4Clicks for Federal vs. Unanet CRM by Cosential

If you are considering purchasing this (very expensive) software, there is a 100% chance you are doing so because you have been awarded a Government contract that dictates you use 4Clicks Project Estimator. There are plenty of easier to use estimating packages out in the world, but you can't use any of them if you have a contract that requires 4Clicks.

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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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• The estimates it produces are simple and easy to follow. The formatting is good.
• The tech support provided is very attentive.

Incentivized

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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 software feels 20 years old. It has not kept up with modern times, and practically functions like an old DOS program.
• Clunky interface, arcane commands.
• Even their training info focuses on hotkeys like this is 1995. Even though I am of an age to remember computers in 1995, the younger generations of managers/estimators are not. It is time to bring the software into the new century!

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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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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Incentivized

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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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WinEst uses much the same database (RS Means/Gordion type) and has a similar interface. It is a bit cheaper.

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

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• As stated before, if you are buying this software, it is because you have a contract forcing you to. While it does work, it is clunky, awkward, and very expensive.
• The price of the software and databases has always been high, but with the fairly recent acquisition of 4Clicks by Gordion (who also bought RS Means for their databases), there is literally no competition. Prices will continue to be very high, with no check on how high they can go.
• Again, can't fault 4Clicks tech support, as I think it is the best in the industry. They know their product and they respond to issues immediately. Considering what we spend a year for this product, however, you would expect nothing less.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info