Unanet CRM by Cosential Reviews & Product Details

The ability to gather past history on pricing, companies, etc. is nice and typically easy to access. Review collected by and hosted on G2.com.

Easier to update/edit information and details on projects. This can take a few extra click vs. something more streamlined. It would also be nice to have CRM Cosential connect with other internal software such as Foundation or ProCore. Review collected by and hosted on G2.com.

I love the connector that works with our ERP Review collected by and hosted on G2.com.

I have no current negative feedback to share. Review collected by and hosted on G2.com.

Unanet is designed for construction firms. It helps builders track and manage leads, close deals more quickly, and use real-time data to manage and maintain existing relationships. Review collected by and hosted on G2.com.

The platform is branded as fully customizable and this is definitely the case, but scaling is an issue with many platforms. I could envision better scaling regardless of the business size or type for UNANET in the future. Review collected by and hosted on G2.com.

It is a place where we can store customers and projects so anyone can access. Review collected by and hosted on G2.com.

It is difficult to use. Reports and graphs are hard to create. You can not move items around to easily enter data. Review collected by and hosted on G2.com.

I really like that our company can easily track our pipeline and sales. Review collected by and hosted on G2.com.

The search function is very convoluted. If I search for a specific proposal number and/or associated addendums, the matches seem to be in a random order and not numerical/alphabetical. For example if I search for proposal 240400, the results I receive are, in order, opportunity 240400, a company not associated with the proposal, project 240408, opportunity 242040, opportunity 240400 TO3, opportunity 240400 TO1, opportunity 240400 TO2, opportunity 240400 TO4. How does this order make sense? It makes it very difficult to find all opportunities associated with a proposal number. Review collected by and hosted on G2.com.

I like the app and find the timesheets feature useful. I appreciate the timesheet uploader for making the process of approving tasks easier. Review collected by and hosted on G2.com.

nothing Review collected by and hosted on G2.com.

Tracking Opportunities & Sales Performance Review collected by and hosted on G2.com.

I have had a poor customer service experience. Extremely unresponsive, very disappointing. Review collected by and hosted on G2.com.

ability to convert a project from Outlook through the Unanet CRM tool Review collected by and hosted on G2.com.

We are still having login issues with the Mobile App Review collected by and hosted on G2.com.

I like the ability to have a centralize location to store company wide data through integrations Review collected by and hosted on G2.com.

We would like to see my modern widgets and the ability to utilize powerbi within the platform Review collected by and hosted on G2.com.

There are so many elements of Unanet CRM that I could touch on, but the easiest way to describe our use of the tool is unifying. We have never been more in sync or more current with our opportunities, our pursuits and our strategic thinking. Everyone from Unanet to the consultants we use to support our operations, help to create efficiency and strategic value. Review collected by and hosted on G2.com.

There is very little I dislike about Unanet, but if I were to call out an item or two, it would be the lack of integration on the Account Planning and Opportunity Planning elements. The tools have so much potential, but lack the integration and reporting capabilities we are longing for. Review collected by and hosted on G2.com.