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Growth and Relationship Management with Unanet CRM by Cosential

Unanet CRM by Cosential helps Architecture, Engineering and Construction (AEC) firms increase revenue, while decreasing the cost of winning new business, with Growth and Relationship Management software and services that bring order, control, speed and efficiency to Business Development and Marketing.

Drive higher project and business profitability with time spent preparing and generating reports by 60%.

Increase productivity in key Business Development process by up to 50%.

Bid on the right projects by knowing where you are winning, where you are not, and what to do about it.

Empower with control by freeing data from employees’ PCs, paper files, emails, phones, and memories.

Win better business, grow revenue, and increase profitability

Unanet CRM by Cosential is 100% dedicated to helping AEC business developers, marketers, and executives win better business, grow revenue, and increase profitability.

Go beyond a CRM and completely own your pre-sales process with Unanet CRM.

Business Development

Time is money so if you are in Business Development, or a Doer-Seller, you need to make the most out of every minute in your day. You need the right tools to allow you access to data where and when you need it. Data access via your mobile device and from within your Outlook mail client saves you time and effort when updating contacts, companies and opportunities.

Marketing

As a Marketer working with proposals, there are always time-pressures to assemble the best response for a coveted project. One of the biggest challenges is ensuring you have the right information to accurately describe the capabilities of your firm and the team that will be assigned to the project. Data accuracy is critical and getting it fast is the answer to win.

Principals

As an Executive or Business Owner, you’re kept up at night worried about the growth of your business, winning the right projects, and the success of your teams. With a complete platform for the pre-sale part of your business, Unanet CRM can provide you answers to all of these insights and more. Unanet CRM reports and dashboards provide unmatched visibility into the health of your business allowing you to see both the big picture as well as the ability to drill into the details.

8 Features AEC Firms Can’t Do Without

Smart Time-Saving Tools: Central Information Platform

Unanet CRM by Cosential integrates accounting, marketing, and business development data into one location that’s accessible from any device, anywhere.

Collect, track, and report on every piece of data that’s valuable for exceptional customer relationship management and proposal automation.

Metrics on Leads Created, Opportunity by Stage, and Hit Rate are convenient and updated in real time.

Essential Integrations

Nobody wants to re-enter data into another system.

Unanet CRM by Cosential seamlessly integrates with your financial and lead generation systems, email, and publishing programs like Adobe InDesign and Microsoft Word.

These valuable integrations help you work more efficiently, and maximize the power of your data while continuing to leverage the tools you already know and love.

Simple Administration and Management

Unanet CRM by Cosential’s straightforward, easy to use software gives you dynamic organization strategies through its highly versatile applications.

Empower administrators with highly granular permissioning and administrative controls. Enable firm administrators to create automatic processes to manage the flow of new information.

Streamline your firm’s administration, so you focus on the work that you want to be doing.

Custom Analytics Reporting and Search Functions

Arm yourself with knowledge through Unanet CRM by Cosential’s dynamic Dashboard tool.

Gain perspective and make smarter decisions with smart search and custom reporting functions which enable users to research, integrate, analyze, and export all business intelligence with just a few clicks.

Create sophisticated customized reports for all of the industry’s common queries, and make strategic adjustments to your business development through your findings.

Sales and Marketing

Develop your action plans, and put them in motion.

Manage your tasks from one easy-to-navigate grid view. Organize your marketing strategies through tracking your campaigns with associated events, opportunities, tasks, and mailing lists.

And keep everybody on the team on the same page.

Proposal Automation

Unanet CRM by Cosential makes publishing proposals fast and easy.

Because all of your data is in the same place, you can focus on perfecting your ideas and winning the bid for the next exciting project.

Download Cosential Mobile from the App Store and Google Play.

You’re Mobile. So is Unanet CRM by Cosential.

Because Unanet CRM by Cosential is cloud-based, you can access it from anywhere, using any web-enabled device.

Interact with Unanet CRM by Cosential from your laptop, smart phone, or tablet just the same as if you were in your office. Choose between the standard web interface or the mobile interface and keep right on working.

Data Accuracy and Security

Unanet CRM by Cosential provides the highest level of security for your data and allows firm administrators to set permissions so that sensitive information in the CRM is only accessible to the appropriate staff.

To keep data safe and accurate, Unanet CRM by Cosential offers versioning and deduping technology: versioning to roll back any data that’s corrupted or deleted; deduping to keep your contacts and companies free from repeat entries.

Ready to Learn More?

Request a demo of Unanet CRM by Cosential today:

What Our Clients Say

"The level of service CDP provides is exceptional and always far exceeded my expectations. You can quote me on that!"

The Wesson Group LLC

"I want to let you know how grateful we are for Robert Pacheco’s assistance. He was able to meet with me and discuss the issue promptly and complete the fix within a short amount of time. He is surely an asset, and we are thankful to have such a great resource."

Marques General Engineering, Inc.

"Kristen is a very valuable resource for us!"

LCI-Lineberger Construction Inc.

"Michael and Matthew have exceeded my needs and expectations. I get help same day 95% of the time, which is very important in my business at times. They are professional and courteous 100% of the time. Zero complaints."

Mitchell Brothers

"I wanted to let you know Dan did a great job. He has a vast amount of knowledge, and I feel very fortunate to be working with him."

H.F. (Mechanical Contractor)

"It’s a pleasure working with Robert. He's very patient, knowledgeable and goes far beyond to help with any issues we have as a company or as an individual."

HL Contractors

"He did a great job online and an equally great job in person. We’re enjoying working with our new Spectrum Viewpoint accounting software."

Chambliss & Rabil Contractors, Inc.

"Greg is terrific, and I’m so excited to have a better resource! I have him working on several projects now with many more to come."

Progressive Plumbing

"Thank you for your assistance/responsiveness to assist us in getting P6 back online so quickly today. We appreciate all the support you provide."

M.J. (Manufacturing Firm)

"Beth is absolutely wonderful to work with! I appreciate her patience and professionalism. It’s a relief to know I can count on her to respond and be a life line for us as we continue to learn the system. She is truly top notch."

Eastbound Mechanical

"We appreciate Tim and all of his excellent support."

M.J. (Manufacturing Firm)