Acquired by ConstructConnect from Quote Software, QuoteSoft is a construction and estimation software for mechanical, piping, plumbing, HVAC and ductwork.
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Unanet CRM by Cosential
Score 10.0 out of 10
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Unanet CRM by Cosential (formerly Cosential CRM) is dedicated to helping AEC business developers, marketers, and executives win better business, and grow revenue. It became an Unanet solution in 2020, when Unanet acquired Cosential.
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Pricing
QuoteSoft
Unanet CRM by Cosential
Editions & Modules
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QuoteSoft
Unanet CRM by Cosential
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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Community Pulse
QuoteSoft
Unanet CRM by Cosential
Features
QuoteSoft
Unanet CRM by Cosential
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
QuoteSoft
-
Ratings
Unanet CRM by Cosential
8.7
1 Ratings
11% above category average
Customer data management / contact management
00 Ratings
10.01 Ratings
Workflow management
00 Ratings
6.01 Ratings
Territory management
00 Ratings
9.01 Ratings
Opportunity management
00 Ratings
10.01 Ratings
Integration with email client (e.g., Outlook or Gmail)
00 Ratings
10.01 Ratings
Interaction tracking
00 Ratings
9.01 Ratings
Channel / partner relationship management
00 Ratings
7.01 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
QuoteSoft
-
Ratings
Unanet CRM by Cosential
7.5
1 Ratings
3% below category average
Lead management
00 Ratings
10.01 Ratings
Email marketing
00 Ratings
5.01 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
QuoteSoft
-
Ratings
Unanet CRM by Cosential
8.0
1 Ratings
5% above category average
Task management
00 Ratings
7.01 Ratings
Reporting
00 Ratings
9.01 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
QuoteSoft
-
Ratings
Unanet CRM by Cosential
8.7
1 Ratings
13% above category average
Forecasting
00 Ratings
6.01 Ratings
Pipeline visualization
00 Ratings
10.01 Ratings
Customizable reports
00 Ratings
10.01 Ratings
Customization
Comparison of Customization features of Product A and Product B
QuoteSoft
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Ratings
Unanet CRM by Cosential
7.5
1 Ratings
2% below category average
Custom fields
00 Ratings
9.01 Ratings
Custom objects
00 Ratings
6.01 Ratings
Security
Comparison of Security features of Product A and Product B
QuoteSoft
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Ratings
Unanet CRM by Cosential
10.0
1 Ratings
18% above category average
Single sign-on capability
00 Ratings
10.01 Ratings
Role-based user permissions
00 Ratings
10.01 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
QuoteSoft
-
Ratings
Unanet CRM by Cosential
5.0
1 Ratings
39% below category average
Social data
00 Ratings
5.01 Ratings
Social engagement
00 Ratings
5.01 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
QuoteSoft
-
Ratings
Unanet CRM by Cosential
5.0
1 Ratings
39% below category average
Marketing automation
00 Ratings
5.01 Ratings
Platform
Comparison of Platform features of Product A and Product B
Quotesoft again is very well suited to any estimating department. I recommend a large screen monitor, but it's far more convenient than the old quick pen table or other methods. It's been great for jobs post mortem as well, we'll go back over as builds and make sure we captured and adjust estimates or change orders. It's also great for illustrating changes, and having all be very accurate.
Once you're over the learning curve, it's fantastic at getting accurate material takeoff. Because one is working off the real PDF prints of the project, it's very easy to get a good material list and takeoff.
Excellent for giving options of transitions and allowing the user to account for the actual 3rd dimension of the project by being able to click and add the sections needed to transition between floors.
The speed in which the user is able to takeoff is so much faster than traditional methods, and more accurate and easier to use than the other options on the market. Prints out great reports showing materials and hours, and lets you color code the systems while estimating so you know you aren't duplicating efforts.
Very flexible as far as how it adjusts for your desired estimate. You can identify per floor, side of the building, system, etc.
Allows for fast on the fly adjustments of sizes, materials and types of transitions with ductwork.
I'd prefer an 'all in one' as opposed to modules. I believe it's offered in that fashion but it was a touch more expensive. I was able to negotiate a footage takeoff tool for piping, to make it easier and more economical to our specific use, which is 95% dry side hvac estimating.
Would be great if it could be preloaded with Smacna or MCA factors for labor, and also would be great if there was a faster way to update material costs. You do need to stay on top of your material factors and make adjustments per the price of steel and other consumables. The industry has been stable lately, but if for some reason you were lax in updating labor and material factors, you could be off on the estimate. That's true of ANY software or even standard old school estimating approach.
It does require a dongle and a per seat license. The one drawback I don't care for, in a small company with tight cash flow, I do have estimators sharing the seat and scheduling takeoff around each other. Pretty standard though.
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.
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.
We were looking at this, as well as quick pen, and other industry standard programs like Wendes. QuoteSoft was far more versatile, user friendly and has proven to be the right choice. No specific equipment outside of a bigger monitor, ease of use, and tech support as well as the online training aspect was fantastic. Felt well supported while we rolled it out.
First positive impact is time saved. We're able with our small team to estimate..ACCURATELY far more projects, thus winning more projects.
Accuracy once we had our factors programmed is fantastic. It's tightened up our material and labor hours and made us more competitive
Definitely has had a great return on investment. Helping to land more projects out of the sheer amount of available time to bid more, as well as being more confident in material costs.