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Unanet CRM
Dulles, Virginia, United States
What it is
Unanet CRM is a customer relationship management platform built for architecture, engineering, and construction firms working on project-based business. Outlook relationship tools help teams use firm connections, while pipeline management gives seller-doers and business development teams visibility for pursuit strategy and forecasting. Proposal tools draw on a searchable library of project and personnel information, templates, and exports to PDF or RTF, with Adobe InDesign and Microsoft Word integrations. Champ Agents assist with work across relationships, pursuits, and proposals. Other listed AI features include detecting Outlook contacts, enriching contact information from over 200 public data sources, and creating company records from a URL. The mobile app supports business-card scanning, call logs, meeting plans, and access to company records. Unanet says the CRM can connect with systems including Unanet, Deltek, Trimble, Sage, and Procore. Platforms include Android, iOS, web, API, and extension. Security includes access controls and multi-factor authentication for authorized employee access; customers can consult the trust portal for SOC 2 reports. Support is available by phone and through a support site, knowledge base, and basic or fee-based plans. Pricing is on request.
For and against
For
- Pipeline tools support strategy and forecasting
- Proposal library includes project and personnel information
- Mobile app supports business-card scanning
- Connects with Unanet, Deltek, Trimble, Sage, and Procore
- Multi-factor authentication is part of its security program
Against
- Pricing is available on request
- Some support plans are fee-based
The verdict
Unanet CRM brings relationship management, pipeline work, and proposal preparation together for AEC teams. Ask Unanet about pricing and the support plan that fits your organization.
Who it suits
The CRM is intended for AEC firms, including business developers, seller-doers, project managers, and firm principals or executives. It may suit teams managing relationships, pursuits, and proposals alongside project-based work.
On the record
- AI agents
- Champ Agents help business development and marketing teams work across relationships, pursuits, and proposals.unanet.com · read 10 Oct 2026
- AI features
- Unanet lists Outlook contact detection, contact enrichment from over 200 public data sources, and a company researcher that creates company records from a URL.unanet.com · read 11 Oct 2026
- Audience
- Unanet identifies business developers, seller-doers, project managers, and firm principals or executives as users of the CRM.unanet.com · read 11 Oct 2026
- Integrations
- Unanet says the CRM can connect with Unanet, Deltek, Trimble, Sage, Procore, and other ERP, accounting, and project-management systems.unanet.com · read 11 Oct 2026
- Intended users
- The product is described for architecture, engineering, and construction firms managing project-based work.unanet.com · read 10 Oct 2026
- Mobile and Outlook
- Unanet describes a CRM mobile app and an Outlook integration for managing contacts and business development activity.unanet.com · read 10 Oct 2026
- Mobile app
- The mobile app supports business-card scanning, call logs, meeting plans, and access to company records.unanet.com · read 11 Oct 2026
- Pipeline
- The CRM provides a centralized view of opportunities, pursuits, proposals, expected awards, and projected revenue for forecasting.unanet.com · read 11 Oct 2026
- Pricing
- The CRM overview directs prospective customers to talk to an expert or schedule a demo and does not state a price.unanet.com · read 11 Oct 2026
- Proposals
- Proposal generation gives marketers access to data for creating proposals and presentations.unanet.com · read 10 Oct 2026
- Proposal tools
- The proposal tools provide a searchable library of project and personnel information, templates, and exports to PDF or RTF, with integrations to Adobe InDesign and Microsoft Word.unanet.com · read 11 Oct 2026
- Purpose
- Unanet describes its CRM as an AI-first enterprise CRM built for architecture, engineering, and construction companies.unanet.com · read 11 Oct 2026
- Relationship management
- The CRM provides shared relationship information and connection insights through Outlook and mobile devices.unanet.com · read 11 Oct 2026
- Security
- Unanet says it maintains administrative, technical, and physical safeguards for customer data, including access controls and multi-factor authentication for employee access to specified systems.unanet.com · read 11 Oct 2026
- Security reports
- Unanet directs customers to its trust portal for additional security information and copies of SOC 2 reports.unanet.com · read 11 Oct 2026
- Support
- The CRM overview links to a CRM by Cosential client login support portal.unanet.com · read 11 Oct 2026
