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Unanet CRM by Cosential

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Unanet CRM by Cosential Evaluation Snapshot

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User RatingNot rated yet
Starting PriceContact Vendor
Free TrialNot available
Free VersionNot available
APIAvailable
DeploymentCloud Hosted
HeadquartersUnited States
✎
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Product Overview

Unanet CRM by Cosential Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Unanet CRM by Cosential

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.
Company Unanet
Founded 1988
Headquarters United States
Employees 101-500

Support

24x7 Support Email Phone Chat Knowledge Base

Training

In-person Webinar Documentation

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android

Typical Customers

Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 1 language available
English
Industries Served 4 industries available
Architecture & Planning Construction Government Relations Mechanical or Industrial Engineering
Category-Based Capabilities

Unanet CRM by Cosential Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Construction CRM Software 25 selected features Open category ↗ ⌄
Project Management Data Import/Export Scheduling Quotes/Estimates Activity Tracking Document Management Job Costing Buyer Management Warranty Tracking Calendar Management Collaboration Tools Client Tracking Contract/License Management Task Management Change Order Management Communication Management Contact Management Project Tracking Subcontractor Management Sales Pipeline Management Email Marketing Bid Management Lead Management Procurement Management Artificial Intelligence
Construction Bid Management Software 17 selected features Open category ↗ ⌄
Takeoff Collaboration Tools Third-Party Integrations Proposal Generation Proposal Management Cost Database Document Management Subcontractor Management Quotes/Estimates Project Management File Sharing Document Storage Version Control Bid Management Accounting Integration RFP Management Artificial Intelligence
Knowledge Base Software 17 selected features Open category ↗ ⌄
Full Text Search Self Service Portal SEO Management Customizable Branding Feedback Management Reporting/Analytics Rich Text Editor Cataloging/Categorization Multi-Language Customizable Templates Collaboration Tools User Management Drag & Drop Editor Mobile Interface WYSIWYG Editor Knowledge Management Artificial Intelligence
Manufacturing Software 22 selected features Open category ↗ ⌄
Reporting/Analytics Forecasting Workflow Management Compliance Management Project Management Shipping Management Quotes/Estimates Warehouse Management Traceability Quality Management Maintenance Management Supplier Management MES Production Management Document Management Supply Chain Management Purchase Order Management Material Requirements Planning Data Import/Export Financial Management Safety Management Artificial Intelligence
Proposal Management Software 16 selected features Open category ↗ ⌄
Collaboration Tools Document Management Content Library RFP Management Contact Management Proposal Generation Templates Version Control Workflow Management Audit Trail Automatic Formatting Knowledge Base Management Electronic Signature Reminders Approval Process Control Artificial Intelligence
Sales Tracking Software 18 selected features Open category ↗ ⌄
Sales Pipeline Management Lead Management Reporting/Analytics Appointment Scheduling Task Management Interaction Tracking Alerts/Notifications Customizable Reports Activity Dashboard Commenting/Notes Third-Party Integrations Data Import/Export Lead Scoring Document Management Email Templates Call Logging Search/Filter Artificial Intelligence
Subcontractor Software 20 selected features Open category ↗ ⌄
Cost Estimating Project Tracking Document Management Time & Expense Tracking Project Time Tracking Task Management Qualification Tracking Contract/License Management Communication Management Calendar Management Contractor Management Time Tracking Customizable Reports Budgeting/Forecasting Task Scheduling Bid Management Multiple Projects Alerts/Notifications Subcontractor Monitoring Artificial Intelligence
CRM Software 30 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export AI/Machine Learning Artificial Intelligence
Pricing Information

Unanet CRM by Cosential Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Contact Vendor
Preferred Currency USD ($)
Free Trial Not available
Free Version Not available
Payment Frequency Not available
Pricing Page ↗
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Frequently Asked Questions

Unanet CRM by Cosential FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

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.

  • 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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