Unanet CRM for Mobile

Unanet, Inc.

About this app

Unanet CRM is the only growth platform that goes beyond a CRM in owning the pre-sales process for market leaders winning business in the AEC industry. The fastest way to bring teams and their data together is to enable the way you execute project pursuits today. Unanet CRM for Mobile makes it easy for Business Developers, Doer-Sellers, and professionals out in the field to manage contacts and feed teams critical milestone moments straight from their smart phone.

Stay in-the-know with Companies, Contacts, Relationships and Activity Management while you’re on-the-go. Unanet CRM for Mobile lets you:

• Identify incoming phone calls from Contacts in Unanet CRM.
• Create key contacts on-the-go.
• Surface and link strategic insights, like LinkedIn profiles or Companies to a Contact.
• Automatically record call logs straight from your Contacts.
• Uncover every record associated with any Company, Contact, Lead, or Opportunity.
• Instantly access Contacts, Personnel, Opportunity, and Lead history.

Unanet CRM for Mobile is for registered Unanet CRM users only.

Ratings and reviews

The app works fairly well for most basic tasks, while understandably missing some advanced functions and our customizations. A few things actually work better on the mobile app than the desktop - less cumbersome and a clearly interface to see the he like daily tasks. It is also not without it's glitches either, but I think that's true of most business apps like this. Over all it is useful and usable.

Taking pictures of business cards to download the data. Incredibly slow on both and Android and a brand new I-phone. Its so bad, this feature is useless. Really a 0 star

Business card scanning is terrible. This is old tech and should be simple...

What’s new

Bug fixes and stability improvements. Value List Hierarchy rule support added to Unanet CRM for Mobile.