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Architecture, Engineering, and Construction firms (AEC)
WBudget is a comprehensive system for salespeople and service providers to streamline the process of generating and tracking proposals and quotes with their clients.
Another great feature is the opportunity tracking, once again keeping all the pieces of a pursuit in one handy place and available 24/7 is brilliant.
The software is basically restricted for us and buy in from employees will be difficult as they will have to have email open on one screen and Cosential on another.
My favorite feature is the resume generation tool. The ability to produce multiple resumes tailored for specific pursuit types automatically updated each time they are created is beyond wonderful.
We have been waiting for 3+ months now on one issue, which is unacceptable. We are so far in at this point that it doesn't make sense to change systems now, but the thought has crossed our minds.
As a very visual person, the ease and impact of the dashboard widgets are a great. Seeing your information in charts and graphs really help to monitor our marketing progress.
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.
The automated alerts and notifications from the workflow system are excellent as well. Easy and efficient way of letting the team know when there are new prequals, awards, proposals, etc.
We used to have to pull and drag project information out of our Project Managers after their projects were completed, while they were already working on a few others.
Unanet CRM by Cosential
WBudget
Top FeaturesUnanet CRM by Cosential
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WBudget
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