Unanet Review (2026): AEC CRM For Pursuits, Relationships, Proposals, And Project Growth

CRM for architecture, engineering, and construction firms managing pursuits, relationships, proposals, and project-based growth

Updated June 19, 2026

By James Han · How we review

3.9 MAQTOOB rating

Our Verdict

Unanet can work if your AEC firm needs CRM data tied to pursuits, projects, people, proposals, and long relationship cycles. It is useful when business development depends on knowing who knows whom, which projects matter, and which proposals are in motion.

Use a demo with real pursuit examples. Confirm pricing, migration effort, reporting, proposal workflows, and how users will keep relationship data current. A small firm that only needs a simple pipeline or email reminders should compare lighter CRM tools first.

A good fit if you

  • AEC business development teams tracking pursuits and relationships.
  • Marketing teams preparing proposals and project-history materials.
  • Firm leaders who need visibility into opportunities, clients, and project experience.

Look elsewhere if you

  • Small teams needing a quick self-serve CRM.
  • Companies outside project-based architecture, engineering, or construction work.
  • Users who cannot commit to keeping relationship and project data clean.
Next step: compare the pricing details below, then test Unanet with a real workflow before committing.

What Is Unanet?

Unanet CRM for AEC is customer relationship management software for architecture, engineering, and construction firms. It helps business development and marketing teams track relationships, opportunities, pursuits, proposals, and project history.

It is a vertical CRM, so it should be judged on how well it supports AEC growth work rather than generic sales pipeline tracking.

Unanet Pros and Cons

Pros

  • Pursuit tracking — Helps teams manage pursuit tracking inside the main workflow, instead of leaving that job in disconnected tools.
  • Relationship management — Helps teams manage relationship management inside the main workflow, instead of leaving that job in disconnected tools.
  • Project and personnel data — Helps teams manage project and personnel data inside the main workflow, instead of leaving that job in disconnected tools.
  • AEC business development teams tracking pursuits — Works well when opportunities depend on relationships, project history, and long proposal cycles.

Cons

  • Small teams needing a quick self-serve CRM — Poor fit for small teams needing a quick self-serve crm; those teams should choose a workflow built around that need.
  • Project-based architecture, engineering, or construction work — Poor fit for companies outside project-based architecture, engineering, or construction work; those teams should choose a workflow built around that need.
  • Cannot commit to keeping relationship and project — Poor fit for users who cannot commit to keeping relationship and project data clean; those teams should choose a workflow built around that need.

Key Features

Feature What it does Plan fit
Pursuit tracking Tracks opportunities and business development activity. Demo and quote required
Relationship management Helps teams understand contacts, firms, and relationship history. Demo and quote required
Project and personnel data Connects CRM work with AEC project experience and team information. Demo and quote required
Proposal support Supports marketing and pursuit work that depends on accurate firm data. Demo and quote required
Reporting Shows opportunity, pursuit, and pipeline visibility for leaders. Confirm in demo

Who Uses Unanet — and For What

AEC business development teams tracking pursuits

Use Unanet when opportunities depend on relationships, project history, and long proposal cycles.

Schedule a demo with real pursuits.

Marketing teams building proposal materials

It fits when project experience, personnel details, and client history need to support proposals.

Ask to see proposal workflows.

Firm leaders reviewing growth pipeline

Use it when leadership needs visibility into clients, upcoming work, and pursuit status across offices.

Confirm reporting in the demo.

Pricing

Plan Price Use case / notes
Unanet CRM for AEC Demo and quote required Official CRM page asks users to schedule a demo.
Public fixed pricing Not publicly listed No fixed CRM price table was found on the official CRM page.
Trial No public trial found Confirm trial or sandbox access during the demo process.

Source: Official product page.

Unanet's official CRM for AEC page does not publish fixed CRM pricing. It directs users to schedule a demo; no public trial was found.

Prices checked 2026-06-17 against official product sources.

Integrations

Unanet should be checked against email, ERP or project accounting systems, proposal tools, data migration, reporting needs, and the firm's existing project and personnel databases. Ask how contacts, firms, opportunities, and project experience stay up to date after rollout.

Getting Started: What Implementation Actually Takes

Start with two real pursuits: one new opportunity and one renewal or repeat-client project. Ask the demo team to show contact history, project experience, proposal support, reporting, and the update steps users must do each week.

Before signing, confirm CRM pricing, migration scope, integrations with accounting or ERP tools, proposal workflow, report customization, user training, and who owns data quality after launch.

What Users Say

G2 4.0/5 · 261 reviews Capterra 4.4/5 · 56 reviews GetApp 4.4/5 · 56 reviews Software Advice 4.4/5 · 56 reviews TrustRadius 9.9/10 · 36 reviews

Common praise

  • Users praise Unanet for Ease of Use, CRM Integration, Tracking, Client Management.
  • The useful positive pattern is whether the product makes the day-to-day workflow easier for the team that will use it.

Common complaints

  • Users complain about Not User-Friendly, Poor Reporting, Complex Usability, Learning Curve.
  • The main buying risk is choosing the product before testing the exact workflow, support path, and reporting needs.
MAQTOOB take: Use the review scores as a starting point for Unanet, then run a real trial or demo. Confirm the daily workflow, setup effort, support access, integrations, reporting, and export path before rollout.

Top Unanet Alternatives

  • Choose Salesforce CRM if Salesforce CRM is the broader platform comparison for companies that want custom CRM workflows outside a single vertical.
  • Choose HubSpot Free CRM if HubSpot Free CRM may fit smaller firms that need a lighter contact and pipeline system first.
  • Choose Quick Base CRM if Quick Base CRM is worth comparing when custom operational apps matter more than an AEC-specific CRM model.

Frequently Asked Questions

Does Unanet publish CRM pricing?

No fixed public CRM pricing was found on the official Unanet CRM for AEC page. The page directs users to schedule a demo.

Does Unanet CRM offer a free trial?

No public free trial was found. Ask Unanet about trial or sandbox access during the demo process.

Who should consider Unanet CRM?

Architecture, engineering, and construction firms that need pursuit, relationship, proposal, and project-history tracking should consider Unanet.

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