Unanet CRM by Cosential Reviews & Product Details

The ability to gather past history on pricing, companies, etc. is nice and typically easy to access. Review collected by and hosted on G2.com.

Easier to update/edit information and details on projects. This can take a few extra click vs. something more streamlined. It would also be nice to have CRM Cosential connect with other internal software such as Foundation or ProCore. Review collected by and hosted on G2.com.

I really like that our company can easily track our pipeline and sales. Review collected by and hosted on G2.com.

The search function is very convoluted. If I search for a specific proposal number and/or associated addendums, the matches seem to be in a random order and not numerical/alphabetical. For example if I search for proposal 240400, the results I receive are, in order, opportunity 240400, a company not associated with the proposal, project 240408, opportunity 242040, opportunity 240400 TO3, opportunity 240400 TO1, opportunity 240400 TO2, opportunity 240400 TO4. How does this order make sense? It makes it very difficult to find all opportunities associated with a proposal number. Review collected by and hosted on G2.com.

I like the ability to have a centralize location to store company wide data through integrations Review collected by and hosted on G2.com.

We would like to see my modern widgets and the ability to utilize powerbi within the platform Review collected by and hosted on G2.com.

There are so many elements of Unanet CRM that I could touch on, but the easiest way to describe our use of the tool is unifying. We have never been more in sync or more current with our opportunities, our pursuits and our strategic thinking. Everyone from Unanet to the consultants we use to support our operations, help to create efficiency and strategic value. Review collected by and hosted on G2.com.

There is very little I dislike about Unanet, but if I were to call out an item or two, it would be the lack of integration on the Account Planning and Opportunity Planning elements. The tools have so much potential, but lack the integration and reporting capabilities we are longing for. Review collected by and hosted on G2.com.

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.

The potential to project based on our pipeline, the relatively easy user interface and the connections it has to Microsoft. The CRM software has come a long way since we first started to use it which is great but we are definitely behind in keeping up with the changes. I love the accessibility of the Unanet staff Review collected by and hosted on G2.com.

Reports and dashboards are challenging to create. The class yesterday was super helpful. Not super intuitive and there are a lot of options without a lot of definition. Hard to keep standardization and the data consistent. Entry into Publisher is very manual at this point. Would love to be able to upload from PDFs now that the module seems to be more useful than it was previously. Review collected by and hosted on G2.com.

It is very helpful in keeping track of proposals and clients. The Dashboard helps us know where we are wiyth statistics. Review collected by and hosted on G2.com.

It is very time consuming to add new opportunities. Review collected by and hosted on G2.com.

I like the ability to publish and create custom reports as well as having all your date in one central location. Review collected by and hosted on G2.com.

It's a bit cumbersome to navigate, not all the fields are customizable and you can't create reports on all modules. It would be great to have the ability to create reports for Knowledge. 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.

Organized well with regards to sorting clients, contacts, etc. I really like the Datalake. It allows us to take our analytics to the next level. Unanet's widgets/dashboards are okay but, we can go further, faster with DataLake. Review collected by and hosted on G2.com.

UI and UX not up to 2025 expectations. Good, but not great. As a result, user adoption is not quite where we would like it. Workflows are a little complex. Can't always remember how to get back to certain areas within the admin areas. Review collected by and hosted on G2.com.