Unanet CRM by Cosential
Construction CRM software
Construction software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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Small
Medium
Large
- Professional services (engineering, legal, consulting, etc.)
- Construction
- Healthcare and life sciences
What is Unanet CRM by Cosential
Unanet CRM by Cosential is a customer relationship management platform designed for construction and AEC firms to manage leads, opportunities, client relationships, and proposal-related information. It supports business development workflows such as tracking pursuits, organizing contacts and firms, and coordinating marketing content used in bids and proposals. The product emphasizes CRM data structures aligned to project-based selling and integrates with adjacent operational systems used by project-driven organizations.
Designed for multi-user teams
The platform supports collaboration across business development, marketing, and leadership stakeholders who contribute to opportunity tracking and pursuit planning. It provides shared visibility into account activity, pursuit status, and relationship history. This aligns with mid-market and enterprise construction firms that require standardized processes across offices or regions.
AEC-focused CRM data model
The product is built around construction/AEC concepts such as firms, contacts, pursuits, and project histories rather than generic pipeline objects. This structure supports common contractor and design-build business development workflows, including tracking opportunities by project and client organization. It can reduce the amount of customization typically required to fit project-based selling compared with general-purpose CRMs.
Proposal and marketing support
Unanet CRM by Cosential is commonly used to centralize information that feeds qualification packages and proposal responses. Teams can reuse structured project and personnel information and maintain a consistent source of truth for marketing collateral inputs. This is useful for organizations where winning work depends on repeatable proposal processes and coordinated marketing/BD activity.
Less field-service oriented
The product’s core focus is CRM and pursuit management rather than dispatching, technician workflows, or mobile-first field execution. Organizations primarily needing scheduling, work orders, and on-site service management may find it requires additional systems. It is generally a stronger fit for preconstruction/business development than day-to-day field operations.
Implementation and data upkeep
Value depends on maintaining accurate contact, firm, and project history data, which can require ongoing governance and user adoption. Initial configuration and data migration can be non-trivial for firms consolidating spreadsheets or legacy databases. Teams should plan for process definition, training, and ownership of data quality.
Integration scope varies by stack
Construction firms often run multiple systems for ERP, accounting, estimating, and project management, and integration needs can be complex. Depending on the existing application landscape, connecting CRM data to downstream execution and financial reporting may require additional integration work. Buyers should validate available connectors/APIs and the effort needed for their specific systems.
Seller details
Unanet, Inc.
Dulles, Virginia, USA
1988
Private
https://www.unanet.com/
https://x.com/unanet
https://www.linkedin.com/company/unanet/
