# Unanet CRM by Cosential Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Unanet CRM by Cosential Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/250925/Cosential --- # Unanet CRM by Cosential Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Unanet CRM by Cosential ## What is Unanet CRM by Cosential? Cosential helps commercial Architecture, Engineering and Construction (AEC) firms grow revenue, decrease costs of winning new business and end chaos with its Growth and Relationship Management software and services for CRM, proposal management, marketing and more. As the leader in the AEC industry, for 20+ years Cosential has helped over 1,000 AEC firms increase annual revenue by 1% or more and increase productivity in key business development processes by up to 50%. See a 30-minute demo. ## What is Unanet CRM by Cosential used for? [Knowledge Base](https://www.capterra.com/knowledge-base-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 69 user reviews Reviews sentiment Positive 90% Neutral 10% Negative 0% Starting price $50 Per User, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Unanet CRM by Cosential?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.unanet.com&name=Unanet CRM by Cosential) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Unanet CRM by Cosential 4.4 (69) VS. [4.4 (18,766)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $50 Per User, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.1 (69) Ease Of Use 4.0 (15) Value For Money 4.3 (57) Value For Money 4.0 (11) Customer Service 4.3 (68) Customer Service 4.1 (14) ## Unanet CRM by Cosential alternatives [4.6 (5,720)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month [4.5 (1,242)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Highest Rated [4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month [4.2 (983)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $61.00 Per User, Per Month ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Contact Management 3.7 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Email Management 2.3 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps Lead Management 3.7 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process CRM 3.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Email Marketing 2.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns For AEC Industry 4.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Primarily serving architecture, engineering, and construction industry professionals Unanet CRM by Cosential 43 features Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Track all information required to develop and sell lots in housing projects Track and manage schedules and meetings via an integrated calendar Track all company interactions with current clients Provides a channel for team members to share media files, communicate, and work together Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Centralized repository to store content and assets Specialized for general contractors/sub-contractors (those who conduct work on a contract basis) Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customize data fields to support various needs and use cases Alter the layout and content of reports Assembly of graphs and charts for visualizing and tracking statistics/metrics Store, manage, and track all electronic documents in a centralized location Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Primarily serving architecture, engineering, and construction industry professionals Form predictions based on past and present data/trends Establish measurable goals and objectives and track their progress over a specific period of time Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Manufacturing execution systems focus on quality control in the production process. Access software remotely via mobile devices Track all opportunities for potential sales and convert them into recurring revenue Monitor the progress of projects from start to finish Create proposals based on costs of labor and materials Creating, submitting, and tracking a sales proposal or bid submitted in response to a request for proposal. Create, send, and track purchase orders and their statuses Generate quotes or estimates for customers Manage and process incoming documents detailing requests for proposals Ensure that quotes/invoices are correct before sending to customers Pipeline view and tracking lead status Search and filter data across systems to locate required information by entering keywords or certain criteria Manage all supplier data and operations Create, manage and track all task activities and progression Sample files or documents that could be customized as needed or used as is Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.1 (69) 4.1 Based on 69 reviews ## Pricing Value for money 4.3 (57) Basic $50.00 Per User,Per Month Value for money 4.3 (57) 4.3 Based on 57 reviews ## Integrations [ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ Adobe Illustrator](https://www.capterra.com/p/227125/Adobe-Illustrator/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)[ Procore](https://www.capterra.com/p/56250/Procore/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Viewpoint Team](https://www.capterra.com/p/144467/Viewpoint-For-Projects/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.3 (68) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.3 (68) 4.3 Based on 68 reviews ## User reviews Overall rating 4.4 Based on 69 reviews Filter by rating 5(31) 4(30) 3(8) 2(0) 1(0) Mentioned topic Sorted by most recent JF Julie F. Marketing Mechanical or Industrial Engineering ### "FINALLY, a tool for marketers in the AEC industry!!!!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 28, 2023 Fantastic. It's like nothing I've ever used before, and it's so great to have all my information in one convenient place. Also, the Unanet CRM by Cosential team is great--I've gotten to know several people over there, and they're all extremely helpful and knowledgeable. I feel like I'm easily able to reach out to someone I know with a question, rather than sending my questions off into an abyss and never know who will respond to them and when, like most software companies. Pros I love that it's got so many fields and places to store all the information I need. It covers everything from project specifics, to team member experience, and everything in between. It's customizeable, so I can alter fields I don't use, and make them into something else more helpful to me. The Publishing tool, though it needs some updates/improvements, is still a huge timesaver, especially with resumes. This software is my one-stop-shop for all information I need! Cons It feels a little outdated, both in terms of appearance and capabilities. There are some things, like the ability to rearrange tabs, that seem like they should be obvious, yet are not yet implemented. Another feature I struggle with is building resumes---it would be really helpful if we could see how many hours a person spent on a project BEFORE selecting it for the resume. Too often, I end up selecting all the project, and then having to painstakingly remove each one that they only spent a couple hours on...and it's a slow process. If it weren't for this, I'd be able to get resumes done much more quickly. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Benny H. Project Manager Civil Engineering ### "Overall Impression" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 January 6, 2022 Pros Allows users to keep track of records, easy to navigate. Cons needs better presentation and interface. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. GP Gonzalo P. Accountant Consumer Services ### "Amazing Tool for managing Sales Processes" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 October 8, 2020 Overall it is a great product, it's a great way to manage your pipeline and project sales process. Pros The reporting features are the best thing about Cosential! the ability to build widgets and reports based on your database are the best! Cons the only thing that I would say is a negative is that sometimes you might have to double input data, it depends on how you use the software but that could potentially be a downside Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KT Kert T. VP Sales & Marketing Construction ### "Excellent CRM for Sub-Contractor" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 28, 2020 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 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. Alternatives considered [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Reasons for choosing Unanet CRM by Cosential Best functionality for the best value Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JG Jason G. Employee Architecture & Planning ### "Does not support G Suite companies, Microsoft 365 and Exchange only" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 3/10 September 24, 2020 Trying to find other G Suite companies to share solutions. Looking for 3rd party integrations. Pros It is a well rounded CRM if you have the right back end infrastructure. Cons We are G Suite company. G Suite is Googles competitor to Microsoft 365 and Exchange. G Suite has a 15% lead on Microsoft for market share. After Cosential was purchased we were surprised that we could not use Cosential for Outlook in our Outlook 2019 for desktop or have similar functionality in web Gmail. The software is basically restricted for us and buy in from employees will be difficult as they will have to have email open on one screen and Cosential on another. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LF Laura F. Senior Knowledge Manager Mechanical or Industrial Engineering ### "Best CRM for the AEC Industry" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 2, 2019 Pros Cosential was created and designed by people from our industry, so they understand what information is important to us. The system is easy to navigate and provides more components than other platforms we have used in this arena, such as document automation, surveys, a knowledge library, email marketing and superior search functions. Cosential invests in product development and rolls out new features, functions and improvements on a regular basis. Cons The user interface needs a refresh. We have been hearing about interface updates since we started using the product, but progress on that initiative has been slow. The report module is challenging for the average user due to the large quantity of fields and inconsistent field naming. However, I appreciate that we do not need to write a query or depend on code to develop a report, unlike other platforms we use. Switched from [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Alternatives considered [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TE Todd E. Director of Business Development Design ### "Great Product," 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 August 2, 2019 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JH Jordan H. Director of Business Development Construction ### "Made for the AEC industry!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 16, 2019 Great way to organize and track opportunity pipeline as well as managing client relationships. Our company had never used a CRM before but it has been a great starting point that I know we can expand upon when the time is right. Fantastic business development tool. Pros Cosential is a great CRM software because of how an opportunity/client/project/etc can be linked. Other CRM's have a client and opportunity or project/sale but do not effectively show the project team. Overall, fairly user-friendly system and ability to customize interface. Cons Reports are rather complicated for non-engineering minded. Could have more simplified reports set as standard and then ability to get technical with more in-depth data. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. EH Evangeline H. President Architecture & Planning ### "From Near the Beginning" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 16, 2019 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JL Jennifer L. Marketing Manager Construction ### "Cosential CRM" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 July 16, 2019 Cosential is a great repository for all of our CRM data. It has a lot of functionality with regard to exporting reports, both formatted and unformatted Pros As with all databases, everything is linked together. The system has a lot of capability and is able to be customized which is very helpful to us. We are able to capture all information needed and if there isn't a specific place then we can always create a "description" and put the info there. Cons Search feature doesn't always work that well. When I search for certain things, I know they are in the database but they don't come up. I have to either refine my search or find what I'm looking for a different way. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Wanted more a a functional database Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/250925/Cosential/reviews/) Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. 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