US-based construction consulting company Intentio Innovations has adopted Unanet customer relationship management (CRM) solution to enhance its data management and business processes.
Intentio Innovations was founded in 2011 to develop 3D models of mechanical electrical plumbing (MEP) systems, which aid subcontractors in saving time and reducing costs on commercial projects.
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With the demand for new proposals rising, Intentio Innovations sought a sophisticated CRM solution to modernise its business development and gain strategic insights.
After evaluating various options, Unanet was chosen for its architecture, engineering, and construction (AEC) industry-specific features and flexibility, including custom proposal templates and efficient relationship management tools.
These tools include mobile business card scanning and Outlook integration.
Unanet’s project-based ERP and CRM solutions are designed to cater to the specific needs of the AEC industry.
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By GlobalDataIntentio Innovations plans to utilise Unanet CRM to streamline proposal generation and relationship management.
Adoption of Unanet CRM is expected to provide Intentio Innovations with critical data insights and analytics, which will help save time and money.
The platform’s customisability and integration capabilities were key factors in Intentio’s decision-making process.
Intentio Innovations owner and partner Phil DeSantes said: “We have always managed our new business process through word of mouth and spreadsheets. However, we were not tracking any of the important data showing us where we were successful and how to meet our goal.
“We do things a little bit differently than other construction firms, and we had a hard time finding a CRM solution that could accomplish what we need, until we came across Unanet.
“Unanet will give us the critical data to make smarter decisions on our hit ratio and quote development, as well strategic insight into which new business efforts will result in better profit for our company as we continue to scale.”
Unanet supports over 4,000 project-driven organisations, including more than 1,850 companies in the AEC sector.
