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Unanet CRM is a project-based customer relationship management solution designed specifically for architecture, engineering, construction (AEC), government contracting, and professional services organizations. It integrates data across teams to deliver actionable insights, helping businesses manage and prioritize opportunities, track sales pipelines, and align contracts with their core operations. The platform supports opportunity management by enabling users to automatically import solicitations and attachments from multiple government and industry sources, facilitating efficient search, scoring, and assignment of opportunities to sales personnel.
Key features include data integration with mobile and Outlook applications, automated intelligence on opportunities through the Unanet GovIntel system, and tools for pipeline visualization and revenue forecasting. Unanet CRM also emphasizes compliance and security, operating its own FedRAMP Moderate environment to ensure continuity of service, rapid incident response, and streamlined audit processes. This approach offers organizations flexibility and control in their CRM architecture while supporting regulatory requirements.
By focusing on real-time data accessibility and collaboration, Unanet CRM helps organizations drive informed decision-making and operational efficiency without unnecessary complexity. The platform is used by thousands of project-driven organizations to better understand their resources, optimize bidding strategies, and manage customer relationships within a unified system built for project-centric industries.
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Website: unanet.com
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