Coevera Reviews

Coevera

4.8 out of 5 stars

Average Ratings 26 Ratings

Total 5 out of 5 stars
ease 5 out of 5 stars
features 4.5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Description

Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious. Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses. Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible. Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document. Automatizer — no-code workflow automation your own ops team builds and changes. Reporting and forecasting built in — no BI license required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data. Three editions at three price points — $85, $115 and $150 per user per month.

Description

Spiro is a next-gen CRM solution tailored for manufacturers and distributors, helping them drive sales and enhance customer engagement with AI-powered tools. The platform offers a single view of the customer, enabling businesses to track interactions, identify sales gaps, and automate outreach. With features like AI-drafted emails, order tracking, and customer health assessments, Spiro empowers teams to take proactive action, boost productivity, and streamline communication. It also integrates seamlessly with other tools, ensuring a unified approach to managing customer relationships.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Formstack Documents Yes 
Gmail Yes 
HubSpot Marketing Hub Yes 
Kixie PowerCall & SMS Yes 
Mailchimp Yes 
Microsoft 365 Yes 
Microsoft Outlook Yes 
Wufoo Yes 
Zendesk Yes 
Constant Contact Yes 
Easyflow No 
Facebook Yes 
Freshdesk Yes 
HubSpot Customer Platform Yes 
Microsoft Exchange Yes 
Plex Smart Manufacturing Platform No 
SaveMyLeads Yes 
Slack No 
X (Twitter) Yes 
Xero Yes 

Integrations

Formstack Documents Yes 
Gmail Yes 
HubSpot Marketing Hub Yes 
Kixie PowerCall & SMS Yes 
Mailchimp Yes 
Microsoft 365 Yes 
Microsoft Outlook Yes 
Wufoo Yes 
Zendesk Yes 
Constant Contact No 
Easyflow Yes 
Facebook No 
Freshdesk No 
HubSpot Customer Platform No 
Microsoft Exchange No 
Plex Smart Manufacturing Platform Yes 
SaveMyLeads No 
Slack Yes 
X (Twitter) No 
Xero No 

Pricing Details

$85/month
Business: $85 per user per month
Enterprise: $115 per user per month
Unlimited: $150 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Pipelinersales Corporation

Founded

2011

Country

United States

Website

www.coevera.com

Vendor Details

Company Name

Spiro Technologies

Founded

2014

Country

United States

Website

spiro.ai

Product Features

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management No 
Document Management Yes 
Goals / Quota Management Yes 
Lead Management Yes 
Meeting Management Yes 
Performance Management Yes 
Presentation Management No 
Proposal Management Yes 
Territory Management Yes 
Training Management No 

Sales Force Automation

Call Management No 
Campaign Management Yes 
Channel Management Yes 
Commission Management Yes 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard Yes 
Dynamic Modeling No 
Exception Reporting Yes 
Graphical Data Presentation Yes 
Modeling & Simulation Yes 
Performance Metrics Yes 
Sales Trend Analysis Yes 
Statistical Analysis Yes 

Sales Performance Management

Incentive Compensation Management (ICM) Yes 
Predictive Sales Analytics Yes 
Quota Management Yes 
Reporting / Analytics Yes 
Sales Coaching Analysis Yes 
Sales Gamification No 
Sales Performance Tracking Yes 
Sales Planning & Forecasting Yes 
Territory Management Yes 

Sales Tracking

Activity Dashboard Yes 
Alerts / Notifications Yes 
Appointment Scheduling Yes 
Call Logging Yes 
Comments / Notes Yes 
Custom Reports Yes 
Document Management Yes 
Email Templates Yes 
Interaction Tracking Yes 
Lead Management Yes 
Lead Scoring Yes 
Pipeline Management Yes 
Reporting / Analytics Yes 
Task Management Yes 

Social Selling

Automated Publishing No 
Compliance Management No 
Content Discovery No 
Content Management No 
Employee Advocacy No 
Gamification No 
Lead Engagement Yes 
Performance Metrics Yes 
Pre-Approved Content Library No 
Single Sign On Yes 
Social Media Monitoring Yes 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management Yes 
Commission Management No 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

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