Unanet CRM by Cosential vs. Yardi Matrix: Comparing Best CRM Solutions 2026

Overview: Unanet CRM by Cosential and Yardi Matrix 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.

Yardi Matrix: Yardi Matrix is a commercial real estate research and data platform that aids in property prospecting, underwriting, and asset management. It provides critical data on market conditions and property-related information.

This comparison of Unanet CRM by Cosential vs. Yardi Matrix draws on 1455 Cuspera insights from customer stories. The use cases and topics below show where the two products overlap and where each one stands apart.

Unanet CRM by Cosential supports Proposal management automation, Opportunity tracking and evaluation, Accounts receivable automation, ERP and CRM system unification, etc.

Yardi Matrix supports Affordable housing property management, Senior living resident management, Budgeting and forecasting for real estate, Coworking space management automation, etc.

Evidence shows that both products are used for Project management, Compliance management, Deal management, Customer engagement.

Unanet CRM by Cosential also covers Customer relationship management, Proposal management, ERP implementation, Financial management, etc.

Yardi Matrix also covers Property management, Tenant screening, Procurement, Financial planning and analysis, etc.

Top use cases: Unanet CRM by Cosential vs Yardi Matrix

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

Unanet CRM by Cosential Yardi Matrix

Top Capabilities: Unanet CRM by Cosential vs Yardi Matrix

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

Unanet CRM by Cosential
Shared
Yardi Matrix
Shared by both · Topics
Unanet CRM by Cosential only
Yardi Matrix only

Deployed Industries: Unanet CRM by Cosential vs Yardi Matrix

Share of each product's customer stories by industry. Click any industry for supporting evidence.

Unanet CRM by Cosential
Construction: 56% Design: 11% Management Consulting: 9% Government Administration: 8% Information Technology And Services: 8%
+ 1 more industry
Yardi Matrix
Real Estate: 89% Senior Living: 5% Government Administration: 2% Hospital & Health Care: 2% Transportation/trucking/railroad: 2%

Deployed Market Segments: Unanet CRM by Cosential vs Yardi Matrix

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

Unanet CRM by Cosential 100%
Yardi Matrix 100%

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

Unanet CRM by Cosential in Action: Unique Activities

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.
"...Cosential allows us to ensure all our departments can share and compare data points easily and make it easy for our executives to evaluate our business development and marketing efforts...." Peer review by Anthony Russ, Resource Coordinator, Consigli Construction
What benefits does Unanet CRM by Cosential offer 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.
"...Cosential keeps all of the information we need to market our clients in one place, from clients and contacts, marketing opportunities, personnel and project information, and so much more...." Peer review by Kami M, Marketing & Communications Manager
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.
"...One of the main goals of my coming onboard to my current company was to implement Cosential as our marketing database software, and see what other tools are available that we can utilize in other parts of the company...." Peer review by Keeley C., Marketing Director, Real Estate

News

Latest Unanet CRM by Cosential news

Unanet's GrowthStudioâ„¢ for GovCon Named AI-Powered Solution of the Year in the 2026 Tech Ascension Awards

Unanet's GrowthStudioâ„¢ for GovCon has been awarded the AI-Powered Solution of the Year at the 2026 Tech Ascension Awards. This recognition highlights GrowthStudio's ability to streamline growth for government contractors by providing intelligent market insights, proposal assistance, and pipeline management, powered by Champ AIâ„¢.

04/10/2026 - source

Latest Yardi Matrix news

Yale Partners with Yardi to Bring Simple Digital Key Access to Multifamily Communities

Yardi has integrated with Yale to offer digital key access within the RentCafe Resident App, simplifying access management for multifamily communities. This integration allows residents to unlock their homes via mobile, reducing manual coordination and enhancing operational efficiency for property teams.

05/10/2026 - source