Unanet CRM by Cosential vs. Follow Up Boss: Comparing Best CRM Solutions 2026
Overview: Unanet CRM by Cosential and Follow Up Boss as CRM Category solutions.
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.
Follow Up Boss:
Follow-up-boss is a flexible, open CRM platform for real estate professionals. It helps organize contacts and teams, engage effectively, and gain business visibility.
Unanet CRM by Cosential and Follow Up Boss: Best activities based on customer satisfaction
Applying your context and needs changes the comparison
Business Setting
Popular in Industry
Construction
(69.0%)
Mechanical Or Industrial Engineering
(11.0%)
Management Consulting
(6.0%)
Real Estate
(99.0%)
Non Profit Organization Management
(0.0%)
Information Technology And Services
(0.0%)
Popular in Segments
SMB and MidMarket
(70.0%)
Enterprise
(30.0%)
SMB and MidMarket
(88.0%)
Enterprise
(12.0%)
Unanet CRM by Cosential in Action: Unique Use Cases
How does Unanet CRM by Cosential address your Business Development Challenges?
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.
"...Having a database that helps us collect marketing / BD information for our projects and contacts into one location has been fantastic...."
Peer review by Treasure L., Graphics Director
Why is Unanet CRM by Cosential the best choice for 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.
"...Using the Opportunities and Workflows in Cosential, we have been able to automate our project job number request system with accounting...."
Peer review by Crista R, Marketing Director
How can Unanet CRM by Cosential optimize your Contact List Management Workflow?
Unanet CRM, formerly known as Cosential, provides comprehensive contact management. nIt consolidates client, contact, marketing opportunity, personnel, and project information.nThis centralized system facilitates a comprehensive understanding of client relationships and history.
How does Unanet CRM by Cosential facilitate Training & Onboarding?
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
Follow Up Boss in Action: Unique Use Cases
Why is Follow Up Boss the best choice for Generation Of New Leads?
Follow Up Boss facilitates the management of new leads by automating communication and task assignment. The platform enables the automatic generation of text and email communications to new leads, including personalized greetings and drip campaigns. Furthermore, it provides agents with real-time notifications and the ability to assign leads to specific individuals or teams for follow-up.
"...Our system is designed to manage the entire lifecycle of your relationship from new lead through to past clients and sphere...."
Peer review
How can Follow Up Boss optimize your Lead Engagement Workflow?
Follow Up Boss facilitates lead engagement through automated follow-up systems. It streamlines lead allocation, tracking, and communication, creating a unified platform for managing leads from various sources. This system supports both individual agents and teams, providing tools for immediate lead follow-up and drip campaigns.
Why is Follow Up Boss the best choice for Collaboration?
The system facilitates team collaboration through shared inboxes, lead data access, and note-taking capabilities. It enables communication and task management among team members, contributing to a unified customer experience. These features enable agents to work together efficiently and track progress on leads.
What makes Follow Up Boss ideal for Communication Management?
Follow Up Boss facilitates comprehensive communication management, enabling tracking of client interactions, scheduling tasks, and sending automated emails. The platform streamlines outreach through email and text templates, lead distribution, and integrated calling features. Follow Up Boss lacks the ability to send text messages from a user-specified phone number.
Unanet Expands ChampTM Agents, powered by Wyatt, Across Its ERP and CRM ...
Unanet has expanded the availability of its AI-powered Champâ„¢ Agents, powered by Wyatt, across its ERP and CRM products, including Unanet AEC CRM and Unanet GovCon ERP. This integration enhances AI-driven project management and workflow automation, providing a consistent AI-first experience for project-based businesses. The expansion reflects Unanet's strategy to integrate AI deeply into its product offerings, facilitating improved project delivery and financial management.