Buildr vs. Unanet CRM: Why Buildr is a Unanet CRM Alternative

What is Unanet CRM by Cosential?

Unanet CRM (formerly Cosential) is a CRM platform for the AEC industry. It helps architecture, engineering, and construction firms manage contacts, track opportunities, and automate proposals. Unanet CRM is built broadly for the AEC market, with particular strength in proposal automation, government contracting, and integrations with AEC accounting software like Deltek and CMiC.

---

Why Look for a Unanet CRM by Cosential Alternative?

Buildr is an AI-powered preconstruction workspace built specifically for general contractors from day one. It handles the full scope of winning work and staffing projects: nurturing client relationships from leads to repeat customers, managing pursuit pipelines, tracking workforce capacity and making the most strategic assignments, and making go/no-go decisions based on real data.

CRM is just the beginning. In Buildr, your relationships connect directly to your estimating, your bidding, and your workforce planning. When an architect calls about a new project, you see every past collaboration, your win rate with that client, and which estimators have the relationship and availability to staff it. That’s what happens when CRM is part of an integrated preconstruction workflow, not a standalone contact database.

Everything in Buildr speaks GC: the vocabulary, the logic, the priorities. Just the tools general contractors need to win more of the right work. That mindset is why GCs look to Buildr as a Unanet CRM alternative.

---

What Buildr Offers — Products, Features, Benefits, and Most Common Use Cases

---

Client Relationship Management (Construction CRM)

Buildr’s CRM is built for contractors who treat preconstruction as a competitive advantage. Track relationships with owners, architects, and repeat clients across years of pursuits. This isn’t a project contact list. It’s institutional memory for your business development.

Relationship strength tracking shows you at a glance which clients need attention and which relationships are thriving. When an architect you’ve worked with calls about a new project, you instantly see every past collaboration. Your BD intel and estimating history, finally in one place.

Construction-Specific & Integrations

Native Microsoft 365 integration syncs your email, calendar, and tasks automatically, so there’s no manual logging or copy-pasting between systems. For teams not on M365, BCC and forward-to-CRM options keep everything captured.

---

Estimating & Budgeting

With Buildr’s Estimating, budget change requests let your team propose modifications without touching the main budget until approved. That’s perfect for getting sign-off from lead estimators or keeping multiple people working without stepping on each other. Track value engineering options side-by-side and see the budget impact before you commit. Budget milestones capture snapshots at DD, CD, and GMP so you can compare how estimates evolved and feed that data into your Cost Model for future projects.

Import budget line items directly into bid packages as scope items. When bids come back, level them with AI that flags exclusions and pricing outliers. Award the winner and push the numbers back to your budget. No re-keying, no spreadsheet gymnastics. Drawing revision comparison shows exactly what changed between sets so estimators can adjust pricing in real time.

---

Bidding & Bid Management

Buildr’s ITB workflow surfaces scope gaps and pricing discrepancies so your estimators can focus on decisions, not data entry.

Create bid packages, upload drawings and specs, and invite trade partners with a single click. Subs get their own bidding portal (no login required) where they can view documents, declare intent to bid, and submit proposals. You see who’s planning to bid before the deadline, and automated reminders keep subs on track without your team chasing them down. Bulk upload handles the bids that come in via email, with AI automatically matching documents to the right trade partner. After bids come in, AI-powered bid leveling flags scope gaps and pricing outliers so you can focus on awarding, not reconciling.

---

Workforce Planning

Capacity Planning

Know before you commit to a deadline whether your team can actually hit it. Workforce planning for the people winning your work, not just the crews building it.

Pipeline-aware forecasting connects pursuit probability to capacity planning, so you’re not caught flat-footed when three proposals land simultaneously. Gantt and utilization views give executives real visibility into estimator bandwidth, while the employee bench shows who’s available and when.

Map view helps you staff projects across geographies without overloading any single office, and ensures assignments make logistical sense so your team isn’t grinding through brutal commutes.

Team & Assignments

Employee profiles track every project someone has worked on (as estimator, PM, or superintendent) so you can answer “who’s done this before?” in seconds. When you’re assigning a healthcare project, Buildr surfaces the estimator who knows the local hospital system and has the client relationship. Skill-based assignment meets relationship context.

Divisions let you organize employees by region or office, and Buildr automatically suggests team members from the matching division when you’re staffing a project. Certification tracking ensures you’re assigning people who are qualified, not just available. Custom fields capture whatever else matters to your business: security clearances, union status, language skills.

---

AI Capabilities

Embedded AI

This is AI that works while you work. Buildr embeds intelligence throughout the platform, not as a chatbot bolted on the side, but as a co-pilot in every workflow.

AI automatically flags when one sub included something others excluded, or when pricing is dramatically out of range. No more eyeballing five spreadsheets to spot the scope gap that blows up your buyout. The AI budget assistant helps you build conceptual estimates faster by suggesting line items and costs based on project type and historical data.

Upload a drawing set and AI extracts sheet information (title, number, discipline) so you’re not manually entering metadata for 200 sheets. Bulk upload trade partner bids and AI matches each document to the right company, even when file names are cryptic. Go/No-Go scoring automatically calculates pursuit scores based on your custom criteria, so leadership decisions are data-driven from day one.

Conversational AI

Ask questions about your business in plain English. Get answers in seconds, not after a ticket to your ops team.

“Who on my team has worked with this architect before?”

“What’s our average margin on K-12 projects?”

“Which pursuits are due this month and who’s assigned?”

Buildr answers instantly, pulling from CRM, workforce, pipeline, and historical data. Custom reports on the fly eliminate the “can you pull me the numbers on…” requests that eat up hours every week.

Buildr proactively surfaces trends before they become problems: “Your Q3 pipeline is 40% below last year” or “You haven’t touched this client relationship in 6 months.” Relationship insights show which clients need attention. Win rate analytics break down performance by market sector, project size, client, and estimator, so you can double down on what’s working and fix what isn’t.

---

User Experience

Platform & Flexibility

Buildr adapts to how you work, not the other way around.

Unlimited custom fields let you track whatever matters to your business: companies, contacts, leads, projects, and employees. Custom activities mean you’re not forcing your process into someone else’s categories. Saved views let every user build their own filtered lens into the data, and shared views keep the whole team aligned on the same pipeline picture. Board view gives you Kanban-style pipeline management for teams that think visually (and Kanban is just kind of fun to say).

Divisions organize your projects and employees by region or office, so reports and assignments stay relevant. Granular permissions control who sees what; limit users to their own projects, restrict tools by role, or give leadership full visibility. When you win in Buildr, the Procore integration hands off project data seamlessly so you’re not re-entering everything for field ops.

Onboarding & Support

Enterprise software shouldn’t require a six-month implementation or a consulting engagement.

White-glove onboarding means we handle data importing, workflow configuration, and training. You’re not handed a login and left to figure it out. Buildr University provides video courses for ongoing learning, and the Help Center has self-service guides for everything else. Most teams are fully operational in as little as two weeks, with rare exceptions of being up and running the next business day.

When you need help, you get a live team that responds in under 10 minutes on average—not a ticket queue, not AI, not a chatbot. A living, breathing human being. With Buildr, you have unlimited access to real people who know construction, know the GC workflow, and (most importantly) know the product. Pricing is custom based on your modules and build volume: transparent, no hidden fees, no surprises.

---

Already Using Unanet CRM by Cosential?

If your CRM is working but your estimating lives in spreadsheets and your workforce planning lives in your head (or another tool), you’re experiencing the fragmentation that a complete preconstruction platform solves. Buildr connects everything—so your relationship data actually drives your operational decisions. Since CRM data is at the base of all of Buildr operations, feeding into the AI and the rest of the platform, it wouldn’t be possible (or make logistical sense) to have Unanet CRM by Cosential integrate with Buildr.

---

The Bottom Line

If your relationships are tracked separately from your estimates, your capacity planning happens by gut feel, and your pursuit decisions don’t account for your team’s actual bandwidth—you might be ready for a platform where CRM is just the beginning, not the whole story.

Ready to see the difference? Schedule a Demo →