Unanet CRM Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies.

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Access software remotely via mobile devices

Manage the process of attracting and converting business prospects into leads

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Track, store, and access client contracts or licenses

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Enables analysis of effectiveness of an organizations various marketing activities

Manage, store and organize emails within the system or via third-party apps

Create, save, and store files

Defines specific deal parameters to negotiate and secure deals

Automate workflows and trigger campaigns based on customer actions

Tracks issues/help requests reported by customers through the resolution process.

Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Create, design and manage workflows for repetitive tasks

Track all opportunities for potential sales and convert them into recurring revenue

Pipeline view and tracking lead status

View and track pertinent metrics to find patterns and gain insights from data

Track and manage schedules and meetings via an integrated calendar

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Manage and track all internal and external communication conducted via calls, email, text, or chat

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, save, and re-purpose templates for emails, forms, etc.

Predict future data based on historical data sets

Store, manage, and track all electronic documents in a centralized location

Manage various distribution channels, build relations with channel partners, and track their performance

Tracking, calculating, and paying commissions and earnings to employees

Manage or track sales completed by field teams/employees

Ability to input, modify and extract data from the application in bulk through a structured file.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Addition of necessary external data, applications, tools, or features

Incorporation of a chat or messaging system within an organization's internal communication infrastructure

Provides a channel for team members to share media files, communicate, and work together

Tools designed to streamline the process of lead generation and management for sales teams

Receive data and information in real time

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Set up connections to third-party platforms to improve business processes

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Provide online support for your customers through live chat or help desk functionality

Integrate with more than one social media network

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Define fields to pull in dynamic information.

Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

How well the platform supports images, audio, and video in proposals.

Create adaptive online documents for view via browser or mobile device.

Create attractive PDF versions of proposals.

Brand proposals and the application's portal with your company's logos and branding.

Easily search for and add elements to a proposal.

Multiple users can edit a single document.

Automate workflows by routing documents to the correct individuals for adding content and approval.

Track who is looking at proposals and how often or for how long.

Find out which pieces of content are performing best.

Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Program in-app and email notifications for approval milestones or actions.

Digitally sign online documents

Push and pull data from quote applications to build proposals.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Track, store, and access client contracts or licenses

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Manage, organize, and store contact information

Manage and process incoming documents detailing requests for proposals

Create, design and manage workflows for repetitive tasks

Store, manage, and track all electronic documents in a centralized location

Create, manage and track all task activities and progression

Application programming interface that allows for integration with other systems/databases

Creates professional-looking RFPs (requests for proposals) and/or RTTs (request to tender)

Consolidates relevant bid data for accurate and competitive bid calculations

Provides templated or customizable bid forms

Facilitates the sharing and sending of bid proposals

Manage and track all internal and external communication conducted via calls, email, text, or chat

Store, manage, and track all electronic documents in a centralized location

Stores, centralizes, and manages information about contractors and subcontractors

Tracks and monitors compliance documents and adherance to relevant certificates

Stores, tracks, and manages contact information and communication history between vendors, contractors, and suppliers

Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Track, store, and access client contracts or licenses

Collection of data related to the costs associated with various items, products, services, or activities

Easily integrates with third-party construction project management, accounting, and other construction solutions

Stores information regarding past and current construction projects

Provides insight into progress of construction projects

Create, manage and track all task activities and progression

Manage all supplier data and operations

Manage and process incoming documents detailing requests for proposals

Create, design and manage workflows for repetitive tasks

Store, manage, and track all electronic documents in a centralized location

Ability to handle several projects simultaneously

Integrate with a third-party accounting system

Provides pre-made templates for wiki pages and knowledge articles.

Allows users to leave feedback within a wiki page or knowledge article.

Allows users to see version history and return to previous versions of wiki pages.

Displays knowledge articles to be arranged in a decision tree.

Detects any creation of already existing knowledge pages and alerts user

Enables users to create rich knowledge pages with a combination of text, charts, images, video and audio

What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface

Input different types of content and edit text formats, fonts, font sizes, and colors

Editing tool that allows users to drag and drop images, icons, widgets, or other components

Pre-designed layouts that can be customized to match preferences and requirements

Gauge satisfaction and receive information for improvement and success

Pre-defined templates within a library for common cases such as contracts, websites, emails, and more

Provides data on wiki page and knowledge article use.

Allows administrators to provide permissions and gate pieces of content based on role.

Offers additional tools that facilitate knowledge sharing and collaboration.

Notifies users when changes occur.

Offers AI-based search capabilities

Allows users to capture knowledge from the web

Allows knowledge pages to be organized into sections and subsections as needed

Integrated with other tools to faciliate the sharing of information

Integrates with other knowledge repositories in the business

Search for specific words or phrases within a document or database

Set-up notifications and alerts for web browsers and apps.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Seamlessly integrates with 3rd party websites

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

View and track pertinent metrics to find patterns and gain insights from data

Allows users to generate text based on a text prompt.

Use AI to generate content in the form of text, images, videos, etc.

Create proposals based on costs of labor and materials

Allows users to generate text based on a text prompt.

Use AI to generate content in the form of text, images, videos, etc.

Create proposals based on costs of labor and materials

Use AI to generate content in the form of text, images, videos, etc.

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Manage and support multiple languages

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Notifications/alerts for upcoming events or tasks

Search and filter data across systems to locate required information by entering keywords or certain criteria

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Automatically identify and save contact information of potential customers

Software's ability to perform similar action on multiple similar files simultaneously

Track delivered, received, and opened emails

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Assemble applications and processes by dragging over and arranging pre-built components

Group leads or contacts based on their specific characteristics

Customize data fields to support various needs and use cases

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Track interaction history by documenting conversations for contacts

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Store and organize documents in a centralized system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Log and store the source of contacts/leads

Generate quotes or estimates for customers

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Score a lead on their quality or likelihood to buy based on certain behaviors

Automate workflows and trigger campaigns based on customer actions

Pre-made examples and templates for emails

Reports specific to sales analysis for trends and strategies

Visualize and analyze customer experience across all touchpoints and channels

Timed notification for any upcoming task, deadline, appointment, or activity

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Protect sensitive data for digital privacy

Alter the layout and content of reports

Synchronize with other calendars to view mutual availability and schedules

Primarily serving startup companies

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Operate/access software on iPad Devices

Pre-designed layouts that can be customized to match preferences and requirements

Track and document all activities across devices, networks, and other systems

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Operate/access software on Mac Devices

Create landing pages or online forms designed to capture new leads and prospects

Engage with a lead throughout the sales process by actively providing information

Games or game-like elements to track progress and reward accomplishments

Arrange tasks based on the level of priority or urgency

SaaS, web-based, online deployment

Use your computer as a phone device to make calls over the internet

Allow users to access multiple services after entering their login credentials once

A collection of customer information such as contact details, demographics, previous interactions, etc.

Predefined actions automatically performed on the occurance of specific events

Access the system via a mobile application

Set up automated email sequences to streamline outreach and engage leads/contacts

Process of dividing customers into groups based on common characteristics

Manually or automatically assign leads to sales reps

Designed for small businesses

Ability to chat online in real time

Capture contact information by scanning a physical item and having the system automatically extract data from the scan

Graphical representation of data

Track customers' activities across social networks and maintain details about their demographics, preferences & more

Market event via social media tools

Observe and track the demand, usage, progress or quality of a system, product, or user

Tracks metrics that provide insight into how a user interacts with any interface or product

Track activity on sites such as Facebook, Twitter, Instagram, etc.

Initiate interactions with customers by proactively starting conversations or providing informational content

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Monitor social media posts or web that mention a particular brand

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Streamlining repetitive tasks and activities through automated and predefined workflows

Sample files or documents that could be customized as needed or used as is

Provides a channel for team members to share media files, communicate, and work together

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Automatically formats data in a predetermined way

Private online space that lets businesses securely share documents and provide information access to clients

Define levels of authorization for access to specific files or systems

Generate quotes or estimates for customers

Alter the layout and content of reports

Centralized repository to store content and assets

Import and export data to and from software applications

Review and analyze existing information across documents

Automated or logic-based workflows that assist in the creation of electronic documents

Timed notification for any upcoming task, deadline, appointment, or activity

A record of all activities within the system, including user access, changes made, etc.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage the process of evaluating documents or requests submitted for approval

Track revisions and updates made to files and navigate between different versions

Search and filter data across systems to locate required information by entering keywords or certain criteria

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Leave comments and notes on documents for others to view

Facilitates online authoring and publishing of the content

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Centralized repository to store content and assets

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Assemble applications and processes by dragging over and arranging pre-built components

Application programming interface that allows for integration with other systems/databases

Add customized logos and colors to align with company branding

Optimize and manage the search engine optimization efforts for a website or digital content

Active reporting of data and metrics

Use AI to generate content in the form of text, images, videos, etc.

Online portal through which end users can access the system, manage tasks, or obtain information

An extended application or connector that enables users to perform additional services with their current set of tools

A way of interacting with a mobile application using items such as windows, icons, and menus

Create and manage digital catalog of products/services with their details, specifications, and price

Receive and/or send email notifications for urgent updates, requests, or other information

Provides a channel for team members to share media files, communicate, and work together

Notifications via mobile devices

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Store and organize documents in a centralized system

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Ability to chat online in real time

AI-based platform which conducts a conversation via auditory or textual methods

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

An informational database that allows users to add, delete, or revise content

Edit text as needed

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Alter the layout and content of reports

Customize data fields to support various needs and use cases

Import and export data to and from software applications

Allow users to access multiple services after entering their login credentials once

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Create, design and manage workflows for repetitive tasks

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Track and document all activities across devices, networks, and other systems

Online forums/groups where users can ask questions, share ideas, best practices, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and manage schedules and meetings via an integrated calendar

Manage and track all internal and external communication conducted via calls, email, text, or chat

Store, manage, and track all electronic documents in a centralized location

Application programming interface that allows for integration with other systems/databases

Provides a channel for team members to share media files, communicate, and work together

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Primarily serving architecture, engineering, and construction industry professionals

Alter the layout and content of reports

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage the process of evaluating documents or requests submitted for approval

Use AI to generate content in the form of text, images, videos, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Form predictions based on past and present data/trends

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

Public or private sharing of digital files such as documents, audio/video, images, and more

Track revisions and updates made to files and navigate between different versions

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Store and organize documents in a centralized system

Access software remotely via mobile devices

Generate quotes or estimates for customers

Calculate total itemized costs, including initial costs and any changes

Regulate who can view information within the system

Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service

Create proposals based on costs of labor and materials

Monitor the progress of projects from start to finish

Import and export data to and from software applications

Measure digital plans to calculate labor and materials needed

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Monitor the progress of projects from start to finish

Track all company interactions with current clients

Track and manage schedules and meetings via an integrated calendar

Generate quotes or estimates for customers

Notifications/alerts for upcoming events or tasks

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Track and document all activities across devices, networks, and other systems

Alter the layout and content of reports

Create, manage and track all task activities and progression

Set up connections to third-party platforms to improve business processes

Plan and coordinate all the resources, costs and time needed to execute assignments

Track and manage inventory levels to maintain proper supply

Create and send email blasts/campaigns

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Provides a channel for team members to share media files, communicate, and work together

Manage and track all internal and external communication conducted via calls, email, text, or chat

Pre-designed layouts that can be customized to match preferences and requirements

Application programming interface that allows for integration with other systems/databases

Track all information required to develop and sell lots in housing projects

Store, manage, and track all electronic documents in a centralized location

Create, design and manage workflows for repetitive tasks

Measure time to completion or hours worked for projects

View and track pertinent metrics to find patterns and gain insights from data

Track, store, and access client contracts or licenses

Import and export data to and from software applications

Track the duration and expiration of warranty as well as any obligations under that warranty

Estimate expected cost based on various factors before a project begins

Customize data fields to support various needs and use cases

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Form predictions based on past and present data/trends

Ensure that quotes/invoices are correct before sending to customers

Track information, qualifications, and contact details of subcontractors

Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs

Plan availability and assign specific time slots for tasks and resources

Primarily serving architecture, engineering, and construction industry professionals

Organize and manage all processes/procedures involved in purchasing goods and/or services

Calculate total itemized costs, including initial costs and any changes

Pipeline view and tracking lead status

Use AI to generate content in the form of text, images, videos, etc.

Manage, organize, and store contact information

Track and manage adherence to policies for any service, product, process, or supplier

Log and record hours worked and costs spent to assist in billing and invoicing

Measure and track time including hours worked and paid time off (PTO)

Customize contracts and forms to collect specific information

Set up connections to third-party platforms to improve business processes

Access software remotely via mobile devices

Creating, assign, and track jobs and/or tasks for work orders

Create, manage, and send invoices or bills to customers

Integrate with a third-party accounting system

A collection of customer information such as contact details, demographics, previous interactions, etc.

Active reporting of data and metrics

Import and export data to and from software applications

Customize data fields to support various needs and use cases

Data is backed up automatically to prevent data loss

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Estimate expected cost based on various factors before a project begins

Receive data and information in real time

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Primarily serving commercial or industrial locations needing electrical work

Application programming interface that allows for integration with other systems/databases

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track and document all activities across devices, networks, and other systems

Identify the physical location of an individual, asset, device, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Receive system updates as soon as any changes are made

Integrates with QuickBooks

Manage and track all job information and associated tasks

Track and manage schedules and meetings via an integrated calendar

Store and organize information about customers and previous interactions

Generate quotes or estimates for customers

Pre-designed layouts that can be customized to match preferences and requirements

Digitally sign online documents

Notifications that are delivered to users as soon as an event occurs

Access previous interactions or concerns to maintain customer relationships

Electronically collect payments for goods or services

Plan availability and assign specific time slots for tasks and resources

Capture signatures via mobile devices

Add customized logos and colors to align with company branding

Schedule predetermined or ad hoc maintenance services and labor requests

Alter the layout and content of reports

Track, store, and access client contracts or licenses

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Plan and coordinate all the resources, costs and time needed to execute assignments

Track and manage inventory levels to maintain proper supply

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

Store and organize documents in a centralized system

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Manage sending personnel and resources to a site as needed

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Assemble applications and processes by dragging over and arranging pre-built components

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Use AI to generate content in the form of text, images, videos, etc.

Track and manage the scheduling of tasks

An industrial computer control system that monitors the state of input devices and controls the state of output devices

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

System layout that could be created once and saved for future use

Create, save, and re-purpose templates for emails, forms, etc.

Perform various mathematical calculations using the data

Design products in 3D

Custom forms to streamline repetitious aspects of a document

Store, manage, and track all electronic documents in a centralized location

Highlight content and/or make notations about parts of content

Computer aided design to create precision drawings or technical illustrations

Material list of manufacturing parts and associated costs

Provides a channel for team members to share media files, communicate, and work together

Centralized repository to store content and assets

A simplified notation for representing a power system

Create, manage and access prototypes to capture design concepts and test on users

Drawing and modeling designs within 2D flat dimensions

Track revisions and updates made to files and navigate between different versions

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Track parts inventory levels and manage re-stocking

Making price adjustments to comparable property

Defining elements like architecture, components, modules, interfaces, and data for a system to satisfy specific requirements

A repository of symbols commonly used in respective industry

Develop potential scenarios to identify risks and opportunities

Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

A system that allows access to a database structure without relying on an external program

Automatically formats data in a predetermined way

Ability of websites, web applications, or mobile applications to function without an active internet connection

Collaborate on creating a product by sharing and adjusting designs through a shared portal

Track and monitor efficient handling of all changes/transitions

Graphical representation of data

Representation of any object in 3D

Track the duration and expiration of warranty as well as any obligations under that warranty

Calculate total itemized costs, including initial costs and any changes

Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Monitor and record expenses such as purchases or charges incurred

Manages, automates, stores, and tracks permits to ensure regulatory compliance for multiple industries

Access the system via a mobile application

Track the amount of time spent on a job or task

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage all supplier data and operations

Accept and process online payment transactions

Specialized for organizations who focus on residential projects

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints

Private online space that lets businesses securely share documents and provide information access to clients

Track information, qualifications, and contact details of subcontractors

Create, send, and track purchase orders and their statuses

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Monitor the progress of projects from start to finish

Interact with data visualization elements, such as charts and graphs, to drill down into data

Have features and use cases that do not fit into existing Construction software categories

Provide specialized, emerging, or cross-functional capabilities that enhance processes, workflows, or decision-making

Address unique or niche requirements not covered by mainstream software solutions

Automatically create schedules based on business needs or employee availability and qualifications

Accept, record, and reconcile financial transactions

Manage relationships with customers and address customer concerns

Track work performed and resources used for past customers, sites, or assets

Serving plumbing industry professionals

Oversee technicians and track their assigned work orders

Track the location of specific equipment at all times

Plan daily routes to optimize employee scheduling and provide directions

Measure digital plans to calculate labor and materials needed

Notifications via mobile devices

Organize and schedule projects

Forecast the cost and resources required to complete a project

Track the status over time for a request, process, asset, or transaction

Collection of data related to the costs associated with various items, products, services, or activities

Displays a graphical view of a build assembly to visualize which portion of the project you're estimating

Intended to be used by general contractors

Send messages via SMS

For commercial and industrial purposes

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Track and manage schedules and meetings via an integrated calendar

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Customize contracts and forms to collect specific information

Set up connections to third-party platforms to improve business processes

Manage, organize, and store contact information

Create, design and manage workflows for repetitive tasks

A collection of customer information such as contact details, demographics, previous interactions, etc.

Alter the layout and content of reports

Track and manage inventory levels to maintain proper supply

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Pre-designed layouts that can be customized to match preferences and requirements

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Digitally sign online documents

Forecast the cost and resources required to complete a project

Plan availability and assign specific time slots for tasks and resources

Manage and track all internal and external communication conducted via calls, email, text, or chat

Form predictions based on past and present data/trends

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Track and manage adherence to policies for any service, product, process, or supplier

Provides a channel for team members to share AI models, media files, communicate, and work together

Timed notification for any upcoming task, deadline, appointment, or activity

Customize data fields to support various needs and use cases

Assemble applications and processes by dragging over and arranging pre-built components

Access software remotely via mobile devices

View and track pertinent metrics to find patterns and gain insights from data

Define levels of authorization for access to specific files or systems

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Graphical representation of data

Measure time to completion or hours worked for projects

Create, manage and track all task activities and progression

Add customized logos and colors to align with company branding

Notifications/alerts for upcoming events or tasks

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Public or private sharing of digital files such as documents, audio/video, images, and more

Manage contact details and communication with clients

Addition of necessary external data, applications, tools, or features

Pre-made examples and templates for emails

Manage all supplier data and operations

Leave comments and notes on documents for others to view

Create, save, and store files

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Generate quotes or estimates for customers

Creating, assign, and track jobs and/or tasks for work orders

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Manage, store and organize emails within the system or via third-party apps

Track interaction history by documenting conversations for contacts

Search and filter data across systems to locate required information by entering keywords or certain criteria

Streamlining repetitive tasks and activities through automated and predefined workflows

Log and store the source of contacts/leads

Track and manage the scheduling of tasks

Automatically identify and save contact information of potential customers

Manage the process of attracting and converting business prospects into leads

Track, store, and access client contracts or licenses

Organize customer data and accounts by user or geography

Monitor sales and make necessary adjustment in order to increase demand and revenue

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Manage the process of evaluating documents or requests submitted for approval

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Establish measurable goals and objectives and track their progress over a specific period of time

Create and send email blasts/campaigns

Operate/access software on iPad Devices

Assign issues and tasks based on availability or required skills

Score a lead on their quality or likelihood to buy based on certain behaviors

Ability to chat online in real time

Measure and track time including hours worked and paid time off (PTO)

Tracking, calculating, and paying commissions and earnings to employees

Present a catalog of inventory that customers can view

Incorporation of a chat or messaging system within an organization's internal communication infrastructure

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Create budgets based on historical data and future projections

Monitor the progress of projects from start to finish

Collects essential call data such as call origin, call destination, call length, and other transaction details

Track certifications, qualifications, and licenses for employees, contractors, etc.

Identify and assess hazards to ensure the well-being of employees, assets, and the environment

Schedule appointments via a calendar

Pipeline view and tracking lead status

Define, track, and/or automate sales activities and sales processes

Reports specific to sales analysis for trends and strategies

Track all opportunities for potential sales and convert them into recurring revenue

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Access the system via a mobile application

Log and record hours worked and costs spent to assist in billing and invoicing

Track the location of specific equipment at all times

Ability to handle several projects simultaneously

Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)

Synchronize with other calendars to view mutual availability and schedules

Tools designed to streamline the process of lead generation and management for sales teams

Continuous profile-based stream of news and activity

Transfer queries and organize messages between agents

Boards that use custom metrics to show how leading performers compare to other individuals/teams

Primarily serving startup companies

Ensure subcontractors are working safely on client sites and document audits/inspections for reference.

Group leads or contacts based on their specific characteristics

Creating, submitting, and tracking a sales proposal or bid submitted in response to a request for proposal.

Easily track all contractor information in one centralised location

Predefined actions automatically performed on the occurance of specific events

Visualization tool to organize and optimize tasks and track their status at every stage of workflow