OpenAsset
Centralize AEC assets. Create more proposals. Win more business.
Developed by: OpenAsset
Support Email: support@openasset.com
About OpenAsset
OpenAsset’s Digital Asset Management platform enables architecture, engineering and construction (AEC) firms to create high-quality proposals faster. By centralizing all digital files in an easily searchable database, OpenAsset’s intuitive software and unrivaled customer experience helps AEC teams streamline project workflows, enhance proposal quality and win more business. We have a 99% renewal rate and 9.5 customer rating on G2 thanks to our simple implementation, easy-to-use interface, and committed customer support.
The integration to Unanet CRM has worked seamlessly from the start and HBW Construction has noticed the great partnership.
OpenAsset and Unanet
The dynamic partnership and seamless integration between Unanet CRM and OpenAsset is engineered to elevate the joint user experience, eliminate friction and enhance workflows. By seamlessly syncing project and employee data from Unanet CRM as well as sending images from Openasset to Unanet CRM, the integration empowers AEC firms to maintain impeccable data consistency across teams, ensuring that their marketing and business development endeavors remain both cohesive and on-brand.
Media
Use cases
- Easily access digital assets from a centralized database.
Map your project relevant information and experience to your marketing approved assets to easily find approved files and create compelling proposals, brochures, presentations, and project cut sheets.
- Reduce Data Redundancy and Optimize the Tech Stack
Filter and Automatically create projects in OpenAsset. New projects in Unanet CRM matching predefined criteria will be created in OpenAsset.
- Maintain Project Data Consistent
Map Unanet CRM fields to OpenAsset project fields or keywords. Leverage data in Unanet CRM to build project portfolios and taxonomies.
- Maintain Personnel Data Consistency
Map Unanet Employee information to OpenAsset employee fields. Push employee data stored in Unanet CRM into OpenAsset to build out employee profiles.
- Easily Align Personnel to Projects
Map Employee Roles in Unanet CRM to OpenAsset. Once configured, the system will auto-generate employee experience in OpenAsset based on project assignments in Unanet CRM.
- Streamline Document Creation
Select and Send Images from OpenAsset to Unanet CRM. Choose images in OpenAsset and send the image and select metadata directly into Unanet CRM Projects or Personnel Records.