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What is Unanet?

Unanet's ERP and CRM solutions enhance your profitability by effectively linking personnel, projects, and finances. This fosters improved decision-making and strategic planning. Recognizing that each business operates uniquely, Unanet offers customized solutions tailored to specific needs. Their comprehensive, modern offerings cater to the requirements of project-driven enterprises. With purpose-built, integrated systems, Unanet automates critical business processes, transforming data into actionable insights. Renowned for its specialized features, Unanet's software is not a one-size-fits-all solution; it is crafted specifically for sectors such as government contracting, architecture, engineering, and construction. By focusing on these industries, Unanet delivers targeted functionality that empowers businesses to thrive in their respective fields. Consequently, organizations gain access to project-focused ERP and CRM solutions that facilitate informed decision-making and drive success.

What is Nexus?

Nexus has been carefully designed to serve as an economical option for contractors focused on home performance. This innovative platform effortlessly combines project management features with a customer relationship management system. Moreover, Nexus provides the flexibility, security, and scalability essential for effective program management aimed at large organizations and governmental agencies. Our powerful DIY audit, tailored specifically for your brand, results in meaningful outcomes that motivate customers to prefer your services over those of your rivals. Studies show that when clients are offered free services, like a successful DIY audit, their allegiance to your brand is likely to grow. In addition, all online inquiries are seamlessly directed into the Nexus CRM and project management system, enabling straightforward access to your team’s schedule and facilitating appointment management. This efficient methodology not only boosts productivity but also cultivates deeper connections with your customers, ultimately contributing to long-term business success. By leveraging these features, contractors can enhance their overall service offerings and stay competitive in the market.

Media

Media

Integrations Supported

BarTender
CobbleStone Contract Insight
Flowtrac
GovCon Suite
Nango
QuickBooks Online
TrueDialog
forProject

Integrations Supported

BarTender
CobbleStone Contract Insight
Flowtrac
GovCon Suite
Nango
QuickBooks Online
TrueDialog
forProject

API Availability

Has API

API Availability

Has API

Pricing Information

$10.00/month/user
Free Trial Offered?
Free Version

Pricing Information

$50 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Unanet

Date Founded

1998

Company Location

United States

Company Website

www.unanet.com

Company Facts

Organization Name

OptiMiser

Date Founded

2008

Company Location

United States

Company Website

optimiserenergy.com/programs/nexus/

Categories and Features

CRM

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

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Professional Services Automation

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

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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