Practice Management Member Conversations

Is anyone currently using (or contemplating using) Cosential or VIsion CRM software for BD/Marketing/Archive purposes? We're interested in the possibility of the streamlined approach crm offers, but would like to know if any members have any insight or experience to share.

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Elizabeth Becker Assoc. AIA
Pappageorge Haymes Partners
Chicago IL
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We are looking at several right now to replace ye old spreadsheet.

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Elizabeth Harris, JD, CDFA
Kevin Harris Architect, LLC
Baton Rouge LA
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Original Message:
Sent: 01-26-2018 17:39
From: Elizabeth Becker
Subject: Experience using Cosential

Is anyone currently using (or contemplating using) Cosential or VIsion CRM software for BD/Marketing/Archive purposes? We're interested in the possibility of the streamlined approach crm offers, but would like to know if any members have any insight or experience to share.

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Elizabeth Becker Assoc. AIA
Pappageorge Haymes Partners
Chicago IL
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We started using One Page CRM a few months ago and like it a lot.  Very simple, can have multiple users, free to very affordable as you add users.

https://www.onepagecrm.com

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James Zack AIA
Architect / Principal
Zack/de Vito Architecture + Construction
San Francisco CA
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Original Message:
Sent: 01-26-2018 17:39
From: Elizabeth Becker
Subject: Experience using Cosential

Is anyone currently using (or contemplating using) Cosential or VIsion CRM software for BD/Marketing/Archive purposes? We're interested in the possibility of the streamlined approach crm offers, but would like to know if any members have any insight or experience to share.

------------------------------
Elizabeth Becker Assoc. AIA
Pappageorge Haymes Partners
Chicago IL
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​We are just now bringing Cosential online having ditched another widely-used CRM due to it being cumbersome and unmanageable.  We are a couple of weeks in and find the interface to be much more usable, searching is easy, phone app seems to work, and it has integration with outlook contacts which is key.  I'll add another comment in a couple of weeks.

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Michael Engel AIA DBIA
Carrier Johnson
San Diego CA
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Original Message:
Sent: 01-26-2018 17:39
From: Elizabeth Becker
Subject: Experience using Cosential

Is anyone currently using (or contemplating using) Cosential or VIsion CRM software for BD/Marketing/Archive purposes? We're interested in the possibility of the streamlined approach crm offers, but would like to know if any members have any insight or experience to share.

------------------------------
Elizabeth Becker Assoc. AIA
Pappageorge Haymes Partners
Chicago IL
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