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Unanet CRM by Cosential Logo

Unanet CRM by Cosential

#1 Construction CRM in USA.

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Unanet CRM by Cosential Pricing, Features, Reviews and Alternatives

Unanet CRM by Cosential product overview

Price starts from

50

/user

Per month

What is Unanet CRM by Cosential?

Cosential is a cloud-based customer relationship management (CRM) and proposal automation solution for large architecture, engineering and construction firms. The solution provides AEC professionals with the tools they need to manage customer relationships, as well as business development, project lifecycles and proposal development. With Cosential, users can capture valuable information, and keep data accurate, current and transparent across the firm.

Key benefits of using Unanet CRM by Cosential

Cosential's mobile app empowers AEC professionals with a complete picture of their connections, interactions and history with any client or prospect, anytime, anywhere.

Cosential facilitates data entry with AEC-specific field, de-duplication and voice-to-text entry for mobile devices.

Users can quickly find team members with the relevant credentials for any proposal using Cosential's personnel module.

Cosential enables users to view and share marketing collateral and other documents using the knowledge module with Outlook integration.

Cosential integrates with Adobe InDesign and Microsoft Word for creating complete and accurate submittals.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Knowledge Base
Email/Help Desk
Chat
24/7 (Live rep)
FAQs/Forum
Phone Support

Training options

Live Online
Videos
Webinars
In Person
Documentation

Unanet CRM by Cosential pricing information

Value for money

4.3

/5

69

Starting from

50

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Unanet CRM by Cosential features

Functionality

4.1

/5

69

Total features

40

7 categories

Most valued features by users

Activity Dashboard
API
Customizable Reports
Alerts/Notifications
Document Management
Quotes/Estimates
Calendar Management
Contact Management

Functionality contenders

Unanet CRM by Cosential users reviews

Overall Rating

4.4

/5

69

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.42/10
Rating distribution

5

4

3

2

1

38

24

7

0

0

Pros
Our company had never used a CRM before but it has been a great starting point that I know we can expand upon when the time is right. Fantastic business development tool.
As a very visual person, the ease and impact of the dashboard widgets are a great. Seeing your information in charts and graphs really help to monitor our marketing progress.
After sourcing out other CRM programs, Cosential fit best for us and the customization is great.
Cons
The mobile app is terrible; however, they claim to have a new one in production that should be rolled out soon.
Lots of clicking to get where you need to go, and the inability to cross reference some items.
Two years in, as we are ready to deep-dive into more of the Cosential functionality we are being besieged by glitches that are impeding our use of the system, which is extremely frustrating.

Overall rating contenders

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Makes my 1-man marketing department feel like 3

Reviewed 5 years ago
Pros

1 year after purchase: This has easily been one of the wisest investments our firm has made. The ability to track customer information (CRM), their experience, past performance data, and leads/opportunities all from one simple application and dashboard makes my 1-man marketing team feel like 3. The capability to routinely pull data from our accounting software reduces duplication in both content and...

Cons

There are some issues with the knowledge base section that I would improve on. I have a lot of issues it the mobile application on my Android device.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Excellent CRM for Sub-Contractor

Reviewed 2 years ago

Overall, the software was very straight forward to deploy and they have excellent support during start-up. This is a very good CRM for construction-based business and they bring their industry knowledge to the table during configuration, implementation and deployment.

Pros

As a sub-contractor a key feature that was needed in a CRM was to be able to quote different GC's for the same project and not have each quote for the same project show up in our pipeline. We need to have a Master Opportunity with multiple sub-opportunities. Cosential is able to handle this very well (unlike most other CRM packages). In addition, the ability to create individualized dashboards per individual was very beneficial for my business development team. These individualized dashboards allow my team to display their goals, quotes and activities on this dashboard.

Cons

Cosential needs to improve two areas: Handling documents better and working with Outlook Calendar Cosential has document management, but you have to deal with one file at a time...both uploading and downloading. For large construction files (prints and specifications) it takes a while for these files to be uploaded or downloaded and does not effectively allow for other computer tasks to be done. As a CRM, they need to have an interface with Outlook calendar (or Google Calendar) that is seamless to effectively leverage their tasks and activities within Cosential

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Cosential Three Years In

Reviewed 3 years ago

Customer service and support have been challenging. We've been told that improvements were going to happen that just never went anywhere. The "improvements" that have been implemented for us turned out to be less useful than the previous state of the system. And I've had account reps just not return my calls or respond to my emails regarding issues we've had between what was promised and described during the sales pitch and how a particular module actually functions (most notably photo management).

Pros

Cosential is a detailed and robust database and CRM system. The information organization is well-thought out and the information relationships function reasonably well. Integrations with other firm systems are generally useful. The application is also a good value for our size firm.

Cons

Photo management is just about useless--keyword search should be reductive, not expanding, and should really be a simple case of AND vs OR Boolean search. Customized fields aren't reflected in reports at all, which limits their usefulness in data analysis. Some data areas are designed more for construction firms than architecture firms, and the dissonance in data capture has required some workarounds and means we can't actually search on that data. Several areas are a little too narrowly focused--there are more sustainability measures than just LEED--and require more workarounds to capture the kind of data we're tracking on our projects. There's a certain level of flexibility promoted and the reality is a superficial flexibility.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Adding a CRM to our firm has helped us keep track of prospect projects as well as client information

Reviewed 4 years ago
Pros

We now have one central data depository for all of our offices contacts, project info, personnel, resumes etc. The ability to create custom reports, update project data and track prospects across many users has improved our communication and reporting tremendously. The ability to update personnel, project, contact information in one spot and have it populate throughout any report or resume is a big...

Cons

It's still a little 'techy' and driven by IT/Developers from the end-user perspective. But it's getting better every month we use it! When a bug is identified, or an issue occurs, for the most part Cosential Support is responsive. Sometimes, however it seems like it takes months to fix an issue. This is especially frustrating when a function (say a mailing list) was working correctly and then stops...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Best CRM for the AEC Industry

Reviewed 3 years ago
Pros

Cosential was created and designed by people from our industry, so they understand what information is important to us. The system is easy to navigate and provides more components than other platforms we have used in this arena, such as document automation, surveys, a knowledge library, email marketing and superior search functions. Cosential invests in product development and rolls out new features, functions and improvements on a regular basis.

Cons

The user interface needs a refresh. We have been hearing about interface updates since we started using the product, but progress on that initiative has been slow. The report module is challenging for the average user due to the large quantity of fields and inconsistent field naming. However, I appreciate that we do not need to write a query or depend on code to develop a report, unlike other platforms we use.

Unanet CRM by Cosential FAQs and common questions

Q. What type of pricing plans does Unanet CRM by Cosential offer?

Unanet CRM by Cosential has the following pricing plans:
Starting from: $50.00/month
Pricing model: Subscription


Q. Who are the typical users of Unanet CRM by Cosential?

Unanet CRM by Cosential has the following typical customers:
Large Enterprises, Mid Size Business, Public Administrations, Small Business


Q. What languages does Unanet CRM by Cosential support?

Unanet CRM by Cosential supports the following languages:
English


Q. Does Unanet CRM by Cosential support mobile devices?

Unanet CRM by Cosential supports the following devices:
Android, iPad, iPhone


Q. Does Unanet CRM by Cosential offer an API?

Yes, Unanet CRM by Cosential has an API available for use.


Q. What other apps does Unanet CRM by Cosential integrate with?

Unanet CRM by Cosential integrates with the following applications:
Procore, Microsoft Outlook, Zapier, Adobe Illustrator, Mailchimp, Viewpoint Team, Microsoft Word


Q. What level of support does Unanet CRM by Cosential offer?

Unanet CRM by Cosential offers the following support options:
Knowledge Base, Email/Help Desk, Chat, 24/7 (Live rep), FAQs/Forum, Phone Support

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