SmartBid vs. Unanet CRM by Cosential

SmartBid is also very useful for conducting sub-contracting analysis and management simulations in the didactic field. The procedures for sharing documents are helpful, but the graphic can be improved. Many forms can be pre-filled. This helps a lot in saving time and money! SmartBid is great for exporting and/or sending single or mass emails. However, as mentioned, it would be useful to simplify some pre-construction processes and improve the overall communication

Incentivized

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

Incentivized

• It's very easy to set up a job and manage who receives solicitations. You can also keep detailed notes on who've you contacted and see if they're actually downloading and reviewing the documents.
• You can add a confidentiality agreement clause which they must accept before accessing the documents. It then stores this information if it ever needs to be accessed. This is much cleaner and easier then sending out a NDA form and having the subcontractor return it before actually sending drawings/docs.
• You can send Invitations to Bid and set it up to continue sending these ITB's until the subcontractor responds. However, this can also be a negative point because once you set up a delayed ITB, it doesn't update as the subcontractors view and respond to the ITB's. So if a sub is "Not Responded" and you set up a delayed ITB to fire off every day for 5 days, and the sub responds after day 2, that sub will continue to receive ITB's for all 5 days.
• Uploading drawings is quick and easy. It's especially convenient if you link to one of your cloud services such as Egnyte, Google Drive, etc.
• The search tools are quick and easy and often very accessible from any page.

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

• We have seen intermittent problems with notes disappearing.
• Ability to have more than one project bidding open at the same time/on multiple windows.
• Mobile apps.

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

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

SmartBid has an excellent support team that is always at your service. Any problem I've had (when I've even had them) has been resolved almost immediately, along with tips on how to avoid them in the future. If you're looking for a program with excellent customer service, look no further than SmartBid.

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

SmartBid is used by more of the contractors that we happen to do lots of work with. It has basically the same features. However, SmartBid will let subcontractors view all the jobs a general contractor is bidding, even ones we were never invited to. So it has the potential to bring more opportunities.

Incentivized

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

Incentivized

• It is a big time saver compared to sending out individual emails.
• It saves time in having multiple individual databases for company contact info.
• It ensures that everyone is getting the same information.

Incentivized

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

Incentivized