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ProjectMark vs Unanet CRM by Cosential

Two CRMs built for construction and AEC business development. ProjectMark is a construction CRM with mobile voice note taking, card scanning and contact enrichment, a public API and MCP Connect for AI tools; Unanet CRM by Cosential, which Unanet calls AI-first, pairs Outlook relationship management and pipeline forecasting with a proposal library, Champ agents and a shared platform with Unanet ERP. Neither publishes prices. Vendor pages read Oct 23, 2026; desk research, not tested, no winner.

DESK RESEARCH, NOT TESTED. Compiled from vendors' public websites (accessed Oct 23, 2026). Vendor claims are not verified by Means & Methods Lab. No scores or rankings.

In short: ProjectMark (Construction CRM; no public prices (quote / sales)) vs Unanet CRM by Cosential (AEC CRM, pipeline & proposal data; no public prices (quote / sales)). Facts last checked Oct 23, 2026. No winner declared; not tested.

Side by side

ProjectMark vs Unanet CRM by Cosential: vendor-published facts side by side
Sheet rowProjectMarkUnanet CRM by Cosential
CategoryConstruction CRMAEC CRM, pipeline & proposal data
AI role (our label)AI features added to established productAI features added to established product
What it doesCRM built for construction with AI built in; vendor states SOC 2 Type II and 10+ integrations. Re-read Oct 17, 2026: the homepage lists voice-enabled AI note taking, business card scanning and contact enrichment on mobile, deal and revenue forecasting, a public API and MCP Connect for AI tools and agents, plus customer-reported survey figures (90% better adoption than their previous CRM, 73% more confidence in go/no-go decisions, 91% better pipeline visibility; vendor-reported, not verified). Re-checked Oct 19, 2026: homepage and plans page unchanged in substance; the homepage names customer stories (KIER Construction, UJAMAA and a 60-year-old architecture firm), and the plans page lists add-ons (additional users, integrations, DataHub storage, on-site training), a five-step enterprise implementation (data preparation, platform setup, QA and testing, training, post-launch) and, on Scale, advanced analytics and forecasting with quarterly business reviews. Re-checked Oct 21, 2026: plans page unchanged in substance (Starter up to 6 users, Scale up to 10, Enterprise 10+, the same add-ons and five-step enterprise implementation). Review-site ratings on the page are not used here. Re-checked Oct 23, 2026: plans page unchanged in substance and now adds an ROI calculator; the integrations page lists native Procore, Vista, BuildingConnected, Gmail, Outlook and Adobe InDesign integrations with Spectrum coming soon, a public API (naming Power BI, Kroo and Mercator.ai), and MCP Connect, which it says brings ProjectMark data into OpenAI/ChatGPT, Claude and Gemini. A footer link addressed to AI tools was not followed or used.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). On Oct 16, 2026 Unanet said the CRM holds the largest market share among AEC firms that use a CRM (vendor claim). Re-checked Oct 19, 2026: the overview still calls Unanet CRM AI-first and lists Champ, Outlook relationship management, pipeline forecasting and proposal generation; a new FAQ says it connects with ERP, accounting and project-management systems such as Unanet, Deltek, Trimble, Sage and Procore. The largest-market-share line we recorded Oct 16 is no longer on the overview page. The proposals page is unchanged and now points to Unanet ProposalAI as the AI-first proposal workflow; it cites up to 75% less manual proposal time (vendor claim, not verified). Re-checked Oct 20, 2026: overview unchanged in substance (AI-first CRM for AEC, Champ, Outlook relationship management, pipeline forecasting, Viewpoint, Procore, Sage 100, Sage 300 and Trimble Construction integrations, and the FAQ on ERP and accounting connections); the proposals page still points to Unanet ProposalAI as the AI-first proposal workflow. Re-checked Oct 21, 2026: overview unchanged in substance (AI-first CRM for AEC, Champ agents, Outlook relationship management, pipeline forecasting, proposal generation, Viewpoint, Procore, Sage 100, Sage 300 and Trimble Construction integrations). Its FAQ now has seven questions, adding why CRM implementations fail at AEC firms, faster proposals, preserving institutional knowledge, pipeline visibility and forecasting, and deciding which opportunities to pursue; only the first answer expanded in our read. The page shows 1.5m opportunities created, 465k projects won and 32k users (vendor counters, not used). The proposals page is unchanged and still points to Unanet ProposalAI as the AI-first proposal workflow. Re-read Oct 23, 2026 for a compare: overview still calls Unanet CRM AI-first and lists Outlook relationship management, pipeline forecasting, proposal generation, Champ agents and the Viewpoint, Procore, Sage 100, Sage 300 and Trimble Construction integrations; the FAQ now also answers general-contractor questions (reusing project experience and resumes in prequalification packages and statements of qualifications, what to look for in proposal software, and Procore integration) and says the CRM works with Unanet AE ERP. Usage counters on the site are not used.
Who it's forAEC business development teams.AEC business development, marketing and proposal teams.
Pricing (as publicly stated)No public prices on the plans page (checked Oct 16, 2026): Starter (up to 6 users) and Scale (up to 10 users) are "Request pricing", Enterprise (10+ users) is "Talk to our team"; the page says implementation, support and enrichment credits are included and lists integrations (Vista, Procore, BuildingConnected, Adobe InDesign) as paid add-ons. Implementation packages are also "Request pricing". Confirm current pricing with the vendor. Re-checked Oct 17 and Oct 19, 2026: unchanged. Re-checked Oct 21, 2026: unchanged (Request pricing on Starter and Scale, Talk to our team on Enterprise; integrations remain paid add-ons). Re-checked Oct 23, 2026: unchanged (Starter up to 6 users and Scale up to 10 are Request pricing, Enterprise 10+ is Talk to our team; integrations remain paid add-ons; implementation packages Request pricing).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. Re-checked Oct 19, 2026: unchanged. unanet.com/pricing still returns not found. Re-checked Oct 20, 2026: unanet.com/pricing still returns not found. Re-checked Oct 21, 2026: unanet.com/pricing still returns not found; call to action Talk to an Expert. Re-read Oct 23, 2026: unchanged (no prices published; unanet.com/pricing returns a not-found page; Talk to an Expert or Schedule Demo).
User reviewsNo reviews yet. Read or writeNo reviews yet. Read or write
Vendor links
Sources

Facts last checked: Oct 23, 2026. Prices change; check the vendor page before relying on them.

Where the vendor descriptions differ

  • Who it is for (vendor framing): ProjectMark positions itself as a CRM built for construction; Unanet says its CRM is built for architecture, engineering and construction firms, including general, specialty and industrial contractors.
  • AI: ProjectMark lists voice-enabled AI note taking, business card scanning and contact enrichment on mobile, deal and revenue forecasting, and MCP Connect, which it says brings ProjectMark data into OpenAI/ChatGPT, Claude and Gemini. Unanet describes Champ agents as the agentic AI experience for Unanet CRM across relationships, pursuits and proposals. Both carry the AI-features-added label here.
  • Proposals: Unanet's proposals page describes a marketing and proposal library (qualification statements, project profiles, batched resumes and project descriptions, export to PDF or RTF with Adobe InDesign and Microsoft Word), and points to Unanet ProposalAI as a separate AI proposal product; its FAQ says contractors can reuse project experience and resumes in prequalification packages and statements of qualifications. ProjectMark lists an Adobe InDesign integration, sold as a paid add-on.
  • Integrations: ProjectMark lists native Procore, Vista, BuildingConnected, Gmail, Outlook and Adobe InDesign integrations with Spectrum coming soon, plus a public API; its plans page lists integrations as paid add-ons. Unanet lists Viewpoint, Procore, Sage 100, Sage 300 and Trimble Construction and says the CRM works with Unanet AE ERP.
  • Pricing (checked Oct 23, 2026): ProjectMark's plans page shows Starter (up to 6 users) and Scale (up to 10) as Request pricing and Enterprise (10+) as Talk to our team, with implementation, support and enrichment credits included. Unanet publishes no prices (unanet.com/pricing returns a not-found page); Talk to an Expert or Schedule Demo.
  • Survey percentages, review-site ratings, usage counters and customer quotes on either site are not used. We have not tested either tool.

Paraphrased from the sources listed above. Vendor claims are reported as claims.

What users say

The facts above come from vendor websites. Whether either tool is any good for your work is something only people who use them can say. These are member reviews, all ratings shown, never edited or removed for being negative.

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Questions to ask in your review

  • How each connects to the ERP or accounting system you already run, and what that integration costs
  • Whether you need a full proposal and resume library inside the CRM or InDesign export from CRM data is enough
  • Price for your business development team size
  • What did you use it for, on what kind of work and project size?
  • How long did setup and training take, and who on your team did it?
  • What does it cost you in practice, compared with what the sales call said?

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