Link copied to clipboard # Followup CRM vs Unanet CRM Comparison - What are their main differences? Share [ Export ](/compare/followup-crm/unanet-crm/export.csv) Followup CRMUnanet CRM[+ Add Product](#) Pricing **Followup CRM** No pricing available **Unanet CRM** No pricing available **Pricing Insights** from reviews Time to Implement **Followup CRM** 1 monthFaster Based on 12 responses **Unanet CRM** 5 months Based on 25 responses Return on Investment **Followup CRM** 23 months Based on 12 responses **Unanet CRM** 17 months6 months sooner Based on 23 responses Perceived Cost **Followup CRM** $$$$$ **Unanet CRM** $$$$$ Average Discount **Followup CRM** 8% **Unanet CRM** 8% ![Followup CRM](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_95e15b4e9b258c9a2558d76f24820ad2/followup-crm.png "Followup CRM") ![Unanet CRM](https://images.g2crowd.com/uploads/product/hd_favicon/a022e7d9f640b5d95667d3ddbc0643cb/unanet-crm.svg "Unanet CRM") G2 offers free advice on this comparison. Chat with an expert How would you like to receive Software Advice? ![](/assets/advisor_router/laptop_form-f1a7012279826105416befde8d882ffc7589b1f9db09c93a1379d601cafe8e0d.svg) FormAnswer questions at your own pace, no call required. ![](/assets/advisor_router/ai_agent-4d78629a3ba354fed449a65c60df3a6f2eda90fb98411b711df4b25d7be52a38.svg) AI AgentChat live and get a recommendation in minutes. ![](/assets/advisor_router/phone_call_picker-c48821ec36f4182d8ee3e54cfbd3937500eec54d7b7e0cfb80dc80a8a733842f.svg) Phone CallTalk it through live with a software advisor. **Pros & Cons** from reviews **Followup CRM** [ Tracking (1) ](https://www.g2.com/products/followup-crm/reviews?filters%5Bsentiment_snippet%5D=2414751&qs=pros-and-cons#reviews)[ Bug Issues (1) ](https://www.g2.com/products/followup-crm/reviews?filters%5Bsentiment_snippet%5D=2414757&qs=pros-and-cons#reviews)[ CRM Integration Issues (1) ](https://www.g2.com/products/followup-crm/reviews?filters%5Bsentiment_snippet%5D=2414753&qs=pros-and-cons#reviews) **Unanet CRM** [ Ease of Use (18) ](https://www.g2.com/products/unanet-crm/reviews?filters%5Bsentiment_snippet%5D=1799516&qs=pros-and-cons#reviews)[ CRM Integration (14) ](https://www.g2.com/products/unanet-crm/reviews?filters%5Bsentiment_snippet%5D=1800142&qs=pros-and-cons#reviews)[ Not User-Friendly (8) ](https://www.g2.com/products/unanet-crm/reviews?filters%5Bsentiment_snippet%5D=1799654&qs=pros-and-cons#reviews)[ Poor Reporting (8) ](https://www.g2.com/products/unanet-crm/reviews?filters%5Bsentiment_snippet%5D=1800280&qs=pros-and-cons#reviews) Integrations **Followup CRM** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_69054bc7d40597b06fc3905720ccc914/microsoft-outlook.png "Product Avatar Image") Outlook ](https://www.g2.com/products/microsoft-outlook/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_4cf1afcba79428d399cada0516f7f0d5/procore.jpg "Product Avatar Image") Procore ](https://www.g2.com/products/procore/reviews)[ View all ](https://www.g2.com/products/followup-crm/integrations) **Unanet CRM** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_7fe3ac866a6ee2c8e79ddc61b45ae7d2/adobe-illustrator.png "Product Avatar Image") Illustrator ](https://www.g2.com/products/adobe-illustrator/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_cb9338cf15d1d50db746a9fdee5a4913/deltek-ajera.jpg "Product Avatar Image") Deltek Ajera ](https://www.g2.com/products/deltek-ajera/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_69054bc7d40597b06fc3905720ccc914/microsoft-outlook.png "Product Avatar Image") Outlook ](https://www.g2.com/products/microsoft-outlook/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_89403f91f420a370f25b6800af702d70/microsoft-word.png "Product Avatar Image") Microsoft Word ](https://www.g2.com/products/microsoft-word/reviews)[ View all ](https://www.g2.com/products/unanet-crm/integrations) Screenshots **Followup CRM** No screenshot available **Unanet CRM** ![Unanet CRM screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/110633/U-CRM-AEC-screen.png) **Ratings** from reviews Meets Requirements **Followup CRM** 8.6 8.644 **Unanet CRM** 8.0 8.0132 Ease of Use **Followup CRM** 8.9 8.944 **Unanet CRM** 7.4 7.4225 Ease of Setup **Followup CRM** 8.3 8.321 **Unanet CRM** 6.9 6.9166 Ease of Admin **Followup CRM** 8.3 8.320 **Unanet CRM** 7.5 7.589 Quality of Support **Followup CRM** 8.8 8.844 **Unanet CRM** 7.5 7.5125 Has the product been a good partner in doing business? **Followup CRM** 8.3 8.320 **Unanet CRM** 8.1 8.186 Product Direction (% positive) **Followup CRM** 8.8 8.840 **Unanet CRM** 7.4 7.4127 **Features** ratings from reviews Show 9 feature categories with incomplete data CRM[Hide 141 FeaturesShow 141 Features](javascript:void(0);) Not enough data Not enough data Sales Force Automation Contact & Account Management Not enough data 8.5(won by default) 22 | Verified Partner Relationship Mgmt. (PRM) Not enough data 8.0(won by default) 9 Opportunity & Pipeline Mgmt. Not enough data 8.8(won by default) 21 | Verified Task / Activity Management Not enough data 7.8(won by default) 19 | Verified Desktop Integration Not enough data 7.8(won by default) 16 | Verified Product & Price List Management Not enough data 6.7(won by default) 8 | Verified Quote & Order Management Not enough data 6.7(won by default) 8 | Verified Customer Contract Management Not enough data 7.3(won by default) 8 Territory & Quota Management Not enough data Feature Not Available Contract/License Management Not enough data Not enough data Marketing Automation Email Marketing Not enough data 7.3(won by default) 10 | Verified Campaign Management Not enough data 7.2(won by default) 10 | Verified Lead Management Not enough data 7.8(won by default) 16 | Verified Marketing ROI Analytics Not enough data 7.6(won by default) 12 | Verified Email Management Not enough data Not enough data File Management Not enough data Not enough data Deal Management Not enough data Not enough data Customer Support Case Management Not enough data 8.3(won by default) 7 Customer Support Portal Not enough data 8.1(won by default) 7 Knowledge Base Not enough data 8.5(won by default) 11 Call Center Features Not enough data 8.0(won by default) 5 Support Analytics Not enough data 8.0(won by default) 5 Workflow Management Not enough data Not enough data Opportunity Management Not enough data Not enough data Sales Pipeline Management Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Calendar Management Not enough data Not enough data Pipeline Management Not enough data Not enough data Content Management Not enough data Not enough data Communication Management Not enough data Not enough data Visual Analytics Not enough data Not enough data Template Management Not enough data Not enough data Predictive Analytics Not enough data Not enough data Document Management Not enough data Not enough data Channel Management Not enough data Not enough data Commission Management Not enough data Not enough data Field Sales Management Not enough data Not enough data Reporting & Analytics Reporting Not enough data 7.9(won by default) 22 | Verified Dashboards Not enough data 8.7(won by default) 23 | Verified Forecasting Not enough data 8.2(won by default) 12 Mobile & Social Mobile User Support Not enough data 5.9(won by default) 13 | Verified Social Collaboration Features Not enough data Not enough data Social Network Integration Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Social Media Integration Not enough data Not enough data Customer Support Not enough data Not enough data Multi-Channel Social Integration Not enough data Not enough data Platform Customization Not enough data 8.0(won by default) 15 Workflow Capability Not enough data 8.0(won by default) 14 User, Role, and Access Management Not enough data 8.3(won by default) 14 Internationalization Not enough data 7.1(won by default) 8 Document & Content Mgmt. Not enough data 8.0(won by default) 9 Performance and Reliability Not enough data 8.3(won by default) 14 Output Document Generation Not enough data 7.8(won by default) 10 Sandbox / Test Environments Not enough data Not enough data Mobile Access Not enough data Not enough data Lead Generation Not enough data Not enough data Integration Data Import & Export Tools Not enough data 7.6(won by default) 12 Integration APIs Not enough data 7.2(won by default) 6 Breadth of Partner Applications Not enough data 7.0(won by default) 5 Third-Party Integration Not enough data Not enough data Internal Chat Integration Not enough data Not enough data Collaboration Tools Not enough data Not enough data Prospecting Tools Not enough data Not enough data Real-Time Data Not enough data Not enough data Generative AI AI Text Generation Not enough data Not enough data Generative AI Not enough data Not enough data Proposal Generation Not enough data Not enough data Agentic AI - CRM Autonomous Task Execution Not enough data Not enough data Multi-step Planning Not enough data Not enough data Cross-system Integration Not enough data Not enough data Adaptive Learning Not enough data Not enough data Natural Language Interaction Not enough data Not enough data Proactive Assistance Not enough data Not enough data Decision Making Not enough data Not enough data Calendar/Reminder System Not enough data Not enough data Additional Functionality Search/Filter Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Data Import/Export Not enough data Not enough data Lead Capture Not enough data Not enough data Batch Processing Not enough data Not enough data Email Tracking Not enough data Not enough data Tagging Not enough data Not enough data Pipeline Reports Not enough data Not enough data Drag & Drop Not enough data Not enough data Segmentation Not enough data Not enough data Customizable Fields Not enough data Not enough data Role-Based Permissions Not enough data Not enough data Interaction Tracking Not enough data Not enough data CRM Not enough data Not enough data Document Storage Not enough data Not enough data AI Copilot Not enough data Not enough data Contact Database Not enough data Not enough data Referral Tracking Not enough data Not enough data Quotes/Estimates Not enough data Not enough data Multi-Channel Communication Not enough data Not enough data Lead Qualification Not enough data Not enough data Marketing Automation Not enough data Not enough data Email Templates Not enough data Not enough data Sales Reports Not enough data Not enough data Customer Journey Mapping Not enough data Not enough data Reminders Not enough data Not enough data Lead Scoring Not enough data Not enough data Data Security Not enough data Not enough data Customizable Reports Not enough data Not enough data Calendar Sync Not enough data Not enough data For Startups Not enough data Not enough data Performance Metrics Not enough data Not enough data Sales Trend Analysis Not enough data Not enough data For iPad Devices Not enough data Not enough data Customizable Templates Not enough data Not enough data Activity Tracking Not enough data Not enough data Reporting & Statistics Not enough data Not enough data For Mac Devices Not enough data Not enough data Landing Pages/Web Forms Not enough data Not enough data Lead Nurturing Not enough data Not enough data Gamification Not enough data Not enough data Prioritization Not enough data Not enough data Web-based Deployment Not enough data Not enough data Softphone Not enough data Not enough data Single Sign On Not enough data Not enough data Customer Database Not enough data Not enough data Event Triggered Actions Not enough data Not enough data Mobile App Not enough data Not enough data Email Sequences Not enough data Not enough data Customer Segmentation Not enough data Not enough data Lead Assignment Not enough data Not enough data For Small Businesses Not enough data Not enough data Live Chat Not enough data Not enough data Business Card/Badge Scanning Not enough data Not enough data Data Visualization Not enough data Not enough data Customer Social Profiles Not enough data Not enough data Social Promotion Not enough data Not enough data Monitoring Not enough data Not enough data Engagement Tracking Not enough data Not enough data Social Media Monitoring Not enough data Not enough data Customer Engagement Not enough data Not enough data Sentiment Analysis Not enough data Not enough data Brand Tracking Not enough data Not enough data Audience Targeting Not enough data Not enough data Workflow Automation Not enough data Not enough data Construction CRM[Hide 42 FeaturesShow 42 Features](javascript:void(0);) Not enough data Not enough data Additional Functionality Bid Management Not enough data Not enough data AI Copilot Not enough data Not enough data Project Tracking Not enough data Not enough data Client Tracking Not enough data Not enough data Calendar Management Not enough data Not enough data Quotes/Estimates Not enough data Not enough data Calendar/Reminder System Not enough data Not enough data Lead Management Not enough data Not enough data Activity Tracking Not enough data Not enough data Customizable Reports Not enough data Not enough data Task Management Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Project Management Not enough data Not enough data Inventory Management Not enough data Not enough data Email Marketing Not enough data Not enough data Activity Dashboard Not enough data Not enough data Collaboration Tools Not enough data Not enough data Communication Management Not enough data Not enough data Customizable Templates Not enough data Not enough data API Not enough data Not enough data Buyer Management Not enough data Not enough data Document Management Not enough data Not enough data Workflow Management Not enough data Not enough data Project Time Tracking Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Contract/License Management Not enough data Not enough data Data Import/Export Not enough data Not enough data Warranty Tracking Not enough data Not enough data Estimating Not enough data Not enough data Customizable Fields Not enough data Not enough data ACH Payment Processing Not enough data Not enough data Forecasting Not enough data Not enough data Sales Approval Not enough data Not enough data Subcontractor Management Not enough data Not enough data Change Order Management Not enough data Not enough data Scheduling Not enough data Not enough data For AEC Industry Not enough data Not enough data Procurement Management Not enough data Not enough data Job Costing Not enough data Not enough data Sales Pipeline Management Not enough data Not enough data Generative AI Not enough data Not enough data Contact Management Not enough data Not enough data Construction Management[Hide 49 FeaturesShow 49 Features](javascript:void(0);) Not enough data Not enough data Additional Functionality Commercial Not enough data Not enough data Quality Control Management Not enough data Not enough data Reporting & Statistics Not enough data Not enough data For AEC Industry Not enough data Not enough data Timesheet Management Not enough data Not enough data CRM Not enough data Not enough data For Residential Not enough data Not enough data Real-Time Data Not enough data Not enough data Customizable Reports Not enough data Not enough data Contractor Management Not enough data Not enough data Scheduling Not enough data Not enough data Financial Management Not enough data Not enough data Inventory Management Not enough data Not enough data Mobile Access Not enough data Not enough data Offline Access Not enough data Not enough data Purchase Order Management Not enough data Not enough data Supplier Management Not enough data Not enough data Change Order Management Not enough data Not enough data API Not enough data Not enough data Activity Dashboard Not enough data Not enough data RFI & Submittals Not enough data Not enough data AI Copilot Not enough data Not enough data Subcontractor Management Not enough data Not enough data Status Tracking Not enough data Not enough data Incident Reporting Not enough data Not enough data Bid Management Not enough data Not enough data Permit Management Not enough data Not enough data Materials Management Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Activity Tracking Not enough data Not enough data Real-Time Updates Not enough data Not enough data Collaboration Tools Not enough data Not enough data Document Management Not enough data Not enough data Equipment Tracking Not enough data Not enough data Contract/License Management Not enough data Not enough data Generative AI Not enough data Not enough data Task Management Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Project Management Not enough data Not enough data Risk Assessment Not enough data Not enough data Accounting Integration Not enough data Not enough data Audit Trail Not enough data Not enough data Compliance Tracking Not enough data Not enough data Building Information Model Not enough data Not enough data Job Costing Not enough data Not enough data Multiple Projects Not enough data Not enough data Workflow Management Not enough data Not enough data Estimating Not enough data Not enough data Budget Tracking Not enough data Not enough data Other Construction[Hide 129 FeaturesShow 129 Features](javascript:void(0);) Not enough data Not enough data Additional Functionality Compliance Management Not enough data Not enough data Time & Expense Tracking Not enough data Not enough data Time Tracking Not enough data Not enough data Customizable Forms Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Mobile Access Not enough data Not enough data Work Order Management Not enough data Not enough data Billing & Invoicing Not enough data Not enough data Accounting Integration Not enough data Not enough data Customer Database Not enough data Not enough data Real-Time Reporting Not enough data Not enough data Data Import/Export Not enough data Not enough data Customizable Fields Not enough data Not enough data Automatic Backup Not enough data Not enough data Job Tracking Not enough data Not enough data Estimating Not enough data Not enough data Real-Time Data Not enough data Not enough data Contact Database Not enough data Not enough data For Commercial and/or Industrial Electrical Contractors Not enough data Not enough data API Not enough data Not enough data AI Copilot Not enough data Not enough data Activity Tracking Not enough data Not enough data Location Tracking Not enough data Not enough data Activity Dashboard Not enough data Not enough data Real-Time Updates Not enough data Not enough data QuickBooks Integration Not enough data Not enough data Job Management Not enough data Not enough data Calendar Management Not enough data Not enough data Customer Management Not enough data Not enough data Quotes/Estimates Not enough data Not enough data Customizable Templates Not enough data Not enough data Electronic Signature Not enough data Not enough data Real-Time Notifications Not enough data Not enough data Customer History Not enough data Not enough data Electronic Payments Not enough data Not enough data Scheduling Not enough data Not enough data Mobile Signature Capture Not enough data Not enough data Customizable Branding Not enough data Not enough data Maintenance Scheduling Not enough data Not enough data Customizable Reports Not enough data Not enough data Contract/License Management Not enough data Not enough data GPS Not enough data Not enough data Project Management Not enough data Not enough data Inventory Management Not enough data Not enough data Job Scheduling Not enough data Not enough data Document Storage Not enough data Not enough data Invoice Management Not enough data Not enough data Dispatch Management Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Drag & Drop Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Generative AI Not enough data Not enough data Task Scheduling Not enough data Not enough data PLC Tools Not enough data Not enough data Modeling & Simulation Not enough data Not enough data Reusable Designs Not enough data Not enough data Template Management Not enough data Not enough data Functions/Calculations Not enough data Not enough data 3D Design & Modeling Not enough data Not enough data Document Generation Not enough data Not enough data Document Management Not enough data Not enough data Annotations Not enough data Not enough data CAD Tools Not enough data Not enough data Bills of Material Not enough data Not enough data Collaboration Tools Not enough data Not enough data Content Library Not enough data Not enough data One Line Diagram Not enough data Not enough data Prototype Creation Not enough data Not enough data 2D Drawing Not enough data Not enough data Version Control Not enough data Not enough data Data Synchronization Not enough data Not enough data Parts Management Not enough data Not enough data Automatic Adjustments Not enough data Not enough data System Design Tools Not enough data Not enough data Symbol Library Not enough data Not enough data Scenario Planning Not enough data Not enough data Multiple Format Support Not enough data Not enough data Rules-Based Workflow Not enough data Not enough data Built-In Database Not enough data Not enough data Automatic Formatting Not enough data Not enough data Offline Access Not enough data Not enough data Design Management Not enough data Not enough data Change Management Not enough data Not enough data Data Visualization Not enough data Not enough data 3D Modeling Not enough data Not enough data Warranty Tracking Not enough data Not enough data Job Costing Not enough data Not enough data Change Order Management Not enough data Not enough data Lead Management Not enough data Not enough data Expense Tracking Not enough data Not enough data Permit Management Not enough data Not enough data Mobile App Not enough data Not enough data Timesheet Management Not enough data Not enough data Communication Management Not enough data Not enough data Supplier Management Not enough data Not enough data Online Payments Not enough data Not enough data For Residential Not enough data Not enough data CRM Not enough data Not enough data Bid Management Not enough data Not enough data Project Planning/Scheduling Not enough data Not enough data Client Portal Not enough data Not enough data Subcontractor Management Not enough data Not enough data Purchase Order Management Not enough data Not enough data Accounting Not enough data Not enough data Project Tracking Not enough data Not enough data Visual Analytics Not enough data Not enough data Distinct Construction Functionality Not enough data Not enough data Specialized or Emerging Capabilities Not enough data Not enough data Niche Application Not enough data Not enough data Automated Scheduling Not enough data Not enough data Payment Processing Not enough data Not enough data Customer Service Management Not enough data Not enough data Service History Not enough data Not enough data For Plumbing Industry Not enough data Not enough data Technician Management Not enough data Not enough data Equipment Tracking Not enough data Not enough data Routing Not enough data Not enough data Takeoff Not enough data Not enough data Mobile Alerts Not enough data Not enough data Project Planning Not enough data Not enough data Cost Estimating Not enough data Not enough data Status Tracking Not enough data Not enough data Cost Database Not enough data Not enough data Visual Assemblies Not enough data Not enough data For General Contractors Not enough data Not enough data SMS Messaging Not enough data Not enough data Commercial/Industrial Not enough data Not enough data Fitting Management Not enough data Not enough data Prebuilt Assembly Not enough data Not enough data Quote Management[Hide 37 FeaturesShow 37 Features](javascript:void(0);) Not enough data Not enough data Additional Functionality AI Copilot Not enough data Not enough data Electronic Signature Not enough data Not enough data Approval Process Control Not enough data Not enough data Customer History Not enough data Not enough data Workflow Management Not enough data Not enough data Reminders Not enough data Not enough data Automated Quoting Not enough data Not enough data Price/Margin Management Not enough data Not enough data Contact Management Not enough data Not enough data Drag & Drop Not enough data Not enough data Pricing and Cost Calculations Not enough data Not enough data Calendar Management Not enough data Not enough data Catalog Management Not enough data Not enough data Client Portal Not enough data Not enough data Discount Management Not enough data Not enough data Real-Time Data Not enough data Not enough data Proposal Generation Not enough data Not enough data Billing & Invoicing Not enough data Not enough data Generative AI Not enough data Not enough data Customizable Branding Not enough data Not enough data Template Management Not enough data Not enough data Document Management Not enough data Not enough data Estimating Not enough data Not enough data Email Management Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Customizable Fields Not enough data Not enough data CRM Not enough data Not enough data Pricing Management Not enough data Not enough data API Not enough data Not enough data Accounting Integration Not enough data Not enough data Activity Dashboard Not enough data Not enough data Contract/License Management Not enough data Not enough data Electronic Payments Not enough data Not enough data Audit Trail Not enough data Not enough data Quotes/Estimates Not enough data Not enough data Proposal[Hide 47 FeaturesShow 47 Features](javascript:void(0);) Not enough data Not enough data Document Creation Customizability: Variables and Fields Not enough data 8.3(won by default) 7 Template Creation and Flexibility Not enough data 8.6(won by default) 7 Online Document Creation Not enough data 8.3(won by default) 5 PDF Creation Not enough data 8.6(won by default) 6 Rich Media Not enough data Not enough data Custom Branding Not enough data Not enough data Workflow Document Builder Interface Not enough data Not enough data Collaborative Creation Not enough data Not enough data Assembly and Approval Workflows Not enough data Not enough data Analytics Reporting and Dashboards Not enough data 8.6(won by default) 6 Engagement Tracking Not enough data Not enough data Proposal Effectiveness Reporting Not enough data Not enough data Administration and Platform User, Role, and Access Management Not enough data 9.2(won by default) 6 Alerts and Notifications Not enough data 9.4(won by default) 6 API / Integrations Not enough data 8.0(won by default) 5 Contract/License Management Not enough data Not enough data Knowledge Base Management Not enough data Not enough data Contact Management Not enough data Not enough data RFP Management Not enough data Not enough data Workflow Management Not enough data Not enough data Document Management Not enough data Not enough data Task Management Not enough data Not enough data API Not enough data Not enough data CRM Integration Not enough data Feature Not Available Electronic Signature Not enough data Not enough data CPQ Integration Not enough data Not enough data Generative AI AI Text Generation Not enough data Not enough data Generative AI Not enough data Not enough data Proposal Generation Not enough data Not enough data Additional Functionality Templates Not enough data Not enough data Collaboration Tools Not enough data Not enough data AI Copilot Not enough data Not enough data CRM Not enough data Not enough data Automatic Formatting Not enough data Not enough data Client Portal Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Quotes/Estimates Not enough data Not enough data Customizable Reports Not enough data Not enough data Content Library Not enough data Not enough data Data Import/Export Not enough data Not enough data Document Review Not enough data Not enough data Document Automation Not enough data Not enough data Reminders Not enough data Not enough data Audit Trail Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Approval Process Control Not enough data Not enough data Version Control Not enough data Not enough data Bid Management[Hide 46 FeaturesShow 46 Features](javascript:void(0);) Not enough data Not enough data Document Management Proposal Creation - Bid Management Not enough data Not enough data Bid Comparisons - Bid Management Not enough data Not enough data Templates - Bid Management Not enough data Not enough data Bid Invitations - Bid Management Not enough data Not enough data Communication Management Not enough data Not enough data Qualifications Contactor Database - Bid Management Not enough data Not enough data Compliance - Bid Management Not enough data Not enough data Change Order Management Not enough data Not enough data Invoice Management Not enough data Not enough data Contract/License Management Not enough data Not enough data Cost Database Not enough data Not enough data Contact Database - Bid Management Not enough data Not enough data Construction Management Construction Software Integration - Bid Management Not enough data Not enough data Historical Data - Bid Management Not enough data Not enough data Project Management - Bid Management Not enough data Not enough data Task Management Not enough data Not enough data Supplier Management Not enough data Not enough data RFP Management Not enough data Not enough data Workflow Management Not enough data Not enough data Document Management Not enough data Not enough data Multiple Projects Not enough data Not enough data Accounting Integration Not enough data Not enough data Additional Functionality API Not enough data Not enough data Collaboration Tools Not enough data Not enough data AI Copilot Not enough data Not enough data For AEC Industry Not enough data Not enough data Customizable Reports Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Approval Process Control Not enough data Not enough data Generative AI Not enough data Not enough data Activity Dashboard Not enough data Not enough data Forecasting Not enough data Not enough data Forms Creation & Design Not enough data Not enough data File Sharing Not enough data Not enough data Version Control Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Document Storage Not enough data Not enough data Mobile Access Not enough data Not enough data Quotes/Estimates Not enough data Not enough data Job Costing Not enough data Not enough data Access Control Not enough data Not enough data Multiple User Accounts Not enough data Not enough data Proposal Generation Not enough data Not enough data Project Tracking Not enough data Not enough data Data Import/Export Not enough data Not enough data Takeoff Not enough data Not enough data Knowledge Base[Hide 75 FeaturesShow 75 Features](javascript:void(0);) Not enough data Not enough data Knowledge Pages Templates Not enough data Not enough data In-Content Feedback Not enough data Not enough data Versioning and Version History Not enough data Not enough data Decision Trees Not enough data Not enough data Duplicate Detection Not enough data Not enough data Content Editor Not enough data Not enough data WYSIWYG Editor Not enough data Not enough data Rich Text Editor Not enough data Not enough data Drag & Drop Editor Not enough data Not enough data Customizable Templates Not enough data Not enough data Surveys & Feedback Not enough data Not enough data Pre-built Templates Not enough data Not enough data Knowledge Dissemination Page Analytics Not enough data Not enough data Permissions Not enough data Not enough data Knowledge Sharing Not enough data Not enough data Notifications Not enough data Not enough data Advanced Search Not enough data Not enough data Organization Not enough data Not enough data Browser Extension Not enough data Not enough data Other Integrations Not enough data Not enough data Knowledge Integrations Not enough data Not enough data Full Text Search Not enough data Not enough data Web Notifications Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Website Integration Not enough data Not enough data Social Media Integration Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Agentic AI - Knowledge Base Adaptive Learning Not enough data Not enough data Natural Language Interaction Not enough data Not enough data Proactive Assistance Not enough data Not enough data Multi-Language Not enough data Not enough data Additional Functionality Search/Filter Not enough data Not enough data AI Copilot Not enough data Not enough data Commenting/Notes Not enough data Not enough data Content Publishing Options Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Content Library Not enough data Not enough data Document Classification Not enough data Not enough data Drag & Drop Not enough data Not enough data API Not enough data Not enough data Customizable Branding Not enough data Not enough data SEO Management Not enough data Not enough data Real-Time Reporting Not enough data Not enough data Generative AI Not enough data Not enough data Self Service Portal Not enough data Not enough data Widgets Not enough data Not enough data Mobile Interface Not enough data Not enough data Catalog Management Not enough data Not enough data Online Forums Not enough data Not enough data Email Alerts Not enough data Not enough data Collaboration Tools Not enough data Not enough data Mobile Alerts Not enough data Not enough data Dashboard Not enough data Not enough data Feedback Management Not enough data Not enough data Document Storage Not enough data Not enough data User Management Not enough data Not enough data Live Chat Not enough data Not enough data Chatbot Not enough data Not enough data Knowledge Management Not enough data Not enough data Wiki Not enough data Not enough data Text Editing Not enough data Not enough data SSL Security Not enough data Not enough data Customizable Reports Not enough data Not enough data Customizable Fields Not enough data Not enough data Data Import/Export Not enough data Not enough data Single Sign On Not enough data Not enough data Content Management Not enough data Not enough data Workflow Management Not enough data Not enough data Knowledge Base Management Not enough data Not enough data Activity Tracking Not enough data Not enough data Discussions/Forums Not enough data Not enough data Activity Dashboard Not enough data Not enough data Calendar Management Not enough data Not enough data Communication Management Not enough data Not enough data Document Management Not enough data Not enough data Knowledge Management[Hide 42 FeaturesShow 42 Features](javascript:void(0);) Not enough data Not enough data Knowledge Base Q & A Not enough data Not enough data Link Sharing Not enough data Not enough data Searchable Not enough data Not enough data Security Verification Not enough data Not enough data Role-Based Permission Not enough data Not enough data Public vs Private Not enough data Not enough data Content Trackable Analytics Not enough data Not enough data Import Not enough data Not enough data File Viewing Not enough data Not enough data Update Notifications Not enough data Not enough data Communication Social Features Not enough data Not enough data Tagging Not enough data Not enough data Upload Not enough data Not enough data Comments Not enough data Not enough data Additional Functionality Collaboration Tools Not enough data Not enough data SSL Security Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Customizable Reports Not enough data Not enough data Customizable Fields Not enough data Not enough data Customizable Branding Not enough data Not enough data Data Import/Export Not enough data Not enough data Single Sign On Not enough data Not enough data Content Management Not enough data Not enough data Content Library Not enough data Not enough data Workflow Management Not enough data Not enough data Text Editing Not enough data Not enough data Widgets Not enough data Not enough data Generative AI Not enough data Not enough data Knowledge Base Management Not enough data Not enough data Activity Tracking Not enough data Not enough data Discussions/Forums Not enough data Not enough data API Not enough data Not enough data Live Chat Not enough data Not enough data Activity Dashboard Not enough data Not enough data AI Copilot Not enough data Not enough data Calendar Management Not enough data Not enough data Drag & Drop Not enough data Not enough data Self Service Portal Not enough data Not enough data Communication Management Not enough data Not enough data Commenting/Notes Not enough data Not enough data Catalog Management Not enough data Not enough data Document Management Not enough data Not enough data User Insights Reviewers' Company Size [![Followup CRM](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_95e15b4e9b258c9a2558d76f24820ad2/followup-crm.png "Followup CRM")](https://www.g2.com/products/followup-crm/reviews) Followup CRM Small-Business(50 or fewer emp.) 59.6% Mid-Market(51-1000 emp.) 40.4% Enterprise(\> 1000 emp.) 0% [![Unanet CRM](https://images.g2crowd.com/uploads/product/hd_favicon/a022e7d9f640b5d95667d3ddbc0643cb/unanet-crm.svg "Unanet CRM")](https://www.g2.com/products/unanet-crm/reviews) Unanet CRM Small-Business(50 or fewer emp.) 19.1% Mid-Market(51-1000 emp.) 68.3% Enterprise(\> 1000 emp.) 12.6% Small-Business (50 or fewer emp.) 59.6% 19.1% Mid-Market (51-1000 emp.) 40.4% 68.3% Enterprise (\> 1000 emp.) 0% 12.6% Reviewers' Industry [![Followup CRM](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_95e15b4e9b258c9a2558d76f24820ad2/followup-crm.png "Followup CRM")](https://www.g2.com/products/followup-crm/reviews) Followup CRM Construction 93.0% Information Technology and Services 1.8% Glass, Ceramics & Concrete 1.8% Facilities Services 1.8% Architecture & Planning 1.8% Other 0.0% [![Unanet CRM](https://images.g2crowd.com/uploads/product/hd_favicon/a022e7d9f640b5d95667d3ddbc0643cb/unanet-crm.svg "Unanet CRM")](https://www.g2.com/products/unanet-crm/reviews) Unanet CRM Construction 50.8% Architecture & Planning 16.4% Civil Engineering 14.8% Mechanical or Industrial Engineering 3.6% Consulting 2.8% Other 11.6% Alternatives **Followup CRM Alternatives** ![Deltek Vantagepoint](https://images.g2crowd.com/uploads/product/hd_favicon/82d03d18d3ebdf66228a5bf8d2aca965/deltek-vantagepoint.svg "Deltek Vantagepoint") [ Deltek Vantagepoint ](/products/deltek-vantagepoint/reviews) ![FieldPulse](https://images.g2crowd.com/uploads/product/hd_favicon/2042d283ea3abd7febbaba3f4dbb300e/fieldpulse-fieldpulse.svg "FieldPulse") [ FieldPulse ](/products/fieldpulse-fieldpulse/reviews) ![Jobber](https://images.g2crowd.com/uploads/product/hd_favicon/1555603070/jobber.svg "Jobber") [ Jobber ](/products/jobber/reviews) ![Quickbase](https://images.g2crowd.com/uploads/product/hd_favicon/b9699c0fa4dd8b1e4dca9cb53b76f2b0/quickbase.svg "Quickbase") [ Quickbase ](/products/quickbase/reviews) **Unanet CRM Alternatives** ![Deltek Vantagepoint](https://images.g2crowd.com/uploads/product/hd_favicon/82d03d18d3ebdf66228a5bf8d2aca965/deltek-vantagepoint.svg "Deltek Vantagepoint") [ Deltek Vantagepoint ](/products/deltek-vantagepoint/reviews) ![FieldPulse](https://images.g2crowd.com/uploads/product/hd_favicon/2042d283ea3abd7febbaba3f4dbb300e/fieldpulse-fieldpulse.svg "FieldPulse") [ FieldPulse ](/products/fieldpulse-fieldpulse/reviews) ![Jobber](https://images.g2crowd.com/uploads/product/hd_favicon/1555603070/jobber.svg "Jobber") [ Jobber ](/products/jobber/reviews) ![Capsule CRM](https://images.g2crowd.com/uploads/product/hd_favicon/fa2c7fe04036e31d16639ba367905491/capsule-crm.svg "Capsule CRM") [ Capsule ](/products/capsule-crm/reviews)