Unanet CRM

Unanet CRM, powered by Cosential, is a comprehensive cloud-based customer relationship management and proposal automation solution designed specifically for architecture, engineering, and construction (AEC) firms. It integrates seamlessly with Microsoft Outlook, allowing users to manage contacts, opportunities, and leads directly from their email interface. Key features include relationship management, pipeline management, proposal generation, and AI-enhanced smart technology. Users can create and manage contacts, companies, opportunities, and call logs, as well as enrich CRM records with data from over 50 social media sites. The platform supports drag-and-drop functionality for managing opportunities, customizable dashboards, and real-time data insights to drive better decision-making and business growth. Additionally, Unanet CRM offers robust integration capabilities with various applications, ensuring streamlined workflows and enhanced productivity.