EstimateOne vs. Unanet CRM by Cosential

EstimateOne is well suited for subcontractors or builders alike to streamline the process of tendering on projects. It is a fantastic platform for anyone really, whether you are starting your business and need to build a client base or have an already established business and want to find more projects to tender on. It can be difficult at times to know where you stand after submitting a price, a strong follow up process or CRM is something you should consider before using the platform to keep track of key contacts and jobs you have priced.

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

Incentivized

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• Document access to projects on tender.
• Easy access to tenders and all commercial projects and their status.
• Good communication details with estimators.

• 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

Independently Invited by TrustRadius

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• 5 free passes for $10,000,000 opportunities as a further way for members to experience what they will receive in the next level up.
• Option to submit video testimonials.

• 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

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

EstimateOne is easy to use, the user interface is designed to be simple yet functional - many other platforms I have used are much more cumbersome to navigate and don't offer as much functionality. Everything has been thought out well with EstimateOne - it seems to have been designed by people who have worked in the industry.

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

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

Abby Tuong is an incredible employee who is EstimateOne. Her proactiveness, willingness to listen and help, and customer focus is second to none. With that level of support, it is no wonder EstimateOne has such rave reviews and is clearly the choice in the market.

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

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

I think EstimateOne may have a broader database (not sure); but certainly I feel it is very thorough in the searchability for suitable projects

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

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

• We are hoping for a positive impact and positive ROI since Covid-19 has effectively stopped our personal engagement opportunities with builders and architects

• 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