Unanet is an AI-first CRM and growth platform specifically designed for project-driven businesses, including sectors such as government contracting, architecture, engineering, and construction (AEC). This comprehensive solution is trusted by over 4,200 firms to streamline the connection between relationships, opportunities, proposals, projects, and overall business performance. By offering industry-specific workflows, real-time visibility, and intelligent automation, Unanet empowers teams to focus on the most promising opportunities, enhance their win rates, and grow with greater assurance.
The Unanet CRM serves as a vital growth system of record for organizations that rely on relationships, expertise, and reputation to secure work through complex pursuits. It integrates various functions such as relationship management, account and contact intelligence, opportunity and pipeline management, and proposal development into a cohesive system. This integration allows teams to operate more efficiently, making informed decisions based on comprehensive data rather than fragmented information.
For AEC firms, Unanet CRM provides a robust framework that connects crucial data points, including client, contact, partner, project, employee, and past-performance information. This interconnectedness enables teams to gain insights into their relationships, identify relevant experience, and craft stronger proposals. For government contractors, the Unanet GovCon CRM enhances this capability by integrating market and award intelligence, pipeline management, and AI-driven pursuit prioritization, ensuring that teams can effectively identify and pursue the opportunities they are best positioned to win.
Unanet CRM facilitates collaboration among business development, capture, marketing, proposal, and executive teams by providing a shared context that eliminates the need for disconnected spreadsheets and point solutions. Users can manage their pipeline, improve forecast accuracy, and streamline proposal processes while preserving institutional knowledge. The platform is accessible through web, mobile, and Outlook experiences, allowing users to work seamlessly within their existing workflows.
The AI capabilities of Unanet extend beyond mere activity documentation. With features like ChampAI, the platform introduces embedded intelligence that assists teams in evaluating pursuit fit, surfacing relevant relationships, and identifying critical tasks that require attention. Depending on the selected market and package, Unanet CRM can also integrate with tools such as ProposalAI, GovIntel, OpportuneAI, Unanet ERP, DataLake, and Unanet Connect, offering a comprehensive view that spans from opportunity identification to project execution and financial performance. This interconnected approach ensures that users have the insights and tools necessary to drive their business forward effectively.
Average Rating: 4.0/5.0
Total Reviews: 264
How Do G2 Users Rate Unanet CRM?
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Ease of Use: 7.4/10 (Category avg: 8.9/10)
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Assembly and Approval Workflows: 8.9/10 (Category avg: 8.6/10)
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Template Creation and Flexibility: 8.6/10 (Category avg: 8.6/10)
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Customizability: Variables and Fields: 8.3/10 (Category avg: 8.8/10)
Who Is the Company Behind Unanet CRM?
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Seller: Unanet
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Company Website:
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Year Founded: 1988
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HQ Location: Dulles, VA
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LinkedIn® Page: www.linkedin.com
455 employees on LinkedIn®
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Phone: (703)-689-9440
Who Uses This Product?
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Who Uses This: Marketing Coordinator, Marketing Manager
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Top Industries: Construction, Architecture & Planning
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Company Size: 68% Medium, 19% Small
What Do G2 Reviewers Say About Unanet CRM?
AI-generated summary from verified user reviews
Pros
- Users find the ease of use of Unanet CRM by Cosential makes tracking contacts and opportunities straightforward.
- Users value the seamless Outlook integration of Unanet CRM, enhancing collaboration and business development efforts.
- Users value the easy tracking of pipeline and sales, finding it tailored for AEC business development needs.
- Users value the ease of tracking pipeline and past performance in Unanet CRM, enhancing proposal preparation efficiency.
- Users value the customizable dashboards and the ability to clone opportunities, enhancing their experience in the AEC industry.
Cons
- Users find Unanet CRM by Cosential not user-friendly, citing a steep learning curve and challenging login processes.
- Users face challenges with poor reporting, finding it hard to create effective reports and dashboards.
- Users find the complex usability of Unanet CRM challenging, leading to difficulties in navigating and building reports.
- Users highlight the steep learning curve of Unanet CRM, making initial usage and reporting challenging.
- Users find difficult navigation in Unanet CRM, especially with convoluted search functions leading to random results.
What Are G2 Users Discussing About Unanet CRM?
