Top Cosential Alternatives & Competitors For 2024

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Looking for alternatives to Cosential? Many users crave user-friendly and feature-rich solutions for tasks like Dashboards and Reports, Opportunity Management, and Product Management. Leveraging crowdsourced data from over 1,000 real CRM Software selection projects based on 400+ capabilities, we present a comparison of Cosential to leading industry alternatives like Dynamics 365 CRM, Freshsales, HubSpot CRM, and HoneyBook.

Cosential Software Tool
Dynamics 365 CRM Software Tool
HubSpot CRM Software Tool

Product Basics

Cosential is a cloud-based solution designed for architecture, engineering and construction (AEC) firms. It helps marketers, principals and business developers access and act upon relevant information, supporting cross-functional workflows. Capabilities include personalized dashboards, a marketing and proposal database, lead management, a customizable interface, opportunity management and more. It is browser and device agnostic and integrates with MS Outlook.

It has created over 1.5 million opportunities, won over 475,000 projects and created $348$ billion in project value. Over 32,000 professionals use it and have created over 4.6 million user sessions.
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Dynamics 365 CRM streamlines customer relationship management through a cloud-based platform. Tailored for mid-size to large businesses, it centralizes interactions, automates workflows, and fosters data-driven insights. Key benefits include sales force automation, marketing campaign management, and service case tracking. Popular features like social listening and lead scoring help nurture potential customers. User reviews within the CRM landscape praise its robust customization options and seamless integration with other Microsoft products. However, the subscription-based pricing model, starting at per-user monthly fees, can be a cost consideration for smaller businesses.

Pros
  • Robust customization
  • Seamless Microsoft integration
  • Strong sales automation
  • Intuitive interface
  • Mobile app functionality
Cons
  • Potentially complex setup
  • Higher learning curve
  • Subscription-based pricing
  • Limited reporting options
  • Occasional performance issues
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Freshsales is a cloud solution suitable for small and medium businesses across different industry verticals. Being one of the sales management and customer engagement offerings from Freshworks, it provides comprehensive features for managing leads and deals. Capabilities include a chronological timeline view of customer journey, AI-based lead scoring, built-in one-click phone, and native mobile apps for Android and iOS devices.
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HubSpot CRM provides a full suite of capabilities that aid smart teamwork and allow companies to track, organize and close sales seamlessly. It’s entirely free of charge and provides automated contact management, customized tracking and reporting.

App marketplace integrations let users expand performance capability based on their needs to achieve optimum business growth. Additionally, users can increase traffic, generate revenue, connect and manage leads all from one panel. The option to connect with the marketing, sales, service and CMS hubs allows companies to receive even greater functionality.
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HoneyBook is a software platform designed to help small businesses efficiently manage their client relationships. It offers a comprehensive suite of features, including customer relationship management (CRM), project management, invoicing, and payment processing, all conveniently accessible from both desktop and mobile devices. HoneyBook is particularly well-suited for service-based small businesses, such as photographers, event planners, and consultants, as it streamlines client interactions, project tracking, and invoicing processes.

HoneyBook's user-friendly interface, affordability, and extensive features contribute to its popularity. With plans starting at $11.20 per month (billed annually), HoneyBook provides a cost-effective solution for small businesses seeking to enhance their client management capabilities. HoneyBook's versatility extends beyond basic CRM functionalities, encompassing tools for proposal creation, online invoicing, contract management, and scheduling, making it an attractive option for businesses with recurring clients. While HoneyBook may not offer the same level of depth in pipeline management and reporting as some other CRM options, its comprehensive features and ease of use make it a compelling choice for small and solo business owners.

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Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
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Live Online
Videos
Webinars
Documentation
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Webinars
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Videos
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Documentation
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Videos
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Knowledge Base
24/7 Live Support
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Product Ranking

#83

among all
CRM Software

#4

among all
CRM Software

#8

among all
CRM Software

#5

among all
CRM Software

#63

among all
CRM Software

Find out who the leaders are

Analyst Rating Summary

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71
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96
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100
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Account and Contact Management
Communication Channels
Dashboards and Reports
Document Management
Integrations and Extensibility
Account and Contact Management
Communication Channels
Dashboards and Reports
Document Management
Integrations and Extensibility
Dashboards and Reports
Lead Management
Opportunity Management
Product Management
Communication Channels
Account and Contact Management
Communication Channels
Dashboards and Reports
Document Management
Integrations and Extensibility
Account and Contact Management
Communication Channels
Dashboards and Reports
Document Management
Integrations and Extensibility

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Cosential
Dynamics 365 CRM
Freshsales
HubSpot CRM
HoneyBook
+ Add Product + Add Product
Account and Contact Management Communication Channels Dashboards and Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, and Contracts Management Sales Performance Management Team Collaboration 71 96 100 56 100 79 100 0 79 100 54 82 83 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Good User Sentiment 11 reviews
Great User Sentiment 5825 reviews
Excellent User Sentiment 1954 reviews
Great User Sentiment 10690 reviews
Excellent User Sentiment 556 reviews
74%
of users recommend this product

Cosential has a 'good' User Satisfaction Rating of 74% when considering 11 user reviews from 1 recognized software review sites.

82%
of users recommend this product

Dynamics 365 CRM has a 'great' User Satisfaction Rating of 82% when considering 5825 user reviews from 5 recognized software review sites.

93%
of users recommend this product

Freshsales has a 'excellent' User Satisfaction Rating of 93% when considering 1954 user reviews from 6 recognized software review sites.

87%
of users recommend this product

HubSpot CRM has a 'great' User Satisfaction Rating of 87% when considering 10690 user reviews from 5 recognized software review sites.

96%
of users recommend this product

HoneyBook has a 'excellent' User Satisfaction Rating of 96% when considering 556 user reviews from 2 recognized software review sites.

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4.6 (21)
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3.9 (569)
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4.3 (1594)
4.35 (27)

Awards

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User Favorite Award
Lead Management Award
Opportunity Management Award
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User Favorite Award

Synopsis of User Ratings and Reviews

Effortless Opportunity Tracking: Cosential simplifies the process of managing potential projects, allowing users to easily track their progress and stay organized.
Streamlined Contact Management: The platform excels at organizing contacts, making it simple to find the right person quickly and efficiently.
Intuitive Report Generation: Cosential makes it easy to create insightful reports, providing valuable data for decision-making and strategy development.
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Easy to Use: 98% of reviewers referencing usability felt the software is user-friendly.
Improved Productivity and Efficiency: The system aids efficiency and productivity, as observed by every user who talks about this aspect.
Customer Relationship Management: 95% of the reviewers who reference this aspect noted that it aids a positive customer experience.
Customization: Adding or removing fields is simple and doesn’t require technical help, as observed by more than 85% of reviews mentioning this feature.
Integration: Important integrations such as Power BI, Cortana, Azure and Office are of great help, as noted by 92% of the reviewers who refer to this element.
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Ease of Use: 97% of reviews talking about usability noted the system is user-friendly.
Interface: The user interface is simple, fast and can be navigated easily, as observed by 96% of reviewers who mention this feature.
Lead Management: According to 90% of users who talk about this feature, it helps generate, track, upload, convert, research and organize leads effectively.
Contact Management: The system helps store client information efficiently and find data quickly, as reported by 94% of users who reference this feature.
Configuration: 80% of reviewers who mention configuration asserted the system is easy and quick to set up.
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User-Friendly: 86% of users mentioning this aspect observed that HubSpot CRM is easy to use and install without much hassle.
Workflow Management: Well-constructed workflows enable timely follow-ups, according to 76% of users mentioning this feature.
Report Generation: It's easy to upload and export reports, as indicated by 53% of reviews referring to reporting.
Automation: This feature makes it easy and faster to conduct daily professionals tasks, as noted by 60% of users referencing it.
Affordable: 55% of reviews mentioning price suggested the application is inexpensive for the features offered.
Unified Solution: A simple, unified dashboard makes it easy to carry out multiple activities, according to 66% of reviews that mentioned this aspect.
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Streamlined Client Onboarding: HoneyBook provides tools like online contracts and invoices, which can simplify the process of bringing on new clients and getting them set up to work with you.
Project Management Features: HoneyBook helps you stay organized by allowing you to manage projects, track tasks, and communicate with clients all in one place.
Payment Processing: HoneyBook allows you to accept payments from clients directly through the platform, which can save you time and hassle.
Automation Capabilities: HoneyBook offers automation features that can help you save time on repetitive tasks, such as sending follow-up emails or scheduling appointments.
Client Communication Tools: HoneyBook provides a centralized location for all client communication, making it easy to keep track of conversations and ensure that everyone is on the same page.
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Difficult to Use: Users have reported that the software can be difficult to learn and use, with a non-intuitive interface.
Limited Customization: Some users have expressed frustration over the software's limited customization options, making it difficult to tailor the platform to their specific needs.
Reporting Issues: Generating reports in Cosential has been a point of contention for some users, who have cited issues with the complexity and limitations of the reporting functionality.
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Learning Curve: According to 90% of the reviewers talking about this factor, new customers require a bit of training, which is time consuming.
Pricing: Microsoft Dynamics 365 is expensive, as observed by every user mentioning cost.
Slow Performance: At times, the platform takes time to sync and perform simple tasks, as observed by almost 70% of reviewers referring to this aspect.
Navigation: 90% of the reviews about this feature mentioned the navigation is complicated, especially for new users.
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Price: Although a free plan is available, it doesn’t include a lot of options, and adding advanced features gets expensive, according to 65% of reviews referencing cost.
Technical Glitches: Every user who talks about this aspect observed there are quite a few technical issues with APIs, migration and more.
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Mobile Application: 50% of reviews about the app suggested it’s inefficient and limited to monitoring the status of customer requests.
Integration: The platform lacks basic third-party integrations, with 63% of reviews on the subject saying the integrations are primarily beneficial for e-commerce businesses.
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Limited Customization: Users express frustration with the platform's rigidity, particularly in areas like invoice customization and workflow automation. The available options often fall short of accommodating diverse business needs, leading to workarounds and inefficiencies.
Mobile App Shortcomings: The mobile app receives criticism for its limited functionality and clunky interface. Users find it cumbersome to perform tasks efficiently on mobile devices, hindering on-the-go productivity.
Learning Curve and Complexity: Navigating the platform's features and interface can be challenging for new users. The learning curve can be steep, requiring significant time investment to master the system effectively.
Customer Support Concerns: Some users report difficulties in obtaining timely and effective support from HoneyBook's customer service team. Delays in response and resolution times can impact user experience and business operations.
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Is Cosential truly essential for managing customer relationships? User reviews from the last year suggest it's a mixed bag. While many appreciate its user-friendly interface and robust reporting tools, which allow for easy tracking of sales progress and measurement of marketing campaign results, some find its integration with other business applications, like Salesforce, to be less than seamless. This can be a major drawback for businesses that rely on a suite of interconnected tools for their operations. Cosential's strength lies in its focus on the architecture, engineering, and construction (AEC) industry, providing specialized features like proposal automation and a centralized repository for project information. This makes it a good fit for AEC firms looking for a tailored solution. However, its industry-specific focus may limit its appeal to businesses outside of AEC. Users also point out that Cosential's customer support, while dedicated, can sometimes be slow to respond. For businesses that require immediate assistance, this could be a dealbreaker. Overall, Cosential is best suited for AEC firms that prioritize ease of use and industry-specific functionality over broad integration capabilities and rapid customer support.

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A mix of praise and critique defines 2023 user reviews for Dynamics 365 CRM. Fans champion its robust customization, enabling precise tailoring to diverse business needs, like adding fields to track specific equipment rentals or crafting workflows for complex approval processes. This flexibility, some say, surpasses competitors like Salesforce, where out-of-the-box options might constrain unique workflows. Yet, this very strength can be a double-edged sword. Detractors find the customization curve steep, requiring significant IT expertise or costly consultant guidance, unlike the more user-friendly setup of HubSpot. Integration shines as a clear win for Dynamics 365. Seamlessly blending with Microsoft's ecosystem, including Outlook and Teams, streamlines communication and boosts collaboration. Imagine pulling CRM data directly into an email or setting up team meetings from contact records – a breeze for Dynamics users, while competitors often require clunky workarounds. However, pricing structure remains a sore spot. While subscription fees are competitive, the extensive customization often necessitates additional add-ons and consultancy, potentially inflating costs compared to more all-inclusive options like Zoho CRM. Ultimately, reviews suggest Dynamics 365 excels for businesses seeking in-depth customization and Microsoft integration, willing to invest time or resources in setup. For those prioritizing ease of use or budget-friendliness, alternatives might be a better fit. The key takeaway? Choose the CRM that complements your unique needs and technical capabilities.

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Suitable for SMBs, Freshsales provides easy-to-use tools for sales management, customer engagement and lead management. Its hassle-free configurations and intuitive interface are some standout features noted by reviews. Users also appreciate its ability to manage customer information efficiently and its broad lead management capabilities. However, the free plan doesn’t include useful features, adding advanced features gets costly and there are some technical issues that hinder usability. While integrations with other Freshworks products and Zapier are helpful, important third-party integrations such as LinkedIn and Hubspot are missing. Overall, it has a lot to offer and can be a good choice for smaller operations.

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HubSpot CRM is a free platform that supports the marketing and sales efforts of small to mid-sized businesses with features such as lead intake, deal management, ticket issues and more. It’s easy to use, unified and offers robust workflow management automation. A couple downsides reviewers observed include the limited functionality of the mobile app and the integrations mainly geared toward e-commerce. All in all, businesses looking for marketing and customer management at no cost will find HubSpot CRM is a solid option.

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Looking for the bee's knees of client management software? HoneyBook might just be the sweet spot for your small business needs. User reviews from the past year highlight its user-friendly interface as a major draw, making it a breeze for even tech novices to navigate the platform and get up and running quickly. HoneyBook also offers a comprehensive suite of features, including project management, invoicing, and contract creation, all bundled into one convenient package. This eliminates the need for juggling multiple software subscriptions, saving you time and money. Plus, HoneyBook plays well with others, integrating seamlessly with popular tools like QuickBooks and Google Calendar, further streamlining your workflow. However, no software is without its imperfections. Some users have noted that HoneyBook's reporting capabilities are somewhat limited, lacking the depth and customization options found in more robust CRM platforms like Salesforce. Additionally, while HoneyBook offers a range of templates for invoices, contracts, and proposals, the design customization options can feel restrictive for businesses with specific branding requirements. Despite these minor drawbacks, HoneyBook's ease of use, affordability, and comprehensive features make it a top contender for solopreneurs and small businesses, especially those in creative fields like photography, event planning, and design. HoneyBook's client-centric approach, with features like online booking, automated workflows, and integrated payments, allows you to focus on what you do best – serving your clients and growing your business – without getting bogged down in administrative tasks. So, if you're a small business owner looking for a user-friendly, all-in-one solution to manage your client relationships, HoneyBook is definitely worth considering. Just keep in mind that the software landscape is constantly evolving, so it's always a good idea to check for the latest updates and offerings before making a decision.

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