Unanet CRM by Cosential Reviews & Insights

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.