Unanet
Unanet CRM is a cloud-based CRM and Proposal Generation software used to win better business and accelerate growth exclusively for Architecture, Engineering and Construction.
Developed by: OpenAsset
Support Email: support@openasset.com
About Unanet
Legacies aren't built with legacy software, they are built with partnerships. ERP and CRM solutions built for project based business.
We never stop investing and innovating for Government Contractors and Architecture, Engineering and Construction Firms. With an aggressive release schedule that leaves our competitors in the dust, we are constantly investing in our ERP and CRM solutions to get you where you want to go, faster.
We’ve set ourselves apart for 30+ years by treating every customer like a true partner. This philosophy paired with purpose-built software empowers teams to unify front-office visions with back-office operations, driving increased insights, performance, and engagement. It’s time to leave your legacy systems behind and accelerate your path from projects to profitability, faster than you ever imagined.
Why we are different:
• Customer success comes first
• Pushing the pace of innovation
• Integrated, end-to-end platform
• Industry expertise
• Simple, user friendly design
The integration to Unanet CRM has worked seamlessly from the start and HBW Construction has noticed the great partnership.
Unanet and OpenAsset
The dynamic partnership and seamless integration between Unanet CRM and OpenAsset is engineered to elevate the joint user experience, eliminate friction and enhance workflows. By seamlessly syncing project and employee data from Unanet CRM as well as sending images from Openasset to Unanet CRM, the integration empowers AEC firms to maintain impeccable data consistency across teams, ensuring that their marketing and business development endeavors remain both cohesive and on-brand.
Media
Use cases
- Easily access digital assets from a centralized database
Map your project relevant information and experience to your marketing approved assets to easily find approved files and create compelling proposals, brochures, presentations, and project cut sheets.
- Reduce Data Redundancy and Optimize the Tech Stack
Filter and Automatically create projects in OpenAsset. New projects in Unanet CRM matching predefined criteria will be created in OpenAsset.
- Maintain Project Data Consistency
Map Unanet CRM fields to OpenAsset project fields or keywords. Leverage data in Unanet CRM to build project portfolios and taxonomies.
- Maintain Personnel Data Consistency
Map Unanet Employee information to OpenAsset employee fields. Push employee data stored in Unanet CRM into OpenAsset to build out employee profiles.
- Easily Align Personnel to Projects
Map Employee Roles in Unanet CRM to OpenAsset. Once configured, the system will auto-generate employee experience in OpenAsset based on project assignments in Unanet CRM.
- Streamline Document Creation
Select and Send Images from OpenAsset to Unanet CRM. Choose images in OpenAsset and send the image and select metadata directly into Unanet CRM Projects or Personnel Records.