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Deskera CRM vs Unanet A/E Comparison

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Overview

Deskera CRM lets you proactively manage your prospects, customers, and vendors. Making the right business decision isn't...

Unanet A/E, powered by Clearview, is purpose-built ERP for architecture and engineering firms and offers a powerful combination...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from
$

9

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.1

5

4

3

2

1

8

4

0

0

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
83%
would recommend this app

4.4

5

4

3

2

1

37

27

4

2

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
would recommend this app

Pros

What an automation system, my entire sales team simple loving Deskera CRM it's easy to use functionality and integration with all application is superb and quick.

GM

George M.

Their support is also very active and they take great effort to build their community. We got the software specifically for the CRM, but it is also bundled with great Bookeeping and HRM saoos.

Tjakoen S.

They have an almost too good to be true pricing system.

Tjakoen S.

Pros

I am extremely happy with Clearview Infocus. They have been amazing in their customer service department and help when I need it with trouble shooting.

Lauren J.

Clearview Team is fantastic. Best project management/accounting decision we made when we converted to Infocus.

PT

Pat T.

This product has many bells and whistles. The integration between the opportunity (marketing) through proposal to accounting is pretty good.

TM

Tracy M.

Cons

The only missing feature for us is inbuilt Proposals. Quoting and invoicing is includes with books.

Tjakoen S.

Some advanced features are missing in the CRM.

SM

Sagar M.

Still in development so it can cause problems, but once pointed out it only takes a few days to fix.

DR

David R.

Cons

It is difficult to type in a job code without getting some type of error- especially if you are unsure of how many tiers or sub-categories there are.

AM

April M.

There are a few consistency issues between the applets that are annoying at times.

sk

stephen k.

Having it the same color as the live version can make it a bit confusing when training others.

PJ

Pamela J.

  • Vendor responds to reviews
  • Last reviewa month ago
  • Vendor responds to reviews
  • Last review2 years ago

Key features

  • Total features37
  • "What If" Scenarios
  • API
  • API Design
  • API Lifecycle Management
  • Access Controls/Permissions
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Agile Methodologies
  • Alerts/Notifications
  • Approval Workflow
  • Audit Trail
  • Automatic Billing
  • Bank Reconciliation
  • Billing & Invoicing
  • Billing Portal
  • Budget Control
  • Budget Management
  • Budgeting/Forecasting
  • CRM
  • Calendar Sync
  • Campaign Management
  • Capacity Management
  • Cash Management
  • Client Portal
  • Collaboration Tools
  • Compliance Management
  • Configurable Workflow
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Contract/License Management
  • Cost-to-Completion Tracking
  • Customer Database
  • Customizable Fields
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Connectors
  • Data Import/Export
  • Developer Portal
  • Document Management
  • Drag & Drop
  • Due Date Tracking
  • Dunning Management
  • Email Management
  • Email Marketing
  • Email Templates
  • Enterprise Asset Management
  • Expense Tracking
  • File Sharing
  • Financial Management
  • Financial Reporting
  • Forecasting
  • Gantt/Timeline View
  • General Ledger
  • Goal Setting / Tracking
  • HR Management
  • Hourly Billing
  • Income & Balance Sheet
  • Integrated Business Operations
  • Interaction Tracking
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Issue Management
  • Job Costing
  • Kanban Board
  • Key Performance Indicators
  • Lead Capture
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Milestone Tracking
  • Mobile Access
  • Mobile App
  • Multi-Currency
  • Multiple Projects
  • Nonprofits
  • Online Invoicing
  • Opportunity Management
  • Order Management
  • Payment Processing
  • Payroll Management
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Portfolio Management
  • Predictive Analytics
  • Prioritization
  • Profitability Analysis
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Generation
  • Publishing / Sharing
  • Purchase Order Management
  • Qualitative Analysis
  • Quantitative Analysis
  • Quotes/Estimates
  • Recurring/Subscription Billing
  • Reimbursement Management
  • Relationship Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Allocation & Planning
  • Resource Management
  • Resource Scheduling
  • Sales Pipeline Management
  • Sales Reports
  • Scorecards
  • Search/Filter
  • Segmentation
  • Skills Tracking
  • Social Media Integration
  • Strategic Planning
  • Supplier Management
  • Task Management
  • Tax Calculation
  • Template Management
  • Testing/QA Management
  • Third Party Integrations
  • Threat Protection
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timesheet Management
  • Traditional Methodologies
  • Utilization Reporting
  • Vacation/Leave Tracking
  • Version Control
  • Visual Analytics
  • Visualization
  • Workflow Management
  • Total features123
  • "What If" Scenarios
  • API
  • API Design
  • API Lifecycle Management
  • Access Controls/Permissions
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Agile Methodologies
  • Alerts/Notifications
  • Approval Workflow
  • Audit Trail
  • Automatic Billing
  • Bank Reconciliation
  • Billing & Invoicing
  • Billing Portal
  • Budget Control
  • Budget Management
  • Budgeting/Forecasting
  • CRM
  • Calendar Sync
  • Campaign Management
  • Capacity Management
  • Cash Management
  • Client Portal
  • Collaboration Tools
  • Compliance Management
  • Configurable Workflow
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Contract/License Management
  • Cost-to-Completion Tracking
  • Customer Database
  • Customizable Fields
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Connectors
  • Data Import/Export
  • Developer Portal
  • Document Management
  • Drag & Drop
  • Due Date Tracking
  • Dunning Management
  • Email Management
  • Email Marketing
  • Email Templates
  • Enterprise Asset Management
  • Expense Tracking
  • File Sharing
  • Financial Management
  • Financial Reporting
  • Forecasting
  • Gantt/Timeline View
  • General Ledger
  • Goal Setting / Tracking
  • HR Management
  • Hourly Billing
  • Income & Balance Sheet
  • Integrated Business Operations
  • Interaction Tracking
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Issue Management
  • Job Costing
  • Kanban Board
  • Key Performance Indicators
  • Lead Capture
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Milestone Tracking
  • Mobile Access
  • Mobile App
  • Multi-Currency
  • Multiple Projects
  • Nonprofits
  • Online Invoicing
  • Opportunity Management
  • Order Management
  • Payment Processing
  • Payroll Management
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Portfolio Management
  • Predictive Analytics
  • Prioritization
  • Profitability Analysis
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Generation
  • Publishing / Sharing
  • Purchase Order Management
  • Qualitative Analysis
  • Quantitative Analysis
  • Quotes/Estimates
  • Recurring/Subscription Billing
  • Reimbursement Management
  • Relationship Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Allocation & Planning
  • Resource Management
  • Resource Scheduling
  • Sales Pipeline Management
  • Sales Reports
  • Scorecards
  • Search/Filter
  • Segmentation
  • Skills Tracking
  • Social Media Integration
  • Strategic Planning
  • Supplier Management
  • Task Management
  • Tax Calculation
  • Template Management
  • Testing/QA Management
  • Third Party Integrations
  • Threat Protection
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timesheet Management
  • Traditional Methodologies
  • Utilization Reporting
  • Vacation/Leave Tracking
  • Version Control
  • Visual Analytics
  • Visualization
  • Workflow Management

Integrations

  • Total integrations3
  • Authorize.net
  • Dynamics 365
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations12
  • Authorize.net
  • Dynamics 365
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier