Cosential

Cosential

#1 Construction CRM in USA.

4.3/5 (57 avis)

Cosential - Présentation

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.

Prix

À partir de
50,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Australie, Canada, Royaume-Uni, États-Unis

Langues

anglais

Cosential - Avis

Note globale
4.3/5
89% d'avis positifs
29
Excellent
22
Très bien
5
Moyen
1
Médiocre
0
Horrible
Carmen R.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 13/06/2018
Provenance de l'avis : 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.

Avantages

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

Inconvénients

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.

Réponse de 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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

6.0/10
Karen M.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 05/04/2018
Provenance de l'avis : Capterra

Avantages

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!

Inconvénients

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!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

8.0/10
Keeley C.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 15/08/2016
Provenance de l'avis : 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.

Avantages

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.

Inconvénients

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.

Réponse de 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!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Nora N.
Traduire avec Google Translate

Get to know Cosential

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 08/07/2016
Provenance de l'avis : 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.

Avantages

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.

Inconvénients

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.

Réponse de 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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

8.0/10
Deborah B.
Traduire avec Google Translate

Cosential makes us better marketing team

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 22/07/2016
Provenance de l'avis : Capterra

KCI has been with Cosential since 2007 and have watched the system expand to meet the needs of industry. While we do not use every function the system offers, we rely heavily on it for proposal tracking, proposal generation, customer information (hit rates, history, contacts) and firm qualifications (projects and personnel). The Cosential team has never lost sight of what it is that makes them successful which is involving industry in their roadmap for enhancements and functionality. These folks listen to what we need and respond.

Avantages

Cosential gives us quick access to all our past proposal information. Our marketing team is quickly and easily able to access past proposals for guidance, develop intel about our history with clients and understand our experience in a region or with a certain service. As a firm with over 25 offices across the country, this information is vital to our team.

Inconvénients

While Publisher has come leaps and bounds from where it was originally, we would like the ability to create several resumes at the same time. For example, I'd like to select several employees, choose a template and have the system walk me through each employee to choose his or her projects.

Réponse de Cosential

Thank you Deborah for taking the time and giving us this fantastic review! Means the world to us from a client who has seen us grow and evolve. Great suggestion on allowing for several resumes at the same time, I'll own checking on that suggestion and get back to you on it!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10

Cosential - Prix

À partir de
50,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Sales User $50 / month

Read-Only User $25 / month

Admin User $95 / month

Cosential - Fonctionnalités

  • API
  • Gestion des calendriers
  • Notifications automatiques
  • Rapports personnalisables
  • Tableau de bord d'activités

  • Base de données de clients
  • Données en temps réel
  • Facturation
  • Fonctionnalité de recherche
  • Gestion des factures
  • Gestion des stocks
  • Importation et exportation de données
  • Intégration comptable
  • Intégration de tiers
  • Paiements électroniques
  • Rappels automatiques
  • Rapports et statistiques
  • Stockage de documents
  • Suivi de l'inventaire
  • Suivi des activités

Plus d'informations sur Cosential

Cosential - Principales fonctionnalités

  • 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

Avantages

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 - FAQ

Voici quelques-unes des questions fréquentes sur Cosential.

Q. Quels sont les types de licence disponibles pour Cosential ?

Types de licences disponibles pour Cosential :

À partir de: 50,00 $US/mois

Type de licence: Abonnement

version d'essai gratuite: Non disponible

Sales User $50 / month

Read-Only User $25 / month

Admin User $95 / month

Q. Quelles sont les principales fonctionnalités du logiciel Cosential ?

Fonctionnalités du logiciel 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

Q. Qui utilise Cosential ?

Utilisateurs habituels du logiciel Cosential :

Grandes entreprises, Entreprises de taille moyenne, PME

Q. Dans quelles langues Cosential est-il disponible ?

Langues dans lesquelles Cosential est disponible :

anglais

Q. Quels sont les types de licence disponibles pour Cosential ?

Types de licences disponibles pour Cosential:

Abonnement

Q. Cosential prend-il en charge les appareils mobiles ?

Appareils pris en charge par Cosential :

Android, iPhone, iPad

Q. Avec quelles applications Cosential peut-il s'intégrer ?

Applications s'intégrant à Cosential :

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

Q. Quelles sont les ressources d'aide disponibles pour Cosential ?

Ressources d'aide disponibles pour Cosential :

FAQ, Forum, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo