Cosential is a cloud-based CRM and proposal automation tool created by AEC experts (architecture, engineering and construction). It allows business developers, marketers and principles to access and act upon the information specific to their role that compliments cross-functional workflows.
The solution's marketing and proposal database provides a comprehensive picture of their firm's connections, interactions, and history with any client or partner.
Cosential also provides a lead management solution that organizes contacts, tracks new opportunities, manages pending projects, runs reports and responds to RFPs by generating prescriptive, engaging proposals.
Cosential is browser- and device-agnostic, allowing for access in and out of the office. Users can customize a unique interface for their relevant portion of the business so developers, marketers and principles can each create a proprietary dashboard.
Cosential integrates with MS Outlook, financial systems and most of the industry-specific third party applications within the AEC ecosphere.
Derick from Walter P Moore
Employees number: 501-1,000 employees
We used to have to pull and drag project information out of our Project Managers after their projects were completed, while they were already working on a few others.... Now with the workflow and Financial Data Connector, we are able to sync our financial projects directly into Cosential project records and pull relevant data real-time.
Built by and for the AEC industry. The workflows are a huge time-saver and allow us to capture the data we need to make our systems function.
Nothing major - I love their reports, but they can take some getting used to.
You will need a Cosential Champion and they will need support from the top!
Sabrie from Universal Construction Company, Inc.
It geared toward the Architect/Engineer/Construction field only. Customer service is wonderful!!
A little dated and a fully functioning app (right now it is just limited).
If you are an AEC firm, I highly recommend this software.
Kayla from Buttcon Limited
The dashboard and workflow system are excellent tools. As a very visual person, the ease and impact of the dashboard widgets are a great. Seeing your information in charts and graphs really help to monitor our marketing progress. The automated alerts and notifications from the workflow system are excellent as well. Easy and efficient way of letting the team know when there are new prequals, awards, proposals, etc.
There are a couple of areas that would be better suited for our needs if the customization was available. But all in all, the program works great for us and is getting our tracking on track!!
The whole experience has been a breeze. From the first sales contact to the support team while setting up the program to fit our needs has been amazing. After sourcing out other CRM programs, Cosential fit best for us and the customization is great.
Karen from Steele & Freeman
After researching many CRM platforms, and test-driving three, we decided on Cosential. First, it is developed by someone in the Architecture/Engineering/Construction (AEC), so we would not have to tweak anything to jump in and use it every day. It is our new repository for all kinds of data on projects, and employees (their projects, sortable in many ways), which will help so much with not having to look through old records of all types in various places in our network and on paper. We do a lot of public works projects, and in responding to RFQ's/RFP's, the information asked for increases all the time. We run lean and mean here, so any way we can save time is invaluable. Cosential is very intuitive and easy to use, which was the second reason for our purchasing decision. The training and tech support is user-friendly for busy people. Thanks Cosential. I would rate everything a "10" but I'm still pretty new at it, so I'm giving mostly "9". I can quickly schedule my training online by looking at my trainer's calendar, so if I have an hour free I can make good use of my time, and with one click it's in my outlook. If, due to deadlines, I need to cancel and reschedule, I can do that too.
The only thing I don't like is nothing to do with Cosential, we are learning how to input data and put all our records into the system.
Try software before you buy. Everyone will give you a free trial. Before you start, develop a decision matrix of what is important to your decision. We did not want to have to configure software for our specific use, we wanted something affordable, with ease of use, and good training and tech support.
Keeley from Hunt Companies
Specialty: Real Estate
Because Cosential was designed by marketers in our industry, they know what information is important to collect, track, and analyze. The organization of the information and ease of use of the system is unparalleled to other CRMs/databases. Cosential is constantly updating and enhancing the system, so there are new, and improved, features being released to its users constantly, and I always hear what's going on - I know it's the top of the line database for information junkies like me. The reporting and template publishing tools are also incredibly helpful.
I wish the reporting module was a little more user friendly - it can be daunting to new and novice users causing it to go unused and frequently used incorrectly causing frustrations. I am now in the Commercial Real Estate industry (more so than what would be termed AEC), I would love LOVE to have more information/modules relating to development of projects, property and asset management - understanding the high-level of property and information turnover for these types of services.
It's the best in the industry, but implementation (as with any software), can be very time consuming and overwhelming. Depending on your level of implementation, I would highly recommend a dedicated employee to this endeavor, and then can become the go-to Cosential person/administrator for the system ongoing. Even after implementation, you need to understand any database is only as good as the information that goes into it - so constant maintenance is imperative to keep the system updated and accurate.
Laura from CGL Ricci Greene
Ability to enter narrative information about a project or business lead, and to cross-reference information.
There can be a lot of redundancy of information; however, I like that you can enter/use as many or few fields as you want.
The information is only as good a that which is entered. There needs to be a lot of monitoring for quality control/accuracy of what is entered.
Brett from GSL Electric
I like the willingness to tailor the product to meet the specific needs of our organization.
Some of the updates that have been promised were very slow to be implemented.
Spend your time, get a good demo team, and make sure to have management buy in.
Elizabeth from GEI Consultants
I like that it brings many aspects of company relationship together in one place: opportunities, projects, and contacts. Before Cosential, our information was in separate places. Now, it is more like a one-stop shop.
Sometimes, formatting changes are made to the system that affect how my data appears (e.g., formatting bullets or paragraph spacing for resumes).
Be sure you understand your source data before putting it into any software like this.
Kym from Satterfield & Pontikes Construction, Inc
It is very easy to use and very intuitive. I like that you can suggest enhancements. The support staff is very approachable.
I really like this product and cannot honestly think of anything I like least.
Look at the ease of use and the customer support team.
Matt from Hyder Construction
Being a general contractor, the best part about it is that it is already customized to fit our needs. It is clear that they have studied how AEC professionals sell and procure work and have tailored the program to meet these needs.
The mobile app is terrible; however, they claim to have a new one in production that should be rolled out soon.
If you are in the AEC industry you shouldn't look any further than Cosential.
Courtney from Hill & Wilkinson General Contractors
The fact that Cosential is specifically designed for the A/E/C industry is vital. Cosential is a rare find because it was built by A/E/C marketing professionals with a profound understanding of the industry, its pain points, and its business processes. That knowledge is reflected in key features, implementation, and support, as it is a system tailored to industry best practices. Users of Cosential view the system as very customizable and are able to adapt it to fit their specific needs.
Cosential has come a long way in the eight years that I have been using the system. They have grown quickly and have rolled out great new features. With that said, sometimes I think the new features are focused on a little too much, and the current bugs or enhancement requests are left behind. Dan, the CEO, listened to his users, took this to heart, and announced at the last conference that he has brought on developers to clean house and improve what is there already. I feel that is happening, especially as I read the monthly updates.
Regardless of the system you decide to use, always remember that software systems do not and will not self-monitor, solve problems at the push of a single button, or remedy all your aliments. Most importantly, the CRM system will never eliminate thinking! Someone must take ownership of the content, put best practices in place to safeguard the system, and champion it along with the idea of what a successful CRM is and can do for a firm. A decision on one software over another depends on the needs of your firm and the goals you have in using a CRM system. Good luck in your pursuit of the right CRM software for you and your firm!
Katie from Charles M. Salter Associates
Cosential is designed specifically for the architecture, engineering, and construction industry, so it fits our needs better than any other platform I know of. It also has a lot of functionality and is customizable. I like that all of the current and future features are included so there are not hidden charges for additional functionality.
Fixes to our data import do not always happen quickly.
This is the best platform I know of for the AEC industry.
Jennifer from England-Thims & Miller, Inc. - duplicate - emailed reviewer for new content
Date: July 2011
After much research, I set my last firm up with Cosential. After using other products that were ten times the price, I was surprised to find that Cosential gave me all of the features - and more - that I had gotten from similar CRM systems.
As a result, I immediately implemented Cosential when I changed firms. I also incorporated Cosential into my priority-based client management system, and the solution is working wonders for my firm. We utilize it to its fullest potential, and it tackles a multitude of tasks that were previously daunting. I highly recommend Cosential to anyone.
Deborah from KCI Technologies, Inc.
Date: July 2011
Cosential provides us with a comprehensive database, allowing us to quickly access projects and data used for generating proposals, track our hit rates, follow up with opportunities, and run reports. The system has no problem managing our average workload of 75 proposals a month, 850 employees and over 6000 projects. Furthermore, Cosential makes it easy for us to efficiently store, search and retrieve the information we need.
We used a different CRM system prior to beginning with Cosential, and the implementation team made our transition the easiest experience I've ever had. The team helped me successfully meet our implementation deadline, with very little complications along the way.
Customer service at Cosential is personal, attentive and understanding of the A/E industry. They treat their clients like members of the development team, rather than as mere customers.
Lisa from Satterfield & Pontikes
Date: July 2011
I have seen all of the solutions out there for the AEC industry. There is no one solution that does what Cosential does. They have thought through our business and created what has long been needed for everyone in our industry.
This CRM system has allowed multiple companies I have worked for to organize and better utilize their data and resources. Anyone going without this system is far behind the curve. Competition has gotten fierce in today’s economy, and we all need every advantage we can get.
Cosential is the key to success!!