Home / Compare / Followup CRM vs Unanet (Construction)
Followup CRM vs Unanet (Construction)
Two CRMs sold to construction firms: Followup CRM is a sales and bid-tracking CRM for contractors with voice-driven AI data entry and published per-user prices; Unanet's construction offer pairs Unanet CRM with Champ AI and ProposalAI for business development and marketing teams, with no public prices. Like-for-like as construction CRMs, with different emphasis. Vendor-published facts only; desk research, not tested, no winner.
In short: Followup CRM (Construction CRM; vendor publishes prices) vs Unanet (Construction) (Construction growth: CRM, Champ AI & ProposalAI; no public prices (quote / sales)). Facts last checked Oct 17, 2026. No winner declared; not tested.
DESK RESEARCH, NOT TESTED. Compiled from vendors' public websites (accessed Oct 17, 2026). Vendor claims are not verified by Means & Methods Lab. No scores or rankings.
Side by side
| Sheet row | Followup CRM | Unanet (Construction) |
|---|---|---|
| Category | Construction CRM | Construction growth: CRM, Champ AI & ProposalAI |
| AI role (our label) | AI features added to established product | AI features added to established product |
| What it does | Construction CRM that connects to your ERP, with AI-assisted data entry, tracking and follow-up emails; a Voice AI feature (labeled "In Beta") lets users log updates by speaking. Re-read Oct 17, 2026: the homepage says won jobs go straight into Sage, Foundation or Viewpoint with no double entry, lists an Outlook integration that logs activity and creates contacts, and still labels Voice AI "In Beta". Re-read again later on Oct 17, 2026: the AI features page lists an AI Data Entry Agent (voice creation of projects, companies and contacts, field updates, notes by voice, plain-English CRM questions), an AI Outlook Assistant and AI Reporting; the integrations page lists Foundation, Vista, Spectrum, Sage 100 Contractor, Sage 300 CRE, Sage Intacct Construction, ComputerEase, Procore, BuildingConnected and QuickBooks. | Business-development and growth tools for construction firms, not an ERP: Unanet's construction industry page (re-read Oct 17, 2026) lists three construction products, Unanet CRM (relationships, pipeline and proposals), Champ (described as an AI engine giving real-time answers, advice and agentic workflows, including Champ Agents for Unanet CRM) and ProposalAI (AI proposal drafts built on CRM data). The page's FAQ says Unanet CRM connects to ERP and accounting systems including Deltek, Sage 100, Sage 300, Viewpoint, Procore and Trimble Construction and shares a platform and data lake with Unanet's ERP; the ERP products in Unanet's navigation are for government contractors and A&E firms. Unanet Connect integrations are listed. We moved this entry on Oct 17, 2026 from our Finance group, where it was listed as a project-based ERP and CRM, and changed its AI label from Not AI-first because the page now leads with Champ AI and ProposalAI. Re-read again later on Oct 17, 2026: unchanged; the Unanet CRM overview lists Viewpoint, Procore, Sage 100, Sage 300 and Trimble Construction integrations, and the Champ AI page says customer inputs and outputs are not used to train publicly available AI models and that outputs require human review (vendor statements). |
| Who it's for | Contractors' sales and estimating teams. | Construction firms' business development, marketing, executive and project leadership teams (the audiences the page names). |
| Pricing (as publicly stated) | Vendor-listed pricing (pricing page, checked Oct 16, 2026): Starter $99 per user/month and Professional $149 per user/month (shown billed annually, 5-user minimum); Enterprise $4,000/month platform fee plus $125 per user. The page says all CRM plans commit annually and paying up front saves 20%. One-time launch plan (onboarding, data migration, training): $2,500 Starter, $5,000 Professional, $10,000 Enterprise. 30-day money-back guarantee listed. Confirm current terms with the vendor. Re-checked Oct 17, 2026: unchanged; the FAQ says both payment options commit for a year, and paying monthly costs $119 (Starter) or $179 (Professional) per user per month instead of $99 and $149. Re-checked again later on Oct 17, 2026: unchanged. | No public prices found (checked Oct 16, 2026): unanet.com/pricing returns a not-found page and the construction page links no pricing or plans page; the page's call to action is "Get started". Re-checked Oct 17, 2026: unchanged (unanet.com/pricing still not found; the page also offers "See Unanet in action" and "Explore ChampAI"). Confirm current pricing with the vendor. Re-checked again later on Oct 17, 2026: unanet.com/pricing still not found. |
| Test status | Not tested. No scores. | Not tested. No scores. |
| Vendor links | ||
| Sources |
Facts last checked: Oct 17, 2026. Prices change; check the vendor page before relying on them.
Where the vendor descriptions differ
- Scope: both vendor pages (re-read Oct 17, 2026) sell a CRM to construction firms. Followup CRM describes replacing the bid spreadsheet so every bid gets a follow-up: leads, bids, pipeline, follow-ups, customizable fields and stages, reporting and a proposal generator. Unanet's construction page describes "construction growth": relationships, opportunities, pursuits and proposals across the firm, with Unanet CRM, Champ AI and ProposalAI as its three construction products. The emphasis differs: bid tracking and follow-up for Followup CRM, relationship and pursuit intelligence for Unanet.
- Who for (vendor framing): Followup CRM says it is designed for the way contractors sell, estimate and win work, "from subcontractors to GCs". Unanet names business development, marketing, construction executives and project and client leaders.
- AI features (vendor descriptions): Followup CRM's AI features page lists an AI Data Entry Agent (create projects, companies and contacts, update fields and complete activities, and add notes by voice, plus plain-English questions answered from CRM data), an AI Outlook Assistant that scans email to suggest contacts, projects and follow-up tasks, and AI Reporting; its homepage still labels the Voice AI feature "In Beta". Unanet describes Champ as an AI engine for answers, advice and agentic workflows, including Champ Agents for Unanet CRM, and ProposalAI as AI proposal drafts built on CRM data. Unanet's Champ page says customer inputs and outputs are not used to train publicly available AI models and that every output requires human review before use (vendor statements).
- ERP and other integrations named: Followup CRM says won jobs go straight into Sage, Foundation or Viewpoint with no double entry; its integrations page lists Foundation, Vista, Spectrum, Sage 100 Contractor, Sage 300 CRE, Sage Intacct Construction, ComputerEase, Procore, BuildingConnected and QuickBooks, plus Outlook and Gmail. Unanet's FAQ says Unanet CRM connects to Deltek, Sage 100, Sage 300, Viewpoint, Procore and Trimble Construction and shares a platform and data lake with Unanet's ERP.
- Proposals: Followup CRM lists Proposals on all three plans and a proposal generator feature. Unanet describes the CRM as the store of project experience, resumes and pursuit information for proposal teams, with ProposalAI drafting on top of it.
- AI role (our desk-research label): both are labeled AI features added to an established product.
- Pricing: Followup CRM publishes prices (pricing page, re-checked Oct 17, 2026): Starter $99 and Professional $149 per user per month paid annually up front (5-user minimum), or $119 and $179 paid monthly, both on a one-year commitment; Enterprise $4,000 per month platform fee plus $125 per user; a one-time launch plan of $2,500, $5,000 or $10,000; 30-day money-back guarantee listed. The plan table does not say which AI features each plan includes. Unanet publishes no prices for its construction products: unanet.com/pricing returns a not-found page (Oct 17, 2026), and the construction page offers "See Unanet in action" and "Explore ChampAI".
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:
- Which Followup CRM plans include the AI Data Entry Agent, Outlook Assistant and AI Reporting
- Whether Unanet sells Champ and ProposalAI separately from Unanet CRM, and how the AI is priced
- What fields move into the ERP when a job is won in each product
See the methodology and leaderboard status.
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