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EB

Emilija B.

Mid-Market (51-1000 emp.)

4/30/2025

"Positive learning and organizing"

4/5

What do you like best about Unanet CRM by Cosential?

The ability to house and distribute institutional knowledge. Integral for onboarding and for maintaining current status of projects/people/services Review collected by and hosted on G2.com.

What do you dislike about Unanet CRM by Cosential?

Some of the UI is a bit outdated, but it's for more aesthetic purposes than anything else. ALSO - not being able to have multiple project tabs open at the same time Review collected by and hosted on G2.com.

LS

Lindsay S.

Marketing Coordinator

Mid-Market (51-1000 emp.)

5/18/2023

"Unanet CRM by Cosential is improving quarterly"

4/5

What do you like best about Unanet CRM by Cosential?

It's been great that Unanet has invested additional resources with their support team and been listening to users who want enhancements to certain areas for years. The examples of the important updates are an improved user interface and a new mobile app geared towards Business Development users are great investments.

Another great component of Unanet CRM that others like Salesforce is that it collects historical project data. It's very useful for all types of people in our company. From a receptionist to our C-Suite Executives, this module includes important information that is requested often. Review collected by and hosted on G2.com.

What do you dislike about Unanet CRM by Cosential?

It does take awhile for enhancements to get implemented. However Unanet has a lot planned for this year to make the CRM better. Review collected by and hosted on G2.com.

What problems is Unanet CRM by Cosential solving and how is that benefiting you?

We rely heavily on the CRM at our Construction company. It contains a lot of historical data as well as our prospects and opportunities. We generate our monthly sales throughout each year with the CRM as well. Our company has been using Cosential for over ten years, and it's an excellent resource for the entire company. Review collected by and hosted on G2.com.

AC

Andrew C.

Director, BD

Mid-Market (51-1000 emp.)

11/15/2024

"Unanet CRM - Great for AEC firms"

4/5

What do you like best about Unanet CRM by Cosential?

The biggest upside in my mind is the tailored approach for AEC firms. As a construction company, our procurement process differs greatly from other industries and unanet is designed to closely follow that workflow. It's very customizable so we can use it to direct our workflows throughout the customer lifecycle. Review collected by and hosted on G2.com.

What do you dislike about Unanet CRM by Cosential?

The biggest drawback to Unanet CRM sometimes is the mass of data available and it can be difficult to quickly put together reporting elements due to the number of available fields to sort through. Review collected by and hosted on G2.com.

LO

Laura O.

Finance Chair - SMPS NERC Regional Conference

Small-Business (50 or fewer emp.)

8/13/2024

"Unanet has helped our small business be more thoughtful and organized in our pursuits"

4/5

What do you like best about Unanet CRM by Cosential?

The simple outlook integration makes it so easy for my busy technical professionals to log their activities and keep track of our latest touchpoints with key clients. As a firm that primarily works as a sub-contractor, Unanet has given us excellent solutions to track our teaming partnerships on projects without overloading our pipeline with duplicate entries. The ease of use and integration into products we use daily made user adoption so much easier, with staff knowing they could do everything they needed right from Outlook. This has been a game changer for our business development tracking. Review collected by and hosted on G2.com.

What do you dislike about Unanet CRM by Cosential?

There are some fields that are not relevant to our business that I would like to be able to turn off to simplify the system, particularly in the projects area. Review collected by and hosted on G2.com.

What problems is Unanet CRM by Cosential solving and how is that benefiting you?

Assigning actions from business-developed meetings that relate to specific pursuits. We have greater accountability when we can assign tasks directly in the system and have a record and a single source of truth about who said they would do something and how it got done. The email integration and tagging of emails to the pursuit records helps with transparency and accountability without being painful. Review collected by and hosted on G2.com.

Response from Lucas Hayden of Unanet CRM by Cosential

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Hi Laura, we're glad to hear that Unanet has been a game changer for your business development. We appreciate your feedback about turning fields off and will take it into consideration for future updates. Thanks, Lucas

JK

Jim K.

Director of Strategic Initiatives

Small-Business (50 or fewer emp.)

2/21/2025

"Learning Cosential CRM"

3.5/5

What do you like best about Unanet CRM by Cosential?

I like the customization and reporting on the data. Review collected by and hosted on G2.com.

What do you dislike about Unanet CRM by Cosential?

It is a bit slow and point-click heavy when entering data or searching, but you can add as much or as little data as you need. More data means more time to enter. Review collected by and hosted on G2.com.

CA

Craig A.

Mid-Market (51-1000 emp.)

5/1/2025

"Very efficient, very conformable to our needs"

5/5

What do you like best about Unanet CRM by Cosential?

The number of features makes it comprehensive, and easy to integrate. The customer support is always fast and helpful. Review collected by and hosted on G2.com.

What do you dislike about Unanet CRM by Cosential?

Nothing. It takes a bit to be trained and grasp it, but once done it works very well. Review collected by and hosted on G2.com.

Response from Lucas Hayden of Unanet CRM by Cosential

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Thanks so much for the kind words! I’m glad to hear Unanet CRM is fitting your team’s needs and that our support team has been responsive and helpful. We really appreciate you taking the time to share your experience. – Lucas

UA

Verified User in Architecture & Planning

Mid-Market (51-1000 emp.)

4/30/2025

"Useful Integration with Unanet AE"

4/5

What do you like best about Unanet CRM by Cosential?

That it is integrated with our Unanet AE - the marketing team has access to the info provided by our project managers. Review collected by and hosted on G2.com.

What do you dislike about Unanet CRM by Cosential?

Onboarding help from Unanet is great, but there is still a huge learning curve - we are busy people who don't spend time learning something new, I guess. :) Review collected by and hosted on G2.com.

JC

Jenna C.

Mid-Market (51-1000 emp.)

4/30/2025

"Senior marketing manager"

4/5

What do you like best about Unanet CRM by Cosential?

It’s great!I love how you can track everything! The app with your schedule is KEY! It helps with the different classes and the descriptions. Review collected by and hosted on G2.com.

What do you dislike about Unanet CRM by Cosential?

I need more tutorials or to know where they are located. Review collected by and hosted on G2.com.

TT

Trish T.

Mid-Market (51-1000 emp.)

4/30/2025

"Long-time user"

5/5

What do you like best about Unanet CRM by Cosential?

tracking new and existing opportunities, gathering client data, reporting on hit rates, etc Review collected by and hosted on G2.com.

What do you dislike about Unanet CRM by Cosential?

Report function is lacking, would like ability to customize looks of reports without having to export to Excel Review collected by and hosted on G2.com.

SB

Suzanne B.

Enterprise (> 1000 emp.)

5/14/2024

"We're Loving It!"

5/5

What do you like best about Unanet CRM by Cosential?

We love Unanet because it was built for the AEC industry and meets all of our needs. Review collected by and hosted on G2.com.

What do you dislike about Unanet CRM by Cosential?

The reporting module is ancient, it desperately needs to be updated. Review collected by and hosted on G2.com.