e-Builder vs. Procore vs. Unanet CRM by Cosential

Well suited for the owner's side of managing multiple projects as it allows for all aspects of a project from development to closeout to be managed on one platform. Not as appropriate for a general contractor as there is better software out there. e-Builder's app is not as effective as others.

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It works great for project management and putting all job-specific documents in one place. We are able to share drawings, submittals, and forms with our customers and subcontractors in a safe and reliable platform. However, getting reporting data is somewhat lacking, so if your business needs advanced options, you might try and find a better product.

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I believe it is well suited for large companies or companies that use many different platforms to track and display data because of the ways Unanet can connect across platforms. If your company tracks projects associated with clients to plan workflow and business development opportunities, this is a great CRM to use. It is very user-friendly and the team at Unanet works well with our internal partners to maximize efficiency and provide us the customizations that we need

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• Provide a document structure that is easy to navigate. All documents, even within a process, are stored in the document structure and easily accessed by those with the correct permissions.
• Scheduling, especially with the new module is easy. It is helpful with a large organization where many hands touch projects to be able to forecast workloads (we have an in house engineering team who reviews all projects during their design phase)
• Allows for easy interface with contractors and makes the submittal process more straightforward.

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• Does well Emailing me (If i am subscribed to a project) to let me know when revisions have been updated.
• Easy to navigate
• Great at Allowing me as a project Engineer to Upload my drawings to Procore. Not a lot of steps, and very easy to do.

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• 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.

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• The restrictions in formatting, and sorting of information rendered, in a way, affects the reporting output.
• At certain times of day, e-Builder traffic causes the loading of filtered searches to take a while. This is probably common regardless of the site or software used.
• More complicated reporting has some limitation, though the program is highly efficient in assisting with simple format reports.

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• Downloading drawing sets sometimes involves an extra step that holds up the process
• The dashboard is simplistic to the point that I don't feel like I am getting enough information about a specific project from the get-go
• Granting access to a project on Procore is not very straightforward as a consultant- restrictions sometimes cause hold-ups

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• 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.

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Because again, one of our biggest clients entrusts E-builder to work with their systems. And its functions work for us as well.

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We will undoubtedly renew Procore as it has proven itself to be a means to better track and improve upon our efficiency and communications between job sites and their project managers as well as all other departments. Procore has made an incredible impact on how we, as a company, do our job on all levels; it is one of our most powerful and effective resources.

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Simple, because have a used it for the past two years, so i'm very familiar with the particular aspects of its program that I need to accomplish my tasks.

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90% of Procore is very intuitive and any user can pick it up and go. There are a few elements, more so on the Financials side that need some prior knowledge of systems in order to understand how and why it functions as it does. Once this is understood, it flows effortlessly

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Unanet is user-friendly and a very “smart” platform. I took off one point for the issues we seem to run into every couple weeks in which certain features are glitchy and unable to be used for a couple hours. They are fixed quickly, but it is frustrating in the moment

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If you are working in an area with little to no signal, Procore will still allow you to get in the system and use it fully and will then update once you are at a place with a strong enough signal. Whether it be with wifi or LTE cell phone reception.

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For the most part Procore is very responsive. However there are times when it's a little slow but it's minimal.

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Again, because our technical support is great. He doesn't always answer the phone but he definitely responds to emails fairly quickly. In addition, I like that he actually resolves an issue and I have yet to encounter the same issue twice. Actually, I haven't encountered many issues at all in the two years I have used the software.

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General Support for Project Management and Financials is consistent. The ERP support is never consistent and I do end up at times in a black hole. I have to continually reach out to get the issue resolved or get an update. The ERP support needs more of Procore's attention

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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.

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Procore's Implementation Team does a great job of ensuring users are confident in using the system. They run through a process of training sessions based on the tools you have purchased, and lay ou ta plan to help the power users configure the tool to suit the company's needs. They provide useful resources for certifications, support and ongoing training as well.

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Procore's certification program and focused how-to training videos allowed for easy training that did not feel overwhelming. The way the certification programs were broken up into small parts made it seem much less daunting to complete. The training feels focused and does not overload users with too much information all at once.

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1. Set up the time to get training on the sytem before you go all in.

2. Listen, ask questions and actually practice using the tools and features while in class. It helps tremendously with becoming comfortable and remembering how things work.

3. Don't be afraid to mess up. They are helpful and will help resolve your issue in a timely manner

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Iron out your cost code list in your accounting software before you link with Procore. Once the link is established that list is more or less permanent. Review the permission matrix carefully. It controls so much. You want to ensure the information provided to your users adequate but you also want to protect your sensitive data. Procore Financials are organized in a total contract value style. Any markup or Profit will need to be sent somewhere on your budget. This may be significantly different than the Cost budgeting that many contractors do

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We have not compared other plans since the boss prefers this program from personal experience. But from using this program for 2 years I can see why we don't need to compare. Why fix something that isn't broken? It gets the job done, yes we might run into some issues but I feel like with all companies that can happen

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Procore has a clearer user interface and a wider variety of tools than any program I've used. Procore also lives up to their name in terms of helpful and fast customer service. There is always a Procore rep. that is available to contact, making any problems just a mini hurdle.

I have not used other CRM systems because all of my employers have used Cosential

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once in awhile Procore is down for a period of time, its frustrating when it happens but doesn't tend to last long.

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• Has added extra steps to processes that were previously easier. And I work for a university that complicates everything
• Has more than cut in half the time it takes to generate reports about project status
• Has made project management more efficient

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• The Procore service impacts on construction projects are effective and reliable on production acceleration.
• The collaboration is stable and easy files access and uploading of engineering drawings and plans is excellent.
• New project planning and project financial data management on Procore functions are excellent.

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

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