Unanet CRM by Cosential vs. Viewpoint Spectrum

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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The Installation team is amazing. They provide clear guidance at the beginning of the process regarding what is expected and what needs to be done. The implementation manager follows up monthly with you to make sure you are on track and if you need additional help. They are very helpful and responsive in resolving issues.

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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. TR verified that a representative sample of customers was invited. 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.

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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

• Job Costing - Viewpoint Spectrum handles job costing per project, per work order, per site, and gives us an up to date analysis of the project.
• HR - helps to keep all of the training certifications and HR incidents in a consistent and manageable order for all Managers to use.

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Invited by TrustRadius (TR) on Vendor's Behalf

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.

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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

• Support isn't readily available. You can submit a ticket and wait days before it's picked up. Even critical issues (system outages) can wait an hour or two before someone responds.
• Large companies will feel limited. This product wasn't designed to handle large amounts of data, and performance seems to slow when there are more than 80 concurrent users.
• The new developments are limited. HR Management is less robust than a third-party product specializing in HR Management. Viewpoint Analytics is nowhere near as robust as Power BI or Tableau.

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Invited by the Vendor

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The product is working for us and the cost to implement a new system does not warrant the expense.

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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. TR verified that a representative sample of customers was invited. 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

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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

There's a little bit of a learning curve, but once you've been working in the system for a while, it becomes second nature. I would say that out of all of the other software that I've personally used, Spectrum has been the easiest one to pick up and learn quickly

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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. TR verified that a representative sample of customers was invited. More Info

I've never seen Spectrum down

For the most part the product is very reliable. Since we are hosted we sometimes have connectivity issues but I would say that is more our ISP than Spectrum.

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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. TR verified that a representative sample of customers was invited. 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.

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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

The support has recently changed. Last year, you could call in and get an immediate response. Now that doesn't seem possible unless you have an urgent situation with access to the software, payroll or payables. I have found that using chat or e-mail works nicely for the most part, but sometimes I feel it would be easier if someone from support would jump on our site and take a first-hand look rather than going back and forth

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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

Our trainer was excellent and navigated the time zone differences expertly. She gave us test assignments to complete and was available for questions at any time.

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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

My only insight would be to take time in your implementation and training process; ours was six weeks from start to finish.

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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

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

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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

I have previously used Sage Masterbuilder, another construction industry software. This has been a number of years ago. The company I am working for already had Spectrum and have been using it for as long as it has been around when it was known as Forefront. Based on conversations I've had with the personnel that were here at the time of purchase, Spectrum clicked off all the boxes they were looking for.

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Invited by the Vendor

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

You can grant user specific access which is nice. Project managers do not need all the same modules as Accounting. But Accounting does need access to PM modules as well

• 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

• [In my opinion,] it takes at LEAST twice as long to do our jobs now.
• [I feel like] we are paranoid about something not being printed correctly because of [what I believe are] buggy text fields.
• [In my experience,] we still have to refer to a physical file cabinet with paper, even though a main point of switching was to go paperless.
• [In our experience,] screens can now be "locked", so we can't see something if our coworker is also looking at it.
• [I believe that] the financial hit our company took from this switch was astronomical. [In my opinion:] Beware!