Unanet CRM By Cosential Reviews

“Good choice for beginners like me

Pros

The setup process was well managed, and everything stayed organized.

Cons

We ran into a few bugs during the later stages that caused minor setbacks.

“Excellent support though the software lacks some crucial features

Pros

The transition from spreadsheets to this system was a massive improvement for our construction firm. The customization options let us tailor the platform to our needs, and I'm impressed with the dashboards and automation features.

Cons

Despite being customizable, some features don't work as promised. Proposal creation is too limited and buggy, so we've paused using it. We've also had data update issues that support still hasn't resolved.

“SSO Setup Proves Challenging

Pros

I thought the app would work well with Azure, but it doesn't function properly and I can't access the SSO features.

Cons

Setting up SSO has been a nightmare. The documentation is outdated and doesn't match the current system.

“Helps us get organized and track performance

Pros

I like having everything in one place � pursuits, opportunities, and client info. It's helped communication and tracking progress.

Cons

Setup takes a lot of time and meetings to configure properly. The system's effectiveness depends heavily on the effort you put in.

“Hard to learn but Worth It

Pros

Having projects, statuses, companies, and contacts all in one place makes my work smoother. Our onboarding team made integration easy.

Cons

I find the interface outdated and complicated at first. Some functions require too many clicks, and the export feature could be improved.

“Great Software with Strong Capabilities

Pros

I've been using this tool mainly to keep detailed records of our past projects, and it's transformed how we organize and access information. It has great business development features and is a solid value compared to others.

Cons

The dashboard could use a more modern design. I also dislike having to log in just to check for help responses; phone support would be better.

“Essential marketing tool in AEC industry

Pros

It tracks extensive project information in one location. Its become my single source of truth for everything from team members and budgets to descriptions, photos and awards. The customization options are very good since I can modify fields to match whats most relevant for my firm's needs. The Publisher feature has been a massive timesaver cutting resume creation from over an hour down to under ten minutes while keeping everything consistent. The grid feature was really helpful when I needed to make quick opportunity updates. What I absolutely love is the search function. With it finding projects with specific attributes is so easy whether Im using custom fields or searching within project descriptions.

Cons

While the Publisher module works well, I wish there were better filtering options like excluding projects where team members only logged a few hours or being able to easily reorder project lists. The templates can be tricky to work with too. Sometimes you need to know specific workarounds to get features displaying correctly. Updating reports is more complex than it should be. You cant simply save over existing reports. Instead you have to create a new one with a different name, then go back and delete the old version. I get why they want to prevent accidental data loss but its pretty time consuming. They do listen to user feedback but getting updates based on it takes forever. Even suggestions that seem like no brainers and have widespread support can sit in limbo for ages. Integration with our budgeting software Deltek Ajera is basically non existent which creates extra work for our team.

“Easy access to detailed information

Pros

What I love most is being able to review all the collected company information in one place. This tool feels much more userfriendly than other options Ive tried. Since I use it every day, having everything at my fingertips is really convenient. The contact storage feature is great too and I can easily access internal team information.

Cons

The site goes down sometimes which is really annoying especially right before or during our weekly meetings. I wish they would schedule maintenance during off hours when businesses are usually closed instead of during peak times.

“Amazing AEC focused CRM solution

Pros

The best thing about it in my opinion is that its specifically built for AEC companies. Our procurement process as a construction firm is pretty unique compared to other industries and this software actually gets that. It follows our workflow naturally. The customization options are really solid too so we can shape it to guide our processes from start to finish with clients.

Cons

The biggest issue I run into is how overwhelming all the data can get. There are so many fields to sift through that pulling together reports quickly becomes a real challenge.

“Really appreciate

Pros

Really appreciate how this tool connects pursuit details with project information giving our business development and marketing teams a complete view of client relationships and the effort invested in each project. Its also great that we can pull resume data from the FDC without constantly chasing updates from project teams.

Cons

The sheer amount of available information and data can feel pretty overwhelming at first until you get comfortable with how everything works but thats really the only downside to such a complete system.

“Unanet has had a Positive Impact on our Daily Operations

Pros

This CRM makes it easy to spot and monitor how we are building relationships with key accounts which leads to opportunities that we can prioritize and guide through our sales pipeline effectively.

Cons

The grid view update feature works great for opportunities but I wish it was consistent across other areas like projects, contacts and personnel.

“Good experience with Unanet

Pros

I can quickly search through everything and when its kept up properly, pulling any requested data happens instantly.

Cons

The main drawback is how expensive it gets.

“Simple and Centralized platform

Pros

I like having everything accessible in one place. Makes it convenient for me!

Cons

The dashboard can be a bit tricky to handle at times. I sometimes struggle to locate the specific ones I need.

“Better Organization for Our Firm

Pros

All the information stays organized in one place. It has streamlined everything for us.

Cons

The customization options are pretty limited to be honest. You cant easily add new fields or features when you need them.