David C.
DC
David C.
Instructor
Mid-Market (51-1000 emp.)
"Unanet Helps Construction Firms Close Deals Faster"
4.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

BC
Bill C.
Small-Business (50 or fewer emp.)
"Worthwhile conference"
4.5/5
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 Review collected by and hosted on G2.com.

What do you dislike about Unanet CRM by Cosential?

we dislike nothing at this time. That is all. Review collected by and hosted on G2.com.

Response from Lucas Hayden of Unanet CRM by Cosential
Edit edit

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

EA
Elyse A.
Enterprise (> 1000 emp.)
"Ease of use is relatively easy however inconsistent reliability."
3/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

DK
Donna k.
Enterprise (> 1000 emp.)
"Easy to Use, but Development Takes Too Long for New Rollouts"
2.5/5
What do you like best about Unanet CRM by Cosential?

Easy to use and some features . . . . . . Review collected by and hosted on G2.com.

What do you dislike about Unanet CRM by Cosential?

Things take too long to complete in the development to roll out new items Review collected by and hosted on G2.com.

CL
Connie L.
Enterprise (> 1000 emp.)
"Strong Out-of-the-Box AEC Features, but Needs Better Field and Edit Permissions"
3.5/5
What do you like best about Unanet CRM by Cosential?

it has out of box features custom to AEC Review collected by and hosted on G2.com.

What do you dislike about Unanet CRM by Cosential?

need more permissions on edit vs create records, and additional ability to lock down fields. Review collected by and hosted on G2.com.

RM
Robert m.
Small-Business (50 or fewer emp.)
"Director"
5/5
What do you like best about Unanet CRM by Cosential?

I love that we can see all of our client data in one place Review collected by and hosted on G2.com.

What do you dislike about Unanet CRM by Cosential?

I want faster AI integration to use our data easier Review collected by and hosted on G2.com.

Verified User in Architecture & Planning
UA
Verified User in Architecture & Planning
Small-Business (50 or fewer emp.)
"Unanet CRM by Cosential"
1/5
What do you like best about Unanet CRM by Cosential?

The ability to clone and create a new opportunity Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Lucas Hayden of Unanet CRM by Cosential
Edit edit

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

KH
Kara H.
Small-Business (50 or fewer emp.)
"Keeps Our Data Organized and Makes Resume Generation Easy"
4/5
What do you like best about Unanet CRM by Cosential?

Keeping our data organized and the ability to generate resumes Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Jason S.
JS
Jason S.
Director of Operations - Site Construction
Mid-Market (51-1000 emp.)
"Mixed experience, nice platform but hard to Use: Reports, Graphs, and Data Entry Need Improvement"
2.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Leslie M.
LM
Leslie M.
Proposal and Sales Supervisor
Mid-Market (51-1000 emp.)
"Awesome Publisher and a Great Basic User Interface"
4.5/5
What do you like best about Unanet CRM by Cosential?

Publisher is awesome, and the basic user interface is great. Review collected by and hosted on G2.com.

What do you dislike about Unanet CRM by Cosential?

Project module is clunky and restrictive in what you can change or modify. Review collected by and hosted on G2.com.