Case Study: CSArch achieves streamlined organization and smarter opportunity prioritization with Unanet CRM

How CSArch Stays Organized Despite Managing Thousands of Potential Clients

CSArch is an architecture, engineering, interior design and construction management firm that pursues thousands of potential clients across New York school districts. With multiple simultaneous RFPs, several opportunities in play, and a three-person marketing team, the firm needed a way to track touchpoints, prioritize work and support a project-based sales process that generic CRMs couldn’t handle.

CSArch adopted Unanet CRM by Cosential—an AEC-focused CRM with Deltek integration, a dashboard for daily visibility, built-in Go/No Go workflows and marketing analytics. The firm now gets at-a-glance status of proposals and wins/losses, objective prioritization of opportunities, deeper hit-rate and office-level insights, and strong implementation/support—enabling the small team to manage multiple proposals more efficiently and make better data-driven decisions.

CSArch

Phillip Quindara

Director of Marketing