I love being able to see the history of our opportunities and have an at-a-glance understanding of where we are on certain pursuits. It's empowering to have that kind of information just before walking in to a client meeting. Additionally, the publisher module has made a world of difference in increasing the quantity of our marketing qualifications output. Having a simple way to wrangle our data, tailor it to client needs, and then publish directly to our branded format has saved us hundreds of hours in production time. We have also really enjoyed working with Oscar and Amy-- they have been been wonderfully friendly, patient and positive with us as we clear the initial Cosential learning curve! Review collected by and hosted on G2.com.
Tailoring our reports and finding the right field locations for tracking financial projections has been more challenging than expected. Review collected by and hosted on G2.com.
175 out of 176 Total Reviews for Unanet CRM by Cosential
Overall Review Sentiment for Unanet CRM by Cosential
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Unanet CRM by Cosential stands out for its seamless integration with the unique needs of the AEC industry. Specifically designed for architecture, engineering, and construction firms, the platform understands the nuances of project-based businesses and offers tools tailored to support these workflows.
Key highlights include:
Centralized Data Management: Consolidates client, project, and opportunity data in one place, making it easy to track and manage business development efforts.
Customizable Dashboards & Reporting: Enables the creation of detailed, customizable reports and dashboards to help teams stay on top of pipeline forecasts.
Integration with Other Tools: Integrates smoothly with CMiC, automatically pushing through project details and eliminating the need for manual input.
Mobile Accessibility: The mobile-friendly interface allows teams to access vital CRM information on the go, ideal for those frequently on-site or traveling. Users can quickly add meeting details directly from their mobile devices without needing a desktop.
Streamlined Proposal Management: Simplifies the creation, tracking, and management of proposals, saving valuable time for marketing and business development teams. The built-in resume and project sheet templates ensure consistency and pull data quickly for faster turnaround.
Overall, Unanet CRM enhances collaboration across teams, improves data visibility, and supports strategic decision-making. Review collected by and hosted on G2.com.
The only thing that comes to mind is perhaps improving the survey option. Review collected by and hosted on G2.com.
My firm went from using spreadsheets to manage our proposals and client management so any CRM would have been a hyge upgrade for us. Being in the construction we do things different than most and Unanet was the only software to come close to what we were looking for. There are a lot of options for custimization which we are utlizing to help taylor the software to our needs. The dashboards and automation features are especially helpful to stay efficinet in our CRM process but to also see the figures and trends to react quickly. Review collected by and hosted on G2.com.
While Unanet is custimizable, there are still many things that do not work as we told they would. Proposal creation through the Publisher has quite a few limits that in the end make it more work to use in relation to just using our original templated work document. That feature has been sidelined for my firm until Unanet improves on it. We have also discovered many bugs in how you update the information within your opportunities that don't update the information properly. It took some back and forth to figure this out but it appears these issues have still not been fixed. Review collected by and hosted on G2.com.
I love how all of the information for our projects, statuses, companies and contacts are kept in one area. I really appreciated our onboarding person Laura and Jackie who helped our company through the process. They helped make the integration for our company much better of an experience. They made it much better! I use the Unanet software everyday and I appeciate that I can get in and out easily. Review collected by and hosted on G2.com.
One of the biggest concerns is it doesn't look great. The interface is one that is not interseting to look at, like a Salesforce. It needs a better interface to make users want to stay in the program. Also it literally took me at least 4 months to really learn this software, which is too much of a steep learning curve. Some features are not intuitive and it takes 3-4 clicks to do what should take 1. The exporting isn't awesome. The opportunities that only show 100 at a time! Soo many issues. Review collected by and hosted on G2.com.
I’ve been using Unanet CRM primarily to maintain a detailed history log of my company's past projects, and it has been a game-changer in terms of organization and access to critical project data. The software goes far beyond just record-keeping, offering a suite of powerful business development tools that I'm continually discovering and implementing. This expansive functionality makes it an excellent asset for any company seeking to enhance its CRM capabilities without breaking the budget. Compared to competitors, Unanet CRM offers the best value, combining robust features with affordability. Review collected by and hosted on G2.com.
My only suggestion would be a refresh of the dashboard interface to give it a more modern and intuitive look. Overall, a fantastic CRM that continues to impress. I do not like the platform to get help, it requires you to login and see if there is a response, where as it would be nice for someone to call and walk you through issues. Review collected by and hosted on G2.com.
How easy it is to use and customize. I appreciate how it looks and how I can make changes as I go along. I like that I don't get kicked out after 5 minutes since I use it frequently. Implementation and integration have been very easy so far. Review collected by and hosted on G2.com.
So far it is working how I would like it to. Review collected by and hosted on G2.com.
project data is easy to find usually. Many options for running data reports, staffing, and project reprots Review collected by and hosted on G2.com.
It is not super user friendly. Took me a while to feel comfortable in the software and still don't feel like I know it super well. Also, If there is too much data, the report will time out. Review collected by and hosted on G2.com.
I like that it is really tailored for AEC business development professionals and marketers. The platform reflects projects, proposals, pursuits and all the related info we could ever care about tracking Review collected by and hosted on G2.com.
sometimes it's a little clunky. The reports user interface is very overwhelming and could be way more user friendly. Review collected by and hosted on G2.com.
*The ability to track so much information regarding projects. It is a one-stop shop and my one source of truth for all project data, whether it's team members that worked on it, budget information, project descriptions, project photos, awards, etc.
*It's also highly customizeable, so I can update fields with information that's most relevant to me and my firm.
*The Publisher feature is a HUGE time saver. It used to take over an hour to create resumes, and it was hard to keep them consistent. With Cosential CRM, I have updated resumes done and ready in less than 10 minutes.
*The grid was great back when I used to do quick updates of opportunities.
*Love love LOVE the fact that I can easily search for projects that have a specific attribute, either using one of the custom fields, or doing a search in the project descriptions (and speaking of project descriptions, I love that you can have more than one!) Review collected by and hosted on G2.com.
*Although the Publisher module IS great, there are some options I wish would be updated or incorporated---like the ability to filter out projects if a team member only worked on for a few hours, or the ability to easily rearrange the order of projects in a project list. I also wish the templates were a bit easier to work with--sometimes you have to know little "tricks" in order to get certain features to come out the way you want them to.
*It would be nice if you could easily save over reports when you want to update them. I do understand the importance of not losing reports, but it is time consuming to have to give it a new name, then go back and delete the original report you just updated.
*Although I appreciate that they take suggestions for improvements into mind, it does seem to take quite a while for them to get incorporated...even when they are items that seem like common sense, and everyone seems to want.
*It does not easily integrate with our budgeting/management software, Deltek Ajera. Review collected by and hosted on G2.com.
The item I like best about using Unanet CRM by Cosential is the ability to review collected information within the company. The ease of use seems to help compared to other software on the market. I use this software daily and enjoy having it at my fingertips. I also like having the ability to store contacts and see others' info internally. Review collected by and hosted on G2.com.
The webpage seems to go offline or down occasionally, which can be very frustrating, especially before/during a weekly scheduled meeting. It would be nice if any maintenance would occur during "off-hours" or when companies are typically closed. Please change this! Review collected by and hosted on G2.com.
It's been great that Unanet has invested additional resources with their support team and been listening to users who want enhancements to certain areas for years. The examples of the important updates are an improved user interface and a new mobile app geared towards Business Development users are great investments.
Another great component of Unanet CRM that others like Salesforce is that it collects historical project data. It's very useful for all types of people in our company. From a receptionist to our C-Suite Executives, this module includes important information that is requested often. Review collected by and hosted on G2.com.
It does take awhile for enhancements to get implemented. However Unanet has a lot planned for this year to make the CRM better. Review collected by and hosted on G2.com.
