--- description: Review of Unanet CRM by Cosential Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Unanet CRM by Cosential | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Proposal Management Software](/directory/4252/proposal-management/software) > [Unanet CRM by Cosential](/software/351004/cosential) # Unanet CRM by Cosential Canonical: https://www.softwareadvice.co.nz/software/351004/cosential Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.nz/software/351004/cosential?page=2) > 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. > > Verdict: Rated **4.4/5** by 69 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 69 Reviews | | Ease of Use | 4.1/5 | Based on overall reviews | | Customer Support | 4.3/5 | Based on overall reviews | | Value for Money | 4.3/5 | Based on overall reviews | | Features | 4.1/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Unanet - **Location**: Sterling, US - **Founded**: 1988 ## Commercial Context - **Starting Price**: US$50.00 - **Pricing model**: Per User - **Pricing Details**: Sales User $50 / month Read-Only User $25 / month Admin User $95 / month - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Australia, Canada, United Kingdom, United States ## Features - API - Accounting Integration - Activity Dashboard - Alerts/Notifications - Bid Management - Buyer Management - CRM - Calendar Management - Client Tracking - Collaboration Tools - Contact Database - Contact Management - Content Library - Contractor Management - Customisable Reports - Customizable Fields - Dashboard - Document Management - Email Management - Email Marketing ## Integrations (7 total) - Adobe Illustrator - Mailchimp - Microsoft Outlook - Microsoft Word - Procore - Viewpoint Team - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Proposal Management Software](https://www.softwareadvice.co.nz/directory/4252/proposal-management/software) ## Related Categories - [Proposal Management Software](https://www.softwareadvice.co.nz/directory/4252/proposal-management/software) - [Online Help Desk Software](https://www.softwareadvice.co.nz/directory/3529/online/software) - [iPad CRM Software](https://www.softwareadvice.co.nz/directory/433/ipad/software) - [Construction Software](https://www.softwareadvice.co.nz/directory/4133/construction/software) - [CRM Software](https://www.softwareadvice.co.nz/directory/4153/crm/software) ## Alternatives 1. [TopBuilder](https://www.softwareadvice.co.nz/software/45265/topbuilder-solutions-crm) — 5.0/5 (15 reviews) 2. [Salesforce Sales Cloud](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud) — 4.4/5 (18768 reviews) 3. [monday.com](https://www.softwareadvice.co.nz/software/131008/monday-com) — 4.6/5 (5726 reviews) 4. [PandaDoc](https://www.softwareadvice.co.nz/software/144409/pandadoc) — 4.5/5 (1243 reviews) 5. [FollowUp CRM](https://www.softwareadvice.co.nz/software/6138/followup-mech) — 4.5/5 (228 reviews) ## Reviews ### "From Near the Beginning" — 5.0/5 > **Evangeline** | *16 July 2019* | Architecture & Planning | Recommendation rating: 10.0/10 > > **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. > > Overall, terrific. customer support has improved a lot. Thanks to customer representative. May he live long and prosper. ----- ### "Excellent CRM for Sub-Contractor" — 4.0/5 > **Kert** | *28 September 2020* | Construction | Recommendation rating: 9.0/10 > > **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 > > 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. ----- ### "Cosential Three Years In" — 3.0/5 > **Sarah** | *9 July 2019* | Architecture & Planning | Recommendation rating: 6.0/10 > > **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. > > 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). ----- ### "FINALLY, a tool for marketers in the AEC industry\!\!\!\!" — 5.0/5 > **Julie** | *28 November 2023* | Mechanical or Industrial Engineering | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "The ONLY database in the AEC industry that makes my job easier\!" — 5.0/5 > **Keeley** | *15 August 2016* | Real Estate | Recommendation rating: 10.0/10 > > **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. > > 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. ----- Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.nz/software/351004/cosential?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/351004/cosential) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data