Cosential

Cosential

#1 Construction CRM in USA.

4.4/5 (66 reviews)

Cosential Overview

What is Cosential?

Cosential is a cloud-based customer relationship management (CRM) and proposal automation solution for large architecture, engineering and construction firms. The solution provides AEC professionals with the tools they need to manage customer relationships, as well as business development, project lifecycles and proposal development. With Cosential, users can capture valuable information, and keep data accurate, current and transparent across the firm.

Cosential is tailored to AEC best practices, helping each team member including marketers, business developers, partners, and project managers be more effective and productive with their work. The solution’s central information platform can be configured to fit each organization’s needs and provides powerful data integration with various softwares such as Outlook, Ajera, Deltek, CMiC, BST, Viewpoint, and Timberline, as well as corporate websites including LinkedIn. Users simply choose the data fields they wish to connect, and then set automatic update intervals for Cosential to do its job.

Cosential’s contact manager gives a complete picture of an organization’s connections, interactions and history with clients and partners. The personnel module provides users with a sweeping view of each staff member’s project experience, certifications, and areas of expertise. Users can view the interrelation of project-specific data including directories, financials, logistics, marketing and relevant documentation with the projects module.

Cosential’s exclusive publisher module helps firms prepare targeted proposals, qualifications statements, resumes, project profiles, project lists, government forms, and more. The activities module provides a call log, email and task management in a single grid view that enables users to create distribution and custom value lists. The solution’s marketing module allows users to track marketing campaigns and manage strategic plans, goals and results.

Cosential Overview

Pricing

Starting from
US$50.00/month

Pricing options

Free Trial
Subscription
Value for money

Sales User $50 / month

Read-Only User $25 / month

Admin User $95 / month


Cosential Features

Devices
Business size
S M L
Markets
Australia, Canada, United Kingdom, United States
Supported Languages
English

Screenshots

Cosential screenshot: Cosential’s dashboard tool puts key data and analyses at each user’s fingertips
Cosential screenshot: Cosential’s dashboard tool puts key data and analyses at each user’s fingertips Cosential screenshot: The Personnel module provides a sweeping view of every staff member Cosential screenshot: The Publisher makes it easy to prepare targeted and accurate proposals, qualifications statements, resumes, project profiles, project lists, government forms and other marketing collateral Cosential screenshot: The Activities module provides quick and robust call log, email, and task management Cosential screenshot: The Marketing module helps users manage their strategic plan, goals and results Cosential screenshot: Mobile menu includes agenda, contacts, opportunities, and more Cosential screenshot: Examine recently viewed companies, contacts, call logs, opportunities, and projects Cosential screenshot: View company details including address, phone number, and website Cosential screenshot: View opportunities and their details Cosential screenshot: Use the integrated maps to locate places

Cosential Reviews for UK Users

Cosential Reviews for UK Users

Overall rating
4.4
/
5
Excellent
37

Very good
24

Average
5

Poor
0

Terrible
0

Value for Money
4.4
Features
4.1
Ease of Use
4.1
Customer Support
4.3
92% recommended this app
Miles E.

Makes my 1-man marketing department feel like 3


Karen M.

Adding a CRM to our firm has helped us keep track of prospect projects as well as client...


Laura F.

Best CRM for the AEC Industry


Sarah M.

Cosential Three Years In

Customer service and support have been challenging. We've been told that improvements were going to happen that just never went anywhere. The "improvements" that have been implemented for us turned out to be less useful than the previous state of the system. And I've had account reps just not return my calls or respond to my emails regarding issues we've had between what was promised and described during the sales pitch and how a particular module actually functions (most notably photo management).


Heather B.

Service!

Overall, their customer support is second to none. I have worked with a few different team members and they have always been responsive and helpful. Every once in awhile, I'll do a refresher training with them, since there are certain areas I don't use often, so I forget how to use them. They do a great job of taking care of me, for which I am grateful!


Miles E.
Industry: Mechanical or Industrial Engineering
Company size: 13-50 Employees

Makes my 1-man marketing department feel like 3

Used Daily for 1+ year
Reviewed on 13/09/2017
Review Source: GetApp

Pros

1 year after purchase: This has easily been one of the wisest investments our firm has made. The ability to track customer information (CRM), their experience, past performance data, and leads/opportunities all from one simple application and dashboard makes my 1-man marketing team feel like 3. The capability to routinely pull data from our accounting software reduces duplication in both content and time. I no longer spend hours "looking for *stuff*" (put politely) during proposal preparation due to the full featured project and ‘knowledge’ database paired up with the advanced reporting functionality. I still have only scrapped the tip of the metaphorical iceberg of features that are included with the package including the ability to automatically survey clients, a built in email marketing tool, card scanner, countless plug-ins, a customizable RESTful API, Outlook and Exchange server plugins, and soon a full blown Zapier integration. Additionally, the support both during install and throughout my journey have been absolutely wonderful. They have made the ins and outs of using the software a simple, and surprisingly enjoyable, experience!

Cons

There are some issues with the knowledge base section that I would improve on. I have a lot of issues it the mobile application on my Android device.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Karen M.
Industry: Construction
Company size: 501-1,000 Employees

Adding a CRM to our firm has helped us keep track of prospect projects as well as client information

Used Daily for 2+ years
Reviewed on 05/04/2018
Review Source: Capterra

Pros

We now have one central data depository for all of our offices contacts, project info, personnel, resumes etc. The ability to create custom reports, update project data and track prospects across many users has improved our communication and reporting tremendously. The ability to update personnel, project, contact information in one spot and have it populate throughout any report or resume is a big plus. The Widgets are great for a graphical representation to management that accurately represents current pursuits, hit rates, wins by market, etc. The ability to turn on and off modules for user groups is huge! It keeps people from being overwhelmed when they first start to use the CRM, especially if they never have used one in the past or are skeptical. Integrations with other programs continue to be developed and improved by Cosential - this is a huge plus! Business Development/Marketing people are mobile - the iPad is a tool, just like a laptop. Being able to enter client info in Cosential and add it to an individuals Outlook contacts with just a few clicks makes it easy to have centralized client data. We will be implementing an integrations with Vista later this year. I am excited for the potential that will bring live project and personnel data to our CRM!

Cons

It's still a little 'techy' and driven by IT/Developers from the end-user perspective. But it's getting better every month we use it! When a bug is identified, or an issue occurs, for the most part Cosential Support is responsive. Sometimes, however it seems like it takes months to fix an issue. This is especially frustrating when a function (say a mailing list) was working correctly and then stops working. Because Cosential manages literally mountains of company, contact, personnel and project data, it can feel overwhelming to new users. Customizing the training and 'easing new users into' the program based on their needs is the only way to get good buy-in from apprehensive or skeptical users. The mobile app has it's limitations on the iPad and as all of our Business Developers use iPads, they would like to see the app developed further. Right now, it's better than nothing when they are on the road!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Laura F.
Industry: Mechanical or Industrial Engineering
Company size: 201-500 Employees

Best CRM for the AEC Industry

Used Daily for 2+ years
Reviewed on 02/08/2019
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Sarah M.
Industry: Architecture & Planning
Company size: 51-200 Employees

Cosential Three Years In

Used Weekly for 2+ years
Reviewed on 09/07/2019
Review Source: Capterra

Customer service and support have been challenging. We've been told that improvements were going to happen that just never went anywhere. The "improvements" that have been implemented for us turned out to be less useful than the previous state of the system. And I've had account reps just not return my calls or respond to my emails regarding issues we've had between what was promised and described during the sales pitch and how a particular module actually functions (most notably photo management).

Pros

Cosential is a detailed and robust database and CRM system. The information organization is well-thought out and the information relationships function reasonably well. Integrations with other firm systems are generally useful. The application is also a good value for our size firm.

Cons

Photo management is just about useless--keyword search should be reductive, not expanding, and should really be a simple case of AND vs OR Boolean search. Customized fields aren't reflected in reports at all, which limits their usefulness in data analysis. Some data areas are designed more for construction firms than architecture firms, and the dissonance in data capture has required some workarounds and means we can't actually search on that data. Several areas are a little too narrowly focused--there are more sustainability measures than just LEED--and require more workarounds to capture the kind of data we're tracking on our projects. There's a certain level of flexibility promoted and the reality is a superficial flexibility.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 6.0/10

Heather B.
Industry: Architecture & Planning
Company size: 51-200 Employees

Service!

Used Daily for 2+ years
Reviewed on 16/07/2019
Review Source: Capterra

Overall, their customer support is second to none. I have worked with a few different team members and they have always been responsive and helpful. Every once in awhile, I'll do a refresher training with them, since there are certain areas I don't use often, so I forget how to use them. They do a great job of taking care of me, for which I am grateful!

Pros

The software is very user-friendly and robust. The fact that I can access the data from anywhere (app, website) is very useful! We use Ajera for our timesheet and billing software, and the transition is seamless. There is a pretty robust FAQ area if you have any questions, and their staff is very helpful. We are about to start producing our resumes out of Cosential, which will help with our efficiency. All-in-all, this is a great program.

Cons

Sometimes it's a little too robust (because it has to cover different markets) and you can't always pair down the information. There are also places we wish we could customize a little more for us, but it's not a deal-breaker.

The biggest downfall, we transitioned to the cloud-based platform earlier this year (our accounting team moved our Ajera to the cloud), and unfortunately lost some of the functionality of the On-Prem (mostly when it came to staff team information, which Ajera cloud blocks the transfer, so it has to be done manually). But, again, their customer service is exceptional, and they found a work-around for us while they are researching how to get those connected again.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

User recommendation
8.5/10
Based on 66 user ratings
Compare user recommendation rating with alternatives
Compare with alternatives

Cosential Pricing

Cosential Pricing

Starting from
US$50.00/month
Free Trial
Subscription
Value for money

Sales User $50 / month

Read-Only User $25 / month

Admin User $95 / month

Sales User $50 / month

Read-Only User $25 / month

Admin User $95 / month

Value for Money
4.4/5
Based on 66 user ratings
Compare value for money rating with alternatives
Compare with alternatives

Cosential Features

Cosential Features

API
Accounting Integration
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Customer Database
Customisable Reporting
Data Import/Export
Document Management
Electronic Payments
Inventory Management
Inventory Tracking
Invoice Management
Quote Management
Reminders
Reporting & Statistics
Search Functionality
Third Party Integration
Features
4.1/5
Based on 66 user ratings
Compare features rating with alternatives
Compare with alternatives

Categories

Video Tutorials

Video Tutorials

Additional information for Cosential

Additional information for Cosential

Key features of Cosential

  • Activities module
  • Adobe InDesign integration
  • Built-in links
  • Built-in, customizable categories
  • Call log, email, and task management
  • Contact manager
  • Create distribution and customizable value lists
  • Dashboard tool
  • Edit, filter and associate activities to multiple records
  • Email integration
  • Goals module
  • Knowledge module
  • Lead and opportunity grids
  • Manage strategic plans, goals and results
  • Marketing module
  • Outlook integration
  • Personnel module
  • Prepare proposals, qualifications statements, resumes, etc
  • Projects module
  • Proposal automation
  • Publisher module
  • Reporting module
  • Sales and marketing
  • Security and encryption (mobile)
  • Share marketing collateral
  • Tasks and mailing lists
  • Track marketing campaigns
  • User manager
  • Value lists
  • Workflow management

Benefits

Cosential's mobile app empowers AEC professionals with a complete picture of their connections, interactions and history with any client or prospect, anytime, anywhere.

Cosential facilitates data entry with AEC-specific field, de-duplication and voice-to-text entry for mobile devices.

Users can quickly find team members with the relevant credentials for any proposal using Cosential's personnel module.

Cosential enables users to view and share marketing collateral and other documents using the knowledge module with Outlook integration.

Cosential integrates with Adobe InDesign and Microsoft Word for creating complete and accurate submittals.

Cosential FAQs

Cosential FAQs

Below are some frequently asked questions for Cosential.

Q. What type of pricing plans does Cosential offer?

Cosential offers the following pricing plans:

Starting from: US$50.00/month

Pricing model: Subscription

Free Trial: Not Available

Sales User $50 / month Read-Only User $25 / month Admin User $95 / month

Q. What are the main features of Cosential?

Cosential offers the following features:

  • Activities module
  • Adobe InDesign integration
  • Built-in links
  • Built-in, customizable categories
  • Call log, email, and task management
  • Contact manager
  • Create distribution and customizable value lists
  • Dashboard tool
  • Edit, filter and associate activities to multiple records
  • Email integration
  • Goals module
  • Knowledge module
  • Lead and opportunity grids
  • Manage strategic plans, goals and results
  • Marketing module
  • Outlook integration
  • Personnel module
  • Prepare proposals, qualifications statements, resumes, etc
  • Projects module
  • Proposal automation
  • Publisher module
  • Reporting module
  • Sales and marketing
  • Security and encryption (mobile)
  • Share marketing collateral
  • Tasks and mailing lists
  • Track marketing campaigns
  • User manager
  • Value lists
  • Workflow management

Q. Who are the typical users of Cosential?

Cosential has the following typical customers:

Large Enterprises, Mid Size Business, Small Business

Q. What languages does Cosential support?

Cosential supports the following languages:

English

Q. What type of pricing plans does Cosential offer?

Cosential has the following pricing plans:

Subscription

Q. Does Cosential support mobile devices?

Cosential supports the following devices:

Android, iPhone, iPad

Q. What other apps does Cosential integrate with?

Cosential integrates with the following applications:

Bridgit Bench, Briq, InFocus, Mailchimp, Microsoft Outlook, Microsoft Word, OpenAsset, Procore, Procore, Viewpoint

Q. What level of support does Cosential offer?

Cosential offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials