Unanet CRM by Cosential Reviews - Page 2

The CRM portion of the product runs fairly well for the Construction market although record retrieval can be slow and there are a few procedures that cannot be performed using Chrome on a Mac. Overall we are pleased with the CRM functionality of the product.

The email functionality is not good. The Test Email command for email blasts doesn't work and is a known bug yet the command still appears in the screen. Email templates literally take minutes to open. You can't add internal personnel to a test email list. CC'd emails don't actually get sent. Variable tags don't work. Yikes! The good news, according to our Customer Success advocate, is that the company is aware of these issues and is aggressively working to address them in early 2019 so you may want to check the latest product features when considering the software.

All the information in one location. Ease of search function. Ability to customize fields.

Lots of clicking to get where you need to go, and the inability to cross reference some items. You have to click a bunch of times to drill down, and then it is not easy to get back to that spot if you click off for other information. Some of the fields, specifically for project costs and project size are not exactly relevant.

Web-based, seamless integration from legacy system. We spent about three months transitioning from ACT! to Cosential. 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! The dashboards give me immediate data to share with CEO and CFO. I can also get custom reports written for my data.

Mobile App and e-mail marketing could be better. The e-mail blast program is a little clunky. The mobile app has limitations and this is going to need to be addressed. But overall the program is fantastic.

The data entry was simple and having the ability to interlink and add information to a project makes access easy. The capabilities and possibilities with Cosential are almost endless.

The wording of the criteria in creating a report does not always match what is in the data that has been entered. Also, the choice of further filtering can be a little confusing to figure out, but once you do it is not too hard.

The application allows me to tie into my accounting software to prevent costly duplication of information; it allows me to run reports on any variable of a project, person, opportunity, et cetera with ease; I can easily track my pipeline and inform the team; leads and reachouts are easy to track and keep updated.

The publisher portion is a little cumbersome but that is likely due to lack of training.

Ease of use, value, customization, AEC-specific fields

Occasional bugs, SF330 needs work, clunky Outlook integration

After researching many CRM platforms, and test-driving three, we decided on Cosential. First, it is developed by someone in the Architecture/Engineering/Construction (AEC), so we would not have to tweak anything to jump in and use it every day. It is our new repository for all kinds of data on projects, and employees (their projects, sortable in many ways), which will help so much with not having to...

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The only thing I don't like is nothing to do with Cosential, we are learning how to input data and put all our records into the system.

Cosential is a great CRM software because of how an opportunity/client/project/etc can be linked. Other CRM's have a client and opportunity or project/sale but do not effectively show the project team. Overall, fairly user-friendly system and ability to customize interface.

Reports are rather complicated for non-engineering minded. Could have more simplified reports set as standard and then ability to get technical with more in-depth data.

A strong CRM with lots of capability

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

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!

Data organization is great. Unlike other CRM solutions you do not need an outside programmer to customize. In fact the software is so robust in pre-loaded features implementation is more of subtraction process to hide modules your firm may not need or use. Field customization to match our firms processes and terminology was pretty straight forward.

Some newer modules (marketing e-blasts) are in their infancy, and work like their in their infancy. Generating reports and automatically generated reports (workflow) are not as intuitive to create as I would have liked and can be difficult at first. Mind you my implementation specialist Amy was always there to help me get the reports to do what I needed. It just takes some time to learn Cosential' s interface for this.

The fact that Cosential is specifically designed for the A/E/C industry is vital. Cosential is a rare find because it was built by A/E/C marketing professionals with a profound understanding of the industry, its pain points, and its business processes. That knowledge is reflected in key features, implementation, and support, as it is a system tailored to industry best practices. Users of Cosential view the system as very customizable and are able to adapt it to fit their specific needs.

Cosential has come a long way in the eight years that I have been using the system. They have grown quickly and have rolled out great new features. With that said, sometimes I think the new features are focused on a little too much, and the current bugs or enhancement requests are left behind. Dan, the CEO, listened to his users, took this to heart, and announced at the last conference that he has brought on developers to clean house and improve what is there already. I feel that is happening, especially as I read the monthly updates.

Designed for AEC, generates resumes and project sheets

Can’t have multiple windows of projects open

I like the functions and multitude of categories that Cosential offers. It allows us to really gather and input all valuable information from projects and contacts

The e-mail campaign software is hard to use.

Very customizable system for verbiage to adapt to your company's terminology. Extensive reporting capabilities allow you to refine what data results are returned with full control.

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.

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

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

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

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

It geared toward the Architect/Engineer/Construction field only. Customer service is wonderful!!

A little dated and a fully functioning app (right now it is just limited).

I like how it can captures and links so much information between clients, contacts and opportunities.

Some features are still not working correctly and/or they are replacing with different features but I'm finding there are lots of issues still they haven't worked out which can be frustrating when learning a new system.

The ability to produce resumes and cutsheets from cosential in indesign format. The process to store project information and customer relations is quick and easy. Ability to customize your dashboard.

That it will not round the Dollar to millions when producing a resume or cutsheet. You must go into the indesign file and edit the Dollar value.

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A great tool to store detailed project data and fairly simple to use. Simple but time consuming to set up.

My boss just never felt comfortable using it. He would much rather go to a Word document and easily find the project information to copy and paste. I'm fairly certain it cannot be integrated with accounting programs to store billing and client information. I haven't even opened the program in years.

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

The reporting features are the best thing about Cosential! the ability to build widgets and reports based on your database are the best!

the only thing that I would say is a negative is that sometimes you might have to double input data, it depends on how you use the software but that could potentially be a downside

The dashboard and workflow system are excellent tools. 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. The automated alerts and notifications from the workflow system are excellent as well. Easy and efficient way of letting the team know when there are new prequals, awards, proposals, etc.

There are a couple of areas that would be better suited for our needs if the customization was available. But all in all, the program works great for us and is getting our tracking on track!!