Unanet CRM by Cosential

Formerly Cosential CRM

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.