Unanet CRM by Cosential vs. PlanPlus Online: Comparing Best CRM Solutions 2026

Overview: Unanet CRM by Cosential and PlanPlus Online as CRM Category solutions.

Unanet CRM by Cosential and PlanPlus Online both focus on CRM needs, but cater to distinct operational and industry requirements. Unanet CRM is tailored for the construction and engineering sectors, offering capabilities such as proposal management and custom reporting. It also suits larger enterprises. PlanPlus Online provides contact management and collaboration tools, with a focus on service industries and smaller businesses. Both offer robust support, ensuring users have the help they need, regardless of their industry or business size.

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.

PlanPlus Online: PlanPlus Online is a productivity software system for leaders to plan, execute, and achieve goals. It helps users discover their mission, get organized, and use an online calendar and planner.

Top use cases: Unanet CRM by Cosential vs PlanPlus Online

Use cases tied to Unanet CRM by Cosential and PlanPlus Online from verified data sources. Click any use case for supporting evidences.

Unanet CRM by Cosential PlanPlus Online

Top Capabilities: Unanet CRM by Cosential vs PlanPlus Online

Lengths: relative topic prominence (square-root scale) · Labels: comparison split. Click any item for supporting evidences.

Unanet CRM by Cosential
Shared
PlanPlus Online
Shared by both · Topics
Unanet CRM by Cosential only
PlanPlus Online only

Deployed Market Segments: Unanet CRM by Cosential vs PlanPlus Online

Share of peer evidence by company size for Unanet CRM by Cosential and PlanPlus Online. Each product segments add up to 100%. Click any segment for supporting evidence.

Unanet CRM by Cosential 100%
PlanPlus Online 100%
Unanet CRM by Cosential PlanPlus Online
Key Capabilities Supported Unanet CRM by Cosential facilitates proposal, sales document, and workflow management, crucial for construction firms needing detailed project documentation. → PlanPlus Online supports collaboration and contact management, catering well to service-focused teams needing enhanced client interactions. →
Business Goals Unanet CRM by Cosential helps construction companies enhance customer relationships and increase revenue through improved proposal management. → PlanPlus Online aims to increase sales and customer acquisition, beneficial for businesses seeking to enhance digital presence and client engagement. →
Core Features Features like custom reports and data import in Unanet CRM by Cosential are vital for enterprises needing extensive data handling and integration. → PlanPlus Online's custom reports and integration features help organizations streamline data analytics and reporting tasks. →
Vendor Support Unanet CRM by Cosential offers extensive 24/7 support, catering to enterprises needing around-the-clock assistance. → PlanPlus Online provides 24/7 support, with multiple options including chat and email, suitable for small to mid-sized businesses. →
Segments and Industries Used mainly by construction, industrial engineering, and real estate, Unanet CRM by Cosential is ideal for large enterprises. → PlanPlus Online attracts diverse industries, including consulting and financial services, with a strong fit for small around enterprises. →
Operational Alignment Fitting into construction workflows, Unanet CRM by Cosential aligns with complex operational needs of large-scale businesses. → PlanPlus Online suits businesses that need straightforward engagement and relationship management, especially in client-driven operations. →
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Unanet CRM by Cosential and PlanPlus Online: Best activities based on customer satisfaction

Unanet CRM by Cosential in Action: Unique Activities

What benefits does Unanet CRM by Cosential offer 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.
"...Currently our marketing groups across the business still utilize Cosential for business development tracking, current project and property data collection and maintenance, and personnel resume maintenance. ...." Peer review by Keeley C., Marketing Director, Real Estate
How can Unanet CRM by Cosential optimize your Workflow Management Workflow?
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.
"...The workflows are a huge time-saver and allow us to capture the data we need to make our systems function...." Peer review by J. Derick T, Director of Business Development Support, Construction
How can Unanet CRM by Cosential optimize your Training & Onboarding Workflow?
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.
"...The dashboard widgets are really helpful for our business development team...." Peer review by Nora Nilles, Construction

PlanPlus Online in Action: Unique Activities

How can PlanPlus Online enhance your Collaboration process?
PlanPlus Online offers a collaborative environment that allows users to work together on projects, manage sales, and track marketing efforts. The software provides tools for scheduling, communication, and task management, enabling organizations to improve productivity and accountability. PlanPlus Online also integrates Customer Relationship Management (CRM) features, allowing businesses to manage customer interactions and sales opportunities.
"...I like having an easy to use interface, collaborative environment and easy to compare scheduling tools...." Peer review by Dan McIntyre, Construction
How does PlanPlus Online address your Contact List Management Challenges?
Plan Plus Online provides comprehensive contact management capabilities, allowing users to store and organize contact information in a centralized database. nThe platform also enables users to access and manage contact details, past interactions, and notes in a single location.nFurthermore, users can create customized contact groups for targeted communication and automate email campaigns.
"...IIt gives me peace, keeps me on top of the most important tasks, saves time and keeps my notes about contacts, clients, tasks all in one place...." Peer review by Nancy C., Research
How does PlanPlus Online facilitate Relationship Management?
PlanPlus Online provides a comprehensive solution for managing customer relationships. nIt integrates customer relationship management with features for sales, marketing, and project management. nPlanPlus Online's relationship management system is built on a proven productivity engine used by millions of people.
"...The system provides an all-in-one solution for sales automation, customer relationship management and support, email marketing, project management and website integration...." Peer review
How does PlanPlus Online facilitate Coaching?
The online coaching service provides expert guidance and support to users in implementing and utilizing its productivity tools. The service offers a variety of resources, including video tutorials and one-on-one coaching sessions. However, the availability of one-on-one coaching may be limited.
"...We were fortunate to work directly with a great implementation team Brandon Stromberg, Productivity Coach/ Business Sales Manager, Sage Agbonkhese, Business Analyst, Zack Luburgh (excellent webinar presenter) and Heather, the software wizard...." Peer review by Rosemary T M.

Integrations

Ecosystem partners each product commonly connects with.

Unanet CRM by Cosential

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

News

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

Latest PlanPlus Online news

Product Enhancements Release Notes February 2026

PlanPlus Online released version 5.72 on February 5, 2026, featuring goal-based task creation, UI consistency improvements, enhanced task delegation, and better filtering in views and reports. Usability updates include labeled dropdowns, improved task alignment, and syncing fixes.

08/02/2026 - source