Copper CRM vs Cosential

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Our analysts compared Copper CRM vs Cosential based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Cosential Software Tool

Product Basics

Designed to integrate with Gmail and other Google Apps, Copper (formerly ProsperWorks) is a comprehensive and easy-to-use platform. It helps small and medium-sized businesses automate core operations; manage leads, sources and opportunities; streamline sales processes; uncover actionable insights; and nurture customer relationships.

It enables users to check email threads and past interactions. It also acts as an alternative for goal setting and forecast management, as it converts sales bottlenecks into visible opportunities.
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Cosential is a cloud-based solution designed for architecture, engineering and construction (AEC) firms. It helps marketers, principals and business developers access and act upon relevant information, supporting cross-functional workflows. Capabilities include personalized dashboards, a marketing and proposal database, lead management, a customizable interface, opportunity management and more. It is browser and device agnostic and integrates with MS Outlook.

It has created over 1.5 million opportunities, won over 475,000 projects and created $348$ billion in project value. Over 32,000 professionals use it and have created over 4.6 million user sessions.
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Small
Medium
Large
Small
Medium
Large
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
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Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Built for G Suite: Integrate with the entire G Suite ecosystem seamlessly for a unified experience. The Gmail Chrome extension helps identify, track and optimize sales contacts and opportunities within users’ inboxes. The Google Sheets add-on helps create advanced dashboards, reports, charts and graphs. 
  • Integrations: Native and embedded integrations are available. Also integrates seamlessly with tools like Slack, Zendesk, Hubspot, Xero, QuickBooks, Docusign, RingCentral, Mailchimp and PersistIQ. 
  • Insights: Receive accurate business data with sales forecasting, visual reporting and analytics. Automatically capture data, leverage real-time pipeline tracking and view potential revenue by expected close date. Using these elements, keep a pulse on deals, plan things ahead and determine the correct course of action. 
  • Security: Gain absolute data protection and security control through vulnerability testing, data encryption, user access management, two-factor authentication, data security training and regular user access review. 
  • Customizability: Add fields to track business-specific details for managing accounts. Save pre-filtered lists of leads, contacts and companies for a quick view and set preferences to receive real-time alerts that indicate when leads, accounts or deals need attention. 
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  • Efficient Operations: Allow managers to handle operations efficiently by storing data in a centralized location. View interrelations between project-specific data, including logistics, financials, project directories and other relevant documentation. 
  • Easy Integration: Integrate with third-party applications to work faster. Synthesize information from different channels using collaborative tools to help harmonize workflows. Prepare accurate submittals, update documents, eliminate duplicate data entries and customize information as required by connecting financial systems. 
  • Secure Data: Receive notifications about intrusions and redundant firewalls. Encrypt and store data securely using 256-bit SSL technology. 
  • Efficient Administration: Manage and organize project documents to access information quickly. Let admins perform tasks without involving IT professionals by using activity managing functionality. Grant document access permissions to authorized users. 
  • In-Depth Data Analysis: Find, interpret and analyze data based on job functions and personal preferences. Gain data visibility across the enterprise using dashboards to help make strategic business decisions. Generate, analyze and export reports to Excel or Word. 
  • Effective Marketing: Track campaigns with associated events, follow up on leads and maintain meaningful connections with audiences. 
  • Mobility: Review agendas, manage call logs, access critical project files and monitor leads using web-enabled devices. 
  • Flawless Data: Ensure data accuracy using version control technology. Eliminate duplicate records based on partial matches and phonemes using phonetic deduplication modules. 
  • Informed Decisions: Make data-driven decisions and increase revenue using analytical tools. 
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  • Contact Management: Acts as a Google contacts manager ensuring leads, prospects and customers are automatically synced between all the tools. Manage, engage and nurture contacts better by customizing contact types to categorize business relationships. 
  • Workflow Automation: Saves sales reps an average of eight hours per week by eliminating manual and tedious tasks, standardizing processes, and letting them focus on managing leads and working opportunities. They can avoid mistakes as well as improve deal velocity, sales efficiency, conversion rates and closed deals’ percentage. 
  • Task Management: Manage, prioritize and assign time-based tasks easily, improve team collaboration, set reminders and create automatic to-do lists by streamlining task management. Filter through tasks by owner, due date, opportunity and status for a consolidated view of ongoing tasks. 
  • Opportunity Management: Monitor deal progression through visual pipelines and guide sales reps to close deals. It provides sales opportunity reports, prebuilt dashboards and analytics to identify bottlenecks quickly. 
  • Sales Dashboards: Gain full visibility into critical insights to keep a pulse on sales opportunities. Track sales data in any timeframe to estimate the close date, and make informed decisions based on the insights. 
  • Sales Process Management: Create defined sales stages and identify problem areas in the sales funnel. Move deals through the funnel systematically, eliminate repetitive and time-consuming tasks, ensure consistency and structure in the team, and automate the sales team’s cadence. 
  • Lead Management: Eliminate spreadsheets, identify channels bringing qualified leads and increase sales rep efficiency. With these tools, capture leads, collect relevant data, prioritize the hottest prospects and nurture them to become customers. 
  • Lead Tracker: Streamline lead generation efforts by tracking, organizing and managing sales prospects in less time and instead focus on conversion. 
  • Project Management: Reduce bottlenecks by providing customized workflows that suit individual teams and ensure teamwork via tagging, task assignment and file sharing. 
  • Pipeline Management: Real-time tracking, measurement and analysis enable improved performance across every stage of the sales process. Monitor open opportunities and their associated value. Also, create and customize unlimited drag-and-drop pipelines and manage teams from any location. 
  • Email: A real-time activity tracker optimizes marketing efforts by showing when prospects open, click and engage with emails, along with the kind of content that receives the most engagement. Gmail integration helps improve lead-to-opportunity conversion rates and enables sending multiple campaigns at once, while prebuilt templates save time. 
  • Mobile App: Improve productivity by answering customers, approving last-minute proposals and tracking sales pipeline while on the go. 
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  • Financials: Integrate with Bill Review to automate billing processes. Send invoices to clients via email and collect payments electronically. Pay consultants and vendors through online fund transfers. Build reports to determine payable amounts. Automatically update exchange rates to convert currencies quickly. 
  • Contact Manager: View interactions, connections, partner or client histories and vital business intelligence about project probabilities. Navigate directly to associated leads, projects, personnel documents and opportunities using built-in links. 
  • Personnel Module: Access employee certifications, project experiences and areas of expertise to help assign tasks based on credentials. 
  • Project Management: View project data in real time and promote a collaborative work environment. 
    • Resource Planning: Allocate resources efficiently using scheduling modules. Access staff utilization metrics to help make informed decisions. 
    • Work Orders: Allow workers to update work order statuses regularly to eliminate data entry errors. Create to-do lists with predefined information such as labor codes, billing statuses, project phases and job titles. 
    • Reporting and Analytics: Generate a single report consisting of project metrics of multiple projects. Allow authorized workers to access sensitive information. View and analyze reports in real time to help speed up business processes. 
    • Time and Expense: Track workers’ actions using timesheets. Define project-specific rates using expense sheets. 
  • Firm Organization: Access internal corporate documents, organizational structures and histories to get hold of issues and plan strategically. Customize categories by practice areas, studios, offices and divisions. 
  • Workflows: Improve communication among departments and manage information flow by automating work processes. Email requests, send notifications when new projects are added and deliver project number request forms to accounting. Set system alerts for events such as registration expirations and changed field values. 
  • Revenue Projection Grid: Estimate expected revenue from pending opportunities, evaluate sales pipeline strength by date ranges and make strategic adjustments to personnel resources, project staffing and business development efforts. 
  • Value Lists: Gain flexibility and control over the structure of business data with access to value lists of company types, affiliate roles and owner relationships. 
  • Quick Search: Find information quickly by using a complex algorithm that interprets search terms using different logic tools. Search across contacts, companies, leads, projects, opportunities, reports, resume introductions and images. 
  • Activity Manager: Manage emails, call logs and tasks from a single screen. Edit, associate and filter activities for multiple records by switching to grid view. 
  • Email Marketing: Manage, create and share email campaigns efficiently. Ensure emails are not identified as spam and are formatted properly on every device using spam and platform testing functionality. Track open and click rates to help identify underperforming and successful campaigns. 
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Product Ranking

#28

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#83

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Analyst Rating Summary

61
we're gathering data
74
we're gathering data
78
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100
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Copper CRM
Cosential
+ Add Product + Add Product
Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 74 78 100 54 88 55 91 0 50 32 47 45 75 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Excellent User Sentiment 1012 reviews
Good User Sentiment 11 reviews
90%
of users recommend this product

Copper CRM has a 'excellent' User Satisfaction Rating of 90% when considering 1012 user reviews from 5 recognized software review sites.

74%
of users recommend this product

Cosential has a 'good' User Satisfaction Rating of 74% when considering 11 user reviews from 1 recognized software review sites.

4.9 (24)
n/a
4.6 (531)
n/a
4.4 (410)
n/a
4.0 (11)
n/a
4.1 (36)
3.7 (11)

Awards

Copper CRM stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

No awards.

Synopsis of User Ratings and Reviews

G Suite and Gmail Integration: Every user referencing this feature mentions it simplifies managing data, accessing contact information and more.
Easy to Use: The interface is easy to navigate, according to 91% of reviewers mentioning this aspect.
Tracking Client Interaction: It’s easy to track conversions and interactions with clients, as observed by every user who talked about this aspect.
Customization: It’s possible to customize different aspects of the platform, as noted by 85% of the reviewers who mentioned this feature.
Configuration: Set up is easy, according to every user mentioning configuration.
Project Management: This feature helps keep track of who’s working on what and eliminates repetitive work, as observed by every user referencing it.
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Effortless Opportunity Tracking: Cosential simplifies the process of managing potential projects, allowing users to easily track their progress and stay organized.
Streamlined Contact Management: The platform excels at organizing contacts, making it simple to find the right person quickly and efficiently.
Intuitive Report Generation: Cosential makes it easy to create insightful reports, providing valuable data for decision-making and strategy development.
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Technical Glitches: Every user referencing this aspect noted it has issues like not being able to change font color when adding notes or having to log in repetitively due to connection errors.
Reports: According to 70% of reviewers who mention this feature, daily accurate reports on progress would be of great help.
Email Tracking: This feature needs improvement, as it’s not possible to send emails with graphics or merge those emails, as observed by 75% of reviews referencing email tracking.
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Difficult to Use: Users have reported that the software can be difficult to learn and use, with a non-intuitive interface.
Limited Customization: Some users have expressed frustration over the software's limited customization options, making it difficult to tailor the platform to their specific needs.
Reporting Issues: Generating reports in Cosential has been a point of contention for some users, who have cited issues with the complexity and limitations of the reporting functionality.
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Copper provides an easy-to-use platform offering seamless G Suite integration. It helps track client interactions, communicate with employees, automate core operations, and manage leads. It’s quite easy to configure and customize the system, as noted by most reviewers. However, it suffers from technical glitches, and reviews observed that its reporting and email tracking features need improvement. Overall, the system is a good fit for smaller businesses that already use G Suite tools and want a CRM that can plug into those apps and processes.

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Is Cosential truly essential for managing customer relationships? User reviews from the last year suggest it's a mixed bag. While many appreciate its user-friendly interface and robust reporting tools, which allow for easy tracking of sales progress and measurement of marketing campaign results, some find its integration with other business applications, like Salesforce, to be less than seamless. This can be a major drawback for businesses that rely on a suite of interconnected tools for their operations. Cosential's strength lies in its focus on the architecture, engineering, and construction (AEC) industry, providing specialized features like proposal automation and a centralized repository for project information. This makes it a good fit for AEC firms looking for a tailored solution. However, its industry-specific focus may limit its appeal to businesses outside of AEC. Users also point out that Cosential's customer support, while dedicated, can sometimes be slow to respond. For businesses that require immediate assistance, this could be a dealbreaker. Overall, Cosential is best suited for AEC firms that prioritize ease of use and industry-specific functionality over broad integration capabilities and rapid customer support.

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