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Architecture, Engineering, and Construction firms (AEC)
Full-time freelancers, side-hustlers, small agencies.
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.
I'm able to focus on the things that matter most: creating amazing content for my clients. I highly recommend it to anyone looking for an all-in-one solution for their business.
I was disappointed that Wethos converted into a paid platform, but I understand why.
I love the ease, pre-built proposal and service templates, the interface, the ability to offer even more services , and the affordable.
The biggest feature Wethos is missing falls under the CRM umbrella, where Wethos does not have automated emails built into the tool to schedule emails based on specific triggers in advance.
I like that this allows me to present my creative work in a professional way. Having a starting point for communicating scope and setting expectations in the contract is great.
The cost of the platform might not justify the value for some users, especially if they only use a limited number of features.
The templates with recommended estimates are AMAZING, helping you create a fair proposal and top tier market value.
It hard to say, maybe not allowing us to customize the estimate domain.
Unanet CRM by Cosential
Wethos
Top FeaturesUnanet CRM by Cosential
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Wethos
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