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

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

Unanet CRM by Cosential and Solve CRM cater to different niches within the CRM market. Unanet CRM focuses heavily on document and proposal management, particularly for industries like construction and engineering, offering robust analytics and custom reporting capabilities. In contrast, Solve CRM emphasizes client engagement and securing new clients, predominately used by large enterprises across varied sectors including real estate and IT, providing reliable integration and security features.

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.

Solve CRM: Solve CRM simplifies record keeping, communication, and scheduling with mobile-friendly automation and consistency. It integrates with G Suite, offering activity templates, custom fields, and secure team collaboration.

Unanet CRM by Cosential Solve CRM
Key Capabilities Supported Unanet CRM by Cosential is tailored for industries requiring detailed document and proposal management with strengths in sales and workflow management. → Solve CRM focuses on engagement management, including contact list tracking and communication management, ideal for diverse client interactions. →
Business Goals Unanet CRM by Cosential enhances customer relationships and sales, with an emphasis on growing market share and entering new markets. → Solve CRM aims to enhance customer relationships and acquisition, aligning well with objectives to expand sales and embrace best practices. →
Core Features Unanet CRM by Cosential offers comprehensive reporting and strong data import capabilities alongside AI enhancements and integration. → Solve CRM stands out with strong integration options, security features, and effective data export capabilities tailored for ease of migration. →
Vendor Support Unanet CRM by Cosential provides extensive support options, including 24/7 support and thorough training resources. → Solve CRM delivers reliable 24/7 support, with a focus on stability across various support channels including phone and email. →
Segments and Industries Unanet CRM by Cosential is widely used in construction and engineering sectors, servicing enterprises of all sizes. → Solve CRM caters to large enterprises in sectors such as real estate and IT, with a strong foothold among diverse business types. →
Operational Alignment Unanet CRM by Cosential fits businesses with complex document processes, suitable for large-scale operations in construction. → Solve CRM is adaptable for businesses focusing on client interactions, supporting dynamic workflows across industries. →
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Applying your context and needs changes the comparison

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

Most deployed common Activities for Unanet CRM by Cosential and Solve CRM

How does Unanet CRM by Cosential and Solve CRM facilitate Contact List Management?
Unanet Crm By Cosential and Solve Crm both enable users to manage contact lists. Unanet Crm By Cosential offers a more comprehensive approach, incorporating information about client interactions, project history, and firm qualifications. Solve Crm focuses on managing contacts and projects but lacks the detailed historical and project-related data offered by Unanet Crm By Cosential. A limitation of both systems is that they may create extraneous contacts.
"...Cosential s contact manager gives a complete picture of an organization s connections, interactions and history with clients and partners...." Peer review
"...As a commercial real estate broker, I track contacts; sales projects; activities; task assignments and more with Solve 360...." Peer review by Kathleen H., Real Estate
Why is Unanet CRM by Cosential and Solve CRM the best choice for Workflow Management?
Both Unanet Crm By Cosential and Solve Crm automate workflows to manage customer interactions and projects. Unanet Crm By Cosential offers more complex features, allowing users to create calculations within workflows and connect with financial data. Solve Crm focuses on ease of use and integration, allowing for customization and collaboration through project blogs. Unanet Crm By Cosential has limitations in its report generation capabilities.
"...That being said, it has not been difficult to learn the basics, and I am currently in the process of "re-implementation" to establish standard work flows and systems to manage the data input, user training, report management, etc...." Peer review by Nora Nilles, Construction
"...Solve360 is aimed at small businesses and teams of under 20 people, particularly those with project-heavy, collaboration-based workflows...." Peer review by Chris B.

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.
"...Cosential has helped our marketing/business development team stay on the same page and on task...." Peer review by Amy S, Administrative Services Manager, Construction
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.
"...Cosential has helped our marketing/business development team stay on the same page and on task...." Peer review by Amy S, Administrative Services Manager, Construction

Solve CRM in Action: Unique Activities

How can Solve CRM enhance your Engagement Management process?
The Engagement Management capabilities streamline client interactions, facilitating tracking of leads, organizing follow-ups, and managing tasks across multiple team members. The system integrates with Google Sheets, enabling customizable reporting and analysis of data. However, there are reported limitations in the sales cycle process.
"...Better tracking of sales leads and existing client follow-up...." Peer review by Gary, i24 Call Management Solutions - i24 Solutions de gestion d'appels
What solutions does Solve CRM provide for Collaboration?
The solution offers a collaborative workspace to manage contacts, teams, tasks, sales, and processes. It facilitates efficient collaboration by providing a centralized location for information and enabling teams to work off the same page. The platform is designed for smaller businesses and teams, and its capabilities may be limited for larger organizations with more complex needs.
"...The natural way the tool fits our business workflow; the speed of finding information that is important to us; versatility of the project blogs; how we can collaborate securely with our clients using project blogs...." Peer review by Robert W.
Why is Solve CRM the best choice for Communication Management?
The system allows for effective communication management by enabling users to segment contacts, send bulk emails, and track email opens and delivery. This tool facilitates efficient communication with clients through features like email tracking, call logging, and mass email campaigns. However, the system is limited by its inability to send complex emails and its reliance on a higher pricing tier for transactional email services.
"...We have multiple and different tags for our clients and we can easily send an email to them specific to their tag...." Peer review by Anna, James Resource Network

IT and Other Capabilities

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  • Medium
  • High

Business Setting

Unanet CRM by Cosential Solve CRM
Peer score 4.5 4.4
Peer insights 1319 630
Top industries
Construction 69.0%
Mechanical Or Industrial Engineering 11.0%
Management Consulting 6.0%
Real Estate 11.0%
Non Profit Organization Management 10.0%
Information Technology And Services 8.0%
SMB and Mid-Market 70.0% 89.0%
Enterprise 30.0% 11.0%
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