Unanet CRM review
A focused CRM for relationships, proposals, projects, and business-development workflows.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Unanet CRM pros and cons
- 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
Unanet CRM fact sheet, pricing and score →
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