Unanet CRM by Cosential vs. VisibleThread VT Docs

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

Incentivized

VT is fabulous to proposal writing as it created for that. It can also be used for ANY type of persuasive or technical writing. If you can write it, VT can help to make the writing better. BUT!!! if you are writing news articles or descriptive writing, this is NOT the software for you. VT works to eliminate fluff, ambiguous words, exaggerations, run-on sentences, improper grammar, misspelled words, sentence fragments, etc. VT also works to eliminate passive writing. As with any software, use it for what it was created - and find something else for the rest.

• 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

• Acronym finder - the best acronym finder I have used! This creates an Excel spreadsheet with the acronyms and their definitions in an alphabetically sorted worksheet ... AND this worksheet includes actual sentences from the document showing how and where the acronym was used.
• Compare documents - WOW! what a wonderful update! You get an Excel worksheet with the 2 compared documents side-by-side showing differences in red and statements with no changes in blue.
• Starter compliance matrix (SCM) - again, one of the best SCM-creators I have used. This choice is quick, concise, and the resulting Excel worksheet is easy to manipulate and change.

• 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

• Dictionaries - I would like to see more "canned" dictionaries. We create our own, but I know that VT has more that they can supply, giving us more quick turnaround changes (versus always having to start from scratch).

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

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

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

Incentivized

We reviewed many other products but found all of them did not have the extent of tasks that VT had. These searches were over 5 years ago and many of the products reviewed are no longer available. In addition, some software still in existence have merit, just not to the extent we need. I do not want to give anyone a bad rating just because we did not choose them. Again, choose the right software for the right job!

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

Incentivized

• We reduced proposal writing time and output. By reducing time, we gained time for work in other areas of proposal handling. I used to need 3-5 DAYS to create an acronym list. Now, with VT, I do the same work in 1-2 hours!
• VT is for proposal WRITING and not for proposal HANDLING. Our proposal managers and coordinators do the handling part.