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The Practice Management Knowledge Community (PMKC) identifies and develops information on the business of architecture for use by the profession to maintain and improve the quality of the professional and business environment.  The PMKC initiates programs, provides content and serves as a resource to other knowledge communities, and acts as experts on AIA Institute programs and policies that pertain to a wide variety of business practices and trends.

    

  • 1.  Experience using Cosential

    Posted 01-26-2018 05:39 PM
    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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  • 2.  RE: Experience using Cosential

    Posted 01-27-2018 09:37 AM
    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


  • 3.  RE: Experience using Cosential

    Posted 01-29-2018 05:25 PM
    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


  • 4.  RE: Experience using Cosential

    Posted 01-29-2018 05:49 PM
    ​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