PlanPlus Online vs. Unanet CRM by Cosential

I would recommend this for businesses that have the time to invest in doing things the right way. Garbage in equals garbage out. If you can get over the somewhat steep learning curve and adopting their process this product would be a good fit. If you are short on time (and maybe cash) you may want to look for a simpler and less expensive solution.

Incentivized

Great for medium and large construction companies that have a specific salesforce.

Incentivized

• Weekly and Monthly Planner is very productive.
• Task Delegation and Pipeline Tracker are easy to use and efficient.
• Goal Planning helped us as well to identify our chances.

Incentivized

• Inputting of companies and leads who may become prospects.
• Creating specific opportunities for construction projects.
• Tracking opportunities through the entire sales cycle.
• Inputting detailed notes and activity by the Sales team.

Incentivized

• When it came time to move on due to larger issues the friendliness was not there from the account reps. We did not leave due to them, but due to our growth and need for more.
• The inability to make personalized the labels for our insurance terms.

Incentivized

• The open software is somewhat difficult to master as an administrator.
• Report writing could be more intuitive.
• The company seems to cater to larger users.

Incentivized

It's great once you get the hang of it. I feel like it could be cleaned up a little. Some elements could be moved around or hidden. Overall it's a solid UI

Incentivized

Cosential is very intuitive for the AEC industry and has the ability to be customized for your specific needs. The reports are especially helpful, with good visual dashboards.

Incentivized

There are some cases where we just need something simple to get the job done. In our case, we needed a solution with a lot features for our complex setup. A lot of CRMs fell short. PlanPlus Online didn't. They had everything we needed. We didn't have to rely on multiple disparate solutions, and it was within our budget.

Incentivized

My original trainer / implementation specialist was fantastic. That relationship has continued, even though I have been officially handed off to the customer service side. The customer service side seems to have higher turnover than normal, but in general they are also very supportive, although not as responsive as I might like.

Incentivized

PlanPlus Online is much nicer than Salesforce and also much faster.

Incentivized

Cosential is specific to the A/E industry and is the most intuitive software we found for construction.

Incentivized

• Better lead management
• Increased lead efficiencies with drip programs

Incentivized

• Allowed for common tracking by business developers in different regions.
• Helped us quantify effort.
• Provides great reports for management.

Incentivized