Infoflo CRM vs. Unanet CRM by Cosential: Comparing Best CRM Solutions 2026

Overview: Infoflo CRM and Unanet CRM by Cosential as CRM Category solutions.

Infoflo CRM and Unanet CRM by Cosential, both offer robust customer relationship management solutions but cater to different needs and industries. Infoflo CRM is strong in sales call management and serves large enterprises, particularly in insurance and financial services. Unanet CRM focuses on document and proposal management, appealing to construction and engineering sectors. Both products support vital business development functionalities, but Infoflo CRM excels in integration, whereas Unanet emphasizes custom reporting.

Infoflo CRM: InfoFlo CRM offers affordable, customizable CRM software for small to midsize B2B companies, enhancing business productivity. Core features include email marketing, project management, and real-time team collaboration.

Unanet CRM by Cosential: Unanet-CRM-by-Cosential allows project-based businesses to manage the entire customer lifecycle. Pursuit through final invoicing is streamlined effectively.

Infoflo CRM Unanet CRM by Cosential
Key Capabilities Supported Infoflo CRM excels in managing sales calls and recording, making it a favorite among sales teams. → Unanet CRM by Cosential specializes in sales document management and proposal creation, helping businesses streamline proposal processes. →
Business Goals Infoflo CRM aids in enhancing customer relationships and acquiring new clients, focusing on personalized communication. → Unanet CRM by Cosential helps in scaling best practices and increasing sales, targeting growth and market expansion. →
Core Features Infoflo CRM offers robust integration capabilities and custom reports tailored for detailed analytics. → Unanet CRM by Cosential shines with extensive custom report options and training tools, facilitating greater insights. →
Vendor Support Infoflo CRM provides 24/7 support via phone and email, reflecting its dedication to constant availability. → Unanet CRM by Cosential also offers strong round-the-clock support, with added focus on training and onboarding. →
Segments and Industries Infoflo CRM caters predominantly to large enterprises, particularly within the insurance and financial services sectors. → Unanet CRM by Cosential's main users are in construction and engineering, with a broad appeal to diverse business sizes. →
Operational Alignment Infoflo CRM aligns with the needs of large enterprises, blending into extensive workflows with ease of data migration. → Unanet CRM by Cosential fits construction industry workflows, designed for efficient document management and communication. →
lightning

Applying your context and needs changes the comparison

Infoflo CRM and Unanet CRM by Cosential: Best activities based on customer satisfaction

Infoflo CRM in Action: Unique Activities

Why is Infoflo CRM the best choice for Contact List Management?
Infoflo CRM provides contact management and organization capabilities, allowing users to manage contacts effectively. It offers features like computer telephony integration, marketing and sales automation, and customer support. nThe system lacks a mobile component for offline client contact and calendar data.
"...Great contact management solution providing easy access to all customer information...." Peer review by Philippe L., Real Estate Broker, Real Estate
What makes Infoflo CRM ideal for Sales Document Management?
The system allows users to create professional reports and proposals using customizable templates, and the software automatically populates these documents with information from the database. It facilitates efficient quote generation, lead tracking, and automated email communication. While the system offers a one-time purchase option, it has limitations regarding user control over information and potential discrepancies in upgrade procedures.
"...It helps me structure my days, keeps my focus on all aspects of the business (networking, prospecting, proposing, selling and delivering)...." Peer review by Mark K., Founder , Management Consulting
How can Infoflo CRM optimize your Engagement Management Workflow?
Infoflo CRM provides features for customer follow-up, project management, and engagement tracking. It allows users to manage contacts, tasks, quotes, and correspondence, centralizing information for efficient follow-up. However, it lacks an automated follow-up date field for new prospects.
"...And I needed to be able to recognise them the minute I would receive an email from them, in order to so good follow up...." Peer review by Consultant
How does Infoflo CRM address your Helpdesk Management Challenges?
The software provides customer relationship management capabilities. The software includes a call center feature. The software integrates with VoIP services.
"...The call center feature is what we needed the most and it has solved our issues...." Peer review by Consultant

Unanet CRM by Cosential in Action: Unique Activities

What Are the key features of Unanet CRM by Cosential for Business Development?
Cosential Business Development streamlines business development processes for Architecture, Engineering, and Construction (AEC) firms by providing a centralized platform for managing customer relationships, tracking project lifecycles, and automating proposal development. The solution is tailored to AEC best practices, enabling cross-functional teams to improve efficiency and productivity. The mobile app, however, has limitations that may hinder its use by some users.
"...To move up to that next level of growth for architecture firms you really have to be more systematic when it comes to business development and tracking those relationships..." Peer review by James Sharp, Strategy Director, VLK Architects
How efficiently Does Unanet CRM by Cosential manage your Workflow Management?
The system streamlines processes by automating workflows into a central information system. The system facilitates the creation of custom workflows and calculations, and can synchronize financial projects with project records. The system's report generation capabilities are limited.
"...Common User Experience on All Devices Cosential streamlines processes by automating info workflows into the central information system...." Peer review from Featured Customers
How can Unanet CRM by Cosential enhance your Training & Onboarding process?
Cosential provides training and onboarding support for users to effectively implement and utilize the software. The platform offers online scheduling capabilities, allowing users to quickly access training sessions based on their availability. The training program focuses on business development and marketing functions, with a limited scope for commercial real estate specific modules.
"...I can quickly schedule my training online by looking at my trainer's calendar, so if I have an hour free I can make good use of my time, and with one click it's in my outlook...." Peer review by Karen Benson, Construction

IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting

Infoflo CRM Unanet CRM by Cosential
Peer score 4.5 4.5
Peer insights 1031 1319
Top industries
Insurance 11.0%
Financial Services 10.0%
Construction 7.0%
Construction 69.0%
Mechanical Or Industrial Engineering 11.0%
Management Consulting 6.0%
SMB and Mid-Market 98.0% 70.0%
Enterprise 2.0% 30.0%
Pricing Infoflo CRM Unanet CRM by Cosential

Integrations

Ecosystem partners each product commonly connects with.

Unanet CRM by Cosential

Trimble Viewpoint
3.8
OpenAsset
4.6
Paycor
4.3
TriNet Expense
4.2
Greenhouse
4.4
Rippling
4.9

News

Latest Infoflo CRM news

InfoFlo Solutions Introduces InfoFlo Impact, a Purpose-Built Cloud Platform for Nonprofit Organizations - EIN Presswire

InfoFlo Solutions launched InfoFlo Impact, a cloud platform tailored for nonprofits to manage programs, outcomes, and workflows. This new identity emphasizes technology designed specifically for nonprofit needs, enabling better program management and impact assessment. InfoFlo Impact supports diverse nonprofit sectors, helping organizations centralize data and improve service delivery.

26/08/2026 - source

Latest Unanet CRM by Cosential news

Unanet Named to Inc. 5000 for Ninth Consecutive Year

Unanet has been named to the Inc. 5000 list for the ninth consecutive year, recognizing its significant growth and innovation in AI-first ERP and CRM solutions for government contractors and AEC firms. This achievement highlights Unanet's focus on delivering modern solutions that drive measurable value and customer satisfaction.

11/08/2026 - source