Cosential

Pros

We switched from spreadsheets to this CRM and it's been a massive improvement for our construction business. Unanet was practically the only option that understood how we operate differently from other industries. The customization options are extensive and we're using them to customize everything to our specific workflow. The dashboards give us great visibility into trends and figures while the automation features keep our processes running smoothly and efficiently.

Cons

Despite being customizable, there are still plenty of things that don't function as promised. The proposal creation feature through Publisher has too many limitations that actually make it more cumbersome than just sticking with our original template documents. We've basically shelved that functionality until they improve it. We've also run into several bugs when updating opportunity information and the data doesn't sync properly. Even after going back and forth with support to identify these issues they still haven't been resolved.

Pros

I've been using this CRM mainly for keeping detailed records of our company's past projects, and it's completely transformed how we organize and access important project information. The software does way more than just store data, it comes packed with business development tools that I'm still finding and putting to use. This wide range of features makes it a fantastic choice for companies wanting to upgrade their CRM game without spending a fortune. When you compare it to other options out there this platform really promotes your business with its solid features and reasonable pricing.

Cons

Dashboard interface could really use a refresh to make it look more modern and feel more user-friendly. My main frustration is with the help platform, you have to log in just to check if there's been a response to your question. It would be much better if someone could actually call and walk you through problems instead.

Pros

What I appreciate most is being able to review all the collected company information in one place. The user-friendly interface really stands out compared to other options I've tried. Since I work with this daily, having everything accessible at my fingertips makes a huge difference. Plus storing contacts and viewing internal team information is incredibly convenient.

Cons

The site goes down sometimes and it's really frustrating especially right before our weekly meetings. Wish they'd schedule maintenance during off-hours when most businesses are closed instead of during prime time.