Cosential Features List

Cosential

Customer relationship management for AEC professionals

4.42/5 (43 reviews)

Cosential Feature Summary

  • 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

Other Industries Feature Comparison

Most popular features of all Other Industries apps

API (91 other apps)
Accounting Integration (45 other apps)
Activity Dashboard (68 other apps)
Activity Tracking (44 other apps)
Automatic Notifications (66 other apps)
Automatic Reminders (60 other apps)
Billing & Invoicing (52 other apps)
Calendar Management (65 other apps)
Client Portal (47 other apps)
Customizable Reporting (50 other apps)
Data Import/Export (44 other apps)
Document Storage (43 other apps)
Drag & Drop Interface (46 other apps)
Electronic Payments (48 other apps)
Inventory Management (55 other apps)
Inventory Tracking (43 other apps)
Invoice Management (72 other apps)
Quote Management (47 other apps)
Reporting & Statistics (66 other apps)
Third Party Integration (56 other apps)

Competitor Feature Comparison

Mobile apps

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Cosential Feature Reviews

25 reviewers had the following to say about Cosential's features:

Seth Blum

Cosential Implementation and Use

2016-08-26

Their implementation team made data import from multiple different sources an easy to understand and execute process.

Pros

Data organization is great.

Cons

It just takes some time to learn Cosential' s interface for this.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Miles Evelyn

Verified Reviewer

Makes my 1-man marketing department feel like 3

2017-09-13

Pros

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.

Cons

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

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Nora Nilles

Get to know Cosential

2016-07-08

My company had implemented Cosential about 3 years before I joined, and they did a good job of inputting the bulk of project, personnel, and contact info into the data base. By the time I came on board the staff that had implemented had left, so I received minimal training on administration of the system, and how all the pieces fit together.

Pros

We use Adobe InDesign for proposals, so the ability to generate resumes and project profiles directly into InDesign templates is a big plus (it can also be done in MS Word). The dashboard widgets are really helpful for our business development team.

Cons

The report module is always a challenge, the interface is cumbersome and it usually takes multiple attempts to generate the data I am looking for.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering Cosential

If you are in the A/E/C industry this data base software is geared to meet your needs. Allocate adequate hours to keep it maintained, have buy-in from management. It is a huge commitment, but as far as I can tell, beats the alternatives.

Source: Capterra
Helpful?   Yes   No

Response from Cosential


Thank you Nora for taking the time reviewing Cosential! We work hard for your business, and delivering value to A/E/C teams as you spoke. Honored to hear how our fields and proposal automation works well for you.

On the report module, fair feedback and our developers are making changes very soon so stay tuned. We've hired new support director and team, you should be feeling great improvement in support now! The new team has improved response times, follow up times and edited/updated knowledge articles.

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Megs Burd

Cosential review

2016-07-08

A good system for integration- user interface/user experience could be more solid.

Pros

A strong CRM with lots of capability

Cons

Not intuitive - improved UX/UI could improve this; The help section is not very detailed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10

Recommendations to others considering Cosential

Improving the UX/UI could help make it more intuitive for users. Adding depth and detail to the Support Center can result in a lot fewer confusing scenarios and calls to support as well.

Source: Capterra
Helpful?   Yes   No

Response from Cosential


Thank you for taking the time reviewing Cosential! We're proud to have earned your business.

On intuitiveness, we're always listening to our clients and making updates weekly so please let us know where you see room for improvement. We've hired new support director and team, you should be feeling great improvement in support now! The new team has improved response times, follow up times and we're editing/updating knowledge articles every day.

Thank you for your feedback and business!

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Linda M. Dininger, CPSM

Cosential has helped standardize our information across the company.

2018-04-06

Pros

Cosential helps us standardize the information we track, being able to output reports in a consistent format.

Cons

The Publisher module currently forces us to export resumes and projects one by one, vs. being able to select projects we want to use and exporting all into a single file.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Keeley Clements

The ONLY database in the AEC industry that makes my job easier!

2016-08-15

Currently our marketing groups across the business still utilize Cosential for business development tracking, current project and property data collection and maintenance, and personnel resume maintenance.

Pros

Because Cosential was designed by marketers in our industry, they know what information is important to collect, track, and analyze.

Cons

I am now in the Commercial Real Estate industry (more so than what would be termed AEC), I would love LOVE to have more information/modules relating to development of projects, property and asset management - understanding the high-level of property and information turnover for these types of services.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Cosential

It's the best in the industry, but implementation (as with any software), can be very time consuming and overwhelming. Depending on your level of implementation, I would highly recommend a dedicated employee to this endeavor, and then can become the go-to Cosential person/administrator for the system ongoing. Even after implementation, you need to understand any database is only as good as the information that goes into it - so constant maintenance is imperative to keep the system updated and accurate.

Source: Capterra
Helpful?   Yes   No

Response from Cosential


Thank you for this feedback and your advocacy! We love to hear the validation of our purpose: providing the best database tool that truly knows the AEC space and consistently driving for innovation. When it comes to reporting, implementation we hear you, part of housing so much data for inquiry is also a large number of ways to summon it. We're always working on the UI for ways to improve, as well ensure we remain extremely approachable for assistance should you need it.

On project management, we work hard to have API implementation with softwares that focus on development of projects so that you can combine those views and measure turnover - please get with us to ensure you are taking advantage of existing integrations that may exist you may not be aware of. If we're missing one, or ways we can have modules accomplish something our customers can benefit from we'd love to evaluate that for future feature enhancements, as you mentioned we're very passionate about!

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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

2018-04-05

Pros

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.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Kevin Shaw

Great web-based software for AEC industry. Very good for firms with multiple locations.

2017-09-20

Pros

who returns my calls! The dashboards give me immediate data to share with CEO and CFO.

Cons

Mobile App and e-mail marketing could be better.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Derick Thompson

Cosential - Work SMARTER Not Harder!

2016-11-10

We used to have to pull and drag project information out of our Project Managers after their projects were completed, while they were already working on a few others....

Pros

The workflows are a huge time-saver and allow us to capture the data we need to make our systems function.

Cons

Nothing major - I love their reports, but they can take some getting used to.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Cosential

You will need a Cosential Champion and they will need support from the top!

Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Excellent Product. Terrific implementation specialist

2017-12-21

Pros

Data management, a Full snapshot of sales/marketing Ease of implementation.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Civil Engineering company, 501-1000 employees)

Cosential keeps company wide proposal pieces accessible and up-to-date with minimal fuss/effort.

2017-12-06

Access to information from one portal extremely helpful.

Pros

The ability to produce multiple resumes tailored for specific pursuit types automatically updated each time they are created is beyond wonderful.

Cons

Although a minor issue I do wish that users other than administrators could upload templates for use in the publisher module as administrators may be busy/unavailable for periods of time making updating the templates a longer process then it should be.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kayla Kaiser

Great tool for General Contractor Marketing/Business Development!

2016-08-24

Pros

The automated alerts and notifications from the workflow system are excellent as well.

Cons

But all in all, the program works great for us and is getting our tracking on track!!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

10/10

Recommendations to others considering Cosential

The whole experience has been a breeze. From the first sales contact to the support team while setting up the program to fit our needs has been amazing. After sourcing out other CRM programs, Cosential fit best for us and the customization is great.

Source: Software Advice
Helpful?   Yes   No
Read more
Katie Spurlock

Cosential User in Implementation Phase

2014-04-03

Pros

It also has a lot of functionality and is customizable. I like that all of the current and future features are included so there are not hidden charges for additional functionality.

Cons

Fixes to our data import do not always happen quickly.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

9/10

Recommendations to others considering Cosential

This is the best platform I know of for the AEC industry.

Source: Software Advice
Helpful?   Yes   No
Read more
Brad Thompson

Good System for Marketers and Business Development

2017-12-05

Pros

Very customizable system for verbiage to adapt to your company's terminology.

Cons

The system can be intimidating to new users, specifically those with minimal computer experience, but is fairly intuitive once you are familiar with the program.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
April Intrabartola

CRM Masterpiece

2018-03-20

Amazing and organized CRM system with Trackable data. Integration with Procore to reduce double entry in new job setups.

Pros

Houses all our CRM information, ties in with outlook, easy to update, marketing tool to keep resumes and brochures updated is great

Cons

Very tedious set up process - but staff very helpful setting it up and keeping it organized and weeding through all lists and data and dulications

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Tami Stewart

Just didn't work for us.

2018-01-11

Pros

A great tool to store detailed project data and fairly simple to use.

Cons

I'm fairly certain it cannot be integrated with accounting programs to store billing and client information.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Other

Likelihood to recommend

5/10
Source: Software Advice
Helpful?   Yes   No

Response from Bobby


We’ve made significant progress over the years you have not logged in, especially with integrating accounting programs so we would love the opportunity to get you and your principal onto a demonstration and address these concerns! Storing billing and client information is our towering strength, as is ensuring your project information is dynamic and easy to access. Sorry to see you this disappointed and do hope you will take us up on our offers to rejuvenate the value at KMA soon

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Gillian Cermak

Exactly what we were looking for

2017-10-10

Pros

It is also relatively easy to used and is customizable.

Cons

It would also be very helpful to have a feature in the mobile app where phone calls could be recorded so you can take notes on it later.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Other

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Deborah Boyd

2011-07-19

Cosential provides us with a comprehensive database, allowing us to quickly access projects and data used for generating proposals, track our hit rates, follow up with opportunities, and run reports.

Rating breakdown

Ease of use
Features
Customer support
Source: Software Advice
Helpful?   Yes   No
Read more
Lynn Hopkins

Use this every day. several times a days.

2018-04-17

This software provides a snapshot of our company, our projects, our employees past and present and of course our work, and teams we have worked with.

Pros

easy access. online. quick.

Cons

the reports creation can be tricky. sometimes i pull in inactive or unknown and sometimes people seem to disappear and need to be pput back. sometime hard to find where to add a company.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Cosential


Thank you Lynn for these great marks! We're very happy to be the reliable database that makes things easier for your day to day!

We would love to help you with any features you need help with like reports and adding companies, email us at support@cosential.com and let us schedule a 1:1 to see what is going on, how we can help!

Read more
Jennifer Yoder

2011-07-19

I also incorporated Cosential into my priority-based client management system, and the solution is working wonders for my firm.

Rating breakdown

Ease of use
Features
Customer support
Source: Software Advice
Helpful?   Yes   No
Read more
Carolyn Allen

The customer service rep our implementation specialist, was wonderful.

2017-12-19

Ongoing Insight into our marketing and business development efforts.

Pros

The integration with Outlook is hands down a great feature. We do not have to reinvent the wheel and can continue using software that we know and understand.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Allie Sonsthagen

The support from Cosential cannot be beat.

2018-06-06

Pros

We have robust reporting where we can understand our pipeline, hit rate, and more data than we ever had in the past.

Cons

The time between request (issue or bug with system/enhancement suggestion) to the sprint where the improvement may occur. At times you are waiting for the developers or the request sits in the queue between submitting the suggestion and update for quite some time. We have learned the process of a bug or enhancement but at times we wish we could influence more of the speed to updates.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Donna Stacer

Great Support Team at Cosential

2016-10-27

She went out of her way to help me solve a couple issues I was having and helped me create a report that saves me time.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Robert Schuck

Comprehensive CRM solution

2018-05-09

Pros

Good software for managing and tracking leads and relationships as well as managing marketing blasts and info out to clients and prospects.

Cons

Steep learning curve and you really need someone on your team to have used and have a good understanding of how everything works in order to "on-board" newer people working in this program

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Deborah Boyd

Cosential makes us better marketing team

2016-07-22

While we do not use every function the system offers, we rely heavily on it for proposal tracking, proposal generation, customer information (hit rates, history, contacts) and firm qualifications (projects and personnel).

Pros

Our marketing team is quickly and easily able to access past proposals for guidance, develop intel about our history with clients and understand our experience in a region or with a certain service.

Cons

While Publisher has come leaps and bounds from where it was originally, we would like the ability to create several resumes at the same time. For example, I'd like to select several employees, choose a template and have the system walk me through each employee to choose his or her projects.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Cosential

By far, Cosential is the best option for A/E/C industry. It is customized for our industry, understands what we need to get our jobs done and the team at Cosential is constantly looking for ways to help us do our job better.

Source: Capterra
Helpful?   Yes   No

Response from Cosential


Thank you Deborah for taking the time and giving us this fantastic review! Means the world to us from a client who has seen us grow and evolve. Great suggestion on allowing for several resumes at the same time, I'll own checking on that suggestion and get back to you on it!

Read more