Marrying ERP & CRM - Benefits, Challenges, Strategies

Discover why integrating your CRM and ERP is one of the most impactful investments an AEC firm can make.

In this Lunch & Learn, Courtney Kearney of CKearney Consulting joins OAS experts Mary Boyd and Tim Cowher to discuss how connecting your marketing, business development, project management, and accounting systems creates a single source of truth, improves forecasting, eliminates duplicate data entry, and helps firms make smarter, data-driven decisions.

Whether you're using Unanet CRM, Unanet AE, or simply looking to improve collaboration across departments, this session provides practical strategies to help your firm win more work, deliver more profitable projects, and strengthen client relationships.