The Busywork Disappears, Not the People: Unanet on AI in AEC
Lucas Hayden of Unanet explores how AI can reduce busywork, connect AEC business systems, and help firms make faster, better-informed decisions.
Unanet CRM AEC
VerifiedUnanet AEC CRM is a customer relationship management platform built specifically for architecture, engineering, and consulting firms. It enables business development and marketing teams to manage client relationships, track pursuits, coordinate proposals, monitor opportunity pipelines, and collaborate across the firm.
By connecting client intelligence with project history and business development workflows, Unanet AEC CRM helps firms strengthen relationships, improve pursuit strategies, and win more of the right projects.
Categories
CRM (Customer relationship management)Project ManagementArtificial Intelligence (AI)
Unanet CRM AEC Overview
Unanet AEC CRM
Unanet AEC CRM is a customer relationship management platform purpose-built for architecture, engineering, and consulting firms. It helps business development, marketing, and leadership teams manage client relationships, track opportunities, coordinate pursuits, and improve visibility into the firm's pipeline.
Built for how AEC firms win work
Unlike traditional sales-focused CRM platforms, Unanet AEC CRM is designed around the relationship-driven nature of AEC business development. It connects client contacts, project history, pursuits, proposals, opportunities, and marketing activities so teams can better understand where relationships stand and where future work may come from.
Key capabilities
- Client and contact management
- Opportunity and pursuit tracking
- Business development pipeline management
- Proposal and marketing coordination
- Relationship intelligence
- Project and client history
- Activity and interaction tracking
- Reporting and dashboards
- Collaboration across marketing, BD, and leadership teams
Why it matters
AEC business development information is often spread across emails, spreadsheets, individual team members, and disconnected systems. Unanet AEC CRM centralizes that information, helping firms improve collaboration and make more strategic decisions about where to focus their time.
The platform can help firms strengthen client relationships, improve pursuit planning, coordinate proposals more efficiently, and increase visibility into future revenue opportunities.
Unanet AEC CRM
Unanet AEC CRM is a customer relationship management platform purpose-built for architecture, engineering, and consulting firms. It helps business development, marketing, and leadership teams manage client relationships, track opportunities, coordinate pursuits, and improve visibility into the firm's pipeline.
Built for how AEC firms win work
Unlike traditional sales-focused CRM platforms, Unanet AEC CRM is designed around the relationship-driven nature of AEC business development. It connects client contacts, project history, pursuits, proposals, opportunities, and marketing activities so teams can better understand where relationships stand and where future work may come from.
Key capabilities
- Client and contact management
- Opportunity and pursuit tracking
- Business development pipeline management
- Proposal and marketing coordination
- Relationship intelligence
- Project and client history
- Activity and interaction tracking
- Reporting and dashboards
- Collaboration across marketing, BD, and leadership teams
Why it matters
AEC business development information is often spread across emails, spreadsheets, individual team members, and disconnected systems. Unanet AEC CRM centralizes that information, helping firms improve collaboration and make more strategic decisions about where to focus their time.
The platform can help firms strengthen client relationships, improve pursuit planning, coordinate proposals more efficiently, and increase visibility into future revenue opportunities.
Specs
Supported project type
Supported lifecycle phase
Target industry
Ideal for company size
Gallery
See Unanet CRM AEC in action through screenshots and short videos.
Unanet CRM AEC Frequently asked questions
A CRM platform designed specifically for architecture, engineering, and consulting firms.
Articles & guides
Read guides and insights featuring Unanet CRM AEC from the aec+tech team.
Unanet CRM AEC Alternatives
See how Unanet CRM AEC stacks up against similar tools before you decide.
Egnyte
Egnyte is a secure cloud content management platform that helps architecture, engineering, construction, and owner teams store, access, share, and govern project information. It supports large CAD, BIM, GIS, and point-cloud files while enabling collaboration across offices, jobsites, partners, and clients. With integrations, mobile access, AI-powered search, version control, permissions, and security tools, Egnyte helps organizations reduce data silos, protect sensitive information, and maintain reliable workflows throughout project delivery.
WyattERP
WyattERP is an agentic AI platform for AEC and GovCon firms. Describe what you need in plain language and its agents build it—custom apps, automated workflows, and live dashboards—all with native access to your project, financial, and time data. Specialized agents handle timekeeping, accounts payable, financial analysis, project tracking, and more, while enterprise-grade security keeps your data isolated and protected. Less time wiring up systems and chasing reports, more time building. WyattERP turns the data and systems you already have into working software, on demand.
CODiii
CODiii is an AI-powered compliance and document intelligence platform built for architecture, engineering, and construction firms. It connects to your existing cloud storage, auto-classifies project documents, extracts requirements from building codes, client briefs, contracts, and standards, and runs compliance scans against your design deliverables. Teams catch conflicts, gaps, and non-compliances early, before they become costly rework.