Unanet CRM by Cosential vs. Servis.ai (formerly FreeAgent CRM): Comparing Best CRM Solutions 2026

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 Servis.ai (formerly FreeAgent CRM)
Key Capabilities Supported Unanet CRM by Cosential supports activities like sales document management and proposal management, essential for users needing precise project documentation. → FreeAgent CRM is focused on engagement management and generating new leads, beneficial for businesses looking to expand customer outreach. →
Business Goals Unanet CRM by Cosential aids in enhancing customer relationships and scaling best practices, helping companies refine their customer approach. → FreeAgent CRM focuses on enhancing customer relationships and increasing ROI, targeting users who want to optimize customer interactions. →
Core Features Unanet CRM by Cosential offers custom reports and data import features, streamlining data handling for large constructions firms and enterprises. → FreeAgent CRM provides analytics and user-friendly integrations, supporting businesses in data interpretation and smooth system transitions. →
Vendor Support Unanet CRM by Cosential offers 24/7 support complemented by extensive phone and email services. → FreeAgent CRM provides consistent 24/7 support alongside chat and phone options, ensuring assistance when needed. →
Segments and Industries Predominantly used by large enterprises in the construction industry, Unanet CRM by Cosential suits sectors requiring detailed project management. → FreeAgent CRM caters to the transportation industry and consumer services, designed for businesses needing robust customer engagement tools. →
Operational Alignment Unanet CRM by Cosential integrates well with enterprise-level workflows, ideal for large-scale construction and engineering firms. → FreeAgent CRM suits small to large enterprises, aligning with diverse operational environments demanding effective engagement strategies. →
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Unanet CRM by Cosential and Servis.ai (formerly FreeAgent CRM): Best activities based on customer satisfaction

Unanet CRM by Cosential in Action: Unique Activities

How can Unanet CRM by Cosential optimize your Business Development Workflow?
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.
"...As manager of business development I am able to keep our operations management informed on our rumor mill and the availability of opportunities in a specific market...." Peer review by Patrick B, Business Development Manager, Construction
What Are the key features of Unanet CRM by Cosential 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.
"...The automated alerts and notifications from the workflow system are excellent as well...." Peer review by Kayla K, Marketing Coordinator, Construction
How does Unanet CRM by Cosential address your Contact List Management Challenges?
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.
"...This application is especially catered to our line of work where client contacts are not only many but are constantly changing...." Peer review by Paul L, Senior Associate
What Are the key features of Unanet CRM by Cosential for 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.
"...The dashboard widgets are really helpful for our business development team...." Peer review by Nora N., Marketing Specialist, Construction

Servis.ai (formerly FreeAgent CRM) in Action: Unique Activities

How does Servis.ai (formerly FreeAgent CRM) address your Engagement Management Challenges?
FreeAgent CRM facilitates timely customer engagement by automatically assigning leads and sending follow-up reminders. nIt provides automated task management, push notifications, and customizable deal stages to optimize workflow efficiency.nFreeAgent CRM allows personalized email communications and automated lead generation to foster strong customer relationships.
"...You can personalize your email communications to promote your brand professionally and send individualized follow-up emails to nurture relationships with customers...." Peer review from Featured Customers
What solutions does Servis.ai (formerly FreeAgent CRM) provide for Collaboration?
FreeAgent promotes team collaboration. nThe platform facilitates data sharing and efficient communication. nFreeAgent enables improved collaboration across various groups, including healthcare teams and communities.
"...FreeAgent empowers secure collaboration in Healthcare. ..." Resource Center

IT and Other Capabilities

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Business Setting

Unanet CRM by Cosential Servis.ai (formerly FreeAgent CRM)
Peer score 4.5 4.6
Peer insights 1319 553
Top industries
Construction 69.0%
Mechanical Or Industrial Engineering 11.0%
Management Consulting 6.0%
Transportation/Trucking/Railroad 37.0%
Consumer Services 28.0%
Education 19.0%
SMB and Mid-Market 70.0% 95.0%
Enterprise 30.0% 5.0%
Pricing Unanet CRM by Cosential

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