--- title: Unanet CRM by Cosential Reviews meta_title: 'Unanet CRM by Cosential Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 263 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: 263 scale: '5' date_modified: '2026-08-07' 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:** 263 ## 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 **ease of use** of Unanet CRM, finding it customizable and accessible for daily operations. (18 reviews) - Users praise the **unifying CRM integration** of Unanet, enhancing synchronization and strategic value across their operations. (14 reviews) - Users value the **easy tracking of pipeline and sales** for better communication and performance evaluation within the team. (11 reviews) - Users value the **client management capabilities** of Unanet CRM, providing easy access to crucial data and tracking. (9 reviews) - Users appreciate the **customization options** of Unanet CRM, enabling tailored solutions and efficient project management. (8 reviews) - Users find the **ease of access to data** and supportive customer service of Unanet CRM incredibly beneficial. (8 reviews) - Organization (8 reviews) - Centralization (7 reviews) - Users value the **extensive customization** options in Unanet CRM, tailoring the software to fit their unique needs. (7 reviews) - Data Management (7 reviews) **What users dislike:** - Users find Unanet CRM by Cosential **not user-friendly** , struggling with navigation and customization issues throughout their experience. (8 reviews) - Users find the **reporting tools cumbersome** and less customizable, leading to a frustrating experience with data extraction. (8 reviews) - Users find the **complex usability** of Unanet CRM challenging, with overwhelming options hindering overall user experience. (5 reviews) - Users struggle with the **steep learning curve** of Unanet CRM, finding it hard to become proficient quickly. (5 reviews) - Users find **difficult navigation** in Unanet CRM, especially with convoluted search functions leading to random results. (4 reviews) - Users find the **limited customization** frustrating, as it restricts navigation and reporting across various modules. (4 reviews) - Poor Interface Design (4 reviews) - Poor Usability (4 reviews) - Slow Performance (4 reviews) - Users find **update issues** with Unanet CRM, as dashboard and reporting functionalities lack visual appeal and intuitiveness. (4 reviews) ## Unanet CRM by Cosential Reviews ### 1. Marketing Assistant **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Civil Engineering | Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Unanet CRM by Cosential?** All information about our clients, project experience, proposal information, etc., is in one place. For the most part, the system is user-friendly as long as you have moderate computer/technical skills. **What do you dislike about Unanet CRM by Cosential?** You must have fairly moderate skills in order to operate the system, "on the back end." There are a lot of settings and customizable options that aren't always the easiest to find or navigate but they are working on improving that! **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** The admin side can be a bit overwhelming when finding settings or ways to customize the system but I know they are working on making it a more friendly back end! ### 2. User Experience **Rating:** 2.5/5.0 stars **Reviewed by:** Samantha T. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Unanet CRM by Cosential?** What I like best is the integrations with other systems. **What do you dislike about Unanet CRM by Cosential?** What I dislike is the user experience; the system feels really old and and not very user friendly. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** We have not been utilizing the CRM like we should, but it has the potential to make creating proposals much easier. **Official Response from Lucas Hayden:** > Hi Samantha, It's great to hear that you see the potential for Unanet CRM by Cosential to make creating proposals much easier. We are here to support you in utilizing the CRM to its full potential! Thanks, Lucas ### 3. Not working as planned **Rating:** 1.0/5.0 stars **Reviewed by:** Matthew V. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Unanet CRM by Cosential?** Linkable to our ERP system, at least in theory **What do you dislike about Unanet CRM by Cosential?** Card reader app doesn't work. Interface to mass update contacts seems non-existant or difficult to perform **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** tracking contact and converting them to opportunities and eventually moving them into active projects in our ERP ### 4. Amazing Champions Conference 2024 **Rating:** 4.0/5.0 stars **Reviewed by:** Jessica C. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Unanet CRM by Cosential?** data all in one place, lots of options for reporting and tracking. **What do you dislike about Unanet CRM by Cosential?** Limited Fields for workflows and publisher. Wait too long for some critical bugs to be fixed. Inconsistency between modules. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Combined source of information. One stop shop. ### 5. The program formerly known as Cosential **Rating:** 3.5/5.0 stars **Reviewed by:** Shama B. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 15, 2024 **What do you like best about Unanet CRM by Cosential?** I like the way it organizes our project data **What do you dislike about Unanet CRM by Cosential?** The loading times are long, the down time for maintenance is constant and it often loses its ability to search **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Bringing us a way to take real project data and convert to marketing needs **Official Response from Lucas Hayden:** > Hi Shama, Thank you for your insights on Unanet CRM by Cosential. We're delighted to hear that our system effectively organizes your project data. We also recognize your concerns regarding load times and search functionality. Please know that we're continuously working to improve our platform's performance and user experience - we are actively working on this and you can expect to see improvements in future releases. Thanks again, Lucas ### 6. Unanet Champions Conference - Great Content, Great Time **Rating:** 4.5/5.0 stars **Reviewed by:** Sheryl S. | Enterprise (> 1000 emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Unanet CRM by Cosential?** Networking with peers in the industry facing the same challenges. **What do you dislike about Unanet CRM by Cosential?** It would be helpful to have more advanced break out sessions for your more seasoned users. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Creating resumes and finding relevant staff for sales pursuits. ### 7. Unanet Conference **Rating:** 5.0/5.0 stars **Reviewed by:** Karen L. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Unanet CRM by Cosential?** one place for all info, everyone can access one platform **What do you dislike about Unanet CRM by Cosential?** doens't identify dups, it would be nice to add & remove **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** CRM has been a life saver in our company one place of truth. ### 8. Unanet is out of the box ready for our need. **Rating:** 5.0/5.0 stars **Reviewed by:** Christy M. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Unanet CRM by Cosential?** Unanet is out of the box ready for our need. **What do you dislike about Unanet CRM by Cosential?** Confussing at time. I wish I know of a quick help hotline eamil. Or if I had a decicated person to contact. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** organization **Official Response from Lucas Hayden:** > Hi Christy, We're glad to hear that Unanet CRM is meeting your needs out of the box! Please feel free to reach out - I'd be glad to put you in touch with your customer success manager for a dedicated resource. Thanks! ### 9. President **Rating:** 2.5/5.0 stars **Reviewed by:** Maria F. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2024 **What do you like best about Unanet CRM by Cosential?** Scheduled appointments on time and effecient. **What do you dislike about Unanet CRM by Cosential?** Over charged for all appointments. I wrote down the time and was billed for time not used. Example: met with consultant for 30 min and was billed for one hour. Met for 15 minutes and was billed for one hour. Also all the data wasn't pulled over to our system and to address the concern they are charging to correct their error. I feel this is unacceptable. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Using as an organizational tool and sales tracking. ### 10. Good system! **Rating:** 4.5/5.0 stars **Reviewed by:** Alec P. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Unanet CRM by Cosential?** Connectability with Unanet A/E to limit duplicate data entry **What do you dislike about Unanet CRM by Cosential?** Nothing that comes to mind. The system works well for us **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Tracking our opportunities and helping with our fee setting procedures. ### 11. CRM Forecasting. LESLIE IS THE BEST!!! **Rating:** 4.0/5.0 stars **Reviewed by:** justin l. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Unanet CRM by Cosential?** I don't know yet. I am new to the tool.. **What do you dislike about Unanet CRM by Cosential?** Same as the previous answer. ........... **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** How to forecast, use forms, and score win rates **Official Response from Lucas Hayden:** > We're thrilled to hear that Leslie provided you with excellent service! That's also great that Unanet CRM is helping you forecast and score win rates. If you have any questions as you get started with Unanet CRM, feel free to reach out to our support team for assistance. ### 12. Marketing Manager **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Civil Engineering | Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Unanet CRM by Cosential?** Reports, activities and project modules. **What do you dislike about Unanet CRM by Cosential?** Can't get all the report items I'd like to see in one single report. For example, I would like to create a report that show staff hours and prjects by market and other details like proejct status active or on-hold **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Keeping eveyone up to date on key business developement activites and marketing automation (in the works). ### 13. Perfect CRM tool for project based firms with a myriad of powerful features and functions **Rating:** 5.0/5.0 stars **Reviewed by:** Chad L. | Director CRM Operations, Enterprise (> 1000 emp.) **Reviewed Date:** June 16, 2023 **What do you like best about Unanet CRM by Cosential?** The flexibility to configure the system to meet your individual firm's needs and match your business process out of the box is refreshing compared to other systems. Going through the mental capital of trying to configure a system from scratch with just the back-end architecture is daunting, and Unanet CRM is ready out of the box if need be. Additionally, the native tools, integrations, data modules, and data lake service offerings provide significant latitude to migrate disparate systems and processes into one centralized system. The tool has fundamentally changed how our firm approaches business planning and strategy development and provides previously impossible insights. **What do you dislike about Unanet CRM by Cosential?** The reporting module is a bit antiquated and not intuitive for casual users. However, it is extremely powerful in what it can provide and what you can do with it if you take the time to train on it and get to know its nuances. Unanet CRM support is a great partner in helping you navigate this though and first rate in general. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Transparency into all our Division activities across the country, common client relationships, collective project experience, proposal automation, and other intangibles. Centralizing all our pipeline, communications, and project experience into one single CRM tool provides us with previously unavailable insights. These now-available insights allow us to plan better and see market changes in specific geographies in near real time. As a result, we can shift our strategies and better focus our efforts to weather current and future economic uncertainties. ### 14. Good product but takes a lot of time and effort to adopt **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Civil Engineering | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Unanet CRM by Cosential?** The integration with Spectrum has been very helpful to get real time data on our projects. Also, the support we received at the Champions conference has been very helpful. **What do you dislike about Unanet CRM by Cosential?** The lack of customization options has made if difficult to achieve the same level of functionality as our last CRM. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** It shows project teams and project progress automatically imported from Spectrum. **Official Response from Lucas Hayden:** > Thank you for sharing your feedback. We're pleased that the integration with Spectrum has been beneficial for you. We understand the importance of customization options and are actively working to enhance this aspect of our CRM. ### 15. Overall decent software with pretty good support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2024 **What do you like best about Unanet CRM by Cosential?** Easy implementation and integration with Vista **What do you dislike about Unanet CRM by Cosential?** Reporting module is really antiquated. Adminstration screens are not user friendly. Go to one place to work on all fields for OPP's etc. Account plans are WAY too slow to load. People won't use them if it takes too long to open them up. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Pipeline management, process management with workflows, sales reporting and dashboards. **Official Response from Lucas Hayden:** > Thank you for your insightful feedback on Unanet CRM! We’re delighted that you appreciated our smooth implementation and seamless integration with Vista. We understand the importance of user experience, and your comments on the reporting and admin screens, as well as the loading times for account plans, are invaluable. Please stay tuned for future updates to these concerns. ### 16. Difficult **Rating:** 1.0/5.0 stars **Reviewed by:** nick t. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Unanet CRM by Cosential?** The possibilities. It can do a lot, the pipeline is great **What do you dislike about Unanet CRM by Cosential?** User adoption. It's been difficult. Not much support **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Pipeline is great. ### 17. Wonderful tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** April 27, 2023 **What do you like best about Unanet CRM by Cosential?** I have all my data in one place. The knowledge is no longer in one individual's brain. **What do you dislike about Unanet CRM by Cosential?** There is some manual data clean up from data coming from non Unanet systems. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** I no longer have to go to multiple individuals to get the information needed. It is flexible so that I can track what ever I need to track. ### 18. Great implementation with Unanet! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Civil Engineering | Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Unanet CRM by Cosential?** I like that the software allows you to do everything in one place and increases company communication. **What do you dislike about Unanet CRM by Cosential?** There are some small functions that could be improved to make things easier. The mobile app needs some work on the features so we can use it during conferences. I would like more automation in the CRM. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Cross-affiliate communication about opportunities. Providing a centralized database for BD efforts. ### 19. Attentive customer partners **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Unanet CRM by Cosential?** I like the availability of the Unanet team to help us use the software at the highest level. **What do you dislike about Unanet CRM by Cosential?** Unanet needs to build out more capabilities for account-based marketing and client-specific insights. Pipeline work is strong; client insight could be stronger. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** We use Unanet to measure and analyze our sales pipeline in order to hit our organizational growth goals. ### 20. Unanet CRM is built for the A/E/C Industry **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Civil Engineering | Enterprise (> 1000 emp.) **Reviewed Date:** April 27, 2023 **What do you like best about Unanet CRM by Cosential?** Unanet CRM has standard functionality built in for the A/E/C industry that allows us to propose on projects more efficiently. **What do you dislike about Unanet CRM by Cosential?** The amount of time it takes to resolve bugs that are of normal priority. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Unanet CRM enables us to track our sales activity in a centralized place. It gives us better transparency and increases collaboration. ### 21. Frustrating to use the software and it was not flexible or intuitive to use. **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2024 **What do you like best about Unanet CRM by Cosential?** Not much as we used it for a few months and then switched to **What do you dislike about Unanet CRM by Cosential?** Unanet was not user friendly and flexable for us as a Commerical Contractors **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Nothing of significance. It took twice the time to load in data and generate reports. Very Frustrating. **Official Response from Lucas Hayden:** > We're sorry to hear about your frustrating experience with Unanet CRM. We appreciate your feedback and will use it to improve our software. ### 22. Our experience has been positive for BD Pipeline and opportunity tracking. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Aviation & Aerospace | Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Unanet CRM by Cosential?** I like the Outlook plugin and phone app available. **What do you dislike about Unanet CRM by Cosential?** I would like to be able to save filtered views in the opportunity grid. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Data and information storage in one place, so that we all know where to look and not have excel files all over the place. ### 23. Unanet CRM by Cosential is THE CRM for the ACE industry **Rating:** 5.0/5.0 stars **Reviewed by:** Hayley S. | Director, Construction, Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Unanet CRM by Cosential?** Unanet CRM by Cosential makes it simple to record and track all sales interactions, sales goals, and sales progress for our company. It houses all of our prospect's contact information, sales reporting, and sales dashboards (featuring customizable widgets). We also track our full sales funnel in Cosential using the opportunity grid, as well as current and past project information, and personnel information tracking. **What do you dislike about Unanet CRM by Cosential?** Sometimes there are bugs with the reporting feature that can take time to get resolved. Also, it would be nice to have the option to export our full opportunity and activity grids, rather than having to export them page by page. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Unanet CRM by Cosential simplifies the tracking of anything to do with our sales process. It is easy to upload new prospects contact information, where we can track all activities with the prospect, including phone calls, emails, outings, opportunities, and projects. It has also made it much easier to pull certain contact lists, like prospects by geographical location or prospects by client/market type. We can easily see an overview of our sales progress (monthly, quarterly, yearly, etc.) using customizable dashboards/widgets and the reporting feature. It saves us so much time and keeps us away from having to use excel spreadsheets! ### 24. Cosential is the perfect CRM for marketing folks in the AEC industry **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan N. | Marketing Coordinator / Recruiting, Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Unanet CRM by Cosential?** The fact that Cosential is specifically for people in the AEC industry. The different features, data organization, and other thought out tools are all made to help marketers in the AEC industry do their job better and more efficiently. Specifically, the reports module and publisher module save us hours to generate relevant and specific resumes. By building up a solid database, we can always show the right projects for the right people. The value of these two features alone make Cosential more than worth it for our firm. Gone are the days of having to sort through an excel sheet to try and find project info or copy and pasting in word docs. **What do you dislike about Unanet CRM by Cosential?** Some of the user navigation can be clunky especially the output of some of the reports. Sometimes, the results are good but the way they are formatted can be frustrating. Also the Publisher module is a big time performer, we've had to come up with of a ton of different work arounds to get what we want due to some of its limitations. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** It's completely streamlined the way that we track opportunities, store data from past and current projects, and generate timely and relevant marketing material based on our data. For resumes, we are able to create templates for a variety of formats and are able to quickly plug in the right projects to best represent our people each and every time. What used to take 30 minutes for one resume can now be done in 3 minutes. What used to be a scavenger hunt of asking Project Manager's to figure out if we worked on a project in a certain city or a certain type of project, can now be quickly looked up. In just about every way, Cosential has improved and sped up the process for delivery high quality and relevant marketing material. ### 25. Could be better **Rating:** 2.5/5.0 stars **Reviewed by:** Joe P. | EMT II, Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Unanet CRM by Cosential?** Unanet fits the construction industry better than most CRM tools. That's really the best part about it, it's built for what we do. Where as, products like Salesforce are more a "global tool" **What do you dislike about Unanet CRM by Cosential?** The functionality isnt there. For example Goals cannot be broken down year. Its done by month. Most companies have yearly goals. With the way Unanet is set up, the goals end up really weird and not correct because its built off the monthly goal. There should be functionality to have yearly OR monthly goals. Margin is not auto calculated. You have to input the margin dollars and the margin percent. This should be able to auto calculate. The opportunity records should be way more customizable and you should be able to run reports off of any data you input. For example you should be able to build an input box for anything you want and have the show up on the reports page and be able to run reports with that data. Problems: Getting help is a way too complicated process. Live chat, instant help would be useful. I have many more. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** CRM and Tracking ### 26. Visualization and Reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Architecture & Planning | Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Unanet CRM by Cosential?** The visualization helps communicate the data for our PMs quickly, helping understand status and areas of opportunity **What do you dislike about Unanet CRM by Cosential?** More integration with the AE side would be helpful **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Tracking hit rates in certain markets, likelihood of a win, and gathering crucial client data ### 27. CRM Cosential **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Unanet CRM by Cosential?** The reports are helpful, detailed but complicated **What do you dislike about Unanet CRM by Cosential?** Widgets for dashboards are limited. Hard to get information into Cosential - there is too much data entry - need to beef up the FDC. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Easy to track opportunities. ### 28. Lots of good stuff. Need to learn how to use it better **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Unanet CRM by Cosential?** the capability of the crm is great and very useful **What do you dislike about Unanet CRM by Cosential?** its difficult to navigate sometimes and i wish the training videos were more accessible. i.e. YouTube **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** brings opportunities to the attention of our directors **Official Response from Lucas Hayden:** > Thank you for sharing your feedback. We're pleased to hear that Unanet CRM brings opportunities to the attention of your directors- that is paramount. We understand the importance of easy navigation and accessible training resources, and we are working to address these areas for a better user experience. ### 29. I have been an avid Cosential user over the past 5 years, and couldn't recommend it enough. **Rating:** 4.0/5.0 stars **Reviewed by:** Rebekah H. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Unanet CRM by Cosential?** Unanet CRM by Cosential is a great tool for the AEC industry. The opportunity module makes it convenient to see pipeline/sales reporting, down to each individual. Reporting functionality provides a great user experience so that it's easy for anyone to understand and use. **What do you dislike about Unanet CRM by Cosential?** There are a few minor tweaks that could be made to the system, such as being able to open multiple personnel and project records at once or being able to save over an existing report when you want to update it. However, these are minor tweaks that they are working to improve. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Unanet CRM by Cosential is a one-stop shop for all business development needs. From finding out who in the organization knows someone, and can make introductions, to what opportunities are coming down the pipeline that the team should be prepared for. ### 30. Powerful CRM Capabilities **Rating:** 3.0/5.0 stars **Reviewed by:** John L. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2024 **What do you like best about Unanet CRM by Cosential?** Breadth of options. We reviewed a lot of CRM tools and found the capabilities of Unanet to be better aligneed with our business. **What do you dislike about Unanet CRM by Cosential?** Maybe a little too technical for a regular business user. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Helping with opportunitity tracking and disposition. **Official Response from Lucas Hayden:** > John, We greatly appreciate your positive feedback on Unanet CRM's powerful capabilities, especially how well they align with your business needs. Concerning your feedback on its technical aspects, we're continually striving to simplify the user experience to ensure even newcomers can leverage its full potential. Your insights are invaluable to us. Thanks, Lucas ### 31. Easy to use and increases productivty **Rating:** 4.5/5.0 stars **Reviewed by:** Nicole S. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Unanet CRM by Cosential?** The menus and navigation are very intuitive and make it easy for new users to learn how to get around in the system. The ability to have accurate, real-time information at our fingertips has improved our workflow and proposal process. **What do you dislike about Unanet CRM by Cosential?** Would love it if could combine functionality of DAM system without separate plug-ins etc. and allow some additional personalization of template formatting that could be set up versus manually editing when you make resumes or project sheets. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Finding data quickly has become much easier with the CRM, as well as knowing the data we are using for proposals is accurate. The ability to make notes for special scenarios on cost or dates is also helpful so that someone doesn't forget on any special exceptions to the standard data that is shown. ### 32. Time saver **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Unanet CRM by Cosential?** being able to do custom resumes and project pages **What do you dislike about Unanet CRM by Cosential?** the knowledge center - i have not been able to get it to work **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** faster proposal development ### 33. Unanet CRM - Love where things are going **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2024 **What do you like best about Unanet CRM by Cosential?** Very robust but is still easy to navigate. **What do you dislike about Unanet CRM by Cosential?** Knowledge Center Articles can be overly technical as if written by programmers, for programmers, and not geared twords the average user. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Connecting all of our points of data/info throughout the lifecycle of a project in one programinstead of haveing to resource multiple programs to connect the dotes and move the pursuit needle forward. **Official Response from Lucas Hayden:** > Thank you for your feedback on Unanet CRM by Cosential! 🌟 We're thrilled it navigates smoothly for you and appreciate your insight on our Knowledge Center content. We'll take that to heart and seek to make improvements there. ### 34. Unanet CRM by Cosential **Rating:** 2.0/5.0 stars **Reviewed by:** Amber M. | Business Development and Marketing Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2022 **What do you like best about Unanet CRM by Cosential?** Unanet is a huge database that allows you to store all kinds of information about projects, clients, opportunities, etc. For Business Development professionals, it can help track client touches, and for marketers, it helps track project information **What do you dislike about Unanet CRM by Cosential?** Unanet still has old search features that make it difficult to find the information you want unless you enter it exactly right. It has a newer interface, but it still seems outdated. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Unanet CRM by Cosential helps us to track all of our project opportunities, current projects, as well as prospective clients who we are hoping to have projects with, and it keeps track of project details as well. ### 35. Continuous Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Susana G. | Construction, Mid-Market (51-1000 emp.) **Reviewed Date:** March 23, 2023 **What do you like best about Unanet CRM by Cosential?** Unanet CRM by Cosential is a great CRM for the A/E/C industry that provides certain customizations to enhance each user's experience. It's lead, project, contacts, and reporting features are key to successful BD efforts. **What do you dislike about Unanet CRM by Cosential?** One of the downsides to Unanet CRM by Cosential is that not all fields are customizable to your needs, and I also wish there were more integrations with other common products like Procore and Bridgit. On the brightside, I do appreciate how Unanet is constantly working to improve their product and are open to feedback. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Unanet CRM by Cosential allows to manage and pull data that we would not be able to capture otherwise. This data is then used in strategic planning efforts to help move the business forward, as well as capture historical metrics. ### 36. Very Good for CRM Basics **Rating:** 3.5/5.0 stars **Reviewed by:** Nikki J. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2023 **What do you like best about Unanet CRM by Cosential?** Unanet CRM by Cosential is very good even if you only need the basics of a CRM. If you only need basic reports, basic contact database and basic analytics, you can still get great usage from it. **What do you dislike about Unanet CRM by Cosential?** Some of the add on features and potential connections to other software are very expensive. It's actually discouraging in some cases. I would like to see more bundle pricing. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** It has provided the platform to collect data and contact information for our customers, suppliers and potential partners. It has also given us a snapshot to forecast our budget for future years. ### 37. Implementation of CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Becky H. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Unanet CRM by Cosential?** The detailed onboarding schedules and the ability to contact more than one person for support were helpful. All staff were helpful whether or not the question fell under their area of responsibility. **What do you dislike about Unanet CRM by Cosential?** The response time to email questions/assistance is too long. It would be more helpful to schedule a Zoom call another the first initial contact. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** My firm didn't have a system for saving any marketing and business development efforts. We can now store all information in this database for past projects, tracking opportunities, personnel records, etc. in one central location. ### 38. Great CRM for first-time and veteran marketing teams alike! **Rating:** 3.5/5.0 stars **Reviewed by:** Jonny H. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2023 **What do you like best about Unanet CRM by Cosential?** Unanet's integration with all of our firm's operations has been extremely helpful in terms of relationship tracking. Our recent implementation of event tracking allows users to follow up on potential leads even if the user is not the lead originator. **What do you dislike about Unanet CRM by Cosential?** It has been slightly difficult to upload legacy data. An easy example to point to is the inability to add inactive personnel to legacy projects or opportunities being uploaded. Instead, there is a need to manually switch a personal to active, add them to a project, and then switch them back to inactive. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Giving our firm 'one source of truth' has provided an easy reference for partners and other CRM users and has cut down on the need for informational meetings and gives more time to interface in a more productive manner. ### 39. Easy to learn **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Unanet CRM by Cosential?** I enjoy the ease of use for running reports and tracking opportunities. It is an easy application to learn and alter to best suit your needs. I also enjoy the Iphone app for the the CRM. **What do you dislike about Unanet CRM by Cosential?** I wish there were better integration with file upload and email attachments. I should be able to just drag and drop an email or file into the opporunity. I also wish the emails were not saved as PDF but when opened bring up the outlook app. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** It is solving the issue of having different offices track things differently. Byhaving everyone upload leads in the same system it makes pulling reports quick and easy, it also allows consistency. ### 40. Great Data **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Building Materials | Enterprise (> 1000 emp.) **Reviewed Date:** June 05, 2023 **What do you like best about Unanet CRM by Cosential?** Unanet CRM provides so much data to help you know where your business is going and where you need to spend more time focusing. You can pull whatever data you want from the report area. **What do you dislike about Unanet CRM by Cosential?** Sometimes it is hard to create reports and pull the data in the way Unanet understands. It takes a couple of tries to get the report formated correctly. Once you get the format correctly, the report will pull. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Unanet provides data on our customers and data on the projects. We can search records and find any information we need, even if it is a record that is a year or two old. ### 41. Useful and improving **Rating:** 4.0/5.0 stars **Reviewed by:** Jake H. | Business Development Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Unanet CRM by Cosential?** The ability to quickly populate opportunity and client contact information is beneficial. The Outlook plugin, in particular, saves me a ton of time. The dashboards and reporting are also great but could use improvement. The Unanet team is working to improve, and I've noticed a lot over the last few months. We also use the workflows extensively. **What do you dislike about Unanet CRM by Cosential?** The backend data sync from our other software could use some help. We'd love it if our other data sources could feed Cosential more effectively. If they proactively worked with us to improve our experience we wouldn't mind that either. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Organizing our client and opportunity tracking information into one source accessible company-wide by the necessary user groups. ### 42. Love having a source of truth to find everything I need! **Rating:** 4.5/5.0 stars **Reviewed by:** Kim T. | Enterprise (> 1000 emp.) **Reviewed Date:** February 24, 2023 **What do you like best about Unanet CRM by Cosential?** The system has so much to offer; it is more than just a “CRM.” Along with managing Client/Customer relationships, we also use Unanet for Business Development, Marketing, Sales, and Forecasting. It’s pretty impressive how we can create so many associations between records, whether it be connecting a contact to an opportunity or adding a consultant to a project record. The hyperlinked records allow us to dive deeper into those relationships when needed conveniently. I also appreciate that they consider multiple client perspectives and also do testing to collect feedback before any massive release. **What do you dislike about Unanet CRM by Cosential?** We consistently (almost every week) encounter bugs that need to be fixed or features that we expect to happen one way but does not. When bugs are discovered, we need to stop what we’re doing, submit a ticket, communicate to our users, and wait for the fix to happen, which can sometimes taking a few weeks (even months) to resolve. It becomes a barrier to accomplishing what we need in that given moment. However, Unanet’s customer support has been extremely friendly and professional which definitely improves the overall experience. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** It is our source of truth and the central location where all data is stored! We use to have 20+ network drives with various mismatching information, making it extremely difficult to find the information we need. Having Unanet CRM as our primary data hub makes working and finding information much more efficient. ### 43. So incredibly helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Unanet CRM by Cosential?** The ease of use, as well as the organization it provides to the company. **What do you dislike about Unanet CRM by Cosential?** Sometimes, it requires you to fill in a field, and I don't have the information. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** This helps us keep track of our top prospects and clients, as well as any outings we have with them to make sure that we are connecting with the people necessary ### 44. Robust and Comprehensive **Rating:** 3.5/5.0 stars **Reviewed by:** Bob P. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2023 **What do you like best about Unanet CRM by Cosential?** The ability to link opportunities, companies, contacts and projects in one place and the ability to search for data using keywords. We appreciate the ability to customize where we can to capture additional data important to our business. Creating reports is fairly straightforward as well and we enjoy the flexibility to use existing report templates or develop more unique reports. Also, like the merge features for duplicate contacts and companies. Unanet support is also good for finding answers to less complex questions. **What do you dislike about Unanet CRM by Cosential?** Wish we had more flexibility to customize the display data on each page. Sometimes there's too much white space or data fields that we don't use (and would prefer to remove). We had to disable the Opportunity to Project conversion because new project data entered into our project management system is then downloaded into CRM, which creates a second record for the same project. What prefer to have Other Information in Companies profile to be displayed towards the bottom of page. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Consolidation of data from multiple sources. All data can be housed in one location and easily accessed by multiple people. And, we are able to generate reports on the data that is entered without creating manual spreadsheets. ### 45. Excellent for project organization and management. **Rating:** 4.0/5.0 stars **Reviewed by:** Dustin M. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Unanet CRM by Cosential?** I can keep track of what projects I have going on and what the current status is. **What do you dislike about Unanet CRM by Cosential?** Since I sometimes bid on multiple variations of the same project. I wish the cloning feature worked more often. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Tracking of on going and out going estimates. With Cosential I can track what jobs I have to bid and what jobs I previously bid. ### 46. Customization and support **Rating:** 4.0/5.0 stars **Reviewed by:** Tanya B. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 27, 2023 **What do you like best about Unanet CRM by Cosential?** The system is easy to navigate as a user and as a new system administrator the Support Team has been fantastic even when they couldn't 'fix' my concerns **What do you dislike about Unanet CRM by Cosential?** Some of the system menus etc are not intuitive and take time to find what you are looking for. Not a fan of having to log into the support and other centers separately but have heard that is coming to an end. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** The integration of mobile and outlook will be well received. As OFA I am excited to hear about the firm set up, custom options, etc updates just to make things easier ### 47. Everything is All in One Place **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2023 **What do you like best about Unanet CRM by Cosential?** I like that everything you need is encompassed into one area. Easy to get stats and metrics. **What do you dislike about Unanet CRM by Cosential?** I feel that Unanet CRM does not complete fixes and other items they roll out or say they are going to roll out before throwing something new on our lap. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Now that our company is finally going to upgrade to outlook 365 and that the mobile app has been updated we are hoping this will continue to get our BD group engaged and making notes and touchpoints as they go. ### 48. Unanet CRM review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** April 27, 2023 **What do you like best about Unanet CRM by Cosential?** I like how the product is tailored to our specific industry and how it continues to be improved. Support and Unanet University are helpful. **What do you dislike about Unanet CRM by Cosential?** Some modules are clunky and buggy. I've had issues with the search bar recently, and the Publisher module had many bugs when configuring it. The Client Excellence module can also be hard to work in. The overall UX makes user adoption and executive buy-in pretty impossible. Only a few core users use it. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** The design/interface has improved slightly, which makes it easier for beginner users. The workflows and dashboards are helpful. The integrations with OpenAsset, FDC, and Constant Contact are beneficial. However, the Constant Contact integration is not as robust as I'd like and doesn't provide a huge benefit. ### 49. Recommend Unanet CRM by Cosential for AEC Clients Looking for a CRM with Marketing Capabilities **Rating:** 3.5/5.0 stars **Reviewed by:** Courtney K. | Owner, Market Research, Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2016 **What do you like best about Unanet CRM by Cosential?** 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 CRM and marketing database for AEC firms looking for a CRM with marketing capabilities. 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 now own a CRM and data consulting firm that helps AEC firms implement, maintain and optimize their CRM. **What do you dislike about Unanet CRM by Cosential?** For administrators, Cosential can be overwhelming. It has too many areas to go to make changes; remembering them all is a challenge. Implementing a new CRM is not easy. Cosential has tweaked the implementation process and streamlined things into a step-by-step process in Monday.com. 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. If you find yourself in stuck or lost in implementation, reach out to CKearney Consulting. We are available to advise and guide you through the process. **Recommendations to others considering Unanet CRM by Cosential:** 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. **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** Our clients typically use Cosential for business development efforts, opportunity tracking, hit rate and win rate calculations, project data management, reporting data and producing documents like resumes and project sheets. ### 50. Pros and Cons **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Unanet CRM by Cosential?** -Outlook Extension: all emails can be linked to company/contact/opportunity -Opportunities: helpful to have all information in one place -Created specifically for the construction industry **What do you dislike about Unanet CRM by Cosential?** -Implementation process required a lot of heavy lifting -The training process was not as straightforward as promised -Not easy for the team to utilize -Not using all the features because it is so difficult to learn/understand/navigate **What problems is Unanet CRM by Cosential solving and how is that benefiting you?** We no longer need as many spreadsheets. ## 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?page=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+11%3A10%3A45+-0500&secure%5Bsession_id%5D=e059db2f-2995-4147-a8fc-b862fd18011e&secure%5Btoken%5D=7a65d7529a398ff89f421433f798cecaf0c821c4d5a3b5fc5072e7c5f2388841&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) ## Unanet CRM by Cosential Features **Additional Functionality** - Bid Management - AI Copilot - Project Tracking - Client Tracking - Calendar Management - Quotes/Estimates - Calendar/Reminder System - Lead Management - Activity Tracking - Customizable Reports - Task Management - Third-Party Integrations - Project Management - Inventory Management - Email Marketing - Activity Dashboard - Collaboration Tools - Communication Management - Customizable Templates - API - Buyer Management - Document Management - Workflow Management - Project Time Tracking - Reporting/Analytics - Contract/License Management - Data Import/Export - Warranty Tracking - Estimating - Customizable Fields - ACH Payment Processing - Forecasting - Sales Approval - Subcontractor Management - Change Order Management - Scheduling - For AEC Industry - Procurement Management - Job Costing - Sales Pipeline Management - Generative AI - Contact Management ## Top Unanet CRM by Cosential Alternatives - [Deltek Vantagepoint](https://www.g2.com/products/deltek-vantagepoint/reviews) - 4.1/5.0 (672 reviews) - [FieldPulse](https://www.g2.com/products/fieldpulse-fieldpulse/reviews) - 4.7/5.0 (370 reviews) - [Jobber](https://www.g2.com/products/jobber/reviews) - 4.6/5.0 (516 reviews)