Cosential Reviews & Product Details

Cosential Overview

What is Cosential?

Cosential helps commercial Architecture, Engineering and Construction (AEC) firms grow revenue, decrease costs of winning new business and end chaos with its “Growth and Relationship Management” software and services for CRM, proposal management, marketing and more. As the leader in the AEC industry, for 20+ years Cosential has helped over 1,000 AEC firms increase annual revenue by 1% or more and increase productivity in key business development processes by up to 50%.

Cosential Details
Website
Languages Supported
English
Product Description

Cosential’s Central Information Platform keeps your data current, accurate and transparent. So you can turn information into true business advantage.

How do you position yourself against your competitors?

Unlike generic customer relationship management (CRM) solutions that merely manage contact data and are built for product sales, Cosential was developed for project sales and the unique challenges faced by Construction, Architecture, and Engineering business development and marketing teams, such as:

* identifying the right opportunities
* leveraging internal experience
* mapping relationships
* understanding relationship history
* generating winning proposals
* organizing teaming opportunities
* dramatically speeding up the bid process

Cosential is the leader in Growth and Relationship Management (GRM) software for the Construction, Architecture, and Engineering industry. Industry experts built it for Industry professionals. Cosential's GRM is so much more than a CRM: Win more business and organize the business development chaos with proposal preparation, proposal management, contract management, relationship insights, and more.


Seller Details
Seller
Cosential
Company Website
Year Founded
1999
HQ Location
Austin, TX
Twitter
@Cosential
809 Twitter followers
LinkedIn® Page
www.linkedin.com
104 employees on LinkedIn®
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Cosential Reviews

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Marketing Director
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Fairly easy to use and setup with decent reporting and proposal building capabilities. Review collected by and hosted on G2.com.

What do you dislike?

The email marketing module is absolutely terrible. Email templates take forever to load and preview so editing them is so time-consuming as to be useless. The fact that we were sold this capability that didn't actually work caused us to ditch Cosential altogether. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you are considering the product for its email automation capabilities, have the sale rep perform a live test of the feature making 2 - 3 sets of email template revisions. Grab a few cups of coffee while you wait 90+ seconds each time a new view of the template loads. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We were trying to get better live reporting for our sales efforts as well as limited email marketing automation to increase requests for SOQs and proposals. After 2 months of use we were so frustrated we changed CRM and sales pipeline management to another product. Review collected by and hosted on G2.com.

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UC
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

I like that we can customize the program to fit the data we are gathering. I also like it does store the data we are looking for and needing to store. It is nice to have the data come out in customized templates although they have their quirks. Review collected by and hosted on G2.com.

What do you dislike?

I dislike that it is a manual entry if you don't use the CRM component of Cosential. If you don't use the CRM side of Cosential, there are fields you can't hide. I don't like you can't reorder the tabs. Also, the templates are difficult to customize and still have to be tweaked even after you export the data. We also don't have the data integrated and just use monthly uploads to Cosential because of the effort it would take to integrate with SAP since we don't use the CRM side of the program. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Understand what it currently offers and not what the salesperson says it does or will offer. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We have a place to store project and resume data including photos across multiple office locations. This means fewer phone calls and emails and more up to date data for marketing data to clients. It also means we are able to communicate updates and have the most up to date information from resumes and project data as often as the users or administrators update the data. Review collected by and hosted on G2.com.

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AC
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

The amount of items that are in the program Review collected by and hosted on G2.com.

What do you dislike?

For a small firm there is too much information and too many work arounds that are not yet developed Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I would really compare the needs of the organization in comparison to the items available in Cosential. While Cosential has a lot to offer, for some it may be overwhelming. I would suggest a firm have a dedicated database administrator to main this product. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Organization of project management; not many benefits. Seem cumbersome Review collected by and hosted on G2.com.

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Marketing Manager
Mechanical or Industrial Engineering
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

The support from Cosential cannot be beat. I also like the fact that we can determine if we want to turn on/off modules to custom fit our organization and where we are in the implementation. The relationship with Cosential feels like a partnership and that we are listened to and provided follow-up for our needs. Review collected by and hosted on G2.com.

What do you dislike?

Time between request (issue or bug with system/enhancement suggestion) to the sprint where the improvement may occur. At times you are waiting for the developers or the request sits in the queue between submitting the suggestion and update for quite some time. We have learned the process of a bug or enhancement but at times we wish we could influence more of the speed to updates. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Make sure that it fits your needs from a module standpoint and the integration with your financial software. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Completely transparency of our customer opportunities and interactions between all our divisions for all customers. We have robust reporting where we can understand our pipeline, hit rate, and more data than we ever had in the past. The process is simple and we have the power as the admins to make changes/updates without having to wait for the resources at Cosential. We feel very empowered! Review collected by and hosted on G2.com.

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CRM Database Administrator
Design
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

I really like that new features are always being developed and released. There's the Outlook add-in which is super simple to use. I also like that Knowledge Management and Publisher is available in the program as well which can lead to even greater collaboration across the business. Cosential always listens to client input and uses that input to improve the product. Review collected by and hosted on G2.com.

What do you dislike?

The administrative functionality for the various modules could be consolidated or located a little better. Sometimes it's difficult to remember where all the administrative functions are. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Cosential has allowed us to have one system for the entire business for CRM functions. Previously, we had different parts of the business using spreadsheets or legacy systems with no visibility company-wide. This led to incomplete reporting and extra work for staff to put together comprehensive reports. We've also saved money by eliminating those other programs now that we have onboarded all of our divisions. I look forward to implementing some of the other modules as we go forward. Review collected by and hosted on G2.com.

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Technical Documentation Specialist
Civil Engineering
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

My favorite feature is the resume generation tool. The ability to produce multiple resumes tailored for specific pursuit types automatically updated each time they are created is beyond wonderful. Coupled with their availability to all team members 24/7 at the push of a button from any internet enabled device makes the resume generation tool peerless. Another great feature is the opportunity tracking – once again keeping all the pieces of a pursuit in one handy place and available 24/7 is brilliant!!!! Review collected by and hosted on G2.com.

What do you dislike?

Although a minor issue I do wish that users other than administrators could upload templates for use in the publisher module as administrators may be busy/unavailable for periods of time making updating the templates a longer process then it should be. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Attend the webinars - get as many people trained and comfortable with the software as you can. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Consistent, accurate resumes available company wide with reduced labor hours to create them!!!! Review collected by and hosted on G2.com.

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Response from Bobby Hollis of Cosential

Thank you for this review Wendy, we are tickled pink to hear that you and your staff are using the system to its capabilities and feeling the impact of the time savings the tool is designed to deliver.

Your wish of allowing others to upload templates is actually possible, it just takes an existing administrator like yourself to assign the necessary permissions. We will be reaching out very soon to walk you through it!

Administrative Services Manager
Construction
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

In my hectic life at work, it has been such a pleasant change of pace to have requests I do not have to track and questions I do not have to follow up on. The team at Cosential has proactively reach out to me and responded to needs and requests so quickly! They have a great range of services to assist and guide me. The webinars are highly beneficial - I strongly recommend all of them. Attending the webinars has helped me realize Cosential has so much more to offer than what we are currently using it for. Love the personalized emails - they reassure me that I am in good hands! Review collected by and hosted on G2.com.

What do you dislike?

I have not found anything to dislike at this point. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Ask for help from the Cosential team for any and all questions. Do not waste time struggling to figure out the setup and use on your own. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are tracking leads and opportunities currently. We will be increasing our use of Cosential in 2018 to help us build stronger relationships with past, present and future clients. Cosential has helped our marketing/business development team stay on the same page and on task. Review collected by and hosted on G2.com.

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Response from Bobby Hollis of Cosential

Thank you, Amy, for your feedback, especially regarding your experience with our Customer Support team! We're not shy to recognize it's come a long way and we're more than elated to hear it objectively that the results of growing this team in recent years is paying off for our clients!

Keep us honest and working hard for you, and we wish you and your firm a solid 2018, measured with Cosential!

Marketing Coordinator
Construction
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

The program is easy to use and great customer service. I was able to book an appointment with someone right away to teach me how to integrate indesign into cosential. Review collected by and hosted on G2.com.

What do you dislike?

The one thing I would like to see changed is the dollar figure automatically rounds to the millions. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I have used Deltek Vision before and this system is much easier to use and better customer service. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

How to keep all of our project information into one system and use this to create project sheets and resumes. Review collected by and hosted on G2.com.

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Marketing Director
Architecture & Planning
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

Using the Opportunities and Workflows in Cosential, we have been able to automate our project job number request system with accounting. Accounting now has the information they need in one succinct email and can proceed with opening project numbers for our engineering staff right away without a lot of time-consuming research and follow up. Review collected by and hosted on G2.com.

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Response from Bobby Hollis of Cosential

Thank you Crista for this energizing review, fuels us tremendously and great to hear we're helping you optimize your marketing qualifications output! Glad to hear our AEC experienced staff is treating you well, we love the industry! 100% AEC, nothing else, so we get it!

On reporting, totally get where you are coming from, and understand the reporting possibilities can be robust. Don't forget that free access for help is at all of our client's fingertips, just email success@cosential.com or call us up when you're making a report and need assistance, we'd love to help, and learn from your needs. That is where we get development ideas, all from clients like you!

EC
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Cosential is an all in one platform that has addressed our business development and marketing challenges. We like having everything in one system. The implementation and training support has been outstanding. Lisa Pitts was amazing to work with during the process. She helped make the transition from our old CRM to Cosential virtually seamless. Review collected by and hosted on G2.com.

What do you dislike?

We are struggling with the Card Reader Application, but the team is addressing the issues. Overall, we have found Cosential to be an outstanding tool. The support team has been able to address any challenges we have experienced. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Continue to focus on developing the marketing automation tools. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Having all of our account, contact, and opportunity information and history in one place has been valuable for our sales team. We are just starting to utilize the Proposal and Marketing tools. We are impressed with the ease of use and power of the system. This is an AEC CRM built by people who understand the AEC business. Review collected by and hosted on G2.com.

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IT & Marketing Director
Mechanical or Industrial Engineering
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

1 year after purchase: This has easily been one of the wisest investments our firm has made. The ability to track customer information (CRM), their experience, past performance data, and leads/opportunities all from one simple application and dashboard makes my 1-man marketing team feel like 3. The capability to routinely pull data from our accounting software reduces duplication in both content and time. I no longer spend hours "looking for *stuff*" (put politely) during proposal preparation due to the full featured project and ‘knowledge’ database paired up with the advanced reporting functionality. I still have only scrapped the tip of the metaphorical iceberg of features that are included with the package including the ability to automatically survey clients, a built in email marketing tool, card scanner, countless plug-ins, a customizable RESTful API, Outlook and Exchange server plugins, and soon a full blown Zapier integration. Additionally, the support both during install and throughout my journey have been absolutely wonderful. They have made the ins and outs of using the software a simple, and surprisingly enjoyable, experience! Review collected by and hosted on G2.com.

What do you dislike?

Improvements could be made to the 'knowledge base' section. The mobile app has been troublesome on my Android phone and tablets. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Spend time at early implementation to verify your data is correct and clean before beginning your import. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

As mentioned in my previous description: I no longer spend hours "looking for *stuff*" (put politely) during proposal preparation due to the full featured project and ‘knowledge’ database paired up with the advanced reporting functionality. Tracking opportunities and my pipeline from a single page is a huge time saver. Review collected by and hosted on G2.com.

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Response from Bobby Hollis of Cosential

My goodness Miles we're blushing! ROI is what it's all about, and we are glad that not only you see it but you preach it. The hardest part of adopting a CRM is deciding to - we hear that all the time, but as you state here once you take that step and see the light you wonder how did you ever operate without it, right?

On your metaphorical iceberg of features comment, which we take as a massive compliment, don't forget to call into customer success or attend our weekly training webinars. Be sure to look at the schedule and sign up for the ones that align with your desires, take things step by step and we stand eager to help you 1:1 anytime.

Be sure you have the latest version of the mobile app! We've made quite a few revisions recently with more to come, so be sure you update it when prompted and/or go ahead and download the latest version - contact us with feedback so we can make it better!

Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

The industry specific knowledge of Lisa Pitts, our implementation specialist. Her background on construction business development and marketing made her extremely intuitive about our needs. It would have taken months or years to understand the nuances of simple administrative setup decisions. Hands down, Cosential's customer support is the absolute best in the industry. Review collected by and hosted on G2.com.

What do you dislike?

There is nothing at this point that I dislike.. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are able to have clear insight into our pipeline, wins, losses, and make connections that were not available to us before adopting Cosential. Review collected by and hosted on G2.com.

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Sr. Marketing and Proposal Coordinator
Construction
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

I have worked with other enterprise database systems and been "left in the cold" throughout the process. Cosential collaborates all the way thru. Our Implementation Specialist, Lisa Pitts, is knowledgeable about the system and our industry practices. We speak the same language! which makes everything even easier. Top notch!! Review collected by and hosted on G2.com.

What do you dislike?

As we are still in implementation currently, nothing. Very happy to date. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

still in implementation. this will help our CRM and Marketing professionals become more effective. Review collected by and hosted on G2.com.

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Response from Bobby Hollis of Cosential

We love your energy and enthusiasm Susan!

What's exciting about your post here is your recognition that our implementation staff understand your processes, and as you stated speak your language. Our industry is unique, and because of this we only hire folks who have been in your shoes to get you and your staff going. That way you never have to discuss the "why", and we focus on the "how" and you get going faster!

Thank you for this review and we look forward to helping your staff become more effective & winning more projects for years ahead!

UA
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

I like that it exists the best. I like being able to make reports and save them in excel to send my newsletter out.i like the search feature, and lately the call log. Review collected by and hosted on G2.com.

What do you dislike?

It happens that when I put a person in, it may not stick. never figured out why. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Cosesential is ESSENTIAL. i find myself going back in several times a day, every day. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Managing my project information. the database is essential for grabbling information, as long as someone put it in! Review collected by and hosted on G2.com.

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Response from Bobby Hollis of Cosential

Thank you for these great marks! Love that you said "ESSENTIAL" - did you know that our company name Cosential was derived from combining the two words "Cooperation is Essential"? You just validated our name!

Be sure you contact support for help with any issues you see when entering people, we're eager to help and learn what may be going on in your case and figure out that "why" for you !

Content Writer
Civil Engineering
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Web interface, lots of potential, but I don't harness it as well as I should. Review collected by and hosted on G2.com.

What do you dislike?

Kind of clunky UI. Slow to load results. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Takes a while to figure out. I'm still doing it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Database for our company projects, etc. Review collected by and hosted on G2.com.

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Response from Bobby Hollis of Cosential

Thank you very much for your feedback, Shay! Cosential offers free Customer Success and Support to help our clients harness and control the power of Cosential, and configure it in away that meets your individual needs based on your specific role and use case. We'd love the opportunity to help re-configure your personal Cosential experience to keep it from feeling clunky. We will reach out to you to offer our assistance, and of course please email success@cosential.com anytime when you need help.

Project Systems Manager
Construction
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Cosential team has gone above and beyond again and again to help us accomplish a successful launch. They have helped me develop a good understanding of the product and I feel ready to support my team and office users. Review collected by and hosted on G2.com.

What do you dislike?

We have not run into any problems to date. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We envision Cosential helping take our Business Development to the next level. Currently we have nowhere to store all of our pursuit data. The data we are storing isn't easily manipulated by our BD and marketing teams. Having the data more accessible is going to make a huge difference. Review collected by and hosted on G2.com.

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Business Development Manager
Construction
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

I really appreciate how well Cosential's structure and terminology relate to the construction industry. This is a huge plus for me since I implemented while being over sales and marketing for our electrical contracting firm. Review collected by and hosted on G2.com.

What do you dislike?

There are what I would call basic actions in the workflow module that are missing. For example I would like a workflow to trigger a calendar invite for management to review bids prior to submission. The mobile app needs work. When using mobile version I will login through safari's browser and the user experience is much better. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Make sure to review internally your business development process flow. While mapping this out you will figure out who all needs to be involved internally and this will give them chance for buy in. I think this is crucial for quick adoption by coworkers and it will help you articulate what you need to your implementation specialist. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

As manager of business development I am able to keep our operations management informed on our rumor mill and the availability of opportunities in a specific market.

Our operations managers are able to understand the effectiveness of our bidding strategy by reviewing win/loss opportunity reports. Once the operations managers see how easy the opportunity grid is to navigate they can quickly create their own views of data and export out to excel for further manipulation.

Our estimators involvement as CRM users allow us to assign opportunity IDs and keep all the data organized and available company wide. This allows multiple people to follow up on opportunities that otherwise would be won by our competition. Review collected by and hosted on G2.com.

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Marketing & Communications Manager
Environmental Services
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Cosential keeps all of the information we need to market our clients in one place, from clients and contacts, marketing opportunities, personnel and project information, and so much more. The customer service that we receive and the attention to our issues, particularly from Dianna and Christina, is unmatched by other software vendors. The company is committed to continuing to evolve the software to stay on point with industry trends. Review collected by and hosted on G2.com.

What do you dislike?

Because it is web-based, it is sometimes slow, however the fact that it is web-based allows users to access it anywhere at anytime, not just on our network. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Take the time needed to get your data cleaned up during implementation. Use the financial data connector to connect to your financial system so that project information is accurate and loaded into the system automatically. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

With multiple offices, knowledge sharing is a huge issue. Cosential provides one home for knowledge on our clients, projects, staff, etc. Review collected by and hosted on G2.com.

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Marketing Manager
Architecture & Planning
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

I have used Cosential now for over 10 years, and I can't imagine doing my job without it! Not only does the program provide complete CRM tools, it is a powerful relational database specifically structured for the AEC world. I use it to consolidate all the information I need for responding to RFQ's and RFP's: information on our personnel, consultants, and projects. It's fast, intuitive, and has a powerful report writer that allows me to pull out necessary information in seconds. Better yet, the company continually improves the software and adds in new features at no additional cost to its clients. The system has saved me hours previously spent searching for information, and data is accessible more quickly than it can be found on our servers. Keep up the good work! Review collected by and hosted on G2.com.

What do you dislike?

Anything I have disliked or found missing has been addressed through customer support. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Benefits include having one single source to find out any type of company information on contacts, projects, employees.

Makes assembling proposals and answering odd questions much easier.

Will be expanding our use of the very detailed CRM features this next year. Review collected by and hosted on G2.com.

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Vice President / Interim Regional Director - San Diego Office
Construction
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Web-based and is user friendly. Good support. Review collected by and hosted on G2.com.

What do you dislike?

Report writing is sort of hard. Mobile app could be better. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are using it to manage a pipeline of $3.0B worth of leads for a national construction firm. For firms that have regional sales people in different locations, this tool is great. Review collected by and hosted on G2.com.

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Account Manager
Architecture & Planning
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Being industry specific has been helpful in many ways. Having Jan and Lisa, my support contacts, has been a critical piece to implementing a CRM into a company of 250 people and 7 offices across the country where no CRM existed before. I've been a user for less than a year and even in that short period of time I've seen a continuous effort on their part to improve the platform and the user experience. My confidence is there that things will continue to improve and develop over time. Review collected by and hosted on G2.com.

What do you dislike?

There are many pieces to the system, not all of which are well developed. There is also a small consistency issue from screen to screen and module to module. You can tell the system has been in development over a long period of time because you have newer interfaces and older ones depending on where you are. I wish the live chat worked in the support center. That would help for those quick things that I need. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Disparate systems for tracking company contacts and sales opportunities is the big one. The marketing component will be a part of our 2017 plans. Now that all of our data is in a single place we are starting to see benefit we didn't imagine. It's an exciting time for the company as we look to grow in size as per our 2020 plan. Review collected by and hosted on G2.com.

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Response from Bobby Hollis of Cosential

Tom,

Thank you for the great review and feedback! Good to see you are experiencing & seeing our UI / module updates being rolled out, we're making progress and have lots more on the roadmap! Also, please know that our live chat on cosential.com is for anyone, clients and those curious, so please ping us anytime on that for those quick things, or even not so quick. Bring it on!

Owner
Market Research
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

In the ten + years I’ve used Cosential, I’ve been a reference often and I always remind clients and potential clients that Cosential isn't perfect, they have their flaws, they are human and can drop the ball but overall I have found them to be the BEST option for a marketing database for AEC firms.

I used Cosential for the first five years of my career as a marketing coordinator at a construction firm, then I transitioned into a CRM Manager role. This company used CMiC for accounting and I was involved with the FDC which connected data from accounting to Cosential.

I left and did CRM for a national engineering firm with 16 offices that used BST for their accounting system and was responsible for their FDC. After two years, I went back to construction and was the CRM Manager and implemented the FDC for them and they were on ViewPoint.

I started my own consulting business in May and use Cosential for my business development / marketing needs as well as workload management.

The best thing about Cosential, in my opinion, is it's diversity. I like that some use it extensively for the CRM component, others for the proposal automation and some for the opportunity/profit projection. To those clients that is what Cosential does well which to me says they do it all well. Review collected by and hosted on G2.com.

What do you dislike?

Cosential is self explanatory and is an 'out-of-the-box' solution. However, if all modules are left turned on I do think it can be overwhelming. It has so many options and modules but you can narrow users focus to just what the user needs which makes it easier to navigate.

Implementing a new CRM is not easy. Cosential has tweaked the implementation process, and streamlined things well so the process and steps to follow are clear. However, know that your implementation specialist is busy, so as a client you need to own your part to drive things forward. It’s like working with a trainer - you have to do your part, the trainer can only instruct. Once you get going you’ll see results but you have to stay focused; if you fall behind or get off task it’s understandable, but know that you have to hold yourself accountable to get back on schedule.

Finally, in year's past I use to say that Customer Service was an issue but in the last year things have really turned around with the hiring of new staff. This has resulted in quicker ticket resolution and increased communication. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Know what you want out of Cosential so you can successfully setup your account. Stay on track with the outlined implementation process and ask questions often if you don't understand - as with anything don't assume. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I use Cosential for business development efforts, opportunity tracking, hit rate and win rate calculations, project data and reporting. Review collected by and hosted on G2.com.

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AC
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Great tool as a CRM and proposal writing tool. Review collected by and hosted on G2.com.

What do you dislike?

Somewhat difficult to customize reports. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Cosential is a CRM and Proposal tool that has helped streamline our processes. Review collected by and hosted on G2.com.

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Business Development Coordinator
Civil Engineering
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

I love how easy it is to access and analyze our information. Cosential has a home for every data point you can imagine -- and the flexibility add new ones as needed -- so you can store and recall information about all of your pursuits and projects. Review collected by and hosted on G2.com.

What do you dislike?

Load time has been a factor, but it has improved significantly over the past 6 months and I know their developers are actively pursuing even greater speed. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Be sure to work VERY closely with your implementation specialist. Launching well is essential for others to buy in. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Our biggest problem is that knowledge about our projects, clients, past pursuits, etc. lived primarily in the heads of our people. That's fine as long as no one leaves and no one forgets...but that clearly isn't reality. Cosential is a robust, interconnected database that allows us to have literally everything in one place, and we can view that information from multiple perspectives. Review collected by and hosted on G2.com.

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Response from Bobby Hollis of Cosential

Thank you Amanda for the feedback, details and your business! We're very proud to have earned positive marks from you and work hard to improve. You are correct in that we've vested, and continue to vest in infrastructure to improve performance. Equally spot on with implementation, it's not easy implementing any CRM so we set milestones and tasks to guide new clients along, share best practices both from an industry perspective as well software.

AC
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Reporting function and publisher module for creating resumes and project data sheets; ability to connect to other databases for data; customer service provided by Christina Leahy and Dianna Lovelace (superb!) Review collected by and hosted on G2.com.

What do you dislike?

Sometimes the responsiveness of Cosential with our FDC is not ideal; we are working to make the reporting query fields more customized for how we use them. Cosential can have a lot of fields to sort through but can be scaled back by administrator; must be careful when switching between projects when more than one project is opened in different tabs so you don’t and end up editing the wrong project. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

It is a great tool that will make your team more efficient, as well provide accurate data for quality documents. The easy of creating reports, exporting resumes and exporting project data sheets that contain real-time, accurate information is invaluable. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Efficiency; accuracy of data; data collection process for new projects, completed projects and new hires; quickly generate project sheets and resumes with dependable/reliable info; quick and easy reports to assist in go-no-go decisions as well as team selection for pursuits. Review collected by and hosted on G2.com.

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Do you work for Cosential?

Cosential Categories on G2