--- title: "Unanet CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Unanet CRM the right CRM solution for you? Explore 69 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/250925/Cosential/reviews/" page_type: "reviews" language: "en" publication_date: "2026-10-19" --- Unanet CRM 4.4 (69) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated October 19th, 2026 # Reviews of Unanet CRM Ease of use 4.1 Customer Service 4.3 ## Pros and Cons in Reviews JF Julie F MarketingMechanical or Industrial Engineering, 11 - 50 employeesUsed the software for: More than 2 years. “Another feature I struggle with is building resumes---it would be really helpful if we could see how many hours a person spent on a project BEFORE selecting it for the resume.“ November 28, 2023 JF Julie F MarketingMechanical or Industrial Engineering, 11 - 50 employeesUsed the software for: More than 2 years. “Too often, I end up selecting all the project, and then having to painstakingly remove each one that they only spent a couple hours on...and it's a slow process. If it weren't for this, I'd be able to get resumes done much more quickly.“ November 28, 2023 ## Showing most helpful reviews Showing 1-25 of 69 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Rose B. Marketing Coordinator Used the software for: Less than 1 year ### "Great customer services and easy to create indesign resumes and cutsheets from cosential." February 14, 2018 5.0 Capability to start stream lining the resume and project sheet process. Pros The ability to produce resumes and cutsheets from cosential in indesign format. The process to store project information and customer relations is quick and easy. Ability to customize your dashboard. Cons That it will not round the Dollar to millions when producing a resume or cutsheet. You must go into the indesign file and edit the Dollar value. Review Source R Reviewer Manager of Bid Administration Used the software for: 3-5 years ### "Hoping to be able to upgrade this review at a later date" June 14, 2018 4.0 Cosential has streamlined our processes and has the potential to help us streamline even more. The company needs to evolve it's development staff to be able to address bugs in a timely manner. Pros Cosential has streamlined many of our processes, and has the potential to help us automate our proposal process even more. The potential is amazing. Cons Glitches! We seem to be always taking three steps forward, two steps back. Cosential isn't easy to set up or implement. There is a ton of up front work and training to be done. After overcoming all of that to be faced with modules that stop working and aren't fixed timely we are left hanging. Two years in, as we are ready to deep-dive into more of the Cosential functionality we are being besieged by glitches that are impeding our use of the system, which is extremely frustrating. The big weakness is in fixing bugs in the system. The customer service team passes glitches on to the developers and nobody can, or will, tell you when to expect the problem to be resolved. 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. Review Source Jason G. Employee Used the software for: 3-5 years ### "Does not support G Suite companies, Microsoft 365 and Exchange only" October 7, 2020 3.0 Trying to find other G Suite companies to share solutions. Looking for 3rd party integrations. Pros It is a well rounded CRM if you have the right back end infrastructure. Cons We are G Suite company. G Suite is Googles competitor to Microsoft 365 and Exchange. G Suite has a 15% lead on Microsoft for market share. After Cosential was purchased we were surprised that we could not use Cosential for Outlook in our Outlook 2019 for desktop or have similar functionality in web Gmail. 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. Review Source R Reviewer Director of Marketing Used the software for: 3-5 years ### "Service!" July 18, 2019 5.0 Overall, their customer support is second to none. I have worked with a few different team members and they have always been responsive and helpful. Every once in awhile, I'll do a refresher training with them, since there are certain areas I don't use often, so I forget how to use them. They do a great job of taking care of me, for which I am grateful! Pros The software is very user-friendly and robust. The fact that I can access the data from anywhere (app, website) is very useful! We use Ajera for our timesheet and billing software, and the transition is seamless. There is a pretty robust FAQ area if you have any questions, and their staff is very helpful. We are about to start producing our resumes out of Cosential, which will help with our efficiency. All-in-all, this is a great program. Cons Sometimes it's a little too robust (because it has to cover different markets) and you can't always pair down the information. There are also places we wish we could customize a little more for us, but it's not a deal-breaker. The biggest downfall, we transitioned to the cloud-based platform earlier this year (our accounting team moved our Ajera to the cloud), and unfortunately lost some of the functionality of the On-Prem (mostly when it came to staff team information, which Ajera cloud blocks the transfer, so it has to be done manually). But, again, their customer service is exceptional, and they found a work-around for us while they are researching how to get those connected again. Review Source R Reviewer Senior Knowledge Manager Used the software for: 3-5 years ### "Best CRM for the AEC Industry" August 6, 2019 5.0 Pros Cosential was created and designed by people from our industry, so they understand what information is important to us. The system is easy to navigate and provides more components than other platforms we have used in this arena, such as document automation, surveys, a knowledge library, email marketing and superior search functions. Cosential invests in product development and rolls out new features, functions and improvements on a regular basis. Cons The user interface needs a refresh. We have been hearing about interface updates since we started using the product, but progress on that initiative has been slow. The report module is challenging for the average user due to the large quantity of fields and inconsistent field naming. However, I appreciate that we do not need to write a query or depend on code to develop a report, unlike other platforms we use. Review Source R Reviewer Director of Marketing Used the software for: 3-5 years ### "Cosential makes us better marketing team" July 25, 2016 5.0 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. 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. Review Source R Reviewer Marketing Manager Used the software for: 3-5 years ### "Cosential CRM" July 18, 2019 4.0 Cosential is a great repository for all of our CRM data. It has a lot of functionality with regard to exporting reports, both formatted and unformatted Pros As with all databases, everything is linked together. The system has a lot of capability and is able to be customized which is very helpful to us. We are able to capture all information needed and if there isn't a specific place then we can always create a "description" and put the info there. Cons Search feature doesn't always work that well. When I search for certain things, I know they are in the database but they don't come up. I have to either refine my search or find what I'm looking for a different way. Review Source R Reviewer Engagement Coordinator Used the software for: 3-5 years ### "KFW Engineers - Word Processor's Review" July 18, 2019 5.0 Lots of benefits once you figure out the reporting and have employees who are DILIGENT about completing each & every form to it's fullest extent - with that you could capture any data set imaginable. I like it overall. Pros Your reporting capabilities make all of this seemingly random information we input from different departments come together to yield a clear picture of our firm, our clients, and our project standings. Cons It's a little difficult to navigate as the Administrator, there's a lot of clicks to get to where I need to go. Some custom options would be nice, for example when I open an opportunity if it could automatically be in the "edit" screen instead of the "view" screen - I hardly click on something I was to simply view, so cutting to the chase on some steps would make things go faster - though I understand that's individual-specific and infeasible to engineer for one person. Review Source R Reviewer IT Manager Used the software for: 3-5 years ### "Cosential Review" July 15, 2019 4.0 Our main goal for using Cosential was to provide our leadership with our customized sales report that contained real-time information as opposed to waiting on weekly, monthly or quarterly reports. As a byproduct, we also wanted to provide our sales teams and service managers with tools that could measure productivity based on activities. Cosential has, or will very soon, provide the sales report information we need and our sales team/service managers have dashboards to measure productivity. Pros I've used a lot of software over my career and Cosential is by far one of the most flexible and user-friendly applications I've used. Although it is a CRM, which implies many steps and being data intensive, Cosential is structured so you can use as much or as little as you need and has a minimal learning curve for users to become productive almost immediately. The configuration is simple and straightforward and the webcast training is very helpful. Cons As we started our implementation, we had a few very specific requirements for our customized sales report that Cosential could not handle. However, though working with their team we are close to being able to produce this electronic sales report dashboard and do away with the paper copy. Review Source R Reviewer Business Development Analyst Used the software for: 3-5 years ### "One Stop Shop" July 17, 2019 5.0 Overall I am happy with the database however, there are so many features we are not yet using. So many of our users are casual users so its difficult to achieve buy-in and explore all the features when you are working individually. Pros This database is geared for the A/E/C industry. The Cosential team comes from our industry so they are very knowledgeable about the type of data we are dealing with and what we need from our database software. There are so many features of the database that can improve job efficiency and streamline processes across multiple offices. Cons Proper set up is imperative (example: Firm Orgs). Our database wasn't set up properly to begin with so much of my early days using the system was cleaning up data and setting up firm orgs so we could make sense of the data going into the database. Review Source R Reviewer Director of Business Development Used the software for: 3-5 years ### "Made for the AEC industry!" July 18, 2019 5.0 Great way to organize and track opportunity pipeline as well as managing client relationships. Our company had never used a CRM before but it has been a great starting point that I know we can expand upon when the time is right. Fantastic business development tool. Pros Cosential is a great CRM software because of how an opportunity/client/project/etc can be linked. Other CRM's have a client and opportunity or project/sale but do not effectively show the project team. Overall, fairly user-friendly system and ability to customize interface. Cons Reports are rather complicated for non-engineering minded. Could have more simplified reports set as standard and then ability to get technical with more in-depth data. Review Source R Reviewer Used the software for: Less than 1 year ### "Cosential review" May 17, 2017 4.0 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! Pros A strong CRM with lots of capability Cons Not intuitive - improved UX/UI could improve this; The help section is not very detailed. Review Source R Reviewer Marketing manager Used the software for: 3-5 years ### "Suits our needs cost effectively" July 17, 2019 5.0 Pros Designed for AEC, generates resumes and project sheets Cons Can’t have multiple windows of projects open Review Source R Reviewer ### "The best CRM for the A/E/C Industry" April 8, 2014 4.5 Pros The fact that Cosential is specifically designed for the A/E/C industry is vital. Cosential is a rare find because it was built by A/E/C marketing professionals with a profound understanding of the industry, its pain points, and its business processes. That knowledge is reflected in key features, implementation, and support, as it is a system tailored to industry best practices. Users of Cosential view the system as very customizable and are able to adapt it to fit their specific needs. Cons Cosential has come a long way in the eight years that I have been using the system. They have grown quickly and have rolled out great new features. With that said, sometimes I think the new features are focused on a little too much, and the current bugs or enhancement requests are left behind. Dan, the CEO, listened to his users, took this to heart, and announced at the last conference that he has brought on developers to clean house and improve what is there already. I feel that is happening, especially as I read the monthly updates. Review Source J. Derick T. Director of Business Development Support Used the software for: Less than 1 year ### "Cosential - Work SMARTER Not Harder!" November 11, 2016 5.0 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.... Now with the workflow and Financial Data Connector, we are able to sync our financial projects directly into Cosential project records and pull relevant data real-time. Pros Built by and for the AEC industry. The workflows are a huge time-saver and allow us to capture the data we need to make our systems function. Cons Nothing major - I love their reports, but they can take some getting used to. Review Source R Reviewer Office Mgr Used the software for: Less than 1 year ### "Just didn't work for us." January 15, 2018 3.0 Pros A great tool to store detailed project data and fairly simple to use. Simple but time consuming to set up. Cons My boss just never felt comfortable using it. He would much rather go to a Word document and easily find the project information to copy and paste. I'm fairly certain it cannot be integrated with accounting programs to store billing and client information. I haven't even opened the program in years. Review Source R Reviewer Business Development Used the software for: 1-3 years ### "A great resource if you have someone to keep it updated" July 17, 2019 5.0 Finding some materials you have to go a roundabout way to get to, but overall it was very functional. Pros The ease of looking at spread sheets to look at all the possible opportunities and projects we are tracking. Cons That is it subscription based. We would go months without touching it but the price would still accumulate. Review Source R Reviewer ### "" July 19, 2011 5.0 I have seen all of the solutions out there for the AEC industry. There is no one solution that does what Cosential does. They have thought through our business and created what has long been needed for everyone in our industry. This CRM system has allowed multiple companies I have worked for to organize and better utilize their data and resources. Anyone going without this system is far behind the curve. Competition has gotten fierce in today’s economy, and we all need every advantage we can get. Cosential is the key to success!! Review Source Gillian C. Marketing Manager Used the software for: I used a free trial ### "Exactly what we were looking for" October 11, 2017 4.0 Pros We love that it is specifically for the AEC industry, making things much more relevant to the way we do things. It is also relatively easy to used and is customizable. Cons This may not be necessarily a Con, but there is more in this software than we need. It would also be very helpful to have a feature in the mobile app where phone calls could be recorded so you can take notes on it later. Review Source R Reviewer Project Manager Used the software for: Less than 1 year ### "Comprehensive CRM solution" May 15, 2018 4.0 Pros I like most the Outlook add-in which makes it very simple to add and manage contacts which you establish throughout your respective industry. Good software for managing and tracking leads and relationships as well as managing marketing blasts and info out to clients and prospects. Cons Steep learning curve and you really need someone on your team to have used and have a good understanding of how everything works in order to "on-board" newer people working in this program Review Source Donna S. ### "Great Support Team at Cosential" May 17, 2017 5.0 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!! Review Source R Reviewer ### "Cosential WOW" May 17, 2017 5.0 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. Review Source JF Julie F. Marketing Used the software for: 3-5 years ### "FINALLY, a tool for marketers in the AEC industry!!!!" November 30, 2023 5.0 Fantastic. It's like nothing I've ever used before, and it's so great to have all my information in one convenient place. Also, the Unanet CRM by Cosential team is great--I've gotten to know several people over there, and they're all extremely helpful and knowledgeable. I feel like I'm easily able to reach out to someone I know with a question, rather than sending my questions off into an abyss and never know who will respond to them and when, like most software companies. Pros I love that it's got so many fields and places to store all the information I need. It covers everything from project specifics, to team member experience, and everything in between. It's customizeable, so I can alter fields I don't use, and make them into something else more helpful to me. The Publishing tool, though it needs some updates/improvements, is still a huge timesaver, especially with resumes. This software is my one-stop-shop for all information I need! Cons It feels a little outdated, both in terms of appearance and capabilities. There are some things, like the ability to rearrange tabs, that seem like they should be obvious, yet are not yet implemented. Another feature I struggle with is building resumes---it would be really helpful if we could see how many hours a person spent on a project BEFORE selecting it for the resume. Too often, I end up selecting all the project, and then having to painstakingly remove each one that they only spent a couple hours on...and it's a slow process. If it weren't for this, I'd be able to get resumes done much more quickly. Review Source R Reviewer VP Sales & Marketing Used the software for: 3-5 years ### "Excellent CRM for Sub-Contractor" October 5, 2020 4.0 Overall, the software was very straight forward to deploy and they have excellent support during start-up. This is a very good CRM for construction-based business and they bring their industry knowledge to the table during configuration, implementation and deployment. Pros As a sub-contractor a key feature that was needed in a CRM was to be able to quote different GC's for the same project and not have each quote for the same project show up in our pipeline. We need to have a Master Opportunity with multiple sub-opportunities. Cosential is able to handle this very well (unlike most other CRM packages). In addition, the ability to create individualized dashboards per individual was very beneficial for my business development team. These individualized dashboards allow my team to display their goals, quotes and activities on this dashboard. Cons Cosential needs to improve two areas: Handling documents better and working with Outlook Calendar Cosential has document management, but you have to deal with one file at a time...both uploading and downloading. For large construction files (prints and specifications) it takes a while for these files to be uploaded or downloaded and does not effectively allow for other computer tasks to be done. As a CRM, they need to have an interface with Outlook calendar (or Google Calendar) that is seamless to effectively leverage their tasks and activities within Cosential Review Source R Reviewer Sr. Business Development Coordinator Used the software for: 3-5 years ### "Adding a CRM to our firm has helped us keep track of prospect projects as well as client information" April 9, 2018 4.0 Pros We now have one central data depository for all of our offices contacts, project info, personnel, resumes etc. The ability to create custom reports, update project data and track prospects across many users has improved our communication and reporting tremendously. The ability to update personnel, project, contact information in one spot and have it populate throughout any report or resume is a big plus. The Widgets are great for a graphical representation to management that accurately represents current pursuits, hit rates, wins by market, etc. The ability to turn on and off modules for user groups is huge! It keeps people from being overwhelmed when they first start to use the CRM, especially if they never have used one in the past or are skeptical. Integrations with other programs continue to be developed and improved by Cosential - this is a huge plus! Business Development/Marketing people are mobile - the iPad is a tool, just like a laptop. Being able to enter client info in Cosential and add it to an individuals Outlook contacts with just a few clicks makes it easy to have centralized client data. We will be implementing an integrations with Vista later this year. I am excited for the potential that will bring live project and personnel data to our CRM! Cons It's still a little 'techy' and driven by IT/Developers from the end-user perspective. But it's getting better every month we use it! When a bug is identified, or an issue occurs, for the most part Cosential Support is responsive. Sometimes, however it seems like it takes months to fix an issue. This is especially frustrating when a function (say a mailing list) was working correctly and then stops working. Because Cosential manages literally mountains of company, contact, personnel and project data, it can feel overwhelming to new users. Customizing the training and 'easing new users into' the program based on their needs is the only way to get good buy-in from apprehensive or skeptical users. The mobile app has it's limitations on the iPad and as all of our Business Developers use iPads, they would like to see the app developed further. Right now, it's better than nothing when they are on the road! 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