Case Study: Swinerton achieves centralized proposal management and a 70% increase in user adoption with Unanet CRM

Billion-Dollar Construction Firm Adopts Unanet CRM to Handle Thousands of Proposals A Year

Swinerton, a century‑old, billion‑dollar commercial construction firm with 4,300+ employees and offices nationwide, faced growing pains from using two disconnected legacy systems (Salesforce and CMiC). The split environment drove up customization costs, depressed user adoption, fragmented contact and opportunity data, and left the company without reliable pipeline metrics or forecasting—despite producing thousands of proposals each year.

Swinerton implemented Unanet CRM by Cosential with a phased, workflow‑aligned rollout and integrations for proposal automation, mobile/Outlook access, and analytics tailored to AEC workflows. The result was a single source of truth: user adoption and collaboration increased by 70%, administrative overhead and duplicate entry were dramatically reduced, proposal generation was streamlined, and leadership gained much more accurate forecasting and data‑driven decision‑making.

Swinerton

Chad Lewis

Director of CRM Operations