Overview: Unanet CRM by Cosential and Servis.ai (formerly FreeAgent CRM) as CRM Category solutions.
Unanet CRM by Cosential excels in sales document management and proposal management, catering mainly to large enterprises in the construction industry, while FreeAgent CRM stands out in engagement management and lead generation, making it suitable for small and large enterprises in the transportation and consumer services sectors. Both systems enhance customer relationships and support users via 24/7 support.
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.
Servis.ai (formerly FreeAgent CRM): Freeagent-crm is a cost-effective CRM + CSM platform for sales, marketing, customer support, and project management. FreeAgent offers an easy-to-use interface.
Unanet CRM by Cosential and Servis.ai (formerly FreeAgent CRM): Best Use cases based on the customer satisfaction data
Key Capabilities Supported
Unanet CRM by Cosential supports activities like sales document management and proposal management, essential for users needing precise project documentation. read more →
FreeAgent CRM is focused on engagement management and generating new leads, beneficial for businesses looking to expand customer outreach. read more →
Business Goals
Unanet CRM by Cosential aids in enhancing customer relationships and scaling best practices, helping companies refine their customer approach. read more →
FreeAgent CRM focuses on enhancing customer relationships and increasing ROI, targeting users who want to optimize customer interactions. read more →
Core Features
Unanet CRM by Cosential offers custom reports and data import features, streamlining data handling for large constructions firms and enterprises. read more →
FreeAgent CRM provides analytics and user-friendly integrations, supporting businesses in data interpretation and smooth system transitions. read more →
Vendor Support
Unanet CRM by Cosential offers 24/7 support complemented by extensive phone and email services. read more →
FreeAgent CRM provides consistent 24/7 support alongside chat and phone options, ensuring assistance when needed. read more →
Segments and Industries
Predominantly used by large enterprises in the construction industry, Unanet CRM by Cosential suits sectors requiring detailed project management. read more →
FreeAgent CRM caters to the transportation industry and consumer services, designed for businesses needing robust customer engagement tools. read more →
Operational Alignment
Unanet CRM by Cosential integrates well with enterprise-level workflows, ideal for large-scale construction and engineering firms. read more →
FreeAgent CRM suits small to large enterprises, aligning with diverse operational environments demanding effective engagement strategies. read more →
Applying your context and needs changes the comparison
Failure Risk Guidance?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
Data
Support
Others
Unanet CRM by Cosential in Action: Unique Use Cases
What solutions does Unanet CRM by Cosential provide for Business Development?
What solutions does Unanet CRM by Cosential provide for Workflow Management?
How can Unanet CRM by Cosential optimize your Contact List Management Workflow?
What benefits does Unanet CRM by Cosential offer for Training & Onboarding?
Servis.ai (formerly FreeAgent CRM) in Action: Unique Use Cases
How efficiently Does Servis.ai (formerly FreeAgent CRM) manage your Engagement Management?
What Are the key features of Servis.ai (formerly FreeAgent CRM) for Collaboration?
Integrations
Few Unanet CRM by Cosential Integrations
Few Servis.ai (formerly FreeAgent CRM) Integrations
News
Latest Unanet CRM by Cosential News
Product Innovations at Unanet Champions 2025 Leverage AI to Help Customers Achieve ...
Unanet introduced new AI-driven product innovations at Unanet Champions 2025. These enhancements aim to boost efficiency and business development for customers. The updates leverage artificial intelligence to streamline project management and financial workflows for professional services and government contracting firms.
