Unanet CRM AEC

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 Company Overview

Unanet is a leading provider of AI-first ERP and growth software for project-based businesses, with a strong focus on architecture, engineering, and construction firms. Built specifically for the way AEC companies operate, Unanet helps organizations manage the full lifecycle of work — from business development and client relationships to project delivery, financial management, and long-term growth.

Built for the Way AEC Firms Work

AEC firms face a unique set of challenges. They need to balance project delivery, staffing, utilization, profitability, client relationships, and business development — often across multiple systems that do not work well together. Unanet is designed to solve that problem by giving firms a purpose-built platform that connects the critical parts of the business in one place.

Rather than forcing AEC companies to adapt to generic enterprise software, Unanet delivers technology tailored to the realities of project-based work. That means better visibility, stronger collaboration, and faster decision-making across teams.

One Connected Platform for Better Visibility

Unanet helps unify financials, projects, and pursuits in a single intelligent environment. With built-in automation and real-time visibility, leaders can monitor project performance, understand resource needs, track profitability, and make informed decisions using current data instead of outdated reports or manual spreadsheets.

For AEC firms, this kind of connectivity matters. Margins, timelines, staffing levels, and client expectations are tightly linked, and even small gaps in visibility can affect performance. By bringing essential business functions together, Unanet helps firms operate more efficiently while creating a stronger foundation for growth.

ERP Designed for Project-Based Operations

A major part of Unanet’s AEC offering is its ERP solution for architecture and engineering firms. The platform is built to support the operational and financial needs of project-based organizations through capabilities that help teams manage:

Prospects and project pipelines
Active projects and resource plans
Time and expense tracking
Accounting and financials
Reporting and analytics

The result is a shared source of truth for project managers, finance leaders, and business development teams. Instead of working in silos, teams can align around the same data to improve planning, execution, and profitability. For firms looking to gain tighter control over utilization, staffing, and project-based accounting without adding unnecessary complexity, Unanet provides a modern, easy-to-use solution.

CRM That Supports Growth

In addition to ERP, Unanet offers CRM capabilities built specifically for the AEC market. Its CRM platform is designed to help firms strengthen relationship management, improve pipeline visibility, and support more strategic pursuit decisions.

For marketing and business development teams, this means easier access to the client, project, and opportunity data needed to create stronger proposals and presentations. For firm leaders, it means better insight into where opportunities are coming from, how relationships are developing, and which pursuits are most likely to drive profitable growth.

Practical AI for Smarter Decisions

Unanet’s position in the market is also shaped by its focus on AI and smart technology. The company’s AI-first approach is centered on practical automation, faster insights, and better business decisions. For AEC firms, that is especially relevant in an environment where teams are expected to do more with fewer resources while maintaining high standards for delivery and performance.

Rather than treating AI as a standalone add-on, Unanet presents it as a layer of intelligence built into the way the business works. This helps teams streamline tasks, improve forecasting, and focus more time on high-value work across project delivery, marketing, finance, and operations.

Trusted by Thousands of Project-Driven Firms

Unanet’s scale reinforces its position as a trusted technology partner. The company states that more than 4,200 government contractor, architecture, engineering, and construction firms rely on Unanet to help manage projects, financials, and growth. In addition to software, Unanet emphasizes customer success, training, integrations, and related services that support firms through implementation, adoption, and long-term improvement.

Supporting the Future of AEC

At its core, Unanet is focused on helping project-based businesses unlock productivity and perform at a higher level. That mission aligns closely with the AEC industry, where firms are responsible for designing, engineering, and building the environments that shape communities and industries.

Overall, Unanet positions itself as more than a software provider. It is a strategic partner for AEC firms that want connected systems, stronger operational visibility, smarter growth tools, and technology built specifically for the demands of project-based business.