What users are saying about
9 Ratings
29 Ratings
9 Ratings
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Score 8.8 out of 100
29 Ratings
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Score 6.7 out of 100

Feature Set Ratings

  • Cosential ranks higher in 6 feature sets: Sales Force Automation, Marketing Automation, CRM Project Management, CRM Reporting & Analytics, Security, Platform
  • Workbooks ranks higher in 3 feature sets: Customization, Social CRM, Integrations with 3rd-party Software

Sales Force Automation

8.7

Cosential

87%
7.7

Workbooks

77%
Cosential ranks higher in 5/9 features

Customer data management / contact management

10.0
100%
1 Rating
8.5
85%
9 Ratings

Workflow management

6.0
60%
1 Rating
8.2
82%
7 Ratings

Territory management

9.0
90%
1 Rating
7.7
77%
9 Ratings

Opportunity management

10.0
100%
1 Rating
8.8
88%
9 Ratings

Integration with email client (e.g., Outlook or Gmail)

10.0
100%
1 Rating
6.4
64%
9 Ratings

Interaction tracking

9.0
90%
1 Rating
6.4
64%
8 Ratings

Channel / partner relationship management

7.0
70%
1 Rating
8.4
84%
8 Ratings

Contract management

N/A
0 Ratings
7.2
72%
9 Ratings

Quote & order management

N/A
0 Ratings
7.6
76%
8 Ratings

Marketing Automation

7.5

Cosential

75%
7.3

Workbooks

73%
Cosential ranks higher in 1/2 features

Lead management

10.0
100%
1 Rating
8.0
80%
7 Ratings

Email marketing

5.0
50%
1 Rating
6.6
66%
7 Ratings

CRM Project Management

8.0

Cosential

80%
7.5

Workbooks

75%
Workbooks ranks higher in 2/3 features

Task management

7.0
70%
1 Rating
7.7
77%
7 Ratings

Reporting

9.0
90%
1 Rating
7.8
78%
7 Ratings

Billing and invoicing management

N/A
0 Ratings
6.8
68%
8 Ratings

CRM Reporting & Analytics

8.7

Cosential

87%
8.6

Workbooks

86%
Cosential ranks higher in 2/3 features

Forecasting

6.0
60%
1 Rating
8.2
82%
8 Ratings

Pipeline visualization

10.0
100%
1 Rating
8.8
88%
8 Ratings

Customizable reports

10.0
100%
1 Rating
8.8
88%
8 Ratings

Customization

7.5

Cosential

75%
7.7

Workbooks

77%
Workbooks ranks higher in 3/4 features

Custom fields

9.0
90%
1 Rating
8.4
84%
8 Ratings

Custom objects

6.0
60%
1 Rating
7.6
76%
7 Ratings

Scripting environment

N/A
0 Ratings
7.5
75%
6 Ratings

API for custom integration

N/A
0 Ratings
7.5
75%
7 Ratings

Security

10.0

Cosential

100%
7.5

Workbooks

75%
Cosential ranks higher in 2/2 features

Single sign-on capability

10.0
100%
1 Rating
7.0
70%
5 Ratings

Role-based user permissions

10.0
100%
1 Rating
8.0
80%
7 Ratings

Social CRM

5.0

Cosential

50%
6.6

Workbooks

66%
Workbooks ranks higher in 2/2 features

Social data

5.0
50%
1 Rating
6.0
60%
3 Ratings

Social engagement

5.0
50%
1 Rating
7.3
73%
1 Rating

Integrations with 3rd-party Software

5.0

Cosential

50%
6.9

Workbooks

69%
Workbooks ranks higher in 2/2 features

Marketing automation

5.0
50%
1 Rating
6.7
67%
6 Ratings

Compensation management

N/A
0 Ratings
7.0
70%
2 Ratings

Platform

7.0

Cosential

70%
4.2

Workbooks

42%
Cosential ranks higher in 1/1 features

Mobile access

7.0
70%
1 Rating
4.2
42%
7 Ratings

Customer Service & Support

Cosential

Feature Set Not Supported
N/A
6.3

Workbooks

63%
Workbooks ranks higher in 3/3 features

Case management

N/A
0 Ratings
6.2
62%
8 Ratings

Call center management

N/A
0 Ratings
6.8
68%
2 Ratings

Help desk management

N/A
0 Ratings
5.8
58%
8 Ratings

Attribute Ratings

  • Cosential is rated higher in 2 areas: Likelihood to Recommend, Usability
  • Workbooks is rated higher in 1 area: Support Rating

Likelihood to Recommend

10.0

Cosential

100%
1 Rating
7.0

Workbooks

70%
18 Ratings

Likelihood to Renew

Cosential

N/A
0 Ratings
8.5

Workbooks

85%
7 Ratings

Usability

8.0

Cosential

80%
1 Rating
7.3

Workbooks

73%
1 Rating

Availability

Cosential

N/A
0 Ratings
9.1

Workbooks

91%
4 Ratings

Support Rating

8.0

Cosential

80%
1 Rating
8.2

Workbooks

82%
2 Ratings

Online Training

Cosential

N/A
0 Ratings
6.4

Workbooks

64%
1 Rating

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

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

Pricing Details

Cosential

General

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

Starting Price

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

Starting Price

$30 per user/per month

Workbooks Editions & Modules

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

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 4 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 2 answers
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

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