Unanet CRM
Unanet CRM: A focused CRM for relationships, proposals, projects, and business-development workflows. Ranked #25 of 33 in Professional Services CRM Software by our editors (6.9/10); pricing: Pricing on request; best for government contractors and proposal-heavy firms.
At a glance
- Editor score6.9 / 10
- PricingPricing on request
- Best forGovernment contractors and proposal-heavy firms
- Workflow automationAdvanced
- Founded1998 · Dulles, Virginia, United States
- Facts checked21 Sep 2026
Where it wins
- Connects relationships, proposals, projects, personnel, and past performance
- Advanced workflows support go/no-go decisions and automated emails
- AI assists with contact enrichment, opportunity insights, and record cleanup
Where it doesn't
- Pricing requires contacting sales
- Platform coverage is limited to the web
- Its focus may be narrow for firms outside AEC and government contracting
Our verdict on Unanet CRM
Unanet CRM is a cloud CRM for architecture, engineering, and construction firms, with capabilities that also fit government contractors and proposal-heavy organizations. It brings relationship and contact management together with opportunity pipelines, forecasting, proposal and RFP tracking, project information, personnel records, experience data, and past performance. Business developers, seller-doers, project managers, marketers, and firm executives are the clearest audience. The product is particularly suited to organizations where business development depends on coordinated proposal work and reusable project and personnel information.
Proposal management is a central strength. Teams can create, submit, and track proposals and RFPs, while go/no-go decision workflows and automated emails support repeatable pursuit processes. Reports, dashboards, notifications, and revenue projections add visibility into pipeline activity. AI-assisted contact detection, enrichment, opportunity insights, opportunity scoring, and record cleanup extend the system beyond a basic contact database. Outlook integration can associate emails and call logs with records, and mobile access includes business-card scanning.
Unanet CRM also connects with Unanet ERP, Deltek, Trimble, Sage, Procore, Viewpoint, OpenAsset, Mailchimp, HubSpot, and Salesforce. That integration range supports firms combining CRM with ERP, accounting, project-management, marketing, and business applications. The published offering is web-based, with mobile access included in the feature set. Pricing is handled through customer agreements and order forms rather than public CRM plan tiers. Choose Unanet CRM when proposal coordination, past-performance data, project context, and workflow control are central requirements. Firms seeking a broader general-purpose CRM or a platform beyond the web may prefer an alternative.
Your product? Our editors can test Unanet CRM in depth and publish a review, labelled as paid · from $149/mo →
Unanet CRM pricing
Unanet CRM fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Lead capture | Yes |
| Proposal management | Yes |
| Client portal | Not verified |
| Email sync | Yes |
| Workflow automation | Advanced |
| Project tracking | Yes |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | GDPR, 2FA |
| Support | Email, Phone, Tickets, Docs · 24/7 |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 100+ integrations: Unanet ERP, Deltek, Trimble, Sage, Procore, Viewpoint … See all → |
| Pricing | Pricing on request |
| Website | unanet.com |
| Facts checked | 21 Sep 2026 |
Unanet CRM integrations
Unanet CRM lists 100+ integrations on its own site — the 10 named here are the ones its pages call out.
- Unanet ERP
- Deltek
- Trimble
- Sage
- Procore
- Viewpoint
- OpenAsset
- Mailchimp
- HubSpot
- Salesforce
See all Unanet CRM integrations →
Alternatives to Unanet CRM
- HubSpot CRMA mature free CRM foundation with broad integrations and paid-tier expansion.9.4
- Zoho CRMA broad CRM for growing teams that need sales, marketing, automation, and AI in one system.9.2
- PipedriveA broad sales CRM for teams that need visual pipelines, automation and forecasting.9.1
See all Unanet CRM alternatives →
Used Unanet CRM? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Unanet CRM for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Unanet CRM is listed in our Professional Services CRM Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/unanet-crm/"><img src="https://www.itechguides.com/best/badge/unanet-crm.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update