Case Study: Clayco achieves a 4% win-rate increase and triples pursuits with Unanet CRM

: How Clayco leveraged its data into winning better projects using Unanet

Clayco is a U.S.-based design, engineering and construction firm with more than 3,500 employees, $5.8B in 2023 revenue, and ten offices nationwide. Rapid growth exposed weaknesses in scattered, incomplete project and personnel data, a slow, manual process for updating resumes for proposals, and delayed access to information—issues that were limiting proposal speed, quality, and leadership decision-making.

Clayco implemented Unanet CRM as a single source of truth, integrated it with an in-house self-service Employee Portal and OpenAsset, and adopted proactive data-collection and reporting workflows. The centralized solution streamlined proposal staffing, enabled on-demand reporting for leadership, and boosted productivity—tripling the number of pursuits, improving proposal quality, and increasing win rate by 4%, while raising employee satisfaction.

Clayco

Emily Tribbia

Director of Pursuits