I like that Unanet CRM by Cosential serves as a single source for all our business development needs. It makes sharing information across the business easy and provides valuable pipeline visibility. The centralized client, opportunity, and project information improve collaboration and reduce time spent searching for data. The visibility into our sales pipeline and historical project information facilitates better decision-making, pursuit management, and proposal development. I find the reporting tools extremely helpful, offering a lot of insight. The client database is crucial as it allows us to see all our client contact information in one place, and the Microsoft Outlook plugin enables seamless integration for meetings and follow-ups. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

I like that it keeps client contacts, project history, and sales pipelines in one place. We did not have that previously and it has really streamlined our processes. I also really like dashboards and custom widgets show sales goals and win rates. Review collected by and hosted on G2.com.

I think the connect from AE & CRM could be better and more clear. And more able to customize with support. The software is not always considered user-friendly and navigation can be complex. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Customizable and easy to search, with lots of categories for saving project data. Review collected by and hosted on G2.com.

I haven’t been able to integrate Unanet with any other tools yet. Since it’s still early, I don’t know if it’s worth the price, and I’m still figuring out whether it will fit my needs. Review collected by and hosted on G2.com.

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

2026: We continue to be supported and impressed by Unanet CRM. This year we added the ProposalAI feature and have been working with that. Review collected by and hosted on G2.com.

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

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.