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.
Mailing lists, company types, contact information, client description, account numbers, LinkedIn details.
Resumes, project experience, licenses and registrations, training, professional memberships, awards, presentations, photos.
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.
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.
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).
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 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.
Simplify without compromise
Easy and Fast
Intuitive design. Quick to deploy. Limited learning curve.
Supports BYOD / Mobility
Users love the flexibility. Owners love the high adoption rates.
“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.”
Chris Jacobs, Senior Market Data Analyst – JE Dunn Construction
The Ultimate Sales and Marketing Suite
We are more than just a typical CRM solution. See how we differ from other standard offerings for AEC.