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Unanet CRM by Cosential Reviews and Ratings

Rating: 10 out of 10
Score
10 out of 10

Community insights

TrustRadius Insights for Unanet CRM by Cosential are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Helpful Inputting of Companies and Leads: Users have found the inputting of companies and leads feature to be helpful for managing potential prospects. Several reviewers have stated that it allows them to keep track of various leads and input relevant information for each company, improving their ability to stay organized and focused on sales efforts. Tailored Opportunities for Construction Projects: The ability to create specific opportunities for construction projects has been appreciated by users. Many reviewers have mentioned that this feature enables them to tailor their approach and focus on relevant opportunities in their sales pipeline, ultimately increasing their chances of success. Beneficial Tracking Throughout Sales Cycle: The tracking feature has been widely praised by users for its benefits throughout the entire sales cycle. Numerous reviewers have noted that it provides visibility and helps them stay organized and proactive in their sales efforts. This feature allows them to monitor opportunities effectively from start to finish, ensuring they don't miss any crucial steps or lose potential deals along the way. Comprehensive Notes and Activity Recording: Users have liked the ability to input detailed notes and activity by the Sales team. According to many reviewers, this feature allows them to keep a comprehensive record of interactions, ensuring important information is not lost. Additionally, it enables better collaboration within the team as everyone has access to up-to-date records, making teamwork more efficient.

Reviews

1 Review

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

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

WIELAND made the switch to Cosential in 2016 after many years of using ACT!. Currently, our marketing/business development department uses Cosential to track leads, manage opportunities, and close sales through the sales cycle.

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.

Likelihood to Recommend

Great for medium and large construction companies that have a specific salesforce.