Cosential Commercial CRM: Central Information Platform

Central Information Platform

Accurate, transparent, intelligent.

Having all of your essential data right there in one location for your entire team to access gives your company superior intelligence and ultimate efficiency. Let Cosential worry about the details, so you can think about the big picture.

Contact Manager

Mailing lists, company types, contact information, client description, account numbers, LinkedIn details.

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Personnel

Resumes, project experience, licenses and registrations, training, professional memberships, awards, presentations, photos.

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Project Data

Client/owner data, team members, project descriptions, cost/fees, schedules, images, LEED data.

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Knowledge

Boilerplate language, marketing collateral, technical knowledge.

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Firm Org

Keep your data current, accurate, and transparent across sales, marketing, and customer service channels.

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Contact Manager

Cosential’s robust Contact Manager delivers comprehensive CRM and adaptable management of companies, contacts, leads, and opportunities. Plus, it seamlessly connects and syncs contacts and companies from your MS Exchange server with Cosential.

All in one screen Cosential delivers:

A complete picture of your firm’s connections, interactions, and history with any client or partner.
Vital business intelligence about teaming partners, project probability, and parent/child company relationships.
Built-in links that take you directly to associated projects, leads, opportunities, personnel information, etc.

Keep the details of your multi-faceted projects neat and organized.

Personnel

The Personnel module provides a sweeping view of every staff member’s project experience, certifications, areas of expertise, and more.

This area is searchable in a number of ways, so you can quickly find the team members with the relevant credentials for any proposal.

Cosential ensures that all of your personnel data is accessible and up-to-date.

Projects

View the interrelation of all project-specific data, anytime:

Project directories (owner/client, consultant, staff team)
Financials (fees/contracts, costs, and change orders)
Logistics (schedule and size)
Marketing (images, awards, publications)
All other relevant documentation (documents, emails, and archiving).

Keep the details of your multi-faceted projects neat and organized.

Knowledge

The Knowledge module makes it easy to view and share marketing collateral and other information.

For simpler quality control, you can set up review cycles and assign responsibility to maintain the documents.

And because Cosential integrates with Outlook, you can attach and send Knowledge documents via email with a simple click.

The user-friendly interface ensures that everyone stays on the same page, which translates into greater efficiency and no lost opportunities.

Firm Org

The Firm Org module provides easy access to all of your organizational structure, history, and important internal corporate information.

There are built-in categories – Offices, Divisions, Practice Areas, and Studios
– that can be customized to your needs.

Your internal data is centrally organized and secure.

Simplify without compromise

Easy and Fast

Intuitive design. Quick to deploy. Limited learning curve.

Any Device, Anytime

Offer a common user experience across multiple devices. Anywhere. Anytime.

Supports BYOD / Mobility

Users love the flexibility. Owners love the high adoption rates.

Support

Our support and account managers will feel like a member of your team.

Your Voice

Our Beta Program engages AEC firms in the software development process.

Secure

Your data is in secure datacenters, so that data loss is a thing of the past.

“Cosential is a huge time-saver when all I have to do is make one change to a project on my dashboard and it populates all the associated records within Cosential. It keeps me focused on my pipeline instead of data management.”