Unanet CRM by Cosential

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).

AEC business development, marketing and proposal teams.

No public prices (quote / sales) Billing basis: not stated

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.

Prices change; check the vendor page. The label above is from our recorded pricing text, not a ranking; see the pricing index.

Facts last checked: Oct 16, 2026

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