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Unanet CRM by Cosential Claim

Built specifically for Architecture, Engineering, and Construction firms

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Unanet CRM by Cosential Overview

Unanet CRM by Cosential is a comprehensive software solution designed to streamline customer relationship management for businesses. Tailored to the needs of architecture, engineering, and construction firms, Unanet CRM focuses on optimizing client interactions. The platform offers features such as contact management, opportunity tracking, and proposal generation, aiding teams in efficiently managing the entire client lifecycle. With its user-friendly interface, Unanet CRM simplifies task management, facilitating effective collaboration among team members. The software also integrates seamlessly with other project management tools, ensuring a cohesive workflow. By centralizing client data and interactions, Unanet CRM enables businesses to enhance communication, track leads, and ultimately improve customer satisfaction within the unique context of AEC industries.

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Unanet CRM by Cosential Screenshot & Video

Contact Details

  • Vendor Name Unanet
  • Founded 1988
  • Location United States
  • Employees 101-500

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android

Typical Customers

  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English

Industries

Architecture & Planning, Construction, Government Relations, Mechanical or Industrial Engineering

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Unanet CRM by Cosential Features

  • Arrow Icon Project Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Scheduling
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking
  • Arrow Icon Document Management
  • Arrow Icon Job Costing
  • Arrow Icon Buyer Management
  • Arrow Icon Warranty Tracking
  • Arrow Icon Calendar Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Client Tracking
  • Arrow Icon Contract/License Management
  • Arrow Icon Task Management
  • Arrow Icon Change Order Management
  • Arrow Icon Communication Management
  • Arrow Icon Contact Management
  • Arrow Icon Project Tracking
  • Arrow Icon Subcontractor Management
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Email Marketing
  • Arrow Icon Bid Management
  • Arrow Icon Lead Management
  • Arrow Icon Procurement Management
  • Arrow Icon Takeoff
  • Arrow Icon Collaboration Tools
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Proposal Generation
  • Arrow Icon Proposal Management
  • Arrow Icon Cost Database
  • Arrow Icon Document Management
  • Arrow Icon Subcontractor Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Project Management
  • Arrow Icon File Sharing
  • Arrow Icon Document Storage
  • Arrow Icon Version Control
  • Arrow Icon Bid Management
  • Arrow Icon Accounting Integration
  • Arrow Icon RFP Management
  • Arrow Icon Full Text Search
  • Arrow Icon Self Service Portal
  • Arrow Icon SEO Management
  • Arrow Icon Customizable Branding
  • Arrow Icon Feedback Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Rich Text Editor
  • Arrow Icon Cataloging/Categorization
  • Arrow Icon Multi-Language
  • Arrow Icon Customizable Templates
  • Arrow Icon Collaboration Tools
  • Arrow Icon User Management
  • Arrow Icon Drag & Drop Editor
  • Arrow Icon Mobile Interface
  • Arrow Icon WYSIWYG Editor
  • Arrow Icon Knowledge Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Forecasting
  • Arrow Icon Workflow Management
  • Arrow Icon Compliance Management
  • Arrow Icon Project Management
  • Arrow Icon Shipping Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Warehouse Management
  • Arrow Icon Traceability
  • Arrow Icon Quality Management
  • Arrow Icon Maintenance Management
  • Arrow Icon Supplier Management
  • Arrow Icon MES
  • Arrow Icon Production Management
  • Arrow Icon Document Management
  • Arrow Icon Supply Chain Management
  • Arrow Icon Purchase Order Management
  • Arrow Icon Material Requirements Planning
  • Arrow Icon Data Import/Export
  • Arrow Icon Financial Management
  • Arrow Icon Safety Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Document Management
  • Arrow Icon Content Library
  • Arrow Icon RFP Management
  • Arrow Icon Contact Management
  • Arrow Icon Proposal Generation
  • Arrow Icon Templates
  • Arrow Icon Version Control
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Automatic Formatting
  • Arrow Icon Knowledge Base Management
  • Arrow Icon Electronic Signature
  • Arrow Icon Reminders
  • Arrow Icon Approval Process Control
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Appointment Scheduling
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Customizable Reports
  • Arrow Icon Activity Dashboard
  • Arrow Icon Commenting/Notes
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Data Import/Export
  • Arrow Icon Lead Scoring
  • Arrow Icon Document Management
  • Arrow Icon Email Templates
  • Arrow Icon Call Logging
  • Arrow Icon Search/Filter
  • Arrow Icon Cost Estimating
  • Arrow Icon Project Tracking
  • Arrow Icon Document Management
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Project Time Tracking
  • Arrow Icon Task Management
  • Arrow Icon Qualification Tracking
  • Arrow Icon Contract/License Management
  • Arrow Icon Communication Management
  • Arrow Icon Calendar Management
  • Arrow Icon Contractor Management
  • Arrow Icon Time Tracking
  • Arrow Icon Customizable Reports
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Task Scheduling
  • Arrow Icon Bid Management
  • Arrow Icon Multiple Projects
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Subcontractor Monitoring
  • Arrow Icon Referral Tracking
  • Arrow Icon Mobile Access
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Database
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Territory Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Social Media Integration
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Lead Generation
  • Arrow Icon Workflow Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Document Storage
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Import/Export
  • Arrow Icon AI/Machine Learning

Unanet CRM by Cosential Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA
Pricing Page  

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Unanet CRM by Cosential FAQs

Unanet CRM by Cosential is a comprehensive software solution designed to streamline customer relationship management for businesses. Tailored to the needs of architecture, engineering, and construction firms, Unanet CRM focuses on optimizing client interactions. The platform offers features such as contact management, opportunity tracking, and proposal generation, aiding teams in efficiently managing the entire client lifecycle. With its user-friendly interface, Unanet CRM simplifies task management, facilitating effective collaboration among team members. The software also integrates seamlessly with other project management tools, ensuring a cohesive workflow. By centralizing client data and interactions, Unanet CRM enables businesses to enhance communication, track leads, and ultimately improve customer satisfaction within the unique context of AEC industries.

  • No, Unanet CRM by Cosential does not offer a free version.

  • No, Unanet CRM by Cosential does not offer any free trial.

  • No, Credit Card details are not required for the Unanet CRM by Cosential trial.

  • Yes, Unanet CRM by Cosential offers an API.

  • Unanet CRM by Cosential offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , Knowledge Base

  • Unanet CRM by Cosential offers training with the following options:
    • In-person , Webinar , Documentation

  • Unanet CRM by Cosential supports the following languages:
    • English

  • Following are the typical users of the Unanet CRM by Cosential:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

  • Unanet CRM by Cosential supports the following deployment:
    • Cloud Hosted

  • Unanet CRM by Cosential supports the following devices and operating systems:
    • Web-Based , iPhone , Android

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