Unanet CRM
CRM and proposal automation built for architecture, engineering, and construction firms
About Unanet CRM
Unanet CRM (formerly Cosential) is a cloud-based customer relationship management and proposal automation platform designed specifically for the AEC (Architecture, Engineering, and Construction) industry. It helps firms manage client relationships, track business development opportunities, streamline proposal generation, and forecast project pipelines. With over 20 years of AEC focus, it serves 1,000+ firms with tools including contact management, pipeline tracking, proposal automation, and mobile access — all tailored to project-based business workflows.
Pros & Cons
Pros
- Purpose-built for AEC industry with specialized fields and workflows
- Strong proposal automation reduces time-to-submit for RFPs
- Seamless Outlook integration for relationship tracking
- Mobile app enables field updates and data entry on the go
- 20+ years of AEC domain expertise with 1,000+ firm customer base
Cons
- Pricing is not transparent — requires contacting sales for a quote
- Reporting functionality can be cumbersome according to user reviews
- No free plan or trial publicly available
- User interface described as dated by some reviewers
- Niche AEC focus means it is not suitable for general-purpose CRM needs
Key Features
AEC-Specific CRM
Industry-tailored data fields and workflows for architecture, engineering, and construction firms
Proposal Automation
Generate proposals and qualification statements using stored resumes, project sheets, and templates
Pipeline Management
Track opportunities through customizable stages with forecasting and win/loss reporting
Contact Management
Centralized database of contacts, companies, and relationships with full interaction history
Outlook Integration
Sync emails, contacts, and calendar events directly with Microsoft Outlook
Mobile App
iOS and Android apps with voice-to-text data entry for field updates on the go
Adobe InDesign Integration
Pull CRM data directly into InDesign layouts for polished proposal documents
Pricing
- Contact & relationship management
- Pipeline & opportunity tracking
- Proposal automation
- Mobile app (iOS & Android)
- Outlook integration
- Reporting & dashboards
- Adobe InDesign integration
- Knowledge management