Who Uses This Software?

Architecture, Engineering, and Construction firms (AEC)


Average Ratings

25 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $10.00/month/user
    See pricing details
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    24/7 (Live Rep)

Vendor Details

  • Cosential
  • www.cosential.com/
  • Founded 1999
  • United States

About This Software

The #1 CRM Solution for B2B Construction Firms. Designed to win you more projects. Cosential "speaks construction" out of the box. Map & manage unlimited data about your clients, prospects, relationships, contacts, leads, opportunities, projects, personnel, bids, and firm knowledge throughout a project's entire life cycle. Cosential is made for the sale of projects, relationships and experience. Take a demo with Cosential and see why it's the leading CRM for B2B Construction.


Features Checklist

  • Client Tracking
  • Contract Management
  • Forecasting
  • Project Management
  • Quote Management
  • Sales Management
  • Scheduling
  • Time Management

Product Reviews

Great for the Industry

Nov 11, 2016
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
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Comments: Great CRM system for the A/E/C Industry at extremely competitive price. Training process takes time as the CRM comes fully loaded with features. No additional costs for add-ons.

Cosential WOW

Nov 10, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Cosential is like food to your body.
You have to eat to survive.
Cosential helps me to survive my daily tasks and functions of my work.
I don't like to go hungry! And I don't with Cosential.

One stop shop for all of our project and pursuit data.

Oct 28, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
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Pros: A place for everything.

Cons: Load time has been a factor, but it has improved significantly over the past 6 months and I know their developers are actively pursuing even greater speed.

Overall: I love how easy it is to access and analyze our information. Cosential has a home for every data point you can imagine -- and the flexibility add new ones as needed -- so you can store and recall information about all of your pursuits and projects.
Our biggest problem prior to using Cosential was that knowledge about our projects, clients, past pursuits, etc. lived primarily in the heads of our people. That's fine as long as no one leaves and no one forgets...but that clearly isn't reality. Cosential is a robust, interconnected database that allows us to have literally everything in one place, and we can view that information from multiple perspectives.

Recommendations to other buyers: Be sure to work VERY closely with your implementation specialist. This can be an intimidating software package and needs to be populated and launched by someone who fully understands the system.

Great Support Team at Cosential

Oct 27, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: The support staff was very attentive to the many questions I have. My recent encounter with Lisa Pitts was exceptional. She went out of her way to help me solve a couple issues I was having and helped me create a report that saves me time. Thank you!!

Business Development Manager

Oct 26, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Comments: I appreciate the timeliness of the Cosential staff in helping our firm achieve our goals with a CRM Database.

Cosential Implementation and Use

Aug 26, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Data organization is great. Unlike other CRM solutions you do not need an outside programmer to customize. In fact the software is so robust in pre-loaded features implementation is more of subtraction process to hide modules your firm may not need or use. Field customization to match our firms processes and terminology was pretty straight forward.

Cons: Some newer modules (marketing e-blasts) are in their infancy, and work like their in their infancy. Generating reports and automatically generated reports (workflow) are not as intuitive to create as I would have liked and can be difficult at first. Mind you my implementation specialist Amy was always there to help me get the reports to do what I needed. It just takes some time to learn Cosential' s interface for this.

Overall: Cosential is a great CRM solution. Their implementation team made data import from multiple different sources an easy to understand and execute process. Any questions I have had along the way we're responded to very quickly.

The ONLY database in the AEC industry that makes my job easier!

Aug 15, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Because Cosential was designed by marketers in our industry, they know what information is important to collect, track, and analyze. The organization of the information and ease of use of the system is unparalleled to other CRMs/databases. Cosential is constantly updating and enhancing the system, so there are new, and improved, features being released to its users constantly, and I always hear what's going on - I know it's the top of the line database for information junkies like me. The reporting and template publishing tools are also incredibly helpful. Tracking our proposals and showing our win/loss ratios to senior leadership has been crucial. Also, the ability to store less-than-popular data for possible future use is highly beneficial.

Cons: I wish the reporting module was a little more user friendly - it can be daunting to new and novice users causing it to go unused and frequently used incorrectly causing frustrations. I am now in the Commercial Real Estate industry (more so than what would be termed AEC), I would love LOVE to have more information/modules relating to development of projects, property and asset management - understanding the high-level of property and information turnover for these types of services.

Overall: I was first introduced to Cosential in 2010 and began to research and push for the software at my previous company. After a long inside sales process, the company decided not to move forward with my recommendation ¿ which was a major factor in my leaving that organization. One of the main goals of my coming onboard to my current company was to implement Cosential as our marketing database software, and see what other tools are available that we can utilize in other parts of the company. We are full-service real estate company that provided construction (at the time), development, financing, tax credit syndication, facilities maintenance, and property, asset, and investment management services. We ended up implementing across all marketing groups in the business ¿ in the construction, development, investment, asset and property management, and in our justice division. Different groups adopted it more quickly than others, and some we ended up just removing entirely as they were not utilizing the system. Currently our marketing groups across the business still utilize Cosential for business development tracking, current project and property data collection and maintenance, and personnel resume maintenance.

Recommendations to other buyers: It's the best in the industry, but implementation (as with any software), can be very time consuming and overwhelming. Depending on your level of implementation, I would highly recommend a dedicated employee to this endeavor, and then can become the go-to Cosential person/administrator for the system ongoing. Even after implementation, you need to understand any database is only as good as the information that goes into it - so constant maintenance is imperative to keep the system updated and accurate.

Vendor Response

by Cosential on August 15, 2016

Thank you for this feedback and your advocacy! We love to hear the validation of our purpose: providing the best database tool that truly knows the AEC space and consistently driving for innovation. When it comes to reporting, implementation we hear you, part of housing so much data for inquiry is also a large number of ways to summon it. We're always working on the UI for ways to improve, as well ensure we remain extremely approachable for assistance should you need it. On project management, we work hard to have API implementation with softwares that focus on development of projects so that you can combine those views and measure turnover - please get with us to ensure you are taking advantage of existing integrations that may exist you may not be aware of. If we're missing one, or ways we can have modules accomplish something our customers can benefit from we'd love to evaluate that for future feature enhancements, as you mentioned we're very passionate about!

Marketing Coordinator

Jul 29, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: It's incredibly user friendly and is getting more and more user friendly with each and every update

Cons: It has a tendency to run really slow at times

Overall: I use Cosential literally every single day...and that's not just because I'm the OFA but because it's so easy to upload information and documents. I use the personnel, projects and opportunities modules almost daily. Being able to reference so much information for a project we may be mentioning in a proposal is very helpful and makes my job a lot easier.

Vendor Response

by Cosential on July 29, 2016

Thank you for the kind words, and your being a fan of the solution. It fuels us to hear how we save you time in the proposal process, making your job easier is our job ! On the tendency to run slow, That is absolutely fair feedback and we're on it! We've purchased more servers in addition to optimizing the application. We're already seeing great improvement and very near upcoming updates are focused on delivering much faster speeds.

Cosential makes us better marketing team

Jul 22, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Cosential gives us quick access to all our past proposal information. Our marketing team is quickly and easily able to access past proposals for guidance, develop intel about our history with clients and understand our experience in a region or with a certain service. As a firm with over 25 offices across the country, this information is vital to our team.

Cons: While Publisher has come leaps and bounds from where it was originally, we would like the ability to create several resumes at the same time. For example, I'd like to select several employees, choose a template and have the system walk me through each employee to choose his or her projects.

Overall: KCI has been with Cosential since 2007 and have watched the system expand to meet the needs of industry. While we do not use every function the system offers, we rely heavily on it for proposal tracking, proposal generation, customer information (hit rates, history, contacts) and firm qualifications (projects and personnel). The Cosential team has never lost sight of what it is that makes them successful which is involving industry in their roadmap for enhancements and functionality. These folks listen to what we need and respond.

Recommendations to other buyers: By far, Cosential is the best option for A/E/C industry. It is customized for our industry, understands what we need to get our jobs done and the team at Cosential is constantly looking for ways to help us do our job better.

Vendor Response

by Cosential on July 24, 2016

Thank you Deborah for taking the time and giving us this fantastic review! Means the world to us from a client who has seen us grow and evolve. Great suggestion on allowing for several resumes at the same time, I'll own checking on that suggestion and get back to you on it!

Cosential review

Jul 08, 2016
4/5
Overall
2 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: A strong CRM with lots of capability

Cons: Not intuitive - improved UX/UI could improve this; The help section is not very detailed.

Overall: A good system for integration- user interface/user experience could be more solid. A more intuitive interface can help users navigate, update, and understand the CRM with ease!

Recommendations to other buyers: Improving the UX/UI could help make it more intuitive for users. Adding depth and detail to the Support Center can result in a lot fewer confusing scenarios and calls to support as well.

Vendor Response

by Cosential on July 08, 2016

Thank you for taking the time reviewing Cosential! We're proud to have earned your business. On intuitiveness, we're always listening to our clients and making updates weekly so please let us know where you see room for improvement. We've hired new support director and team, you should be feeling great improvement in support now! The new team has improved response times, follow up times and we're editing/updating knowledge articles every day. Thank you for your feedback and business!

Get to know Cosential

Jul 08, 2016
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: I like that Cosential has implemented upgrades in speed and search functions. It is tailored to the A/E/C industry, and we have the ability to customize fields. We use Adobe InDesign for proposals, so the ability to generate resumes and project profiles directly into InDesign templates is a big plus (it can also be done in MS Word). The dashboard widgets are really helpful for our business development team. There is a phone app available. I am getting good service regarding support for re-implementation.

Cons: The report module is always a challenge, the interface is cumbersome and it usually takes multiple attempts to generate the data I am looking for. It is not forgiving for variances in naming conventions. Customer support relies on just pointing you to a video. I have put in tickets for fixing issues and never hear back.

Overall: My company had implemented Cosential about 3 years before I joined, and they did a good job of inputting the bulk of project, personnel, and contact info into the data base. By the time I came on board the staff that had implemented had left, so I received minimal training on administration of the system, and how all the pieces fit together. That being said, it has not been difficult to learn the basics, and I am currently in the process of "re-implementation" to establish standard work flows and systems to manage the data input, user training, report management, etc. The biggest challenge is carving out the time for data input and cleanup, not to mention bringing new modules (surveys, marketing, etc.) on line without having a full time data base manager.

Recommendations to other buyers: If you are in the A/E/C industry this data base software is geared to meet your needs. Allocate adequate hours to keep it maintained, have buy-in from management. It is a huge commitment, but as far as I can tell, beats the alternatives.

Vendor Response

by Cosential on July 08, 2016

Thank you Nora for taking the time reviewing Cosential! We work hard for your business, and delivering value to A/E/C teams as you spoke. Honored to hear how our fields and proposal automation works well for you. On the report module, fair feedback and our developers are making changes very soon so stay tuned. We've hired new support director and team, you should be feeling great improvement in support now! The new team has improved response times, follow up times and edited/updated knowledge articles.