Cosential software


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.

Supported Operating System(s):
Windows 7 , Windows Vista , Windows XP , Mac OS , Linux , Web browser (OS agnostic) , Windows 2000

43 Reviews of Cosential

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  • Carmen from Wilson Construction Co.

    Number of employees: 501-1,000 employees

    June 2018

    Hoping to be able to upgrade this review at a later date

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Cosential has streamlined our processes and has the potential to help us streamline even more. The company needs to evolve it's development staff to be able to address bugs in a timely manner.

    Pros

    Cosential has streamlined many of our processes, and has the potential to help us automate our proposal process even more. The potential is amazing.

    Cons

    Glitches! We seem to be always taking three steps forward, two steps back. Cosential isn't easy to set up or implement. There is a ton of up front work and training to be done. After overcoming all of that to be faced with modules that stop working and aren't fixed timely we are left hanging.

    Two years in, as we are ready to deep-dive into more of the Cosential functionality we are being besieged by glitches that are impeding our use of the system, which is extremely frustrating.

    The big weakness is in fixing bugs in the system. The customer service team passes glitches on to the developers and nobody can, or will, tell you when to expect the problem to be resolved. We have been waiting for 3+ months now on one issue, which is unacceptable.

    We are so far in at this point that it doesn't make sense to change systems now, but the thought has crossed our minds.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: Cosential, Cosential

    June 2018

    Carmen, thank you so much for your feedback, and we have no doubt we'll earn your revision shortly. We absolutely share your frustration that your issue took longer than expected. We take your feedback constructively and strive to improve the experience for all our clients. With our recent growth we are well underway to doubling the size of our Development team which will drastically improve the resolve time. We value your business and look forward to partnering with you for a long and rich relationship, and will only see that effort as working when clients like you acknowledge it as such.

  • Allie from Bassett Mechanical

    Number of employees: 201-500 employees

    June 2018

    The support from Cosential cannot be beat.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Robert from Bayley

    May 2018

    Comprehensive CRM solution

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I like most the Outlook add-in which makes it very simple to add and manage contacts which you establish throughout your respective industry. Good software for managing and tracking leads and relationships as well as managing marketing blasts and info out to clients and prospects.

    Cons

    Steep learning curve and you really need someone on your team to have used and have a good understanding of how everything works in order to "on-board" newer people working in this program

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Lynn from Hopkins Foodservice Specialists

    Number of employees: 2-10 employees

    April 2018

    Use this every day. several times a days.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    This software provides a snapshot of our company, our projects, our employees past and present and of course our work, and teams we have worked with.

    Pros

    easy access. online. quick. It is a thirll when i am looking for information about a project, or a person's title and the info is there. Linkedin is good, as a back-up, but my database is better for me.

    Cons

    the reports creation can be tricky. sometimes i pull in inactive or unknown and sometimes people seem to disappear and need to be pput back. sometime hard to find where to add a company.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: Cosential, Cosential

    April 2018

    Thank you Lynn for these great marks! We're very happy to be the reliable database that makes things easier for your day to day! We would love to help you with any features you need help with like reports and adding companies, email us at support@cosential.com and let us schedule a 1:1 to see what is going on, how we can help!

  • Linda M. from Shook Construction Co.

    Number of employees: 201-500 employees

    April 2018

    Cosential has helped standardize our information across the company.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Karen from MMC Contractors

    Number of employees: 501-1,000 employees

    April 2018

    Adding a CRM to our firm has helped us keep track of prospect projects as well as client information

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    We now have one central data depository for all of our offices contacts, project info, personnel, resumes etc. The ability to create custom reports, update project data and track prospects across many users has improved our communication and reporting tremendously. The ability to update personnel, project, contact information in one spot and have it populate throughout any report or resume is a big plus. The Widgets are great for a graphical representation to management that accurately represents current pursuits, hit rates, wins by market, etc. The ability to turn on and off modules for user groups is huge! It keeps people from being overwhelmed when they first start to use the CRM, especially if they never have used one in the past or are skeptical. Integrations with other programs continue to be developed and improved by Cosential - this is a huge plus! Business Development/Marketing people are mobile - the iPad is a tool, just like a laptop. Being able to enter client info in Cosential and add it to an individuals Outlook contacts with just a few clicks makes it easy to have centralized client data. We will be implementing an integrations with Vista later this year. I am excited for the potential that will bring live project and personnel data to our CRM!

    Cons

    It's still a little 'techy' and driven by IT/Developers from the end-user perspective. But it's getting better every month we use it! When a bug is identified, or an issue occurs, for the most part Cosential Support is responsive. Sometimes, however it seems like it takes months to fix an issue. This is especially frustrating when a function (say a mailing list) was working correctly and then stops working. Because Cosential manages literally mountains of company, contact, personnel and project data, it can feel overwhelming to new users. Customizing the training and 'easing new users into' the program based on their needs is the only way to get good buy-in from apprehensive or skeptical users. The mobile app has it's limitations on the iPad and as all of our Business Developers use iPads, they would like to see the app developed further. Right now, it's better than nothing when they are on the road!

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • April from Eastman Cooke Construction

    Number of employees: 11-50 employees

    March 2018

    CRM Masterpiece

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Amazing and organized CRM system with Trackable data. Integration with Procore to reduce double entry in new job setups. A great marketing publisher that if used correctly will update resumes, brochures, and all marketing material

    Pros

    Houses all our CRM information, ties in with outlook, easy to update, marketing tool to keep resumes and brochures updated is great

    Cons

    Very tedious set up process - but staff very helpful setting it up and keeping it organized and weeding through all lists and data and dulications

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • David from Hogan Construction Group

    Specialty: Construction

    Number of employees: 51-200 employees

    February 2018

    The on-boarding process could have been easier. Cosential worked with us the whole way, but I would not describe it as user friendly.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I like that three offices can sync and share information easily. The contacts manager is the best feature so far.

    Cons

    There are some limitations and entering information requires some time. After the training I was still unsure how to do a few things and it took a while to read through the training material.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Rose from Williams Company

    Number of employees: 51-200 employees

    February 2018

    Great customer services and easy to create indesign resumes and cutsheets from cosential.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Capability to start stream lining the resume and project sheet process.

    Pros

    The ability to produce resumes and cutsheets from cosential in indesign format. The process to store project information and customer relations is quick and easy. Ability to customize your dashboard.

    Cons

    That it will not round the Dollar to millions when producing a resume or cutsheet. You must go into the indesign file and edit the Dollar value.

    This reviewer was invited by the software vendor to submit an honest review.
    Review Source: Capterra
  • Tami from KMA

    Specialty: Construction

    Number of employees: 2-10 employees

    January 2018

    Just didn't work for us.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    A great tool to store detailed project data and fairly simple to use. Simple but time consuming to set up.

    Cons

    My boss just never felt comfortable using it. He would much rather go to a Word document and easily find the project information to copy and paste. I'm fairly certain it cannot be integrated with accounting programs to store billing and client information. I haven't even opened the program in years.

    This review was submitted organically. No incentive was offered
    Review Source

    Response: Bobby, Cosential

    January 2018

    We’ve made significant progress over the years you have not logged in, especially with integrating accounting programs so we would love the opportunity to get you and your principal onto a demonstration and address these concerns! Storing billing and client information is our towering strength, as is ensuring your project information is dynamic and easy to access. Sorry to see you this disappointed and do hope you will take us up on our offers to rejuvenate the value at KMA soon

  • Verified Reviewer

    December 2017

    Excellent Product. Terrific implementation specialist

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Data management, a Full snapshot of sales/marketing Ease of implementation. Our specialist is professional, efficient and beyond supportive

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Carolyn from Hogan Construction Group

    Number of employees: 51-200 employees

    December 2017

    The customer service rep our implementation specialist, was wonderful.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Ongoing Insight into our marketing and business development efforts.

    Pros

    The integration with Outlook is hands down a great feature. We do not have to reinvent the wheel and can continue using software that we know and understand.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 501-1,000 employees

    December 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

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

    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.

    This reviewer was invited by the software vendor to submit an honest review.
    Review Source: Capterra
  • Brad from SDB, Inc.

    Specialty: Construction

    Number of employees: 201-500 employees

    December 2017

    Good System for Marketers and Business Development

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Very customizable system for verbiage to adapt to your company's terminology. Extensive reporting capabilities allow you to refine what data results are returned with full control.

    Cons

    The system can be intimidating to new users, specifically those with minimal computer experience, but is fairly intuitive once you are familiar with the program.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Gillian from Firm Ground

    Specialty: Construction

    Number of employees: 2-10 employees

    October 2017

    Exactly what we were looking for

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    We love that it is specifically for the AEC industry, making things much more relevant to the way we do things. It is also relatively easy to used and is customizable.

    Cons

    This may not be necessarily a Con, but there is more in this software than we need. It would also be very helpful to have a feature in the mobile app where phone calls could be recorded so you can take notes on it later.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Kevin from WIELAND

    Number of employees: 51-200 employees

    September 2017

    Great web-based software for AEC industry. Very good for firms with multiple locations.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Web-based, seamless integration from legacy system. We spent about three months transitioning from ACT! to Cosential. The customer support was fantastic and after the on-boarding, I was given another excellent customer service rep (a real live person!) who returns my calls! The dashboards give me immediate data to share with CEO and CFO. I can also get custom reports written for my data.

    Cons

    Mobile App and e-mail marketing could be better. The e-mail blast program is a little clunky. The mobile app has limitations and this is going to need to be addressed. But overall the program is fantastic.

    This reviewer was invited by the software vendor to submit an honest review.
    Review Source: Capterra
  • Miles from Bowman, Foster & Associates PC

    Number of employees: 11-50 employees

    September 2017

    Makes my 1-man marketing department feel like 3

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Gretchen from Cochran

    Specialty: Engineering

    Number of employees: 51-200 employees

    August 2017

    Exploring All Aspects of our Cosential CRM

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I look forward to learning the software completely and being able to take advantage of all the great features that Cosential CRM has.

    Pros

    I like how it can captures and links so much information between clients, contacts and opportunities.

    Cons

    Some features are still not working correctly and/or they are replacing with different features but I'm finding there are lots of issues still they haven't worked out which can be frustrating when learning a new system.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Amanda from BBL

    November 2016

    Great for the Industry

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Great CRM system for the A/E/C Industry at extremely competitive price. Training process takes time as the CRM comes fully loaded with features. No additional costs for add-ons.

    Review Source: Capterra
  • Sandra from Nabholz Construction Corporation

    November 2016

    Cosential WOW

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Cosential is like food to your body. You have to eat to survive. Cosential helps me to survive my daily tasks and functions of my work. I don't like to go hungry! And I don't with Cosential.

    Review Source: Capterra
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