Unanet CRM by Cosential 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Unanet CRM by Cosential

4.4

(69)

Pricing

Starting at $50.00 per month

About Unanet CRM by Cosential

Cosential is a cloud-based CRM and proposal automation tool that allows business developers, marketers and principles to access and act upon the information specific to their role that compliments cross-functional workflows.

The solution enables businesses to build marketing and proposal database that 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 system interface for their relevant portion of the business so developers, marketers and principles can each create their own personalized dashboard.

Cosential integrates with MS Outlook, financial systems and most of the industry-specific third party applications within the AEC ecosphere.

Unanet CRM by Cosential Screenshots

Unanet CRM by Cosential Pricing and Plans

Starting price: $50.00 per month

Free Trial

Free Version

Basic

$50.00

per user, per month

No plan information available

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Unanet CRM by Cosential Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of Unanet CRM by Cosential
Accounting Integration
Activity Dashboard
Alerts/Notifications
API
Bid Management
Buyer Management
Client Tracking
Collaboration Tools
Contact Database
Contact Management
Content Library
Contractor Management
CRM
Customizable Fields
Customizable Reports
Dashboard
Document Management
Email Marketing
For AEC Industry
Forecasting
Goal Setting/Tracking
Knowledge Base Management
Lead Generation
Lead Management
MES
Mobile Access
Opportunity Management
Project Tracking
Proposal Generation
Proposal Management
Purchase Order Management
RFP Management
Sales Approval
Search/Filter
Supplier Management
Templates
User Management

Unanet CRM by Cosential Integrations

Procore

Mailchimp

Adobe Illustrator

Zapier

Microsoft Outlook

Microsoft Word

See all 7 integrations

Unanet CRM by Cosential User Reviews

Overall Rating

4.4

Ratings Breakdown

55%

35%

10%

Secondary Ratings

Ease of Use

4.1

Value for money

4.3

Customer support

4.3

Functionality

4.1

Evangeline H.

Verified reviewer

Architecture & Planning

2-10 employees

Used daily for more than 2 years

Review source

Reviewed July 2019

From Near the Beginning

Overall, terrific. customer support has improved a lot. Thanks to customer representative. May he live long and prosper.

Ratings Breakdown

Ease of use

Previously 5

Value for money

Customer support

Functionality

Pros:

Cosential is one of those programs that I refer to every day. It is a clearinghouse for almost everything the company does. It is our mind and our memory. In the beginning over ten years ago I tried to find someone to design such a program for us. spent months and thousands. then i found out it already existed. I like that it exists.

Cons:

I am frequently looking for add company. i spend entirely too long trying to figure out how to add a company. I owuld also like it better if, when i am adding team members to a project I didn't have to go back and start a new company for them. I dont always need a separate file for every team member, but I want to note who is on our team. some disciplines are not relevant to us.

Kert T.

Verified reviewer

Construction

51-200 employees

Used daily for more than 2 years

Review source

Reviewed September 2020

Excellent CRM for Sub-Contractor

Overall, the software was very straight forward to deploy and they have excellent support during start-up. This is a very good CRM for construction-based business and they bring their industry knowledge to the table during configuration, implementation and deployment.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

As a sub-contractor a key feature that was needed in a CRM was to be able to quote different GC's for the same project and not have each quote for the same project show up in our pipeline. We need to have a Master Opportunity with multiple sub-opportunities. Cosential is able to handle this very well (unlike most other CRM packages). In addition, the ability to create individualized dashboards per individual was very beneficial for my business development team. These individualized dashboards allow my team to display their goals, quotes and activities on this dashboard.

Cons:

Cosential needs to improve two areas: Handling documents better and working with Outlook Calendar Cosential has document management, but you have to deal with one file at a time...both uploading and downloading. For large construction files (prints and specifications) it takes a while for these files to be uploaded or downloaded and does not effectively allow for other computer tasks to be done. As a CRM, they need to have an interface with Outlook calendar (or Google Calendar) that is seamless to effectively leverage their tasks and activities within Cosential

Reasons for choosing Unanet CRM by Cosential

Best functionality for the best value

Reasons for switching to Unanet CRM by Cosential

Dynamics was difficult to support and did not allow us to easily support our needs to configure for the construction business.

Sarah M.

Verified reviewer

Architecture & Planning

51-200 employees

Used weekly for more than 2 years

Review source

Reviewed July 2019

Cosential Three Years In

Customer service and support have been challenging. We've been told that improvements were going to happen that just never went anywhere. The "improvements" that have been implemented for us turned out to be less useful than the previous state of the system. And I've had account reps just not return my calls or respond to my emails regarding issues we've had between what was promised and described during the sales pitch and how a particular module actually functions (most notably photo management).

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Cosential is a detailed and robust database and CRM system. The information organization is well-thought out and the information relationships function reasonably well. Integrations with other firm systems are generally useful. The application is also a good value for our size firm.

Cons:

Photo management is just about useless--keyword search should be reductive, not expanding, and should really be a simple case of AND vs OR Boolean search. Customized fields aren't reflected in reports at all, which limits their usefulness in data analysis. Some data areas are designed more for construction firms than architecture firms, and the dissonance in data capture has required some workarounds and means we can't actually search on that data. Several areas are a little too narrowly focused--there are more sustainability measures than just LEED--and require more workarounds to capture the kind of data we're tracking on our projects. There's a certain level of flexibility promoted and the reality is a superficial flexibility.

Julie F.

Verified reviewer

Mechanical or Industrial Engineering

11-50 employees

Used daily for more than 2 years

Review source

Reviewed November 2023

FINALLY, a tool for marketers in the AEC industry!!!!

Fantastic. It's like nothing I've ever used before, and it's so great to have all my information in one convenient place. Also, the Unanet CRM by Cosential team is great--I've gotten to know several people over there, and they're all extremely helpful and knowledgeable. I feel like I'm easily able to reach out to someone I know with a question, rather than sending my questions off into an abyss and never know who will respond to them and when, like most software companies.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

I love that it's got so many fields and places to store all the information I need. It covers everything from project specifics, to team member experience, and everything in between. It's customizeable, so I can alter fields I don't use, and make them into something else more helpful to me. The Publishing tool, though it needs some updates/improvements, is still a huge timesaver, especially with resumes. This software is my one-stop-shop for all information I need!

Cons:

It feels a little outdated, both in terms of appearance and capabilities. There are some things, like the ability to rearrange tabs, that seem like they should be obvious, yet are not yet implemented. Another feature I struggle with is building resumes---it would be really helpful if we could see how many hours a person spent on a project BEFORE selecting it for the resume. Too often, I end up selecting all the project, and then having to painstakingly remove each one that they only spent a couple hours on...and it's a slow process. If it weren't for this, I'd be able to get resumes done much more quickly.

Reasons for switching to Unanet CRM by Cosential

We were pursuing CRM capabilities, but management ultimately decided we weren't ready for such a large software program. I used it so much that I fought to keep it strictly for marketing purposes, and have been able to continue to use it.

Keeley C.

Real Estate

Used daily for more than 2 years

Review source

Reviewed August 2016

The ONLY database in the AEC industry that makes my job easier!

I was first introduced to Cosential in 2010 and began to research and push for the software at my previous company. After a long inside sales process, the company decided not to move forward with my recommendation which was a major factor in my leaving that organization. One of the main goals of my coming onboard to my current company was to implement Cosential as our marketing database software, and see what other tools are available that we can utilize in other parts of the company. We are full-service real estate company that provided construction (at the time), development, financing, tax credit syndication, facilities maintenance, and property, asset, and investment management services. We ended up implementing across all marketing groups in the business in the construction, development, investment, asset and property management, and in our justice division. Different groups adopted it more quickly than others, and some we ended up just removing entirely as they were not utilizing the system. Currently our marketing groups across the business still utilize Cosential for business development tracking, current project and property data collection and maintenance, and personnel resume maintenance.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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. Tracking our proposals and showing our win/loss ratios to senior leadership has been crucial. Also, the ability to store less-than-popular data for possible future use is highly beneficial.

Cons:

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.

Vendor Response

Thank you for this feedback and your advocacy! We love to hear the validation of our purpose: providing the best database tool that truly knows the AEC space and consistently driving for innovation. When it comes to reporting, implementation we hear you, part of housing so much data for inquiry is also a large number of ways to summon it. We're always working on the UI for ways to improve, as well ensure we remain extremely approachable for assistance should you need it. On project management, we work hard to have API implementation with softwares that focus on development of projects so that you can combine those views and measure turnover - please get with us to ensure you are taking advantage of existing integrations that may exist you may not be aware of. If we're missing one, or ways we can have modules accomplish something our customers can benefit from we'd love to evaluate that for future feature enhancements, as you mentioned we're very passionate about!

Replied August 2016

Miles E.

Verified reviewer

Mechanical or Industrial Engineering

11-50 employees

Used daily for less than 2 years

Review source

Reviewed September 2017

Makes my 1-man marketing department feel like 3

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

1 year after purchase: This has easily been one of the wisest investments our firm has made. The ability to track customer information (CRM), their experience, past performance data, and leads/opportunities all from one simple application and dashboard makes my 1-man marketing team feel like 3. The capability to routinely pull data from our accounting software reduces duplication in both content and time. I no longer spend hours "looking for *stuff*" (put politely) during proposal preparation due to the full featured project and ‘knowledge’ database paired up with the advanced reporting functionality. I still have only scrapped the tip of the metaphorical iceberg of features that are included with the package including the ability to automatically survey clients, a built in email marketing tool, card scanner, countless plug-ins, a customizable RESTful API, Outlook and Exchange server plugins, and soon a full blown Zapier integration. Additionally, the support both during install and throughout my journey have been absolutely wonderful. They have made the ins and outs of using the software a simple, and surprisingly enjoyable, experience!

Cons:

There are some issues with the knowledge base section that I would improve on. I have a lot of issues it the mobile application on my Android device.

Nora N.

Construction

201-500 employees

Used daily for less than 2 years

Review source

Reviewed July 2016

Get to know Cosential

My company had implemented Cosential about 3 years before I joined, and they did a good job of inputting the bulk of project, personnel, and contact info into the data base. By the time I came on board the staff that had implemented had left, so I received minimal training on administration of the system, and how all the pieces fit together. That being said, it has not been difficult to learn the basics, and I am currently in the process of "re-implementation" to establish standard work flows and systems to manage the data input, user training, report management, etc. The biggest challenge is carving out the time for data input and cleanup, not to mention bringing new modules (surveys, marketing, etc.) on line without having a full time data base manager.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like that Cosential has implemented upgrades in speed and search functions. It is tailored to the A/E/C industry, and we have the ability to customize fields. We use Adobe InDesign for proposals, so the ability to generate resumes and project profiles directly into InDesign templates is a big plus (it can also be done in MS Word). The dashboard widgets are really helpful for our business development team. There is a phone app available. I am getting good service regarding support for re-implementation.

Cons:

The report module is always a challenge, the interface is cumbersome and it usually takes multiple attempts to generate the data I am looking for. It is not forgiving for variances in naming conventions. Customer support relies on just pointing you to a video. I have put in tickets for fixing issues and never hear back.

Vendor Response

Thank you Nora for taking the time reviewing Cosential! We work hard for your business, and delivering value to A/E/C teams as you spoke. Honored to hear how our fields and proposal automation works well for you. On the report module, fair feedback and our developers are making changes very soon so stay tuned. We've hired new support director and team, you should be feeling great improvement in support now! The new team has improved response times, follow up times and edited/updated knowledge articles.

Replied July 2016

Verified

Reviewer

Civil Engineering

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed December 2017

Cosential keeps company wide proposal pieces accessible and up-to-date with minimal fuss/effort.

Labor hours saved is huge. Access to information from one portal extremely helpful.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

My favorite feature is the resume generation tool. The ability to produce multiple resumes tailored for specific pursuit types automatically updated each time they are created is beyond wonderful. Coupled with their availability to all team members 24/7 at the push of a button from any internet enabled device makes the resume generation tool peerless. Another great feature is the opportunity tracking, once again keeping all the pieces of a pursuit in one handy place and available 24/7 is brilliant!!!!

Cons:

Although a minor issue I do wish that users other than administrators could upload templates for use in the publisher module as administrators may be busy/unavailable for periods of time making updating the templates a longer process then it should be.

Allie S.

Verified reviewer

Mechanical or Industrial Engineering

201-500 employees

Used daily for less than 2 years

Review source

Reviewed June 2018

The support from Cosential cannot be beat.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Completely transparency of our customer opportunities and interactions between all our divisions for all customers. We have robust reporting where we can understand our pipeline, hit rate, and more data than we ever had in the past. The process is simple and we have the power as the admins to make changes/updates without having to wait for the resources at Cosential. We feel very empowered!

Cons:

The time between request (issue or bug with system/enhancement suggestion) to the sprint where the improvement may occur. At times you are waiting for the developers or the request sits in the queue between submitting the suggestion and update for quite some time. We have learned the process of a bug or enhancement but at times we wish we could influence more of the speed to updates.

Linda M. D.

Verified reviewer

Construction

201-500 employees

Used daily for more than 2 years

Review source

Reviewed April 2018

Cosential has helped standardize our information across the company.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Cosential helps us standardize the information we track, being able to output reports in a consistent format.

Cons:

We use InDesign for our publications. The Publisher module currently forces us to export resumes and projects one by one, vs. being able to select projects we want to use and exporting all into a single file.

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