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Unanet CRM by Cosential

Score10 out of 10

14 Reviews and Ratings

What is Unanet CRM by Cosential?

Unanet CRM by Cosential (formerly Cosential CRM) is dedicated to helping AEC business developers, marketers, and executives win better business, and grow revenue. It became an Unanet solution in 2020, when Unanet acquired Cosential.

Top Performing Features

  • Customer data management / contact management

    The software acts as a single source for all customer data and enables users to access that data efficiently.

    Category average: 8.5

  • Opportunity management

    Users can track deals and create quotes.

    Category average: 8.1

  • Integration with email client (e.g., Outlook or Gmail)

    Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

    Category average: 7.8

Areas for Improvement

  • Social data

    The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

    Category average: 6.7

  • Social engagement

    The software can facilitate and track engagement with customers via social channels.

    Category average: 6.9

  • Marketing automation

    The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

    Category average: 7.5

Cosential: A very good selection for business developers in the AEC industry

Pros

  • Inputting of companies and leads who may become prospects.
  • Creating specific opportunities for construction projects.
  • Tracking opportunities through the entire sales cycle.
  • Inputting detailed notes and activity by the Sales team.

Cons

  • The open software is somewhat difficult to master as an administrator.
  • Report writing could be more intuitive.
  • The company seems to cater to larger users.

Return on Investment

  • Allowed for common tracking by business developers in different regions.
  • Helped us quantify effort.
  • Provides great reports for management.

Usability