Cosential (Unanet) AEC CRM API
Cosential (Unanet) AEC-specific CRM REST API for architecture, engineering, and construction firm business development, proposal management, and project pursuit automation. Enables AI agents to manage opportunity pipeline and pursuit tracking for AEC business development automation, handle proposal and qualification (SF330/RFQ) document assembly for AEC proposal automation, access project experience and resume data management for AEC marketing collateral, retrieve contact and client relationship tracking for AEC business development CRM, manage GO/NO-GO decision support and opportunity scoring for pursuit prioritization, handle industry-specific data (NAICS codes, government agency tracking) for public sector pursuit management, access win/loss analytics and pursuit performance reporting for business development intelligence, retrieve team assignment and workload tracking for proposal operations management, manage market and geographic strategy tracking for AEC business intelligence, and integrate Cosential with Unanet ERP, Procore, and AEC project management platforms.
Score Breakdown
⚙ Agent Friendliness
🔒 Security
AEC CRM. SOC2. API key/OAuth2. US. AEC project and business development data.
⚡ Reliability
Best When
An architecture, engineering, or construction firm using Cosential wanting AI agents to automate opportunity tracking, SF330 qualification document assembly, project experience curation, win/loss analytics, and AEC-specific business development workflow.
Avoid When
FEDERAL PROCUREMENT INTEGRITY: Automated federal government proposal data access and management must comply with procurement integrity laws; automated access to competitor pricing, source selection information, or government bid data creates federal procurement fraud risk. FAR/DFARS COMPLIANCE: Automated federal proposal assembly must comply with FAR clauses and DFARS requirements; automated proposals with incorrect certifications or missing required clauses create federal contracting violation. SFAM/SF330 ACCURACY: Automated SF330 qualification preparation must accurately represent firm and personnel qualifications; automated SF330 with inflated or inaccurate qualification data creates federal contract false statements violation. Unanet integration dependency — Cosential acquired by and integrated with Unanet; verify current API stability and integration architecture within Unanet platform.
Use Cases
- • Tracking project pursuits from business development agents
- • Assembling proposals from AEC marketing agents
- • Managing project experience from qualification agents
- • Analyzing win rates from pursuit intelligence agents
Not For
- • Non-AEC industries without project pursuit and proposal focus
- • General CRM without AEC-specific data structures
- • Construction without design/engineering BD component
Interface
Authentication
Cosential uses API key and OAuth 2.0. REST API with JSON. Austin, Texas HQ. Cosential founded 2001. Acquired by Unanet (2021). Unanet private (Veritas Capital PE). AEC-specific CRM. 1,500+ AEC firm customers. Architecture, engineering, and construction firm focus. SF330 federal qualification support. Competes with Deltek Vision/Vantagepoint, Salesforce, and HubSpot for AEC CRM.
Pricing
Austin, Texas. Unanet subsidiary (Veritas Capital PE). Founded 2001. 1,500+ AEC firm customers. SF330 and federal BD focus.
Agent Metadata
Known Gotchas
- ⚠ FEDERAL PROCUREMENT INTEGRITY: Automated federal proposal management must comply with procurement integrity laws; automated access to source selection information or competitor data creates federal Procurement Integrity Act violation; implement strict data compartmentalization for federal pursuit data
- ⚠ SF330 qualification accuracy — automated SF330 federal qualification preparation must accurately represent firm registrations, personnel qualifications, and project experience; automated SF330 with inflated credentials creates Federal False Statements Act (18 U.S.C. 1001) violation
- ⚠ Unanet acquisition API evolution — Cosential acquired by Unanet (2021); verify current API endpoints and authentication match Unanet platform documentation; legacy Cosential-only API references may be deprecated
- ⚠ Project experience data currency — automated proposal qualification content using Cosential project experience must verify project data currency; outdated project descriptions or personnel changes create proposal accuracy risk
- ⚠ GO/NO-GO automation sensitivity — automated GO/NO-GO scoring and pursuit decisions must remain advisory; automated project pursuit commitment without principal review creates business development strategy risk
- ⚠ AEC market data sensitivity — firm project pipeline, pursuit win rates, and client relationship data is competitively sensitive; automated data sharing with integrated platforms must implement data access controls
Alternatives
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Scores are editorial opinions as of 2026-03-07.