QuoteSoft vs. Unanet CRM by Cosential

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.

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 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

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

• 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.

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

• 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

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'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.

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

• 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

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

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

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.

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 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

• 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.

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