Pipeline CRM vs. Unanet CRM by Cosential

If you have a small business where you are trying to keep things simple, then PipelineDeals is a perfect fit. Once you get to where you are wanting to tie your marketing efforts and create marketing campaigns that are tied to leads, it starts to miss the mark

Incentivized

Great for medium and large construction companies that have a specific salesforce.

Incentivized

• Flexibility: It provides the flexibility to set it up how you want to use it. Customization is beyond what you probably want or need.
• Reporting: We were able to setup all types of reporting and tracking.
• Ease of Use: While the platform was powerful, it was always easy to use.

Incentivized

• 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

• I wouldn't say no areas for improvement exist, but I will say that PipelineDeals takes customer input, shared product roadmap, and supports what they have very nicely. What they provide works out-of-the-box. Improvements can always be made with respect to pre-packaged integration with 3rd party services/solutions, and with extended attributes, but you also want to avoid something that attempts to boil the ocean.

Incentivized

• 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

If we can integrate and easily export and clean all of our data such that it can be used for multiple purposes, i.e. outreach to guests, sending out newsletters to subscribers, doing research and tracking progress, we will definitely renew

Incentivized

The user interface is simple and easy to navigate. Anyone who is overwhelmed with some of the more complicated CRM systems will definitely enjoy the simplicity of what PipelineDeals has to offer

Incentivized

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.

Incentivized

Any time I have had questions or issues that have come up I've always been able to get a quick response and a resolution to what I was needing.

Incentivized

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

The cost is much better and it is much easier to use. Salesforce was way too robust and I never want to hire a consultant to set up a CRM. PipelineDeals CRM has the best visibility of our sales efforts.

Incentivized

Cosential is specific to the A/E industry and is the most intuitive software we found for construction.

Incentivized

• Has made us understand sales tactics that are working
• Easily create forecasting on growth in multiple categories
• Understand our process and what we need to improve on in closing deals

Incentivized

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

Incentivized