Cosential Pricing, Features, Reviews & Comparison of Alternatives

Cosential

#1 Construction CRM in USA.

4.42/5 (66 reviews)

Cosential overview

What is 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.


Cosential is tailored to AEC best practices, helping each team member including marketers, business developers, partners, and project managers be more effective and productive with their work. The solution’s central information platform can be configured to fit each organization’s needs and provides powerful data integration with various softwares such as Outlook, Ajera, Deltek, CMiC, BST, Viewpoint, and Timberline, as well as corporate websites including LinkedIn. Users simply choose the data fields they wish to connect, and then set automatic update intervals for Cosential to do its job.

Cosential’s contact manager gives a complete picture of an organization’s connections, interactions and history with clients and partners. The personnel module provides users with a sweeping view of each staff member’s project experience, certifications, and areas of expertise. Users can view the interrelation of project-specific data including directories, financials, logistics, marketing and relevant documentation with the projects module.

Cosential’s exclusive publisher module helps firms prepare targeted proposals, qualifications statements, resumes, project profiles, project lists, government forms, and more. The activities module provides a call log, email and task management in a single grid view that enables users to create distribution and custom value lists. The solution’s marketing module allows users to track marketing campaigns and manage strategic plans, goals and results.
www.cosential.com

Pricing

Starting from
$50/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, Canada, United Kingdom

Supported languages

English
Cosential screenshot: Cosential’s dashboard tool puts key data and analyses at each user’s fingertipsCosential CRM in 60 SecondsCosential screenshot: The Personnel module provides a sweeping view of every staff memberCosential screenshot: The Publisher makes it easy to prepare targeted and accurate proposals, qualifications statements, resumes, project profiles, project lists, government forms and other marketing collateralCosential screenshot: The Activities module provides quick and robust call log, email, and task managementCosential screenshot: The Marketing module helps users manage their strategic plan, goals and resultsCosential screenshot: Mobile menu includes agenda, contacts, opportunities, and moreCosential screenshot: Examine recently viewed companies, contacts, call logs, opportunities, and projectsCosential screenshot: View company details including address, phone number, and websiteCosential screenshot: View opportunities and their detailsCosential screenshot: Use the integrated maps to locate places

Cosential reviews

Value for money
Features
Ease of use
Customer support
  4.4
  4.1
  4.1
  4.3
Miles Evelyn

Makes my 1-man marketing department feel like 3

Used daily for 1-2 years
Reviewed 2017-09-13
Review Source: GetApp

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 time. I no longer spend hours "looking for *stuff*" (put politely) during proposal preparation due to the full featured project and ‘knowledge’ database paired up with the advanced reporting functionality. I still have only scrapped the tip of the metaphorical iceberg of features that are included with the package including the ability to automatically survey clients, a built in email marketing tool, card scanner, countless plug-ins, a customizable RESTful API, Outlook and Exchange server plugins, and soon a full blown Zapier integration. Additionally, the support both during install and throughout my journey have been absolutely wonderful. They have made the ins and outs of using the software a simple, and surprisingly enjoyable, experience!

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Kert Thielen

Great CRM for a Specialty Subcontractor

Used daily for 2+ years
Reviewed 2019-07-09
Review Source: Capterra

Pros
Easy and intuitive user interface. Excellent reporting modules. The ability to quote to multiple General Contractors for one project (Sub Opportunities)

Cons
Over the past year, there has been a higher than expected issues with their hosted solutions. Servers not performing and performance issues on multiple occassions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Sarah McCall

Cosential Three Years In

Used weekly for 2+ years
Reviewed 2019-07-09
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

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Karen Mills

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

Used daily for 2+ years
Reviewed 2018-04-05
Review Source: Capterra

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 plus. The Widgets are great for a graphical representation to management that accurately represents current pursuits, hit rates, wins by market, etc. The ability to turn on and off modules for user groups is huge! It keeps people from being overwhelmed when they first start to use the CRM, especially if they never have used one in the past or are skeptical. Integrations with other programs continue to be developed and improved by Cosential - this is a huge plus! Business Development/Marketing people are mobile - the iPad is a tool, just like a laptop. Being able to enter client info in Cosential and add it to an individuals Outlook contacts with just a few clicks makes it easy to have centralized client data. We will be implementing an integrations with Vista later this year. I am excited for the potential that will bring live project and personnel data to our CRM!

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 working. Because Cosential manages literally mountains of company, contact, personnel and project data, it can feel overwhelming to new users. Customizing the training and 'easing new users into' the program based on their needs is the only way to get good buy-in from apprehensive or skeptical users. The mobile app has it's limitations on the iPad and as all of our Business Developers use iPads, they would like to see the app developed further. Right now, it's better than nothing when they are on the road!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Laura Finn

Best CRM for the AEC Industry

Used daily for 2+ years
Reviewed 2019-08-02
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Cosential pricing

Starting from
$50/month
Pricing options
Subscription
View Pricing Plans

Sales User $50 / month

Read-Only User $25 / month

Admin User $95 / month

Cosential features

API
Activity Dashboard
Automatic Notifications
Calendar Management
Customizable Reporting

Accounting Integration (98 other apps)
Activity Tracking (100 other apps)
Billing & Invoicing (142 other apps)
Customer Database (93 other apps)
Data Import/Export (110 other apps)
Document Management (96 other apps)
Electronic Payments (113 other apps)
Inventory Management (131 other apps)
Inventory Tracking (103 other apps)
Invoice Management (131 other apps)
Quote Management (88 other apps)
Reminders (103 other apps)
Reporting & Statistics (196 other apps)
Search Functionality (108 other apps)
Third Party Integration (126 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for Cosential

Key features of Cosential

  • Contact manager
  • Built-in links
  • Lead and opportunity grids
  • Personnel module
  • Projects module
  • Knowledge module
  • Share marketing collateral
  • Outlook integration
  • Email integration
  • Built-in, customizable categories
  • Publisher module
  • Proposal automation
  • Prepare proposals, qualifications statements, resumes, etc
  • Sales and marketing
  • Activities module
  • Call log, email, and task management
  • Edit, filter and associate activities to multiple records
  • Create distribution and customizable value lists
  • Marketing module
  • Manage strategic plans, goals and results
  • Track marketing campaigns
  • Tasks and mailing lists
  • Dashboard tool
  • Reporting module
  • Goals module
  • User manager
  • Workflow management
  • Value lists
  • Security and encryption (mobile)
  • Adobe InDesign integration
View All Features

Benefits

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.