Unanet CRM by Cosential vs FollowUp CRM

Salesforce Sales Cloud

Dynamics 365

ComputerEase

charles

Orangedox

Stonly

Compare Unanet CRM by Cosential and FollowUp CRM based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

charles assists companies in pioneering conversational commerce by integrating shop systems, chat apps, and bots in a single platform. Key features include lead distribution & qualification, analytics, human handover, one-to-one messaging, real-time conversations, multi-chat, automation, and more.

Stonly is knowledge management software for customer service that drives fast, accurate resolutions. With it, you can create step-by-step guides, decision trees, AI answers, automations, walkthroughs, checklists, and knowledge bases for your agents and customers.

Cosential is a mobile-optimized CRM and proposal automation solution for architecture, engineering, and construction firms

Accounting Integration

Activity Dashboard

Alerts/Notifications

Bid Management

Buyer Management

Calendar Management

Client Tracking

Collaboration Tools

Contact Database

Contact Management

Content Library

Contractor Management

Customizable Fields

Customizable Reports

Dashboard

Document Management

Email Management

Email Marketing

For AEC Industry

Forecasting

Goal Setting/Tracking

Knowledge Base Management

Lead Generation

Lead Management

Mobile Access

Opportunity Management

Project Tracking

Proposal Generation

Proposal Management

Purchase Order Management

Quotes/Estimates

RFP Management

Sales Approval

Sales Pipeline Management

Search/Filter

Supplier Management

Task Management

Templates

User Management

Workflow Management

Unanet CRM by Cosential

Android

Web-based

Windows

iPad

iPhone

Director of Business Development

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.

Marketing Director

Their Support team is very good and has done an admirable job of addressing our frustrations in a positive, transparent and pro-active manner.

Technical Documentation Specialist

Another great feature is the opportunity tracking, once again keeping all the pieces of a pursuit in one handy place and available 24/7 is brilliant.

Marketing Coordinator

After sourcing out other CRM programs, Cosential fit best for us and the customization is great.

VP-Marketing

The customer support was fantastic and after the on-boarding, I was given another excellent customer service rep (a real live person!) who returns my calls.

There are a lot of powerful features if you take the time to understand how to best utilize them.

Accountant

Overall it is a great product, it's a great way to manage your pipeline and project sales process.

It's incredibly user friendly and is getting more and more user friendly with each and every update.

The mobile app is terrible; however, they claim to have a new one in production that should be rolled out soon.

The ability to link Cosential with financial software through the Financial Data Connector is really powerful and convenient.

It is very easy to use and very intuitive. I like that you can suggest enhancements.

Graphics Director

Lots of clicking to get where you need to go, and the inability to cross reference some items.

Manager of Bid Administration

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.

Business Development Analyst

So many of our users are casual users so its difficult to achieve buy-in and explore all the features when you are working individually.

We ended up implementing across all marketing groups in the business  in the construction, development, investment, asset and property management, and in our justice division.

VP Sales & Marketing

We need to have a Master Opportunity with multiple sub-opportunities. Cosential is able to handle this very well (unlike most other CRM packages).

Employee

Trying to find other G Suite companies to share solutions. Looking for 3rd party integrations.

Senior Knowledge Manager

Cosential invests in product development and rolls out new features, functions and improvements on a regular basis.

Unanet CRM by Cosential screenshot: Cosential’s dashboard tool puts key data and analyses at each user’s fingertips

Unanet CRM by Cosential screenshot: The Personnel module provides a sweeping view of every staff member

Unanet CRM by Cosential screenshot: The Publisher makes it easy to prepare targeted and accurate proposals, qualifications statements, resumes, project profiles, project lists, government forms and other marketing collateral

Unanet CRM by Cosential screenshot: The Activities module provides quick and robust call log, email, and task management

Unanet CRM by Cosential screenshot: The Marketing module helps users manage their strategic plan, goals and results

Unanet CRM by Cosential screenshot: Mobile menu includes agenda, contacts, opportunities, and more

Unanet CRM by Cosential screenshot: Examine recently viewed companies, contacts, call logs, opportunities, and projects

Unanet CRM by Cosential screenshot: View company details including address, phone number, and website

Unanet CRM by Cosential screenshot: View opportunities and their details

Unanet CRM by Cosential screenshot: Use the integrated maps to locate places

Large Enterprises

Mid Size Business

Public Administrations

Small Business

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Deltek ComputerEase is a construction management software which helps contractors manage their jobs & overall business with features such as job costing (e.g. WIP reporting), construction accounting, project management, material management, equipment tracking, prevailing wage reports, & more.

Orangedox is a cloud-based software that helps Dropbox and Google Drive users store, track, customize, and share documents to streamline sales, marketing, and compliance processes. Content creators can publish Lightroom presets, DNG filters, or graphics and distribute them using a shareable link.

Followup CRM construction CRM & sales platform designed to help contractors measure, record & streamline the sales process.

Access Controls/Permissions

Activity Tracking

Calendar Sync

Calendar/Reminder System

Campaign Management

Change Order Management

Client Management

Communication Management

Contract/License Management

Customer Database

Customizable Templates

Data Import/Export

Document Storage

Drag & Drop

Email Templates

Estimating

File Management

For iPad Devices

For Startups

Interaction Tracking

Internal Chat Integration

Job Costing

Job Scheduling

Lead Capture

Lead Qualification

Marketing Automation

Mobile App

Onboarding

Progress Tracking

Project Management

Project Scheduling

Project Time Tracking

Projections

Real-Time Data

Referral Tracking

Reminders

Reporting & Statistics

Reporting/Analytics

Sales Forecasting

Sales Reports

Sales Trend Analysis

Scheduling

Segmentation

Subcontractor Management

Task Progress Tracking

Task Scheduling

Territory Management

Third-Party Integrations

Warranty Tracking

FollowUp CRM

Sales

Great company because of their follow up with us. They reach out with solutions to issues presented or just  follow up on what is needed or if there is more we need from them.

Office manager

Our Customer Service rep is awesome. This whole system is super convenient and easy to use.

Sales Consultant 

Having a format that gives the ability to have all the relevant information at hand quickly and easily is a powerful tool in helping to complete and close a sale.

Roof Advisor / Estimator

I can hardly imagine trying to manage a lead sheet any other way. The intuitive nature of the program as well as the way the sales training perfectly ties into the program is truly impressive.

Account Manager

The more areas (programs) that are used with so much information some details can get lost and that happens. The other thing is we have to use other categories for contact and follow up.

Senior Estimator

Once the clients were set up, it was easy to enter new projects, dates, etc. I like the ease of scheduling for bidding and follow up.

Senior Business Development Coordinator

I like that we are able to sync outlook with Followup. The accuracy of our information given to our clients makes this tool crucial to maintain continued success.

Sales Executive

I really like the analytical data on the home page as well as the reports. This is helpful on the backend to track close rates, etc.

Can sort through all jobs quickly and reminders are very nice.

General Manager

Easy to use, customizable and simple, good product for a lower cost then sales force and other CRM's.

This program doesn’t account for times on the days of appointments. Insane that I have to skip to the notes on the bottom to look for a typed appointment time.

NAtional Sales

Follow up CRM is user friendly and easily accessible on all data systems.

Marketing Manager

It saved us time (and therefor money). Rather than following up with customers painstakingly one after the other, we were able to easily input contact information.

Account Representative

There are limited ways to track task completion and the e-mail does not sync with outlook which is our email system.

Office Assistant

Easy to use and great customer service when a problem arises.

Customer Relationship Manager

Our follow up has improved dramatically. The only reason I didn't give Followup Power 5 stars is because I would like to have more of a Contact Management System integrated.

President

It also can integrate with Outlook, and I am pretty sure it works with Google products as well.

I think their integration with FCS is on the right track but would like to see that relationship flourish. Everyone hates double entry.

Unanet CRM by Cosential vs FollowUp CRM Comparison (2026)

Unanet CRM by Cosential

FollowUp CRM

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives