What users are saying about
9 Ratings
28 Ratings
9 Ratings
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Score 8.8 out of 100
28 Ratings
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Score 8.6 out of 100

Likelihood to Recommend

Cosential

Great for medium and large construction companies that have a specific salesforce.
Kevin Shaw | TrustRadius Reviewer

Workbooks

It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
Brian Walsh | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Cosential
8.7
Workbooks
7.7
Customer data management / contact management
Cosential
10.0
Workbooks
8.5
Workflow management
Cosential
6.0
Workbooks
8.2
Territory management
Cosential
9.0
Workbooks
7.7
Opportunity management
Cosential
10.0
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
Cosential
10.0
Workbooks
6.4
Interaction tracking
Cosential
9.0
Workbooks
6.4
Channel / partner relationship management
Cosential
7.0
Workbooks
8.4
Contract management
Cosential
Workbooks
7.2
Quote & order management
Cosential
Workbooks
7.6

Marketing Automation

Cosential
7.5
Workbooks
7.3
Lead management
Cosential
10.0
Workbooks
8.0
Email marketing
Cosential
5.0
Workbooks
6.6

CRM Project Management

Cosential
8.0
Workbooks
7.5
Task management
Cosential
7.0
Workbooks
7.7
Reporting
Cosential
9.0
Workbooks
7.8
Billing and invoicing management
Cosential
Workbooks
6.8

CRM Reporting & Analytics

Cosential
8.7
Workbooks
8.6
Forecasting
Cosential
6.0
Workbooks
8.2
Pipeline visualization
Cosential
10.0
Workbooks
8.8
Customizable reports
Cosential
10.0
Workbooks
8.8

Customization

Cosential
7.5
Workbooks
7.7
Custom fields
Cosential
9.0
Workbooks
8.4
Custom objects
Cosential
6.0
Workbooks
7.6
Scripting environment
Cosential
Workbooks
7.5
API for custom integration
Cosential
Workbooks
7.5

Security

Cosential
10.0
Workbooks
7.5
Single sign-on capability
Cosential
10.0
Workbooks
7.0
Role-based user permissions
Cosential
10.0
Workbooks
8.0

Social CRM

Cosential
5.0
Workbooks
6.6
Social data
Cosential
5.0
Workbooks
6.0
Social engagement
Cosential
5.0
Workbooks
7.3

Integrations with 3rd-party Software

Cosential
5.0
Workbooks
6.9
Marketing automation
Cosential
5.0
Workbooks
6.7
Compensation management
Cosential
Workbooks
7.0

Platform

Cosential
7.0
Workbooks
4.2
Mobile access
Cosential
7.0
Workbooks
4.2

Customer Service & Support

Cosential
Workbooks
6.3
Case management
Cosential
Workbooks
6.2
Call center management
Cosential
Workbooks
6.8
Help desk management
Cosential
Workbooks
5.8

Pros

Cosential

  • 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.
Kevin Shaw | TrustRadius Reviewer

Workbooks

  • Sales process management from enquiry to delivery of product
  • This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
  • Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
  • The FD loved it
  • The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
  • Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
Chris Hood | TrustRadius Reviewer

Cons

Cosential

  • 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.
Kevin Shaw | TrustRadius Reviewer

Workbooks

  • There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
  • While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
  • I am sure that would increase productivity even further (if it's of the same standard as the main environment).
Martijn Daalder | TrustRadius Reviewer

Likelihood to Renew

Cosential

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 8.5
Based on 7 answers
the product works. support has been good or greatso far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
Paul Reynolds | TrustRadius Reviewer

Usability

Cosential

Cosential 8.0
Based on 1 answer
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.
Kevin Shaw | TrustRadius Reviewer

Workbooks

Workbooks 7.3
Based on 1 answer
No answer on this topic is available.

Reliability and Availability

Cosential

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 9.1
Based on 2 answers
Workbooks CRM never let me down.
Peter Lindeman | TrustRadius Reviewer

Support Rating

Cosential

Cosential 8.0
Based on 1 answer
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.
Kevin Shaw | TrustRadius Reviewer

Workbooks

Workbooks 8.2
Based on 1 answer
No answer on this topic is available.

Online Training

Cosential

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 6.4
Based on 1 answer
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Brendan Harris, MBA | TrustRadius Reviewer

Alternatives Considered

Cosential

Cosential is specific to the A/E industry and is the most intuitive software we found for construction.
Kevin Shaw | TrustRadius Reviewer

Workbooks

We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
Adam Grieve | TrustRadius Reviewer

Return on Investment

Cosential

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

Workbooks

  • Allows us easy management of leads and clear visibility of opportunities for the sales team
  • User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
  • Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations
David Carter | TrustRadius Reviewer

Screenshots

Pricing Details

Cosential

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Cosential Editions & Modules

Additional Pricing Details

Workbooks

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Workbooks Editions & Modules

Edition
Workbooks CRM Edition$301
Workbooks Business Edition$651
  1. per user/per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Cosential
10.0
Workbooks
8.7

Likelihood to Renew

Cosential
Workbooks
8.5

Usability

Cosential
8.0
Workbooks
7.3

Reliability and Availability

Cosential
Workbooks
9.1

Support Rating

Cosential
8.0
Workbooks
8.2

Online Training

Cosential
Workbooks
6.4

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