PlanSwift, by ConstructConnect vs. Unanet CRM by Cosential

I use PlanSwift for all my projects - it has just cut my time by a major percentage when it comes to quantifying a blueprint. At times there are funky areas, which are just hard to calculate on paper. It also has a great tool for scaling according to the dimensions, so if a drawing is missing a scale, you can always allot a scale by giving directions and then marking the points. I use this tool to check the scale as well - sometimes the drawings say something but the scale if off and you are left with an incorrect take-off. The dimension tool is a good way to check that. We don't use it much for pricing purposes though, we have found other software which are more robust when it comes to estimation, but we can see using PlanSwift for pricing sometime in the future.

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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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• Easy to use and intuitive.
• Accurate data to use for projects, allowing for a central hub for all teams to work from.
• It's a central stop from take off and plan review all the way to plugging numbers into our estimating.
• The ability to link through SharePoint, which always access from any user and location.

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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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• Submittals are not user friendly in PlanGrid. In fact, this is the one feature we would like to see improved.
• Billing is based on how many users you have. It would be very nice if they would do it based on revenue or other factors such as other programs do.

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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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It's become the go to program for our takeoffs. We have tried others but this is the simplest.

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Plan Swift is a user friendly program that makes takeoffs easy to perform. Not a whole lot of knowledge or skill is required.

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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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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

Never had an issue

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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

Plan Swift is only as fast as your computer system and internet

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I have called once needing support. I was asking about the "compare" tool to compare different versions. They told be about their desktop app and I downloaded. They answered quickly, you could understand them, and they took care of my question

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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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just know what use you want to get out of it. In our case it was just to do area take offs.

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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

Bluebeam is amazing and can accomplish any take-off needs, but you will spend much more time creating your conditions and take off items. It is not as user-friendly as PlanSwift. OST (On screen takeoff). This product is by far better than PlanSwift, as it is amazingly easy to use. However, it is much more expensive. Cloud-based takeoff software -- this kind of software is difficult for me to use because of how slow the pages load and navigate. It's hard to beat that from PlanSwift or OST.

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

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Several of our departments can use the take off feature to assist them in their job responsibilities.

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• The estimators' productivity is greatly increased, I do takeoffs in less than half the time with more accuracy and detail captured.
• Easy sharing of what was taken off, I'm able to ensure everything is captured.

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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

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

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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