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Unanet CRM by Cosential

Unanet CRM by Cosential
Formerly Cosential CRM

Overview

What is Unanet CRM by Cosential?

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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Recent Reviews

TrustRadius Insights

WIELAND, a construction company, relies on Cosential to manage their sales and marketing efforts. With Cosential, WIELAND's marketing and …
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Pricing

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What is Unanet CRM by Cosential?

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.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

Cosential CRM in 60 Seconds

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Product Details

What is Unanet CRM by Cosential?

Unanet CRM by Cosential (formerly Cosential CRM) is dedicated to helping AEC business developers, marketers, and executives win better business, and grow revenue. Unanet CRM allows Architects to grow their revenue and end business development chaos. Unanet CRM was purpose-built for architects and their unique challenges like teamed opportunities and multifaceted business units. Unanet CRM is presented as a solution for engineering firms that need a Customer Relationship Management system with industry best practices built-in.

Unanet acquired Cosential in 2020. The Unanet CRM is based on Cosential's CRM solution, now supported by Unanet.

Unanet CRM by Cosential Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(13)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

WIELAND, a construction company, relies on Cosential to manage their sales and marketing efforts. With Cosential, WIELAND's marketing and business development department effectively tracks leads, manages opportunities, and closes sales throughout the entire sales cycle. The switch to Cosential in 2016 has significantly improved their lead tracking and sales management capabilities. This software has become an essential tool for WIELAND's team, streamlining their sales process and allowing them to efficiently move leads through the pipeline. The features provided by Cosential have proven invaluable for the sales team at WIELAND, enabling them to close deals successfully. Overall, Cosential has been instrumental in enhancing WIELAND's sales and marketing operations.

Helpful Inputting of Companies and Leads: Users have found the inputting of companies and leads feature to be helpful for managing potential prospects. Several reviewers have stated that it allows them to keep track of various leads and input relevant information for each company, improving their ability to stay organized and focused on sales efforts. Tailored Opportunities for Construction Projects: The ability to create specific opportunities for construction projects has been appreciated by users. Many reviewers have mentioned that this feature enables them to tailor their approach and focus on relevant opportunities in their sales pipeline, ultimately increasing their chances of success. Beneficial Tracking Throughout Sales Cycle: The tracking feature has been widely praised by users for its benefits throughout the entire sales cycle. Numerous reviewers have noted that it provides visibility and helps them stay organized and proactive in their sales efforts. This feature allows them to monitor opportunities effectively from start to finish, ensuring they don't miss any crucial steps or lose potential deals along the way. Comprehensive Notes and Activity Recording: Users have liked the ability to input detailed notes and activity by the Sales team. According to many reviewers, this feature allows them to keep a comprehensive record of interactions, ensuring important information is not lost. Additionally, it enables better collaboration within the team as everyone has access to up-to-date records, making teamwork more efficient.

Difficult to Master as Administrator: Some users have found the open software somewhat difficult to master as an administrator. They have encountered challenges in navigating and utilizing the various features of the software, which has hindered their ability to efficiently perform administrative tasks.

Lack of Intuitive Report Writing Feature: Several reviewers have expressed that the report writing feature could be more intuitive. They feel that it requires a steep learning curve and lacks user-friendly functionalities, making it challenging for them to generate reports in a timely manner.

Caters More towards Larger Users: A common sentiment among users is that the company caters more towards larger users. This has led some customers to believe that smaller businesses may not receive the same level of attention or support from the company, resulting in a less optimal experience for them.

Based on user reviews, the following recommendations are commonly made for Cosential:

  1. Connect the accounting system: Users recommend integrating the accounting system with Cosential CRM for seamless translation between Accounting and Marketing functions for projects.

  2. Attend webinars and get trained: It is advised to attend webinars and get as many people trained and comfortable with Cosential software as possible. This ensures that all users are well-equipped to utilize the full capabilities of the software and maximize its benefits.

  3. Verify data correctness and cleanliness: During early implementation, users emphasize the importance of verifying data correctness and cleanliness. They suggest using the financial data connector to ensure accurate and automatic loading of project information, which helps in maintaining data integrity throughout the system.

Overall, users find Cosential essential for daily use in managing various tasks within firms in the A/E/C industry. They appreciate its ease of use, efficiency, accuracy, and better customer service compared to other similar software like Deltek Vision.

Attribute Ratings

Reviews

(1-1 of 1)
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Score 10 out of 10
Vetted Review
Verified User
Incentivized
WIELAND made the switch to Cosential in 2016 after many years of using ACT!. Currently, our marketing/business development department uses Cosential to track leads, manage opportunities, and close sales through the sales cycle.
  • 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.
  • 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.
Great for medium and large construction companies that have a specific salesforce.
Sales Force Automation (7)
87.14285714285714%
8.7
Customer data management / contact management
100%
10.0
Workflow management
60%
6.0
Territory management
90%
9.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Interaction tracking
90%
9.0
Channel / partner relationship management
70%
7.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
75%
7.5
Lead management
100%
10.0
Email marketing
50%
5.0
CRM Project Management (2)
80%
8.0
Task management
70%
7.0
Reporting
90%
9.0
CRM Reporting & Analytics (3)
86.66666666666666%
8.7
Forecasting
60%
6.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (2)
75%
7.5
Custom fields
90%
9.0
Custom objects
60%
6.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM (2)
50%
5.0
Social data
50%
5.0
Social engagement
50%
5.0
Integrations with 3rd-party Software (1)
50%
5.0
Marketing automation
50%
5.0
Platform (1)
70%
7.0
Mobile access
70%
7.0
  • Allowed for common tracking by business developers in different regions.
  • Helped us quantify effort.
  • Provides great reports for management.
Cosential is specific to the A/E industry and is the most intuitive software we found for construction.
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.
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