# Unanet CRM by Cosential Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Unanet CRM by Cosential the right CRM solution for you? Explore 69 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/250925/Cosential/reviews --- Unanet CRM by Cosential 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 March 13th, 2026 # Reviews of Unanet CRM by Cosential Ease of use 4.1 Customer Service 4.3 ## Pros and Cons in Reviews GP Gonzalo P AccountantConsumer Services, 51 - 200 employeesUsed the software for: 1-2 years. “the ability to build widgets and reports based on your database are the best!“ October 8, 2020 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 JG Jason G EmployeeArchitecture & Planning, 51 - 200 employeesUsed the software for: More than 2 years. “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.“ September 24, 2020 ## Showing most helpful reviews Showing 1-25 of 69 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Rose B. Marketing Coordinator Construction Used the software for: Less than 6 months ### "Great customer services and easy to create indesign resumes and cutsheets from cosential." February 13, 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 CR Carmen R. Manager of Bid Administration Construction Used the software for: 2+ years ### "Hoping to be able to upgrade this review at a later date" June 13, 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 Response from Unanet June 14, 2018 Carmen, thank you so much for your feedback, and we have no doubt we'll earn your revision shortly. We absolutely share your frustration that your issue took longer than expected. We take your feedback constructively and strive to improve the experience for all our clients. With our recent growth we are well underway to doubling the size of our Development team which will drastically improve the resolve time. We value your business and look forward to partnering with you for a long and rich relationship, and will only see that effort as working when clients like you acknowledge it as such. JG Jason G. Employee Architecture & Planning Used the software for: 2+ years ### "Does not support G Suite companies, Microsoft 365 and Exchange only" September 24, 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 HB Heather B. Director of Marketing Architecture & Planning Used the software for: 2+ years ### "Service!" July 16, 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 LF Laura F. Senior Knowledge Manager Mechanical or Industrial Engineering Used the software for: 2+ years ### "Best CRM for the AEC Industry" August 2, 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. Alternatives considered [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Review Source DB Deborah B. Director of Marketing Management Consulting Used the software for: 2+ years ### "Cosential makes us better marketing team" July 22, 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 Response from Unanet 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! JL Jennifer L. Marketing Manager Construction Used the software for: 2+ years ### "Cosential CRM" July 16, 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. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Wanted more a a functional database Review Source DS Danielle S. Engagement Coordinator Civil Engineering Used the software for: 2+ years ### "KFW Engineers - Word Processor's Review" July 9, 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 DT Donald T. IT Manager Mechanical or Industrial Engineering Used the software for: 2+ years ### "Cosential Review" July 9, 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 KV Kim V. Business Development Analyst Construction Used the software for: 2+ years ### "One Stop Shop" July 9, 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 JH Jordan H. Director of Business Development Construction Used the software for: 2+ years ### "Made for the AEC industry!" July 16, 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 MB Megs B. Used the software for: 6-12 months ### "Cosential review" July 8, 2016 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 Response from Unanet July 8, 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! KC Karman C. Marketing manager Civil Engineering Used the software for: 2+ years ### "Suits our needs cost effectively" July 9, 2019 5.0 Pros Designed for AEC, generates resumes and project sheets Cons Can’t have multiple windows of projects open Review Source CK Courtney K. Construction Used the software for: ### "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 DT Derick T. Director of Business Development Support Mechanical or Industrial Engineering Used the software for: Less than 6 months ### "Cosential - Work SMARTER Not Harder!" November 10, 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 TS Tami S. Office Mgr Construction Used the software for: Less than 6 months ### "Just didn't work for us." January 11, 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 Response from Unanet January 16, 2018 We’ve made significant progress over the years you have not logged in, especially with integrating accounting programs so we would love the opportunity to get you and your principal onto a demonstration and address these concerns! Storing billing and client information is our towering strength, as is ensuring your project information is dynamic and easy to access. Sorry to see you this disappointed and do hope you will take us up on our offers to rejuvenate the value at KMA soon ZS Zak S. Business Development Construction Used the software for: 1-2 years ### "A great resource if you have someone to keep it updated" July 9, 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 LP Lisa P. Used the software for: ### "" 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 GC Gillian C. Marketing Manager Construction Used the software for: I used a free trial ### "Exactly what we were looking for" October 10, 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 RS Robert S. Project Manager Used the software for: 6-12 months ### "Comprehensive CRM solution" May 9, 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 DS Donna S. Used the software for: ### "Great Support Team at Cosential" October 27, 2016 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 SC Sandra C. Used the software for: ### "Cosential WOW" November 10, 2016 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 Mechanical or Industrial Engineering Used the software for: 2+ years ### "FINALLY, a tool for marketers in the AEC industry!!!!" November 28, 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 Karen M. Sr. Business Development Coordinator Construction Used the software for: 2+ years ### "Adding a CRM to our firm has helped us keep track of prospect projects as well as client information" April 5, 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! Review Source KC Keeley C. Marketing Director Real Estate Used the software for: 2+ years ### "The ONLY database in the AEC industry that makes my job easier!" August 15, 2016 5.0 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. 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. Review Source Response from Unanet 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! Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.