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Cosential
by Cosential, Inc. | Founded 1999, Austin, TX
Categories:
- Construction Bidding Software
- Accounting CRM Software
- Automotive CRM Software
- Channel Management Software
- Church CRM Software
- Cloud CRM Software
- Complaint Management Software
- Concrete Estimating Software
- Construction CRM Software
- CRM For Commercial Real Estate
- CRM For Consulting
- CRM For Macs
- CRM Insurance
- CRM Software
- CRM Software For Project Management
- Custom CRM Software
- Customer Analytics Software
- Customer Database Software
- Customer Engagement Platforms
- Customer Journey Mapping Software
- Customer Profile Software
- Customer Retention Software
- Customer Success Software
- Ecommerce CRM Software
- Email Tracking Software
- Financial Services CRM Software
- Fundraising CRM Software
- Higher Education CRM Software
- Hotel CRM Software
- Influencer Marketing Software
- IT Ticketing Systems
- Knowledge Base Software
- Lead Management Software
- Legal CRM Software
- Marketing Analytics Software Tools
- Marketing Attribution Software
- Mortgage CRM Software
- Online CRM Software
- Pharmaceutical CRM Software
- Press Release Distribution Software
- Restaurant CRM Software
- Retail CRM Software
- Sales Acceleration Software
- Sales Management Software
- Sales Mapping Software
- Travel Agency Software
- Venue Management Software
What is Cosential?
Industry Specialties: Construction
Cosential is a cloud-based solution designed for architecture, engineering and construction (AEC) firms. It helps marketers, principals and business developers access and act upon relevant information, supporting cross-functional workflows. Capabilities include personalized dashboards, a marketing and proposal database, lead management, a customizable interface, opportunity management and more. It is browser and device agnostic and integrates with MS Outlook.
It has created over 1.5 million opportunities, won over 475,000 projects and created $348$ billion in project value. Over 32,000 professionals use it and have created over 4.6 million user sessions.
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COMPANY SIZE
DEPLOYMENT
PLATFORM
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Cosential Pricing
Based on our most recent analysis, Cosential pricing and cost details are described here:
- Price
- $$$$$
- Starting From
- $10
- Pricing Model
- Monthly
- Free Trial
- Still gathering data
Support
The following support services are available for Cosential:
- Phone
- Chat
- FAQ
- Forum
- Knowledge Base
- 24/7 Live Support
Cosential Benefits and Insights
Why use Cosential?
Key differentiators & advantages of Cosential
- Efficient Operations: Allow managers to handle operations efficiently by storing data in a centralized location. View interrelations between project-specific data, including logistics, financials, project directories and other relevant documentation.
- Easy Integration: Integrate with third-party applications to work faster. Synthesize information from different channels using collaborative tools to help harmonize workflows. Prepare accurate submittals, update documents, eliminate duplicate data entries and customize information as required by connecting financial systems.
- Secure Data: Receive notifications about intrusions and redundant firewalls. Encrypt and store data securely using 256-bit SSL technology.
- Efficient Administration: Manage and organize project documents to access information quickly. Let admins perform tasks without involving IT professionals by using activity managing functionality. Grant document access permissions to authorized users.
- In-Depth Data Analysis: Find, interpret and analyze data based on job functions and personal preferences. Gain data visibility across the enterprise using dashboards to help make strategic business decisions. Generate, analyze and export reports to Excel or Word.
- Effective Marketing: Track campaigns with associated events, follow up on leads and maintain meaningful connections with audiences.
- Mobility: Review agendas, manage call logs, access critical project files and monitor leads using web-enabled devices.
- Flawless Data: Ensure data accuracy using version control technology. Eliminate duplicate records based on partial matches and phonemes using phonetic deduplication modules.
- Informed Decisions: Make data-driven decisions and increase revenue using analytical tools.
Industry Expertise
Suitable for government contractors, professional services and AEC firms. Caters to medium- and large-sized companies.
Cosential Reviews
Average customer reviews & user sentiment summary for Cosential:
Key Features
- Financials: Integrate with Bill Review to automate billing processes. Send invoices to clients via email and collect payments electronically. Pay consultants and vendors through online fund transfers. Build reports to determine payable amounts. Automatically update exchange rates to convert currencies quickly.
- Contact Manager: View interactions, connections, partner or client histories and vital business intelligence about project probabilities. Navigate directly to associated leads, projects, personnel documents and opportunities using built-in links.
- Personnel Module: Access employee certifications, project experiences and areas of expertise to help assign tasks based on credentials.
- Project Management: View project data in real time and promote a collaborative work environment.
- Resource Planning: Allocate resources efficiently using scheduling modules. Access staff utilization metrics to help make informed decisions.
- Work Orders: Allow workers to update work order statuses regularly to eliminate data entry errors. Create to-do lists with predefined information such as labor codes, billing statuses, project phases and job titles.
- Reporting and Analytics: Generate a single report consisting of project metrics of multiple projects. Allow authorized workers to access sensitive information. View and analyze reports in real time to help speed up business processes.
- Time and Expense: Track workers’ actions using timesheets. Define project-specific rates using expense sheets.
- Firm Organization: Access internal corporate documents, organizational structures and histories to get hold of issues and plan strategically. Customize categories by practice areas, studios, offices and divisions.
- Workflows: Improve communication among departments and manage information flow by automating work processes. Email requests, send notifications when new projects are added and deliver project number request forms to accounting. Set system alerts for events such as registration expirations and changed field values.
- Revenue Projection Grid: Estimate expected revenue from pending opportunities, evaluate sales pipeline strength by date ranges and make strategic adjustments to personnel resources, project staffing and business development efforts.
- Value Lists: Gain flexibility and control over the structure of business data with access to value lists of company types, affiliate roles and owner relationships.
- Quick Search: Find information quickly by using a complex algorithm that interprets search terms using different logic tools. Search across contacts, companies, leads, projects, opportunities, reports, resume introductions and images.
- Activity Manager: Manage emails, call logs and tasks from a single screen. Edit, associate and filter activities for multiple records by switching to grid view.
- Email Marketing: Manage, create and share email campaigns efficiently. Ensure emails are not identified as spam and are formatted properly on every device using spam and platform testing functionality. Track open and click rates to help identify underperforming and successful campaigns.
Limitations
At the time of this review, these are the limitations according to user feedback:
- Customized fields aren't reflected in reports, limiting the usefulness in data analysis.
- The report module is challenging for novice or average users due to inconsistent naming and a large quantity of fields.
- The publisher module doesn’t allow users to create or export several resumes and projects at once.
Suite Support
mail_outlineEmail: support@unanet.com.
phonePhone: (703) 689-9709.
schoolTraining: Access instructor-led classes, video tutorials, articles and webinars. The vendor offers refresher courses for existing users.
local_offerTickets: Submit requests through the vendor’s website.