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
Platforms
WindowsMacLinuxCloud, SaaS, WebIOSAndroid
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.
Tight Set
Tight Set is a project delivery platform built for architecture firms. It gives leaders and project teams a view of schedules, decisions, quality control, staffing, permits, fees, and emerging risks across every project. Instead of replacing existing design tools, Tight Set connects the information firms already manage so problems surface earlier, standards stay consistent, and teams can deliver with confidence.
ChatAEC
AIAEC builds technology for the people who design, develop, and build the world. Founded in Arizona, the company helps architects, engineers, developers, construction teams, and real estate professionals get clear zoning, building code, compliance and regulatory answers faster, reducing time spent on manual research and avoiding costly delays early in development across complex, regulated environments. Its first product, ChatAEC, turns complex zoning and land use rules into source-backed, defensible answers in seconds, giving teams their time back to focus on real work.