Cosential is a cloud-based CRM designed specifically for AEC (Architecture, Engineering, and Construction) professionals. It enables users to integrate their accounting, marketing, and business development data tools in a single platform, manage their deals and leads, and create customized reports designed in formats applicable to the AEC industry. We compiled Cosential reviews from around the web and found that it has mainly positive ratings. We also shared its available pricing options.
Pricing & Features
Summary of Cosential User Reviews
What Cosential does well:
Users who recommended Cosential said that they find the proposal automation function of the app useful. They also said that it is easy to organize contacts and view the stages of their various customer transactions. Great technical support was consistently cited.
What Cosential does not do well:
Users who gave Cosential negative reviews said that they experience slow loading times when using the app. They also said that task notifications are missing.
Most Helpful Positive User Review:
A user who left a positive review of Cosential on G2 Crowd said that as their firm’s Business Development Manager, he is able to keep their operations management informed on available opportunities in the AEC market through the help of the software. He cited that their operations managers are able to understand the effectiveness of their bidding strategy by reviewing win/loss opportunity reports within the system. He also added that their estimators’ access to the app allows them to assign opportunity IDs and keep all the data organized and available company-wide, which allows multiple people to follow up on opportunities that otherwise could be won by their competition.
Most Helpful Negative User Review:
A user who left a negative review of Cosential on G2 Crowd said that there are basic actions in the workflow module that are missing — such as task notifications. He particularly cited that he would appreciate notifications or action options to trigger a calendar invite for management to review bids prior to submission. He also mentioned that the mobile app needs improvement, saying that he usually uses the website’s mobile version instead of the app as it is easier to use and navigate than the actual mobile app.
Cosential has three subscription options billed monthly. The Casual/Read Only plan costs $25, the Sales/Bus Dev plan costs $55, and the Marketing/Admin costs $95. The main difference of the plans is the access to premium features such as mobile CRM app, full reporting access, proposal automation, and revenue projection.
Check out the list below of some of Cosential’s features.
- Contact Management: lets users organize a directory of all their business contacts, including their profile and contact information.
- Lead and Pipeline Management: enables users to keep track of the various stages of their interaction and level of transaction with their potential clients and customers.
- Sales Reporting and Forecasting: lets users analyze and predict sales growth within an identified timeframe based on their average business performance.
- Proposal Automation: lets users easily publish their construction project proposals directly from the platform.
- Mobile Access: allows users to manage their CRM functions on the go using their smartphones.
- Third Party Integrations: lets users seamlessly integrate other apps they use such as marketing automation, ecommerce, file management, social media, among others.
Useful Cosential Resources
Best Small Business CRM Software — Read our buyer’s guide for a comparison of the top three CRM for small businesses. We compare Insightly vs. Zoho vs. Salesforce to give you an idea of which CRM will work best for your business needs.
Best Free CRM Software — Want to use a CRM, but not willing to invest any resources? Read our guide on the best free CRM for businesses, plus analysis on what features you’ll get with each.
Best Mobile CRM App for 2017: ProsperWorks vs. PipeDrive vs. Other Top Options — Mobile CRM apps allow sales teams to manage customer relationships on the go. In this article, we looked at the most popular options, the rising stars, and the selected six that suit the range of small business needs.
Cosential Overview Video
This video provides an overview on how Cosential can help construction industry professionals improve their relationships with their customers and clients using its different functionalities.
When choosing a CRM, it’s important that the software integrates with other applications your business is currently using. Here is a list of some of Cosential’s popular integrations.
- Microsoft Outlook
- Viewpoint Construction Software
- Dodge Data and Analytics
- IMS (Integrated Marketing Systems)
- Adobe InDesign
- Adobe Document Cloud