Unanet CRM by Cosential logo

Unanet CRM by Cosential

by Cosential · Since 1988
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ActiveAvailable globallyCloud
Quick facts
VendorCosential
Year launched1988
StatusActive
Location22970 Indian Creek Drive, Suite 200, Dulles, VA, United States, Virginia
Countries servedGlobal
Languages9
Integrations7+
Free tier
Free trial
Contact salesYES

About Unanet CRM by Cosential

Unanet CRM by Cosential is a CRM software from Cosential designed for government contractors. It combines project management, financial management, and customer relationship management so businesses can manage their workflows more effectively. The platform specifically supports the unique needs of government contractors, allowing them to track opportunities and projects from pipeline to profitability. With features tailored for ERP and CRM in GovCon, Unanet also includes GrowthStudio for strategic insights and Enterprise SubK for managing subcontractor relationships. Key capabilities: project management financial management customer relationship management opportunity tracking subcontractor management Best for: government contractors that need to align their projects and financials for better decision-making.

Unanet, formerly known as Cosential, is a robust and highly specialized CRM solution designed specifically for project-based businesses, with a particular focus on government contracting (GovCon) and the architecture, engineering, and construction (AEC) industries. Unlike generic CRM systems, Unanet provides an integrated approach to business development, client relationship management, and sales pipeline tracking. The platform’s primary purpose is to help firms centralize their client interactions, streamline opportunity management, and gain clear visibility into their project pipeline, ultimately improving business efficiency and revenue forecasting. With features such as advanced contact management, customizable dashboards, detailed reporting, and seamless integration with Unanet ERP, the platform offers a comprehensive solution for firms that rely on complex sales cycles and project-driven revenue streams. One of the standout aspects of Unanet is its user interface, which is designed with clarity and usability in mind. The dashboard provides an at-a-glance view of key business metrics, including ongoing opportunities, client interactions, and revenue forecasts.

Pros & Cons

What users like
  • +Opportunity Tracking: Keeps all aspects of a pursuit in one accessible place, available 24/7.
  • +Resume Generation Tool: Automatically updates and tailors multiple resumes for specific pursuit types.
  • +Dashboard Widgets: Visual and impactful, helping to monitor marketing progress through charts and graphs.
  • +Automated Alerts: Efficiently notifies the team of new prequals, awards, proposals, etc.
  • +Excellent Customer Support: Queries are prioritized and handled promptly.
  • +Visual Appeal: Easy-to-use and visually engaging interface.
What users flag
  • Restricted Software: Requires having email open on one screen and Cosential on another, which may hinder employee buy-in.
  • Long Wait Times for Issue Resolution: Some issues have taken over 3 months to address, causing frustration.
  • Project Information Retrieval: Initially required pulling information from project managers post-completion.
  • Knowledge Management: Prior to using Cosential, project knowledge was not effectively shared across the team.

Features

Key features

CRM for GovCon
Customer Relationship Management specifically tailored for Government Contractors.
CRM for AEC
Customer Relationship Management tailored for Architecture, Engineering, and Construction firms.
Prospect Management
Tools for managing prospects and leads.
CRM Testimonials
Provides access to customer testimonials.
Integrations
Ability to integrate with Unanet ERP and potentially other applications.
Pipeline Management
Manages the sales pipeline.
Data Analytics
Provides analytics to track and improve CRM performance.
Contact Management
Centralized management of customer and prospect contacts.
Opportunity Tracking
Tracks sales opportunities and their progress.
Sales Forecasting
Provides tools for forecasting sales.

Additional features

CRM for GovCon
Customer Relationship Management specifically tailored for Government Contractors.
CRM for AEC
Customer Relationship Management tailored for Architecture, Engineering, and Construction firms.
Prospect Management
Tools for managing prospects and leads.
CRM Testimonials
Provides access to customer testimonials.
Integrations
Ability to integrate with Unanet ERP and potentially other applications.
Pipeline Management
Manages the sales pipeline.
Data Analytics
Provides analytics to track and improve CRM performance.
Contact Management
Centralized management of customer and prospect contacts.
Opportunity Tracking
Tracks sales opportunities and their progress.
Sales Forecasting
Provides tools for forecasting sales.
Activity Tracking
Tracks sales activities, such as calls, emails, and meetings.
Customizable Dashboards
Allows users to customize dashboards to display relevant data.
Reporting
Generates reports on sales performance and other key metrics.
Workflow Automation
Automates sales processes and workflows.
Collaboration Tools
Facilitates collaboration among sales teams.
Mobile Access
Allows access to CRM data on mobile devices.
Data Security
Ensures the security of customer and prospect data.
Lead Management
Tools designed to manage and nurture leads.
Customer Relationship Tracking
Tools to maintain strong customer relationships.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
9
Interface languages
11
Billing currencies

Interface languages

EnglishSpanishGermanFrenchItalianDutchPortugueseChineseJapanese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇭CHF🇨🇳CNY🇸🇪SEK🇮🇳INR🇲🇽MXN

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