CRM built for the way project-based businesses work
A modern CRM doesn’t just hold contacts—it fundamentally transforms how your firm operates, grows, and manages relationships.
Unanet CRM is designed for A/E firms to manage pursuits, strengthen client relationships, and drive predictable, profitable growth.
Drive Growth and Win Higher-Quality Business with Unanet CRM
Win More
Track every lead and follow-up so nothing is missed
Produce faster, more consistent proposals
Strengthen client relationships with complete interaction history
Work Smarter
Centralize BD, marketing, and project setup in one system
Eliminate spreadsheets and double entry
Keep teams aligned with real-time pipeline visibility
Grow Faster
Forecast revenue accurately
Focus on the most profitable clients and pursuits
Standardize BD processes to scale efficiently
Benefits of Unanet CRM + OAS
Centralized pursuit, client, and contact data delivered by Unanet—optimized by OAS for accuracy and usability.
Faster, more consistent, and more competitive proposals through Unanet tools enhanced with OAS best practices.
Stronger opportunity tracking and improved hit rates using Unanet features strengthened by OAS-designed workflows.
Seamless CRM → ERP integration from Unanet, implemented by OAS to eliminate double entry and reduce errors.
Real-time pipeline dashboards from Unanet, made more actionable with OAS custom reporting and forecasting.
Clear visibility into top clients and markets through Unanet analytics guided by OAS consulting and insights.
Clean, consistent data maintained through OAS training, governance, and ongoing expert support.
A scalable Unanet CRM platform configured by OAS so your firm adopts faster and grows with confidence.
The experts at OAS take the guess-work out of the process. We consult on best practices, handle the full implementation and training, and support you after you go live!
Unanet CRM Videos
Unanet CRM by Cosential Overview Video
Unanet’s CRM Transforming Business Decisions
Unanet’s CRM Transformation at DLZ
RELATIONAHIP MANAGMENT
Unanet CRM puts real-time relationship intelligence from your entire firm right at your fingertips—also accessible in Outlook and on your mobile device.
PIPELINE MANAGEMENT
Unanet CRM simplifies opportunity tracking, reporting, and forecasting, giving you a clear, streamlined view of your entire pipeline.
PROPOSAL GENERATION
Unanet CRM compiles project, financial, and HR data into a central marketing library, helping your team build accurate, high-quality proposals with ease.
AI-ENHANCED & SMART TECHNOLOGY
Unanet believes smart tech and AI can transform how AEC firms grow. The mission is to deliver intuitive tools that turn data into predictive insights and prescriptive actions. Unanet CRM empowers your teams with the intelligence they need today—and the innovation to shape tomorrow.
INTEGRATIONS
Unanet Connect goes beyond traditional APIs, providing a unified platform that automates your business processes and integrates Unanet with a comprehensive library of best-in-class applications.