8 Features AEC firms can’t do without
Smart Time-Saving Tools: Central Information Platform
Cosential integrates accounting, marketing, and business development data into one location that’s accessible from any device, anywhere.
Collect, track, and report on every piece of data that’s valuable for exceptional customer relationship management and proposal automation.
Metrics on Leads Created, Opportunity by Stage, and Hit Rate are convenient and updated in real time.
Essential Integrations
Nobody wants to re-enter data into another system.
Cosential seamlessly integrates with your financial and lead generation systems, email, and publishing programs like Adobe InDesign and Microsoft Word.
These valuable integrations help you work more efficiently, and maximize the power of your data while continuing to leverage the tools you already know and love.
Simple Administration and Management
Cosential’s straightforward, easy to use software gives you dynamic organization strategies through its highly versatile applications.
Empower administrators with highly granular permissioning and administrative controls. Enable firm administrators to create automatic processes to manage the flow of new information.
Streamline your firm’s administration, so you focus on the work that you want to be doing.
Custom Analytics Reporting and Search Functions
Arm yourself with knowledge through Cosential’s dynamic Dashboard tool.
Gain perspective and make smarter decisions with smart search and custom reporting functions which enable users to research, integrate, analyze, and export all business intelligence with just a few clicks.
Create sophisticated customized reports for all of the industry’s common queries, and make strategic adjustments to your business development through your findings.
Sales and Marketing
Develop your action plans, and put them in motion.
Manage your tasks from one easy-to-navigate grid view. Organize your marketing strategies through tracking your campaigns with associated events, opportunities, tasks, and mailing lists.
And keep everybody on the team on the same page.
Proposal Automation
Cosential makes publishing proposals fast and easy.
Because all of your data is in the same place, you can focus on perfecting your ideas and winning the bid for the next exciting project.
Download Cosential Mobile from the App Store and Google Play.
You’re Mobile. So is Cosential.
Because Cosential is cloud-based, you can access it from anywhere, using any web-enabled device.
Interact with Cosential from your laptop, smart phone, or tablet just the same as if you were in your office. Choose between the standard Cosential web interface or the mobile interface and keep right on working.
Data Accuracy and Security
Cosential provides the highest level of security for your data and allows firm administrators to set permissions so that sensitive information in the CRM is only accessible to the appropriate staff.
To keep data safe and accurate, Cosential offers versioning and deduping technology: versioning to roll back any data that’s corrupted or deleted; deduping to keep your contacts and companies free from repeat entries.
Partner with a vendor who speaks your language
AEC firms need a CRM system with industry best practices built in.
Specialization means the right fields are easily available. It means a CRM built for project-based businesses, one that understands you’re selling experience and services, not individual products. It means a team of implementation specialists who know your needs because they have years of AEC experience.