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About

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

About

Unanet’s ERP and CRM solutions drive bottom-line growth by connecting your projects, people and financials with greater efficiency and improved decision making. Unanet knows your business is unique. And a unique business needs tailored solutions. Unanet delivers modern, end-to-end business solutions that meet the needs of your project-based business. Our seamless, purpose-built integrations automate and streamline critical business processes, giving you functional ERP and CRM solutions that turn information into actionable insights. Unanet is widely recognized for providing best-in-class functionality tailored to your industry. Unlike software built for all or versioned generically for industries, Unanet was purpose-built for government contractors, architecture, engineering, and construction firms. The results? Get industry focused functionality and project-based ERP and CRM solutions that turn information into actionable insights for your industry.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses and growing companies seeking flexible CRM solutions with scalable marketing, sales, service, and commerce tools tailored to evolving business needs

Audience

Professional services, government contractors, commercial consulting, digital medai, internal services organizations including IS and non-profit, and product development

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$25.00/month/user
Free Version
Free Trial

Pricing

$10.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 4.7 / 5
ease 4.3 / 5
features 4.7 / 5
design 4.5 / 5
support 4.5 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 5.0 / 5
support 4.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Salesforce
Founded: 1999
United States
www.salesforce.com

Company Information

Unanet
Founded: 1998
United States
www.unanet.com

Alternatives

Alternatives

R3 Contract Management for GovCon

R3 Contract Management for GovCon

R3 Business Solutions
HubSpot CRM

HubSpot CRM

HubSpot
C2CRM

C2CRM

Clear C2
monday sales CRM

monday sales CRM

monday.com

Categories

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Inside Sales Features

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Integrations

CobbleStone Contract Insight
Flowtrac
Nango
QuickBooks Online
Attlaz
Azquo
Bisnode
Clodura
Datajoin
GPTBots.ai
GaggleAMP
MaxIQ
OnSpot Social
S-Docs
SpinOne
Stripe Connect
Teamstack
Vertify
inRiver PIM
xAmplify

Integrations

CobbleStone Contract Insight
Flowtrac
Nango
QuickBooks Online
Attlaz
Azquo
Bisnode
Clodura
Datajoin
GPTBots.ai
GaggleAMP
MaxIQ
OnSpot Social
S-Docs
SpinOne
Stripe Connect
Teamstack
Vertify
inRiver PIM
xAmplify
Claim Salesforce and update features and information
Claim Salesforce and update features and information
Claim Unanet and update features and information
Claim Unanet and update features and information