What are the top features of Unanet CRM by Cosential?

Dashboard, Templates and Recording are some of the top features of Unanet CRM by Cosential.

Who uses Unanet CRM by Cosential?

Unanet CRM by Cosential is used by Construction, Mechanical Or Industrial Engineering and Real Estate among other industries.

What are Unanet CRM by Cosential alternatives?

Less Annoying CRM, Floify, Monday Sales CRM and TeamGram are popular alternatives for Unanet CRM by Cosential.

Where is Unanet CRM by Cosential located?

Unanet CRM by Cosential is headquartered at 610 West 5th Street, Suite 604, Austin, TX 78701.
lightning

Peers used Unanet CRM by Cosential for proposal & quote management and business development

Unanet CRM by Cosential Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.05/5 ★

Read Reviews (1)
Custom Reports

4.20/5 ★

Read Reviews (233)
Analytics

3.96/5 ★

Read Reviews (14)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.05/5 ★

Read Reviews (1)
Custom Reports

4.20/5 ★

Read Reviews (233)
Analytics

3.96/5 ★

Read Reviews (14)

Software Failure Risk Guidance

?

for Unanet CRM by Cosential

Overall Risk Meter

Low Medium High

Top Failure Risks for Unanet CRM by Cosential

Unanet, Inc. News

Awards

Unanet wins 2025 CUSTOMER Magazine CRM Excellence Award - Engineering.com

Unanet has received the 2025 CRM Excellence Award from CUSTOMER magazine for its growth suite. This suite, which includes GovIntel, OpportuneAI, and ProposalAI, leverages AI to enhance business development for GovCon and AEC firms. It streamlines processes, improves proposal development, and aids in strategic decision-making, showcasing measurable success in transforming client operations.

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Awards

Unanet Reports Strong Q2 2025 with Industry Awards, Market-Leading Research, and Customer Growth - Yahoo Finance

Unanet reported a strong Q2 2025, highlighted by winning two Gold Stevie Awards for its CRM GovCon solution. The company released the AEC Inspire and GAUGE Reports, offering insights into workforce planning and business growth. Unanet expanded its customer base with new GovCon and AEC clients and showcased ERP and CRM enhancements at its Champions 2025 event.

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Awards

Unanet Named Winner of 2025 CUSTOMER Magazine CRM Excellence Award - Yahoo Finance

Unanet has been awarded the 2025 CUSTOMER Magazine CRM Excellence Award for its innovative growth suite, which includes AI-powered solutions like GovIntel, OpportuneAI, and ProposalAI. These tools enhance business development for government contractors and AEC firms by streamlining processes, improving decision-making, and accelerating proposal development, thereby boosting customer engagement and operational efficiency.

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Awards

Unanets Craig Halliday Receives Third Wash100 Award - GovCon Wire

Unanet CEO Craig Halliday has been named to the 2025 Wash100 list by Executive Mosaic for the third consecutive year. The Wash100 award honors influential leaders in the government contracting (GovCon) sector. Hallidays recognition highlights Unanets innovation, including the launch of a comprehensive growth suite for GovCons, featuring AI-driven RFP preparation and purpose-built CRM solutions.

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Unanet, Inc. Profile

Company Name

Unanet, Inc.

Company Website

https://unanet.com/

Year Founded

1999

HQ Location

610 West 5th Street, Suite 604, Austin, TX 78701

Employees

51-100

Social

Facebook Linkedin Twitter

Financials

PRIVATE