# Page 2 | Unanet CRM by Cosential Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 # Page 2 - Reviews of Unanet CRM by Cosential ## Showing most helpful reviews Showing 26-50 of 69 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use KT Kert T. VP Sales & Marketing Construction Used the software for: 2+ years ### "Excellent CRM for Sub-Contractor" September 28, 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 Alternatives considered [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Reason for choosing Unanet CRM by Cosential Best functionality for the best value Switched from [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Dynamics was difficult to support and did not allow us to easily support our needs to configure for the construction business. Review Source ME Miles E. Director of Marketing and Business Development Mechanical or Industrial Engineering Used the software for: 1-2 years ### "Makes my 1-man marketing department feel like 3" September 13, 2017 5.0 Pros 1 year after purchase: This has easily been one of the wisest investments our firm has made. The ability to track customer information (CRM), their experience, past performance data, and leads/opportunities all from one simple application and dashboard makes my 1-man marketing team feel like 3. The capability to routinely pull data from our accounting software reduces duplication in both content and time. I no longer spend hours "looking for \*stuff\*" (put politely) during proposal preparation due to the full featured project and ‘knowledge’ database paired up with the advanced reporting functionality. I still have only scrapped the tip of the metaphorical iceberg of features that are included with the package including the ability to automatically survey clients, a built in email marketing tool, card scanner, countless plug-ins, a customizable RESTful API, Outlook and Exchange server plugins, and soon a full blown Zapier integration. Additionally, the support both during install and throughout my journey have been absolutely wonderful. They have made the ins and outs of using the software a simple, and surprisingly enjoyable, experience! Cons There are some issues with the knowledge base section that I would improve on. I have a lot of issues it the mobile application on my Android device. Review Source NN Nora N. Marketing Specialist Construction Used the software for: 1-2 years ### "Get to know Cosential" July 8, 2016 4.0 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. 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. Review Source Response from Unanet July 8, 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. VR Verified Reviewer Technical Documentation Specialist Civil Engineering Used the software for: 2+ years ### "Cosential keeps company wide proposal pieces accessible and up-to-date with minimal fuss/effort." December 6, 2017 5.0 Labor hours saved is huge. Access to information from one portal extremely helpful. Pros 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. Coupled with their availability to all team members 24/7 at the push of a button from any internet enabled device makes the resume generation tool peerless. 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!!!! Cons Although a minor issue I do wish that users other than administrators could upload templates for use in the publisher module as administrators may be busy/unavailable for periods of time making updating the templates a longer process then it should be. Review Source SM Sarah M. Information Resource Manager Architecture & Planning Used the software for: 2+ years ### "Cosential Three Years In" July 9, 2019 3.0 Customer service and support have been challenging. We've been told that improvements were going to happen that just never went anywhere. The "improvements" that have been implemented for us turned out to be less useful than the previous state of the system. And I've had account reps just not return my calls or respond to my emails regarding issues we've had between what was promised and described during the sales pitch and how a particular module actually functions (most notably photo management). Pros Cosential is a detailed and robust database and CRM system. The information organization is well-thought out and the information relationships function reasonably well. Integrations with other firm systems are generally useful. The application is also a good value for our size firm. Cons Photo management is just about useless--keyword search should be reductive, not expanding, and should really be a simple case of AND vs OR Boolean search. Customized fields aren't reflected in reports at all, which limits their usefulness in data analysis. Some data areas are designed more for construction firms than architecture firms, and the dissonance in data capture has required some workarounds and means we can't actually search on that data. Several areas are a little too narrowly focused--there are more sustainability measures than just LEED--and require more workarounds to capture the kind of data we're tracking on our projects. There's a certain level of flexibility promoted and the reality is a superficial flexibility. Review Source Allie S. Marketing Manager Mechanical or Industrial Engineering Used the software for: 1-2 years ### "The support from Cosential cannot be beat." June 6, 2018 4.0 Pros Completely transparency of our customer opportunities and interactions between all our divisions for all customers. We have robust reporting where we can understand our pipeline, hit rate, and more data than we ever had in the past. The process is simple and we have the power as the admins to make changes/updates without having to wait for the resources at Cosential. We feel very empowered! Cons The time between request (issue or bug with system/enhancement suggestion) to the sprint where the improvement may occur. At times you are waiting for the developers or the request sits in the queue between submitting the suggestion and update for quite some time. We have learned the process of a bug or enhancement but at times we wish we could influence more of the speed to updates. Review Source EH Evangeline H. President Architecture & Planning Used the software for: 2+ years ### "From Near the Beginning" July 16, 2019 5.0 Overall, terrific. customer support has improved a lot. Thanks to customer representative. May he live long and prosper. Pros Cosential is one of those programs that I refer to every day. It is a clearinghouse for almost everything the company does. It is our mind and our memory. In the beginning over ten years ago I tried to find someone to design such a program for us. spent months and thousands. then i found out it already existed. I like that it exists. Cons I am frequently looking for add company. i spend entirely too long trying to figure out how to add a company. I owuld also like it better if, when i am adding team members to a project I didn't have to go back and start a new company for them. I dont always need a separate file for every team member, but I want to note who is on our team. some disciplines are not relevant to us. Review Source SL Steve L. Director of Business Development Construction Used the software for: 1-2 years ### "General Contractor's review of Cosential" July 10, 2019 4.0 Our overall experience with Cosential has been very positive. Pros Cosential has already thought through the multitude of interconnections between Contacts, Companies, Opportunities and Projects. It provides us a projection tool to better understand our pipeline so that we can plan our man power. It also helps us project cash flow. Cosential provides an easy way to archive our projects and easily pull them into RFP requests to help us secure new business. Recently they have released an 2 new interfaces: One allows us to push the data directly from an opportunity into Procore, our project management software. The second one is an interface that allows Cosential to work with Outlook while recognizing that people live in an Outlook world. Cosential has made us a more efficient organization. Cons Generally their customer support is good, however sometimes their response time is longer than I would like. Review Source Linda M. D. Marketing & Communications Manager Construction Used the software for: 2+ years ### "Cosential has helped standardize our information across the company." April 6, 2018 5.0 Pros Cosential helps us standardize the information we track, being able to output reports in a consistent format. Cons We use InDesign for our publications. The Publisher module currently forces us to export resumes and projects one by one, vs. being able to select projects we want to use and exporting all into a single file. Review Source TE Todd E. Director of Business Development Design Used the software for: 2+ years ### "Great Product," August 2, 2019 4.0 Cosential provides a clean way for us to track project leads, pursuits, and potential backlog, all in one place. Pros Cosential is very flexible and there are many ways to customize it with the right direction and creativity. There are a lot of powerful features if you take the time to understand how to best utilize them. The ability to link Cosential with financial software through the Financial Data Connector is really powerful and convenient. The reporting is great. Cons We did not do a very good job of providing clean data for import, which complicated our implementation (completely our fault). While there are a lot of ways to customize the software, they are not always obvious and require some creativity. Review Source TP Tim P. Marketing Manager Construction Used the software for: 2+ years ### "Dynamic tool" July 9, 2019 4.0 Pros This is a great and dynamic tool. By aligning it with Viewpoint, I have facts that would have taken a number of emails and calls prior. In fact, we are using just about every module in our marketing department to improve our ability to talk about pursuits, projects and people our firm has build relationships with. Cons I think my biggest issue with the software is the customer support. I had to reach out to see who is supposed to be managing the account, but that person has not reached back out to me. It has taken awhile with little communication (unless I keep checking in) to resolve some issues, primarily with the Work Flow. Review Source HG Holly G. Marketing Coordinator Construction Used the software for: 2+ years ### "Marketing Coordinator" July 29, 2016 4.0 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. 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 Review Source Response from Unanet 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. JH Janet H. Marketing Manager Civil Engineering Used the software for: 2+ years ### "Growing Pains" July 10, 2019 4.0 Cosential has a lot of potential. I'm cautiously optimistic, but frustrated. I believe the system is the right one for us, but we have many many challenges yet to overcome. Pros I really like that this software is specific to the AEC industry. It saves a lot of time of having to customize a CRM to our business. It's straight forward and streamlined because it is made for our type of business. Cons The technical support and development are seriously lacking. Multiple functions, features, modules just aren't usable and we have had the same support tickets open for almost 3 years now. The mobile app is useless. Review Source TL Treasure L. Graphics Director Architecture & Planning Used the software for: 2+ years ### "Architectural Company Review" July 9, 2019 4.0 Having a database that helps us collect marketing / BD information for our projects and contacts into one location has been fantastic. Pros All the information in one location. Ease of search function. Ability to customize fields. Cons Lots of clicking to get where you need to go, and the inability to cross reference some items. You have to click a bunch of times to drill down, and then it is not easy to get back to that spot if you click off for other information. Some of the fields, specifically for project costs and project size are not exactly relevant. Review Source AW Amanda W. Manager of Business Development Support Civil Engineering Used the software for: 2+ years ### "One stop shop for all of our project and pursuit data." October 28, 2016 5.0 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. 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. Review Source ME Miles E. Director of Marketing and Business Development Mechanical or Industrial Engineering Used the software for: 2+ years ### "A clear winner in the A/E/C community for marketers" July 9, 2019 5.0 Pros The application allows me to tie into my accounting software to prevent costly duplication of information; it allows me to run reports on any variable of a project, person, opportunity, et cetera with ease; I can easily track my pipeline and inform the team; leads and reachouts are easy to track and keep updated. Cons The publisher portion is a little cumbersome but that is likely due to lack of training. Review Source LD Lisa D. Director of Marketing Architecture & Planning Used the software for: 2+ years ### "Best CRM I've Used" July 9, 2019 5.0 I have worked with Microsoft Dynamics and Deltek, and I prefer Cosential, hands down. It does exactly what I need it to do. The ticketing process and customer service are excellent and the price can't be beat. Pros Ease of use, value, customization, AEC-specific fields Cons Occasional bugs, SF330 needs work, clunky Outlook integration Reason for choosing Unanet CRM by Cosential Price, SF330 integration, customization specific to the AEC industry. Review Source MW Mark W. Marketing Director Information Technology and Services Used the software for: Less than 6 months ### "Decent CRM, responsive Customer Support but Email Marketing module needs a lot of work" January 2, 2019 3.0 While Cosential is helping us get a better handle on our proposals and sales pipeline via its CRM functionality, it falls short on the Marketing Automation side at this time (early Jan. 19) especially relating to email capabilities. Their Support team is very good and has done an admirable job of addressing our frustrations in a positive, transparent and pro-active manner. We are cautiously optimistic that these issues will be resolved by the end of 1Q19. Pros The CRM portion of the product runs fairly well for the Construction market although record retrieval can be slow and there are a few procedures that cannot be performed using Chrome on a Mac. Overall we are pleased with the CRM functionality of the product. Cons The email functionality is not good. The Test Email command for email blasts doesn't work and is a known bug yet the command still appears in the screen. Email templates literally take minutes to open. You can't add internal personnel to a test email list. CC'd emails don't actually get sent. Variable tags don't work. Yikes! The good news, according to our Customer Success advocate, is that the company is aware of these issues and is aggressively working to address them in early 2019 so you may want to check the latest product features when considering the software. Review Source KS Kevin S. VP-Marketing Construction Used the software for: 1-2 years ### "Great web-based software for AEC industry. Very good for firms with multiple locations." September 20, 2017 4.0 Pros Web-based, seamless integration from legacy system. We spent about three months transitioning from ACT! to Cosential. The customer support was fantastic and after the on-boarding, I was given another excellent customer service rep (a real live person!) who returns my calls! The dashboards give me immediate data to share with CEO and CFO. I can also get custom reports written for my data. Cons Mobile App and e-mail marketing could be better. The e-mail blast program is a little clunky. The mobile app has limitations and this is going to need to be addressed. But overall the program is fantastic. Review Source SJ Samara J. Marketing Data Specialist Construction Used the software for: 6-12 months ### "Construction data entry simplified." February 5, 2019 5.0 I had a great experience working with the Cosential program, customer service, and my professional services consultant. Everyone was always willing to help with any questions or issues. Any issues that arose were resolved. Timeframe on getting them fixed was dependent upon the complexity of the issue. Cosential is always expanding and improving their software, building it towards their client's specific needs. Pros The data entry was simple and having the ability to interlink and add information to a project makes access easy. The capabilities and possibilities with Cosential are almost endless. Cons The wording of the criteria in creating a report does not always match what is in the data that has been entered. Also, the choice of further filtering can be a little confusing to figure out, but once you do it is not too hard. Review Source ME Miles E. Director of Marketing and Business Development Mechanical or Industrial Engineering Used the software for: 1-2 years ### "null" September 13, 2017 5.0 Review Source KB Karen B. Director of Marketing Construction Used the software for: Less than 6 months ### "Great for a construction company" August 24, 2016 4.5 Pros After researching many CRM platforms, and test-driving three, we decided on Cosential. First, it is developed by someone in the Architecture/Engineering/Construction (AEC), so we would not have to tweak anything to jump in and use it every day. It is our new repository for all kinds of data on projects, and employees (their projects, sortable in many ways), which will help so much with not having to look through old records of all types in various places in our network and on paper. We do a lot of public works projects, and in responding to RFQ's/RFP's, the information asked for increases all the time. We run lean and mean here, so any way we can save time is invaluable. Cosential is very intuitive and easy to use, which was the second reason for our purchasing decision. The training and tech support is user-friendly for busy people. Thanks Cosential. I would rate everything a "10" but I'm still pretty new at it, so I'm giving mostly "9". I can quickly schedule my training online by looking at my trainer's calendar, so if I have an hour free I can make good use of my time, and with one click it's in my outlook. If, due to deadlines, I need to cancel and reschedule, I can do that too. Cons The only thing I don't like is nothing to do with Cosential, we are learning how to input data and put all our records into the system. Review Source SB Seth B. Business Development & Marketing Construction Used the software for: Less than 6 months ### "Cosential Implementation and Use" August 26, 2016 4.0 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. 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. Review Source SS Sarah S. Marketing Coordinator Architecture & Planning Used the software for: 1-2 years ### "Cosential Review" July 9, 2019 4.0 Pros I like the functions and multitude of categories that Cosential offers. It allows us to really gather and input all valuable information from projects and contacts Cons The e-mail campaign software is hard to use. Review Source BT Brad T. Business Solutions Director Construction Used the software for: 6-12 months ### "Good System for Marketers and Business Development" December 5, 2017 4.0 Pros Very customizable system for verbiage to adapt to your company's terminology. Extensive reporting capabilities allow you to refine what data results are returned with full control. Cons The system can be intimidating to new users, specifically those with minimal computer experience, but is fairly intuitive once you are familiar with the program. Review Source 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.