Home / Compare / Deltek Vantagepoint vs Unanet CRM by Cosential
Deltek Vantagepoint vs Unanet CRM by Cosential
Two AEC-specific CRMs tied to project ERPs, both adding AI for pursuits and proposals: Deltek Vantagepoint (with Dela) and Unanet CRM by Cosential (with Champ agents). Vendor-published facts only; not tested, no winner.
Side by side
| Sheet row | Deltek Vantagepoint (CRM & pipeline) | Unanet CRM by Cosential |
|---|---|---|
| Category | A&E ERP with CRM, pursuits & proposals | AEC CRM, pipeline & proposal data |
| AI role (our label) | AI features added to established product | AI features added to established product |
| What it does | Deltek describes Vantagepoint as an AI-powered ERP for architecture, engineering and consulting firms that connects projects, pipeline, people and financials. Its CRM & Pipeline Management page lists client relationship management, centralized pursuit tracking, interactive pipelines and proposal coordination. AI features described on that page: Dela (Deltek's AI orchestrator) scores pursuits based on your win patterns and flags go/no-go decisions, surfaces client news (M&A activity, leadership changes, project awards) and high-value opportunities; Client Smart Summaries; Ask Dela to surface details and draft communications; AI-powered business card capture with mobile access and email integration. Vantagepoint's online help describes a Proposal Builder (Custom Proposals, available with CRM Plus) that builds proposals from templates or from scratch with hub records and PDF export. A Deltek article describes an AI Proposal Builder (upload an RFP; parse requirements, assign tasks, recommend project examples, draft from past winning proposals) and resume/project-sheet templates as coming to Vantagepoint, so we treat those as announced, not confirmed as released. Deltek says 98% of the Top 500 A&E firms rely on Deltek and more than 2,000 companies run Vantagepoint (vendor claims). | CRM built for architecture, engineering and construction firms (formerly Cosential), which Unanet calls AI-first. Listed areas: relationship management inside Outlook, pipeline management and forecasting for seller-doers and BD teams, proposal generation, a service portal, and Champ agents, described as the agentic AI experience for Unanet CRM across relationships, pursuits and proposals. The proposals page says the CRM compiles project, financial and HR data into a marketing and proposal library: track proposals and RFPs, manage team experience and qualifications, generate pre-formatted qualification statements and project profiles, batch resumes and project descriptions, and export to PDF or RTF with integration to Adobe InDesign and Microsoft Word. Listed integrations include Viewpoint, Procore, Sage 100, Sage 300 and Trimble Construction; Unanet says the CRM shares a platform and data lake with Unanet ERP. Unanet ProposalAI is a separate product that can connect to it (see its own page). Unanet says the CRM holds the largest market share among AEC firms that use a CRM (vendor claim). |
| Who it's for | Architecture, engineering and consulting firms (business development, marketing and finance teams). | AEC business development, marketing and proposal teams. |
| Pricing (as publicly stated) | No public prices found (checked Oct 16, 2026): the Vantagepoint and CRM pages link no pricing or plans page (only support-plan and ProPricer pages), deltek.com/pricing returns a not-found page, and the pages' call to action is "Request a Demo". Confirm current pricing and which features need CRM Plus with the vendor. | No public prices found (checked Oct 16, 2026): the CRM pages link no pricing or plans page, unanet.com/pricing returns a not-found page, and the call to action is "Talk to an Expert". Confirm current pricing with the vendor. |
| Test status | Not tested. No scores. | Not tested. No scores. |
| Vendor links | ||
| Sources |
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Facts last checked: Oct 16, 2026. Prices change; check the vendor page before relying on them.
Where the vendor descriptions differ
- Scope: Deltek describes Vantagepoint as an AI-powered ERP for architecture, engineering and consulting firms with CRM and pipeline built in. Unanet CRM is sold as a CRM for architecture, engineering and construction firms and says it shares a platform and data lake with Unanet ERP.
- Pursuit AI: Deltek says Dela scores pursuits from your win patterns, flags go/no-go decisions and surfaces client news. Unanet describes Champ agents across relationships, pursuits and proposals, and Champ in ProposalAI assessing opportunities before you pursue.
- Proposals: Vantagepoint's Proposal Builder (with CRM Plus) assembles proposals from templates and hub records; Deltek's AI Proposal Builder is announced, not confirmed released. Unanet CRM generates qualification statements and project profiles with InDesign and Word integration; AI drafting is the separate ProposalAI product.
- Integrations named: Unanet lists Viewpoint, Procore, Sage 100, Sage 300 and Trimble Construction. Deltek's pages focus on Vantagepoint's own modules; we did not record a third-party construction integration list.
- Vendor claims (not verified): Deltek says 98% of the Top 500 A&E firms rely on Deltek and 2,000+ companies run Vantagepoint; Unanet says it holds the largest market share among AEC firms that use a CRM.
- Pricing (checked Oct 16, 2026): both quote-only, no pricing pages. Not like-for-like: one is an ERP with CRM, the other a CRM that can sit beside another ERP.
Paraphrased from the sources listed above. Vendor claims are reported as claims.
What we can't tell you yet
Which tool is better for your work. That needs testing on the same package with a verified answer key. Planned measures for this comparison:
- How often a pursuit score matched the eventual go/no-go and outcome over a year of pursuits
- Outside Means & Methods Lab's current benchmark scope.
See the methodology and leaderboard status.
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