Question 1

What makes Unanet CRM different from generic CRMs?

Accepted Answer

Unanet CRM is specifically tailored to the unique needs of AEC firms, offering features and workflows designed for project-based businesses, unlike general-purpose CRMs.

Question 2

What integrations does Unanet CRM offer?

Accepted Answer

Unanet CRM integrates with a wide range of AEC industry-standard software, including Ajera, Deltek, CMiC, BST, Viewpoint, Timberline, Outlook, and LinkedIn, streamlining data flow and reducing manual entry.

Question 3

How does the Publisher module help with proposal creation?

Accepted Answer

The Publisher module allows you to quickly assemble targeted proposals, qualifications statements, resumes, and project profiles by leveraging a centralized database of project experience and personnel information.

Question 4

Is Unanet CRM scalable for growing AEC firms?

Accepted Answer

Yes, Unanet CRM is designed to scale with your business, accommodating increasing data volumes and user needs as your firm grows.

Question 5

What kind of reporting and analytics are available?

Accepted Answer

Unanet CRM provides robust reporting and analytics capabilities, allowing you to track key performance indicators (KPIs), measure marketing campaign effectiveness, and gain insights into business development efforts.

Question 6

How does Unanet CRM help with team collaboration?

Accepted Answer

Unanet CRM facilitates team collaboration by providing a central platform for sharing information, managing tasks, and tracking client interactions.

Question 7

What security measures are in place to protect our data?

Accepted Answer

Unanet CRM employs industry-leading security protocols, including data encryption and regular security audits, to ensure the confidentiality and integrity of your data.

Question 8

Does Unanet CRM offer mobile access?

Accepted Answer

Yes, Unanet CRM offers mobile access, allowing users to stay connected and manage their tasks on the go.

Unanet CRM by Cosential

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