Cosential

Cosential

von Cosential

Wer nutzt diese Software?

Architecture, Engineering, and Construction firms (AEC)

Durchschnittliche Bewertung

66 Bewertungen
  • Gesamt 4.4/5
  • Benutzerfreundlichkeit 4.1/5
  • Kundenservice 4.3/5
  • Funktionen 4.1/5
  • Preis-Leistungs-Verhältnis 4.4/5

Produktinformationen

  • Preisinformationen Please contact Cosential directly for pricing details
  • Kostenlose Version Nein
  • Gratis Testen Nein
  • Einsatz Cloud, SaaS, Web
    Mobile - iOS Native
    Mobile - Android Native
  • Training Persönlich
    Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung 24/7 (Live Vertreter)
    Online

Angaben zum Hersteller

  • Cosential
  • http://www.cosential.com/
  • Gegründet 1999

Über 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.

Cosential Funktionen

  • Audit Trail
  • Dokumentenmanagement
  • Elektronische Unterschrift
  • Inhalt-Bibliothek
  • Kollaboration
  • Kontaktmanagement
  • Pipeline-Management
  • RFP-Management
  • Versionskontrolle
  • Vorlagen
  • Wissensbasis-Management
  • Workflow-Management
  • Angebote / Vorschläge
  • Kundennachverfolgung
  • Prognose
  • Projektmanagement
  • Sales-Pipeline-Management
  • Terminplanung
  • Vertragsmanagement

Die hilfreichsten Reviews für Cosential

Makes my 1-man marketing department feel like 3

Bewertet am 13.9.2017
Miles E.
IT & Marketing Director
Maschinenbau oder Wirtschaftsingenieurwesen, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
Quelle: GetApp
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: 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!

Nachteile: 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.

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

Bewertet am 5.4.2018
Karen M.
Sr. Business Development Coordinator
Bau, 501-1.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
3/5
Benutzerfreundlichkeit
3/5
Eigenschaften & Funktionalitäten
3/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: 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!

Nachteile: 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!

Best CRM for the AEC Industry

Bewertet am 2.8.2019
Laura F.
Senior Knowledge Manager
Maschinenbau oder Wirtschaftsingenieurwesen, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: 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.

Nachteile: 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.

Cosential Three Years In

Bewertet am 9.7.2019
Sarah M.
Information Resource Manager
Architektur & Planung, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
3/5
Gesamt
3/5
Benutzerfreundlichkeit
3/5
Eigenschaften & Funktionalitäten
2/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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).

Vorteile: 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.

Nachteile: 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.

Service!

Bewertet am 16.7.2019
Heather B.
Director of Marketing
Architektur & Planung, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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!

Vorteile: 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.

Nachteile: 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.

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