Cosential

Cosential

#1 Construction CRM in USA.

4.4/5 (66 reviews)

Cosential Overview

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.

Pricing

Starting from
US$50,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Australia, Canada, United Kingdom, United States

Supported Languages

English

Cosential Reviews

Overall rating
4.4/5
92% positive reviews
37
Excellent
24
Very good
5
Average
0
Poor
0
Terrible
Laura F.

Best CRM for the AEC Industry

Used Daily for 2+ years
Reviewed on 2019/08/02
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
Carmen R.

Hoping to be able to upgrade this review at a later date

Used Daily for 2+ years
Reviewed on 2018/06/13
Review Source: Capterra

Cosential has streamlined our processes and has the potential to help us streamline even more. The company needs to evolve it's development staff to be able to address bugs in a timely manner.

Pros

Cosential has streamlined many of our processes, and has the potential to help us automate our proposal process even more. The potential is amazing.

Cons

Glitches! We seem to be always taking three steps forward, two steps back. Cosential isn't easy to set up or implement. There is a ton of up front work and training to be done. After overcoming all of that to be faced with modules that stop working and aren't fixed timely we are left hanging.

Two years in, as we are ready to deep-dive into more of the Cosential functionality we are being besieged by glitches that are impeding our use of the system, which is extremely frustrating.

The big weakness is in fixing bugs in the system. The customer service team passes glitches on to the developers and nobody can, or will, tell you when to expect the problem to be resolved. We have been waiting for 3+ months now on one issue, which is unacceptable.

We are so far in at this point that it doesn't make sense to change systems now, but the thought has crossed our minds.

Response from Cosential

Carmen, thank you so much for your feedback, and we have no doubt we'll earn your revision shortly. We absolutely share your frustration that your issue took longer than expected. We take your feedback constructively and strive to improve the experience for all our clients. With our recent growth we are well underway to doubling the size of our Development team which will drastically improve the resolve time. We value your business and look forward to partnering with you for a long and rich relationship, and will only see that effort as working when clients like you acknowledge it as such.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

6.0/10
Karen M.

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 2018/04/05
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
Keeley C.

The ONLY database in the AEC industry that makes my job easier!

Used Daily for 2+ years
Reviewed on 2016/08/15
Review Source: Capterra

I was first introduced to Cosential in 2010 and began to research and push for the software at my previous company. After a long inside sales process, the company decided not to move forward with my recommendation which was a major factor in my leaving that organization. One of the main goals of my coming onboard to my current company was to implement Cosential as our marketing database software, and see what other tools are available that we can utilize in other parts of the company. We are full-service real estate company that provided construction (at the time), development, financing, tax credit syndication, facilities maintenance, and property, asset, and investment management services. We ended up implementing across all marketing groups in the business in the construction, development, investment, asset and property management, and in our justice division. Different groups adopted it more quickly than others, and some we ended up just removing entirely as they were not utilizing the system. Currently our marketing groups across the business still utilize Cosential for business development tracking, current project and property data collection and maintenance, and personnel resume maintenance.

Pros

Because Cosential was designed by marketers in our industry, they know what information is important to collect, track, and analyze. The organization of the information and ease of use of the system is unparalleled to other CRMs/databases. Cosential is constantly updating and enhancing the system, so there are new, and improved, features being released to its users constantly, and I always hear what's going on - I know it's the top of the line database for information junkies like me. The reporting and template publishing tools are also incredibly helpful. Tracking our proposals and showing our win/loss ratios to senior leadership has been crucial. Also, the ability to store less-than-popular data for possible future use is highly beneficial.

Cons

I wish the reporting module was a little more user friendly - it can be daunting to new and novice users causing it to go unused and frequently used incorrectly causing frustrations. I am now in the Commercial Real Estate industry (more so than what would be termed AEC), I would love LOVE to have more information/modules relating to development of projects, property and asset management - understanding the high-level of property and information turnover for these types of services.

Response from Cosential

Thank you for this feedback and your advocacy! We love to hear the validation of our purpose: providing the best database tool that truly knows the AEC space and consistently driving for innovation. When it comes to reporting, implementation we hear you, part of housing so much data for inquiry is also a large number of ways to summon it. We're always working on the UI for ways to improve, as well ensure we remain extremely approachable for assistance should you need it.

On project management, we work hard to have API implementation with softwares that focus on development of projects so that you can combine those views and measure turnover - please get with us to ensure you are taking advantage of existing integrations that may exist you may not be aware of. If we're missing one, or ways we can have modules accomplish something our customers can benefit from we'd love to evaluate that for future feature enhancements, as you mentioned we're very passionate about!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Nora N.

Get to know Cosential

Used Daily for 1+ year
Reviewed on 2016/07/08
Review Source: Capterra

My company had implemented Cosential about 3 years before I joined, and they did a good job of inputting the bulk of project, personnel, and contact info into the data base. By the time I came on board the staff that had implemented had left, so I received minimal training on administration of the system, and how all the pieces fit together. That being said, it has not been difficult to learn the basics, and I am currently in the process of "re-implementation" to establish standard work flows and systems to manage the data input, user training, report management, etc. The biggest challenge is carving out the time for data input and cleanup, not to mention bringing new modules (surveys, marketing, etc.) on line without having a full time data base manager.

Pros

I like that Cosential has implemented upgrades in speed and search functions. It is tailored to the A/E/C industry, and we have the ability to customize fields. We use Adobe InDesign for proposals, so the ability to generate resumes and project profiles directly into InDesign templates is a big plus (it can also be done in MS Word). The dashboard widgets are really helpful for our business development team. There is a phone app available. I am getting good service regarding support for re-implementation.

Cons

The report module is always a challenge, the interface is cumbersome and it usually takes multiple attempts to generate the data I am looking for. It is not forgiving for variances in naming conventions. Customer support relies on just pointing you to a video. I have put in tickets for fixing issues and never hear back.

Response from Cosential

Thank you Nora for taking the time reviewing Cosential! We work hard for your business, and delivering value to A/E/C teams as you spoke. Honored to hear how our fields and proposal automation works well for you.

On the report module, fair feedback and our developers are making changes very soon so stay tuned. We've hired new support director and team, you should be feeling great improvement in support now! The new team has improved response times, follow up times and edited/updated knowledge articles.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10

Cosential 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

  • API
  • Activity Dashboard
  • Automatic Notifications
  • Calendar Management
  • Customizable Reporting

  • Accounting Integration
  • Activity Tracking
  • Automatic Reminders
  • Billing & Invoicing
  • Client Portal
  • Customer Database
  • Data Import/Export
  • Document Storage
  • Electronic Payments
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Reporting & Statistics
  • Search Functionality
  • Third Party Integration

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

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:

Adobe Illustrator CC, Bridgit Bench, Mailchimp, Microsoft Outlook, Microsoft Word, OpenAsset, Procore, Procore, Viewpoint, Zapier

Q. What level of support does Cosential offer?

Cosential offers the following support options:

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