Very valuable when trying to look at large amounts of data Review collected by and hosted on G2.com.
Sometimes looks a little outdated but has a functional way of getting the point across Review collected by and hosted on G2.com.
Tracking of reporting and connections... Review collected by and hosted on G2.com.
The lack of user experience guidelines from Unanet Review collected by and hosted on G2.com.
I like the connectivity of the system with ERP. I like the Proposal management functionality Review collected by and hosted on G2.com.
I don't have any specific items that I don't like. Implementation issues have been our issues not staffing with the right people. Review collected by and hosted on G2.com.
Thanks for sharing your review! I’m glad to hear the CRM’s connectivity with ERP and proposal management features are delivering value for your team. It’s great to know the system is supporting your pipeline management efforts. – Lucas
Ability to easily tract Company, client contacts, and sales opportunities. Review collected by and hosted on G2.com.
Reporting tools are OK but no SQL code level access would be better. Review collected by and hosted on G2.com.
Unanet CRM by Cosential has the capacity to hold a great volume of data that is reportable and eat to reference or pull as needed. Review collected by and hosted on G2.com.
Opportunity grid is outdated, and project module is outdated. Reporting on your data isn't pretty (and sometimes leadership wants extensive data that is easier to digest). Review collected by and hosted on G2.com.
We only use the Opportunity and Leads. Found out yesterday that there is so much more to the program.. Review collected by and hosted on G2.com.
Number of features that I do not know about. Review collected by and hosted on G2.com.
Having client, personnel, opportunity, and project data readily available. Review collected by and hosted on G2.com.
The inability to share fillable custom forms to others in the firm who are not Unanet users. Review collected by and hosted on G2.com.
Ability to integrate with Outlook. Our team has found this valuable and we're using this momentum to move things forward with continued adoption. Review collected by and hosted on G2.com.
Sometimes there are too many options. Sometimes I wish it were more simple to use. I have a hard time keeping up with all the new features. Review collected by and hosted on G2.com.
Upsides: great customization of fields, good storage of data, app is very useful as well as the outlook plug in Review collected by and hosted on G2.com.
I can't see multiple addresses when I run a report of companies. Not rebust enough for tracking events Review collected by and hosted on G2.com.
The tracking of opportunities and sale leads. We also use it to do revenue and staff forecasting with our A sales. Review collected by and hosted on G2.com.
The search feature when publishing a resume could use some work. Also the reports module could be cleaner - i think both of these are on the roadmap for future updates. Review collected by and hosted on G2.com.