--- title: Unanet CRM by Cosential Reviews meta_title: 'Unanet CRM by Cosential Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 261 reviews by the users' company size, role or industry to find out how Unanet CRM by Cosential works for a business like yours. aggregate_rating: rating_value: 4.0 review_count: 261 scale: '5' date_modified: '2026-07-13' parent_category: name: Construction url: https://www.g2.com/categories/construction --- # Unanet CRM by Cosential Reviews **Vendor:** Unanet **Category:** [Construction CRM Software](https://www.g2.com/categories/construction-crm) **Average Rating:** 4.0/5.0 **Total Reviews:** 261 ## About Unanet CRM by Cosential Unanet is a leading provider of project-based ERP and CRM solutions purpose-built for Government Contractors, AEC, and Professional Services. More than 4,000 project-driven organizations depend on Unanet to turn their information into actionable insights, drive better decision- making, and accelerate business growth. All backed by a people-centered team invested in the success of your projects, people, and financials. ## Unanet CRM by Cosential Pros & Cons **What users like:** - Users value the **Outlook integration** in Unanet CRM, enhancing productivity and facilitating ongoing team collaboration. (13 reviews) - Users appreciate the **ease of use** of Unanet CRM, enjoying its accessible interface and streamlined functionality. (12 reviews) - Users appreciate the **easy tracking of pipeline and sales** in Unanet CRM, tailored for AEC business development. (8 reviews) - Users value the **ability to track client and project data** , enhancing proposal preparation and performance analysis over time. (6 reviews) - Users value the **customizable and AEC-focused features** of Unanet CRM, enhancing their experience and data management. (6 reviews) - Users value the **extensive customization** options in Unanet CRM, tailoring the software to fit their unique needs. (5 reviews) - Data Management (5 reviews) - Users find the **ease of access to data** and supportive customer service of Unanet CRM incredibly beneficial. (5 reviews) - Mobile App (5 reviews) - Organization (5 reviews) **What users dislike:** - Users find **poor reporting** frustrating, as creating reports and graphs is complicated and lacks intuitiveness. (7 reviews) - Users find the **complex usability** of Unanet CRM challenging, leading to difficulties in report building and navigation. (5 reviews) - Users find Unanet CRM by Cosential to be **not user-friendly** , struggling with a steep learning curve and complicated navigation. (5 reviews) - Users find **update issues** with Unanet CRM, as dashboard and reporting functionalities lack visual appeal and intuitiveness. (4 reviews) - Users find a **significant learning curve** when navigating Unanet CRM, making initial report creation challenging. (3 reviews) - Slow Performance (3 reviews) - Users find the **difficult navigation** in Unanet CRM hampers their ability to efficiently locate proposals and opportunities. (2 reviews) - Integration Issues (2 reviews) - Users find the **limited customization** frustrating, as it restricts navigation and reporting across various modules. (2 reviews) - Mobile App Issues (2 reviews) ## Unanet CRM by Cosential Reviews ### 1. It's a good tool but it's falling behind **Rating:** 3.5/5.0 stars **Reviewed by:** Garrett M. | Director of Marketing And Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Unanet CRM by Cosential?** Unanet CRM by Cosential is still in an industry leader that checks most of the boxes we look for in a CRM. However, they continue to fall behind their competition with regard to integration of AI, ease of use, modernization of look, etc. Cosential is still fairly cumbersome, we struggle for firm-wide buy-in and everytime I login I'm stepping back to 2014. **What do you dislike about Unanet CRM by Cosential?** Unanet/Cosential is a big, complex machine and it's difficult for them to implement sweeping changes but it desperately needs to get with the times. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Unanet CRM is improving the efficiency of the marketing department with Publisher 4.0 and it is helping Business Development and Pre-Construction make better, data-driven decisions for the company and the opportunities we pursue. ### 2. Early Adopter, Recent Power User **Rating:** 5.0/5.0 stars **Reviewed by:** Carolyn C. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 30, 2025 **What do you like best about Unanet CRM by Cosential?** 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. 2026: We continue to be supported and impressed by Unanet CRM. This year we added the ProposalAI feature and have been working with that. **What do you dislike about Unanet CRM by Cosential?** 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. I would like to reiterate that the Account Planning feature within Unanet continues to be weak, and I feel unsupported by any development of this key element of business development and marketing. I would love to see Unanet place more emphasis on this feature. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Completely changed our forecasting abilities and all around organization around pursuits/opportunities. Our team is fully integrated and communicating. Our opportunities are at the forefront of our business and when we meet weekly to review them, we are engaged, collaborating and on top of our workload. 2026: Unanet has become the go-to solution for our account management and forecasting. All of our Business Unit Leaders are fully engaged in the process and our reviews and engagement continue to impress me. ### 3. An Organized, Secure Hub for Leads and Team Collaboration **Rating:** 4.0/5.0 stars **Reviewed by:** T S. | Project Sponsor, Mid-Market (51-1000 emp.) **Reviewed Date:** June 08, 2026 **What do you like best about Unanet CRM by Cosential?** Having one organized place to manage all my leads, contacts and opportunities is very helpful. Being able to have my coworkers access the same secure information is even better! **What do you dislike about Unanet CRM by Cosential?** The "look" hasn't changed as long as I've been a user. This may be a "plus" to some users but it seems a bit dated. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Keeping important leads and opportunities in front of us and tracked is helping our company to focus on the most important projects first. ### 4. Decent Features, but Lacking Customizability **Rating:** 2.5/5.0 stars **Reviewed by:** Allie Z. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Unanet CRM by Cosential?** I like the ability to centrally store everything in one place with Unanet CRM by Cosential. It helps our team members to embrace one process and it automatically ties into our already existing systems. **What do you dislike about Unanet CRM by Cosential?** I find that Unanet CRM by Cosential is not customizable enough, leading us to do workarounds which is causing many people to not follow our established processes. They're having to do double the work and entry, and information is dying. It feels like we're often the last to be thought of for adoption, and it's frustrating that Unanet isn't willing to put more time and focus on making it better for the customer experience. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** I use Unanet CRM by Cosential to keep our information in one place. I like its ability to centrally store everything. ### 5. Highly Flexible CRM with Robust Customization **Rating:** 4.0/5.0 stars **Reviewed by:** Colette D. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Unanet CRM by Cosential?** I like the flexibility Unanet CRM by Cosential has for customizations, workflows, reporting capabilities, and standardizing processes. These features are really valuable because our firm has unique ways of categorizing information. **What do you dislike about Unanet CRM by Cosential?** I wish that forms were available on the project side. Our firm doesn't use Opportunities, so a lot of the recent improvements have not been relatable. We need to be able to collect missing project information once a project lifecycle is complete, and we have to do that right now through publisher/word and it is not the best way. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Unanet CRM by Cosential eliminates the issue of scattered project data and offers flexibility in customizations and workflows, which is valuable for our unique data categorization needs. ### 6. Unanet GovCon CRM Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Aviation & Aerospace | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **What do you like best about Unanet CRM by Cosential?** I like that it’s fairly easy to use, and when I do run into a hiccup, the support staff is usually quick to respond. **What do you dislike about Unanet CRM by Cosential?** Currently going through a CRM and ERP integration. I have found it to be a little difficult with the number of fields both the CRM and ERP have, and knowing which fields correlate to what. Especially since we have modified our fields. Keeping data up to date and current can feel like a chore at times. I’ve come across plenty of duplicate entries in our CRM, whether that’s from multiple users adding the same entry or from other sources that create repeats. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** I LOVE the self-import tool! I’ve already used this feature countless times. Being able to add contacts and companies within seconds has made maintaining data so much easier. However, filling out multiple templates is time-consuming, especially when you’re importing 100, 200, or 500+ contacts. I do wish the templates were more like the previous import templates, where companies, contacts, addresses, mailing lists, etc. were all together, which would make the task even quicker. ### 7. Scalable CRM, User-Friendly but Data Entry Challenges **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan P. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Unanet CRM by Cosential?** I like the reporting feature of Unanet CRM by Cosential since we're trying to maximize our reporting efforts. I appreciate how it centralizes all of our data, which is incredibly helpful. I like the scalability aspect of it, which is important for our growing needs. The platform is fairly user-friendly considering the size and amount of data we handle. As a user and now an admin, I found it fairly easy to navigate. **What do you dislike about Unanet CRM by Cosential?** We currently have too many hands in the cookie jar. People have entered incorrectly causing duplicates, reports missing data because data isn’t entered correctly. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Unanet CRM by Cosential helps centralize all of our data, which maximizes our reporting efforts and enhances scalability. ### 8. Streamlining Business Development, Marketing, and Proposals Through Better Visibility **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Architecture & Planning | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Unanet CRM by Cosential?** What I like best about Unanet CRM by Cosential is its ability to centralize our business development, marketing, and proposal efforts in one place. It gives our team better visibility into opportunities, client relationships, project history, and go/no-go decisions, which helps us work more strategically and efficiently. I especially value the reporting capabilities and how it connects marketing activities with pipeline tracking, making it easier to support leadership decisions and long-term planning. The platform also improves collaboration across offices and teams by keeping information consistent, accessible, and organized. **What do you dislike about Unanet CRM by Cosential?** One of the biggest challenges with Unanet CRM by Cosential has been the implementation and support process. While the platform is powerful, setup can be complex, especially when trying to align CRM data with existing ERP systems like Unanet AE. We experienced delays in resolving support requests, limited communication on issue status, and difficulty getting clear ownership of open items. Some workflows also require more manual steps than expected, and customization can be less intuitive than it should be. Stronger onboarding, faster support response times, and better visibility into issue tracking would make the overall experience much better. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Unanet CRM by Cosential is helping solve the challenge of disconnected information across business development, marketing, and project teams. Before implementation, opportunity tracking, client relationships, project history, and proposal data often lived in multiple places, making it difficult to maintain consistency and make informed decisions quickly. By centralizing that information into one system, we have better visibility into our pipeline, stronger go/no-go decision-making, improved reporting for leadership, and more efficient proposal development. It also reduces duplicated effort, improves collaboration across offices, and helps us make more strategic decisions based on real-time data rather than manual tracking. ### 9. Powerful Collaboration Tool with Minor Hiccups **Rating:** 4.0/5.0 stars **Reviewed by:** leah s. | Enterprise (> 1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Unanet CRM by Cosential?** I use Unanet CRM by Cosential for BD and marketing, and I find it to be a powerful tool. It really builds collaboration and insights into our sales processes. I appreciate how it works with various features like opportunities, companies, projects, forms, and workflows. It's nice that it integrates with other tools and software such as Open Asset, ADP, our website, SharePoint, the office directory, and BST. **What do you dislike about Unanet CRM by Cosential?** I really wish they spent more time fixing the small issues. The dashboards need an update to their infrastructure. Reports tend to time out and don't allow for complex filters. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Unanet CRM by Cosential builds collaboration and provides insights into our sales. ### 10. All Our Data in One Place with Flexible Reporting and Graphs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Unanet CRM by Cosential?** I really enjoy being able to keep all of our data in one program. I also appreciate its ability to generate graphs from that data, and the flexibility to run different reports depending on what I need, without having to create an entirely new report each time. **What do you dislike about Unanet CRM by Cosential?** I’m still new to the program, so I’m not familiar enough with it yet to have many dislikes. If I had to point to one area, it might be the resume generation, although I still think that feature is a good fit for a smaller firm. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Keeping all aspects of a project lifecycle in one program makes it easier for different departments to access the same overall data. It’s also simple for each department to input their piece of data and then have everything available in one place for a clear bird’s-eye view. ### 11. Centralized Data with Powerful Reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Cynthia L. | Enterprise (> 1000 emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Unanet CRM by Cosential?** I like the reports in Unanet CRM by Cosential. They are helpful for running multi-factor searches, like finding superintendents with athletic experience and over 5 years of experience. This feature is really useful for us. **What do you dislike about Unanet CRM by Cosential?** I think integrating more workflows could help keep data up to date and reports current. Opportunities are not getting converted to projects in a timely fashion because it currently relies on a manual human process. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Unanet CRM by Cosential stores our data centrally for personnel, projects, opportunities, and events. It solves data accessibility issues by allowing marketing, business development, and project executives to search information easily. ### 12. Great CRM but has some shortcomings **Rating:** 4.0/5.0 stars **Reviewed by:** Andy W. | Opportunity Manager, Construction, Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Unanet CRM by Cosential?** Support teams understand pursuits, proposals, and pipeline workflows in architecture/engineering/construction, so issues get diagnosed quicker. **What do you dislike about Unanet CRM by Cosential?** Allowing users to be able to drag and rearrange tabs in a dashboard **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Cosential is a one stop shop for creating our bid lists, and tracking sales. ### 13. Smooth Setup, Easy Navigation **Rating:** 3.5/5.0 stars **Reviewed by:** Emerykristen P. | Graphic Designer, Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Unanet CRM by Cosential?** I like how easy it is to navigate and input data in Unanet CRM by Cosential. It provides easy access to needed information, which decreases the time I spend trying to find any information I need for personnel or projects. The initial setup was very smooth, and I appreciate that the workflow is customizable to suit my needs. **What do you dislike about Unanet CRM by Cosential?** I do feel the overall look is a little outdated, but that’s subjective. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Unanet CRM by Cosential makes it easy to access needed information, saving me time when finding details for personnel or projects. It's also simple to navigate and input data. ### 14. Powerful Reporting with Occasional Performance Hiccups **Rating:** 4.0/5.0 stars **Reviewed by:** Cassie F. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Unanet CRM by Cosential?** I like the reporting aspect of people and projects because it helps me find people and projects based on specific information. This feature is my favorite as it allows me to pull projects with specific aspects to support pursuits. **What do you dislike about Unanet CRM by Cosential?** It crashes occasionally or takes a long time to load. It cuts off info to our entire pursuits team. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Unanet CRM by Cosential helps me manage project and personnel info, find people with specific past experience, and link projects with particular details to support pursuits. The reporting features assist in locating individuals and projects based on specific criteria. ### 15. Easy Opportunity Entry and Navigation with Fast Outlook Integration Adoption **Rating:** 4.5/5.0 stars **Reviewed by:** Mat V. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Unanet CRM by Cosential?** We love how easy it is to enter opportunity records and navigate to them. We had VERY fast adoption of the Outlook integration! **What do you dislike about Unanet CRM by Cosential?** The reporting section is lacking to me. I'd love to be able to directly query what I'm looking for without having to dig through the massive number of fields. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Keeping track of every client, opportunity, and event is critical. Cosential makes it simple to enter, track, and record records - it eliminates some of the psychological barrier of entering records because it meets our BD team where they work - mobile, desktop, etc. ### 16. Efficient, User-Friendly CRM with Room for Reporting Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** J M. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Unanet CRM by Cosential?** I like the ease of use of Unanet CRM by Cosential. It's a real time saver as it serves as one source for data. I appreciate how it updates data across all modules instantly. It's also easy to search, and I value the reporting capabilities. **What do you dislike about Unanet CRM by Cosential?** Not all fields are available to add on reports. All feels completed by a company using the CRM should be available on the reports. Initial setup is easy but time-consuming. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Unanet CRM by Cosential is a time saver and consolidates data into one source. ### 17. Integration Issues Dampen Usability **Rating:** 1.0/5.0 stars **Reviewed by:** Chad R. | Department manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Unanet CRM by Cosential?** Contact management is the best feature. **What do you dislike about Unanet CRM by Cosential?** I find the lack of integration between Unanet CRM by Cosential and ERP to be a big issue. It was supposed to be fully integrated but it’s far from it. Most of the data doesn't flow automatically to ERP, which is disappointing. Also, the setup process was not easy. It's very clunky. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Unanet CRM by Cosential is hindered by a lack of integration with ERP, and we haven't fully adopted it due to its limitations. However, contact management is the best feature. ### 18. Information at your fingertips & detailed! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Unanet CRM by Cosential?** The ability to gather past history on pricing, companies, etc. is nice and typically easy to access. **What do you dislike about Unanet CRM by Cosential?** 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. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Unanet CRM helps to solve communication between internal and external personnel, it helps to keep track of information, and it helps to remind and show estimating stats to everyone. It is also a very good tool to keep contacts or past clients in one location. Lastly, the user interface is easy to understand, edit and share with the team. I also like the way I can pull data out for personal and other team members - I also can see company wide info/details. This is very helpful when needing the info for financials, for contacts, sales, etc. ### 19. Great Sales Insights, Needs Reporting Improvements **Rating:** 3.5/5.0 stars **Reviewed by:** Peggy M. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Unanet CRM by Cosential?** I like Unanet CRM by Cosential for providing insights into the sales pipeline and helping with winning work. The ability to capture sales insights is valuable for building better relationships. **What do you dislike about Unanet CRM by Cosential?** Reporting needs an overhaul to make it easier for users to leverage the insights. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Unanet CRM by Cosential helps us understand business development, supports winning work, and manages clients. I like the insights into the sales pipeline and capturing sales insights to build better relationships. ### 20. All-in-One CRM Solution with Essential Features **Rating:** 5.0/5.0 stars **Reviewed by:** Veronica R. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Unanet CRM by Cosential?** I like that Unanet CRM by Cosential has many features which allow us to do everything inside the CRM. I also appreciate the Publisher 4.0, Knowledge base, and email features. **What do you dislike about Unanet CRM by Cosential?** There is nothing I don't like **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** I use Unanet CRM by Cosential for tracking current project information and historical data, making it our source of truth for proposal gathering. It offers many features that allow us to do everything within the CRM. ### 21. Great for Data Management, Tricky Setup **Rating:** 4.5/5.0 stars **Reviewed by:** Rebecca P. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Unanet CRM by Cosential?** I find Unanet CRM by Cosential great overall, and I particularly like the proposal automation. It stands out as a really good feature. **What do you dislike about Unanet CRM by Cosential?** The forms could be improved. I'd like to use forms with other things and not just go/no-go forms. Additionally, the initial setup was not easy. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** I use Unanet CRM by Cosential for data management and tracking future sales. The proposal automation feature is good. ### 22. Incredible Support and Resources, with a Few Feature Gaps and Occasional Glitches **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Environmental Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Unanet CRM by Cosential?** The user support has been incredible. Regional User Groups, the Unanet University... I am still learning but I feel very supported and like there are a lot of resources out there, and an open willingness to partner on any challenges. **What do you dislike about Unanet CRM by Cosential?** It seems like there are a few areas that could use some improvement. My company specifically has been talking about the mass upload of Opportunities (not yet available but coming), increasing the custom fields for Projects. We've encountered a few glitches like the Personnel connector overwriting data... **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Storing our opportunities in once place, helping us make informed business dev decisions, pipeline visualization and reporting. ### 23. Promising, But Can Feel Clunky at Times **Rating:** 3.0/5.0 stars **Reviewed by:** Colton C. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Unanet CRM by Cosential?** We use it for project data management for the marketing department. Love that there is the potential to have our accounting and BD fold in and use the software. **What do you dislike about Unanet CRM by Cosential?** It feels clunky at times. Multiple steps for things that should not be. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** The chat feature with Champ. I am excited to be able to find information quicker and bypass reporting. ### 24. Seamless ERP Integration with Powerful Reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Stephanie L. | Enterprise (> 1000 emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Unanet CRM by Cosential?** The integration with ERP and reporting options. **What do you dislike about Unanet CRM by Cosential?** I think the UI could really use a makeover, and the login process and administrator access limitations could be improved as well. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** I like being able to see revenue projections based on our pipeline, and to report on what percentage we should expect to receive versus the amounts going to our subs. ### 25. One year in (CRM) **Rating:** 3.5/5.0 stars **Reviewed by:** Doug S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Unanet CRM by Cosential?** All our opportunity, client, context, and pipeline information is in one accessible location. **What do you dislike about Unanet CRM by Cosential?** Training took a long time, close to a year and is still in progress. Adoption and training additional staff to use the software is in process and daunting. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Standardization and all of our data in one location. ### 26. Smooth Implementation and Usability, but Data Capture and Lack of Planning Functions hold us back **Rating:** 3.0/5.0 stars **Reviewed by:** Katie H. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Unanet CRM by Cosential?** The implementation process and overall usability were very smooth. **What do you dislike about Unanet CRM by Cosential?** There are a few functions that limit our ability to capture data and plan for the future. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** We've been able to build and effective workflow in our Business Development teams to ensure greater consistency and data logging activities ### 27. Business Development **Rating:** 4.5/5.0 stars **Reviewed by:** Santosh p. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2023 **What do you like best about Unanet CRM by Cosential?** Good tool to track KPIs and individual goals **What do you dislike about Unanet CRM by Cosential?** More intergration with Mobile App & AI Usage, request more automation **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Easy reporting ### 28. Love the Connector That Works Seamlessly with Our ERP **Rating:** 5.0/5.0 stars **Reviewed by:** Rebekah P. | Treasurer, Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2026 **What do you like best about Unanet CRM by Cosential?** I love the connector that works with our ERP **What do you dislike about Unanet CRM by Cosential?** I have no current negative feedback to share. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Before, I relied entirely on Excel and manual methods to store information. Now I have the ability to keep smart data that’s searchable and easy to work with. **Official Response from Dena Macdonald:** > Thank you for taking the time to review us on G2, Rebekah! We read every one and yours truly put a smile on our faces. ### 29. Unanet Helps Construction Firms Close Deals Faster **Rating:** 4.5/5.0 stars **Reviewed by:** David C. | Instructor, Mid-Market (51-1000 emp.) **Reviewed Date:** February 02, 2026 **What do you like best about Unanet CRM by Cosential?** Unanet is designed for construction firms. It helps builders track and manage leads, close deals more quickly, and use real-time data to manage and maintain existing relationships. **What do you dislike about Unanet CRM by Cosential?** The platform is branded as fully customizable and this is definitely the case, but scaling is an issue with many platforms. I could envision better scaling regardless of the business size or type for UNANET in the future. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** The ease of implementation is one of Unanet's outstanding features. The learning curve is almost eliminated. ### 30. Worthwhile conference **Rating:** 4.5/5.0 stars **Reviewed by:** Bill C. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2025 **What do you like best about Unanet CRM by Cosential?** Knowledge sharing by support personnel is superb. We are new users and the training and help is very thorough and accessible **What do you dislike about Unanet CRM by Cosential?** we dislike nothing at this time. That is all. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Workflow, proposals processes and Business Development activity tracking and assignments. **Official Response from Lucas Hayden:** > Thanks so much for the kind words! I’m glad to hear your team’s Champions experience has been helpful and that Unanet CRM is supporting your BD and proposal workflows. We appreciate you sharing your positive experience as new users. – Lucas ### 31. Ease of use is relatively easy however inconsistent reliability. **Rating:** 3.0/5.0 stars **Reviewed by:** Elyse A. | Enterprise (> 1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Unanet CRM by Cosential?** Tracking of data and it being relatively customizable. It is also pretty easy to use and pick up. **What do you dislike about Unanet CRM by Cosential?** Not all the features are consistent and reliable. Not always able to pull everything I need for reports. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Tracking of opportunities. ### 32. Easy to Use, but Development Takes Too Long for New Rollouts **Rating:** 2.5/5.0 stars **Reviewed by:** Donna k. | Enterprise (> 1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Unanet CRM by Cosential?** Easy to use and some features . . . . . . **What do you dislike about Unanet CRM by Cosential?** Things take too long to complete in the development to roll out new items **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** tracking opportunities all in one place for a go/no go ### 33. Strong Out-of-the-Box AEC Features, but Needs Better Field and Edit Permissions **Rating:** 3.5/5.0 stars **Reviewed by:** Connie L. | Enterprise (> 1000 emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Unanet CRM by Cosential?** it has out of box features custom to AEC **What do you dislike about Unanet CRM by Cosential?** need more permissions on edit vs create records, and additional ability to lock down fields. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** centralized location to store business development activities and pursue work ### 34. Director **Rating:** 5.0/5.0 stars **Reviewed by:** Robert m. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Unanet CRM by Cosential?** I love that we can see all of our client data in one place **What do you dislike about Unanet CRM by Cosential?** I want faster AI integration to use our data easier **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** by helping with our client data, mining our own data ### 35. Unanet CRM by Cosential **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Architecture & Planning | Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2025 **What do you like best about Unanet CRM by Cosential?** The ability to clone and create a new opportunity **What do you dislike about Unanet CRM by Cosential?** Items do not transfer from CRM ot the AE side. Proposals are not as easily created as we thought it would be and does not meet our current needs. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Not having the two programs under one platform **Official Response from Lucas Hayden:** > Thanks for sharing your feedback. I’m glad you find the cloning feature helpful. Just to clarify—Unanet CRM and Unanet AE ERP do integrate, and our team would be happy to get you set up so the solution works seamlessly together. – Lucas ### 36. Keeps Our Data Organized and Makes Resume Generation Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Kara H. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Unanet CRM by Cosential?** Keeping our data organized and the ability to generate resumes **What do you dislike about Unanet CRM by Cosential?** There is limited development with the interface. Example: account plans and the ability to export dat **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Keeping track of our pipeline ### 37. Mixed experience, nice platform but hard to Use: Reports, Graphs, and Data Entry Need Improvement **Rating:** 2.5/5.0 stars **Reviewed by:** Jason S. | Director of Operations - Site Construction, Mid-Market (51-1000 emp.) **Reviewed Date:** February 02, 2026 **What do you like best about Unanet CRM by Cosential?** It is a place where we can store customers and projects so anyone can access. **What do you dislike about Unanet CRM by Cosential?** It is difficult to use. Reports and graphs are hard to create. You can not move items around to easily enter data. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** We can store customers, companies, and projects so anyone can access the data. This allows us to not have a lot of excel data sheets that house the information and multiple programs. ### 38. Awesome Publisher and a Great Basic User Interface **Rating:** 4.5/5.0 stars **Reviewed by:** Leslie M. | Proposal and Sales Supervisor, Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Unanet CRM by Cosential?** Publisher is awesome, and the basic user interface is great. **What do you dislike about Unanet CRM by Cosential?** Project module is clunky and restrictive in what you can change or modify. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Publisher resume creation, choosing and deleting projects. ### 39. Great CRM Software! **Rating:** 4.5/5.0 stars **Reviewed by:** julia j. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Unanet CRM by Cosential?** Powerful features, great customer service **What do you dislike about Unanet CRM by Cosential?** Reports are really powerful but I wish there was more control on the report output, visually. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Helps manage and organize overwhelming data. ### 40. User-Friendly Interface and a Team That Listens **Rating:** 4.5/5.0 stars **Reviewed by:** katie c. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Unanet CRM by Cosential?** User interface. Open to feedback and improvement. **What do you dislike about Unanet CRM by Cosential?** Sometimes have data silos which can be cumbersome. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Central storage location for all our data vs living in various spreadsheets ### 41. Easy Lifecycle Tracking That’s Simple to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Patti K M. | Enterprise (> 1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Unanet CRM by Cosential?** Easy to use and track throughout the Lifecycle **What do you dislike about Unanet CRM by Cosential?** Some items can't be deleted, but I've learned to overcome. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Tracking RFP/RFQ through the Lifecycle. ### 42. Well organized software with web based interface **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2023 **What do you like best about Unanet CRM by Cosential?** dashboards provide ability to sort through data **What do you dislike about Unanet CRM by Cosential?** It would be nice if there was the ability to add additional input variables. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Pulling together all of our sales efforts into 1 spot. ### 43. Convoluted Search Results **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Civil Engineering | Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Unanet CRM by Cosential?** I really like that our company can easily track our pipeline and sales. **What do you dislike about Unanet CRM by Cosential?** 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. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** None **Official Response from Lucas Hayden:** > Thanks for taking the time to share your feedback. I’m glad to hear Unanet CRM helps your team track pipeline and sales effectively. I appreciate you flagging the search experience—it’s an area we’re working to refine, and your example is really helpful context. – Lucas ### 44. Useful for Timesheets, Lacks Broader Appeal **Rating:** 1.5/5.0 stars **Reviewed by:** David V. **Reviewed Date:** February 02, 2026 **What do you like best about Unanet CRM by Cosential?** I like the app and find the timesheets feature useful. I appreciate the timesheet uploader for making the process of approving tasks easier. **What do you dislike about Unanet CRM by Cosential?** nothing **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** I use Unanet CRM by Cosential for project management, which helps with client retention. I find the timesheet uploader valuable for approving timesheets. ### 45. Visibility Across the Firm **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Architecture & Planning | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Unanet CRM by Cosential?** It seemlessly tracks opportunities and communication with clients and increasees visibility of those pursuits throughout the entire firm. **What do you dislike about Unanet CRM by Cosential?** I would like things to be more customization. Also, it seems just generic fixes to enhance the user experience are sometimes overlooked. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Reducing redundancies and improving pursuit processes. **Official Response from Lucas Hayden:** > We're thrilled to hear that Unanet CRM by Cosential is reducing redundancies and improving pursuit processes for you. Your feedback on the need for more customization is also very valuable- thank you! ### 46. Powerful Data Views and Sorting, Though Not Always Intuitive **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Unanet CRM by Cosential?** Lots of data and various ways to sort and view. **What do you dislike about Unanet CRM by Cosential?** Sometimes it is not very intuitive and the graphics are a bit dated. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** The ability to track clients and opportunities in one place with quick viewing for all levels of the team. ### 47. Very Organized Data Exporting **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Defense & Space | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Unanet CRM by Cosential?** Very organized format and exporting of data **What do you dislike about Unanet CRM by Cosential?** Some customized features are hard/impossible to edit **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Easily able to identify opportunities and value by stage of pipeline. Quickly determine what is where and what needs to be done for each opportunity. ### 48. Inconsistent Customer Service **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Civil Engineering | Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2026 **What do you like best about Unanet CRM by Cosential?** Tracking Opportunities & Sales Performance **What do you dislike about Unanet CRM by Cosential?** I have had a poor customer service experience. Extremely unresponsive, very disappointing. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** It is solving us tracking opportunities and sales, that is it for now. Progress with integration team has been tepid and disorganized ### 49. crm data specialist **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Architecture & Planning | Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Unanet CRM by Cosential?** the staff are super friendly. some parts are easy and intuitive **What do you dislike about Unanet CRM by Cosential?** dashboards are hard to use and the support site is difficult **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** it is helping keep our data safe and readily available for our BD team ### 50. Effortless Report Running **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Civil Engineering | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Unanet CRM by Cosential?** ease of running reports; one source of information **What do you dislike about Unanet CRM by Cosential?** there are so many pieces it can be hard to learn it all / all the capibilities **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** provides a source location for opportunity information ## Unanet CRM by Cosential Discussions - [What are the benefits and challenges of using Unanet CRM by Cosential for construction management?](https://www.g2.com/discussions/what-are-the-benefits-and-challenges-of-using-unanet-crm-by-cosential-for-construction-management) - [What is a CRM tool?](https://www.g2.com/discussions/unanet-crm-by-cosential-what-is-a-crm-tool) - [Who bought Cosential?](https://www.g2.com/discussions/who-bought-cosential) - [What is Cosential software?](https://www.g2.com/discussions/what-is-cosential-software) - [What is Cosential used for?](https://www.g2.com/discussions/what-is-cosential-used-for) - [View Unanet CRM by Cosential pricing details and edition comparison](https://www.g2.com/products/unanet-crm-by-cosential/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-16+07%3A27%3A14+-0500&secure%5Bsession_id%5D=b72b9a00-24c7-497b-bab6-37d0fa720981&secure%5Btoken%5D=3d4437c78b5d4d26d3f82b557a55b382eed93d9a6b87c20af1d59719ae8d3bba&format=llm_user) ## Unanet CRM by Cosential Integrations - [Deltek Ajera](https://www.g2.com/products/deltek-ajera/reviews) - [monday CRM](https://www.g2.com/products/monday-crm/reviews) - [Planifi](https://www.g2.com/products/planifi/reviews) - [Procore](https://www.g2.com/products/procore/reviews) - [Unanet AE ERP](https://www.g2.com/products/unanet-ae-erp/reviews) - [Vista](https://www.g2.com/products/trimble-vista/reviews) ## Top Unanet CRM by Cosential Alternatives - [Deltek Vantagepoint](https://www.g2.com/products/deltek-vantagepoint/reviews) - 4.1/5.0 (671 reviews) - [FieldPulse](https://www.g2.com/products/fieldpulse-fieldpulse/reviews) - 4.7/5.0 (367 reviews) - [Jobber](https://www.g2.com/products/jobber/reviews) - 4.6/5.0 (500 reviews)