Cosential

Cosential

Verified

Cosential is the only cloud-based CRM solution built specifically for architecture, engineering and construction (AEC) firms. Using cutting-edge technological advancements and leading industry trends, Cosential gives AEC executives a comprehensive information and lead management solution to organize contacts, track new opportunities, manage pending projects, run complex reports and generate accurate, engaging proposals, all at a fraction of the cost of its competitors.

Because it is a cloud-based solution, users can access the central information portal from anywhere, at any time, via the Internet or their mobile device. It is browser agnostic, as long as it's up-to-date, and requires no additional plug-ins or costly IT support. Its powerful web services integrate with any financial system and many industry-specific third party applications. It also has market-leading integration with MS Outlook via unique technology that utilizes versioning instead of sync.

Cosential helps AEC firms track a project from the very beginning, primary lead to completion, while at the same time storing a virtually unlimited amount of company information and assets in an intuitive, centralized place so that any number of users can access all the mission critical processes necessary for a successful business. Create and execute dynamic marketing campaigns, publish proposals, manage the company website and project lifecycles, all through this robust business development tool.

Built by AEC veterans with more than 100 years of combined experience in the field, Cosential is specifically for architects, engineers and construction executives. It is an easy-to-use, budget-friendly solution for project-based businesses of any size.


Cloud Deployment: Yes
On-Premise Deployment: No
Website: http://www.cosential.com

CRM Features


Analytics
  • Custom Dashboards
  • Custom Reports
  • Schedule Reports
  • Standard Dashboards
  • Standard Reports
Customization
  • Custom Buttons
  • Custom Fields
  • Custom Links
  • Custom Modules
  • Page Layout
  • Rename Tabs
  • Schedule Fields
Documents
  • File Management
  • File Sharing
  • Folder Sharing
  • Nestable Folders
Inventory
  • Invoices
  • Products
  • Purchase Orders
  • Quotes
  • Sales Orders
Marketing
  • Auto Responders
  • Campaign Management
  • Email Opt-Out
  • Email Templates
  • Mass Email
Sales
  • Accounts
  • Activity Tracking
  • Calendar
  • Contacts
  • CRM Views
  • Forecasting
  • Leads
  • Opportunities
  • Scripts
Support
  • Cases
  • Client Portal
  • Email-to-Case
  • Solutions
  • Surveys
Telephony
  • Auto Attendant
  • Call Queues
  • Call Recording
  • Click to Dial
  • Inbound Calling
  • IVR
  • Outbound Calling
  • Virtual Phone System
  • Voicemail
  • Voicemail-to-Email
Web Forms
  • Accounts
  • Auto Responder
  • Cases
  • Contacts
  • Leads
  • Notify Owner
Workflow
  • Alerts
  • Approval Process
  • Assignment Rules
  • Case Escalation Rules
  • Convert
  • Field Updates
  • Rules
  • Tasks
  • Time Based Actions
  • Webhooks

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