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Coevera 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.

Pricing

Pricing Starts At:
$85/month
Pricing Information:
Business: $85 per user per month
Enterprise: $115 per user per month
Unlimited: $150 per user per month
Free Trial:
Yes

Integrations

API:
Yes, Coevera has an API

Reviews - 26 Verified Reviews

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

Company Details

Company:
Pipelinersales Corporation
Year Founded:
2011
Headquarters:
United States
Website:
www.coevera.com
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Product Details

Platforms
Web-Based
iPhone App
iPad App
Android App
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Training Videos
Customer Support
Business Hours
Online Support

Coevera Features and Options

CRM Software

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

Contact Management Software

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

Sales Force Automation Software

Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Tracking Software

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

Lead Management Software

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

Sales Enablement Software

Collaboration
Contact Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Proposal Management
Territory Management

Sales Performance Management Software

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Sales Forecasting Software

Dashboard
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Social Selling Software

Lead Engagement
Performance Metrics
Single Sign On
Social Media Monitoring

Coevera Lists

  • Name: Willy P.
    Job Title: Data Manager
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 500 - 999
    Features 5 out of 5 stars
    Design 5 out of 5 stars
    Ease 4 out of 5 stars
    Pricing 5 out of 5 stars
    Support 5 out of 5 stars
    Likelihood to Recommend to Others 10 out of 10

    An Incredible Customer Relationship Management Software

    5 out of 5 stars Date: Apr 24 2023

    Summary: I highly recommend Pipeliner CRM because it has been a brilliant software.
    This CRM tool will give you incredible services.

    Positive: I like the ease of customization of Pipeliner CRM.
    Pipeliner CRM is secure and highly effective when it comes to cementing our relationships with our customers.

    Negative: Pipeliner CRM has been so reliable and incredible to use.
    Therefore, Pipeliner CRM has no cons.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Senior Project Manager
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features 5 out of 5 stars
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Pricing 4 out of 5 stars
    Likelihood to Recommend to Others 10 out of 10

    Robust and easy-to-use CRM

    5 out of 5 stars Date: Nov 08 2022

    Summary: Overall, Pipeliner CRM is a robust platform. It can be extensively used for sales and lead management needs. It helps me to bring every lead into the sales funnel with less effort. The analytics it shares are pretty informative.

    Positive: Pipeliner enables the best sales page visualization. The user interface is basic and user-friendly. Document management for sales reps performs great. It gives the best and most accurate sales forecasting.

    Negative: Till now, I haven't found any downside in my usage.

    Read More...
  • Name: Harold M.
    Job Title: Sales Manager
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1,000 - 4,999
    Features 5 out of 5 stars
    Design 5 out of 5 stars
    Ease 4 out of 5 stars
    Pricing 5 out of 5 stars
    Support 4 out of 5 stars
    Likelihood to Recommend to Others 9 out of 10

    Stable system to serve many potential customers.

    5 out of 5 stars Date: Mar 29 2022

    Summary: The first week of using Pipeliner we had different doubts since we did not know how we had to link our campaign system with the CRM system, however, those doubts were answered by the support team in a very short time. For us, Pipeliner has had an incredible performance, our general experience was quite good because it is a software that makes us feel comfortable during the process of dealing with potential clients, it is a fairly organized software, with a very correct UI to get clients to they can easily obtain information about the business to be carried out. Pipeliner offers us several ways to communicate with the potential client, so communication will never be lacking.

    Positive: The CRM system is completely essential for us to have a fairly complete sales system. Pipeliner CRM has played a very important role for us. What I like the most about Pipeliner is that it sends me immediate notifications when a client has accepted a negotiation with us, this notification helps me to be attentive at the exact moment to serve the client and give him all the mechanisms that will be carried out in the negotiation. I love this notification system. Another thing that I like about Pipeliner is that the integration it has with our campaign system is incredible, this integration allows us to transfer the clients obtained in the campaign, to our main panel system in an automated way, we don't have to do no manual process to transfer to the client.

    Negative: I had no problem with the Pipeliner service, I am satisfied with the results obtained, our CRM system has potentially improved thanks to this software that helped us generate sales on a constant basis, we are happy with the current operation and we will definitely continue it using in our company. The CRM system is essential to generate sales in our company, Pipeliner occupies that position perfectly.

    Read More...
  • Name: Mash P.
    Job Title: Customer Care Rep
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features 4 out of 5 stars
    Design 5 out of 5 stars
    Ease 4 out of 5 stars
    Pricing 4 out of 5 stars
    Support 4 out of 5 stars
    Likelihood to Recommend to Others 9 out of 10

    My Experience With Pipeliner CRM

    5 out of 5 stars Date: Apr 20 2021

    Summary: With my experience using Pipeliner CRM, I can say it is one of the best not only because of cost of implementation but also capabilities. It is one software that has never disappointed me.

    Positive: There are a few things I like about Pipeliner CRM. First, the tool is comfortable to use thanks to the UI.
    Secondly, the tool is easy to customize as well as scale.
    The tool also comes with great features for all our CRM needs.

    Negative: Nothing to hate about Pipeliner CRM because it has always worked.

    Read More...
  • Name: Jim J.
    Job Title: Information Specialist
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features 4 out of 5 stars
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Pricing 5 out of 5 stars
    Support 5 out of 5 stars
    Likelihood to Recommend to Others 9 out of 10

    Friendly, Robust and Intuitive CRM

    5 out of 5 stars Date: Apr 20 2021

    Summary: Pipeliner CRM is an industrious program, for customer management and business progress. The audience segmentation and consumer trend analysis have been achieved by the assistance of Pipeliner CRM.

    Positive: Pipeliner CRM has crucial features for marketing, for instance email ads, social sites analysis, among others.
    The support and the advice from Pipeliner CRM developers are essential.
    Lastly, Pipeliner CRM helps is demographic segmentation of customers.

    Negative: Pipeliner CRM is a coordinating application, which calls for proper marketing mechanisms for companies. Also, Pipeliner CRM bugs were initially eliminated, leaving the software error-free.

    Read More...
  • Name: Myra P.
    Job Title: Communication Assistant
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features 5 out of 5 stars
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Pricing 5 out of 5 stars
    Support 4 out of 5 stars
    Likelihood to Recommend to Others 9 out of 10

    Supportive Application for CRM Purposes

    5 out of 5 stars Date: Apr 19 2021

    Summary: Pipeliner CRM is a price sensitive solution for sales, adverts, and relationship planning and management. The marketing cost management is also attained by the program. Finally, Pipeliner CRM has a network of other integrated CRM and IT software, giving it a rational scope.

    Positive: Pipeliner CRM is a sustainable requirement for companies to foster and manage the current means of marketing.
    The authenticity of Pipeliner CRM is never ignored and the consultancy services from this program is vibrant.

    Negative: Pipeliner CRM is readily accessible, available, and cost manageable. The concerns and the details of consumers regarding the services or products they acquire have been fulfilled.

    Read More...
  • Name: Jane R.
    Job Title: Business Strategist
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features 4 out of 5 stars
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Pricing 5 out of 5 stars
    Support 5 out of 5 stars
    Likelihood to Recommend to Others 9 out of 10

    Pipeliner CRM is an Automated CRM Solution

    5 out of 5 stars Date: Mar 03 2021

    Summary: Pipeliner CRM is a diverse CRM, accommodating the lead management problems for all users, in any place. The management of clients ideals and contacts is super good.

    Positive: Pipeliner CRM is an advanced, automated, and convenient CRM.
    The program demands no coding experience, as the developer has perfected its service.

    Negative: Pipeliner CRM has a problem with Android devices, which I think, the compatibility needs some perfection.

    Read More...
  • Name: Christine W.
    Job Title: Database Administrator
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 5,000 - 9,999
    Features 5 out of 5 stars
    Design 5 out of 5 stars
    Ease 4 out of 5 stars
    Pricing 5 out of 5 stars
    Support 5 out of 5 stars
    Likelihood to Recommend to Others 9 out of 10

    Advanced and I Automated CRM

    5 out of 5 stars Date: Feb 26 2021

    Summary: Pipeliner CRM sees companies makes huge impact regarding how they used to relate with their consumers.
    The cost of sale is also lowered.

    Positive: Pipeliner CRM helps for lead management, which makes customers trust our operations. Also, Pipeliner CRM has multiple potential, for instance, sales automation, marketing, and managing contacts of stakeholders.

    Negative: Pipeliner CRM monthly fee is hefty, and since companies are financially crippled, the lowering should be done.

    Read More...
  • Name: Hannah W.
    Job Title: Marketing Assistant
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features 4 out of 5 stars
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Pricing 5 out of 5 stars
    Support 5 out of 5 stars
    Likelihood to Recommend to Others 9 out of 10

    Correct and the Updated CRM

    5 out of 5 stars Date: Feb 25 2021

    Summary: Pipeliner CRM is the secure and safest way for managing the leads or the relationships of customers. Again, Pipeliner CRM goes global through emails and social networking advertising.

    Positive: Pipeliner CRM has full capacity to foster growth of our clients through adequate relationship management.
    Sales, and marketing concerns are well developed and strategized by Pipeliner CRM.

    Negative: Pipeliner CRM has less challenges, and the developer is readily available to offer change to the complaining groups.

    Read More...
  • Name: Sarai W.
    Job Title: Business Strategist
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features 4 out of 5 stars
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Pricing 5 out of 5 stars
    Support 5 out of 5 stars
    Likelihood to Recommend to Others 9 out of 10

    Advanced and Remarkable CRM

    5 out of 5 stars Date: Feb 23 2021

    Summary: Pipeliner CRM helps in three major roles. One, marketing/adverts, which creates solid foundation to clients concerning our products. Secondly, Pipeliner CRM supports sales, through automation and transaction recording. And in the end, the lead or CRM role, which brings clients even closer to the firm.

    Positive: Pipeliner CRM portrays unique features for sales, marketing, and even lead so different from the ancient/traditional CRM. Also, Pipeliner CRM requires no coding, which means, easy it is simplified and rational. There is proper documentations for the products, and all contacts that concerns clients are well kept and accessible when there is proper authorization.

    Negative: Pipeliner CRM attracts satisfaction, which is far better than what old CRM versions used to issue. There is proper utilization of customers information and decisions.

    Read More...
  • Name: Edith K.
    Job Title: Assistant Accountant
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 5,000 - 9,999
    Features 4 out of 5 stars
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Pricing 5 out of 5 stars
    Support 5 out of 5 stars
    Likelihood to Recommend to Others 10 out of 10

    A Revolutionary CRM Solution

    5 out of 5 stars Date: Feb 22 2021

    Summary: Pipeliner CRM has advanced and transformed the CRM roles, by bringing a more detailed solution, for instance, the idea of email marketing, and also proper clients documentations. The right features are put in place, giving us the right/correct channel to reach to consumers.

    Positive: Pipeliner CRM has established the most visionary and effective sales and marketing program, where it supports email marketing, social media communications, and many more. Again, Pipeliner CRM helps us engage with customers, by providing them with the solution concerning what bothers them.

    Negative: Pipeliner CRM is extremely advanced, where to some people, this is a major setback because they may not understand how the tool runs.

    Read More...
  • Name: Yvonne J.
    Job Title: Information Specialist
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 5,000 - 9,999
    Features 4 out of 5 stars
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Pricing 5 out of 5 stars
    Support 5 out of 5 stars
    Likelihood to Recommend to Others 9 out of 10

    Supportive, Digital, and Available CRM

    5 out of 5 stars Date: Feb 22 2021

    Summary: Pipeliner CRM is a program that understands the role of CRM, where it includes other marketing plans, to make our firm known and functional. Also, Pipeliner CRM consistently listen to customers, and try to issue options for successful operations.

    Positive: Pipeliner CRM has made the work of CRM so fun, where marketing, automated sales, and customer support system are under one roof. Furthermore, Pipeliner CRM acts effectively always, without failure. The design for Pipeliner CRM is on another level.

    Negative: Pipeliner CRM gives smart CRM options, which directs more customers to purchase our services, and this makes it reliable and successful.

    Read More...
  • Name: Caroline S.
    Job Title: ICT Specialist
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 5,000 - 9,999
    Features 4 out of 5 stars
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Pricing 5 out of 5 stars
    Support 5 out of 5 stars
    Likelihood to Recommend to Others 9 out of 10

    Suitable and Accessible CRM

    5 out of 5 stars Date: Feb 19 2021

    Summary: Pipeliner CRM is a stable, friendly, and intuitive CRM tool, and there is extensive guideline concerning the CRM features. Also, Pipeliner CRM is a tool remarkable for activity planning.

    Positive: Pipeliner CRM is a tool for activity management, and it has effective automatic features that increases the amount of sales, and the awareness that customers have concerning our products. Also, Pipeliner CRM helps in planning, where there is even calendars, suitable for business management.

    Negative: Pipeliner CRM design is slightly complex, and this challenges some people who want to easily execute the program.

    Read More...
  • Name: Chris S.
    Job Title: IT Technician
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 5,000 - 9,999
    Features 4 out of 5 stars
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Pricing 5 out of 5 stars
    Support 5 out of 5 stars
    Likelihood to Recommend to Others 9 out of 10

    Excellent Tool for Sales Forecasting and Automation

    5 out of 5 stars Date: Feb 09 2021

    Summary: Pipeliner CRM works for us by forecasting on our market segments and sales progress. Also, Pipeliner CRM increases the general amount of products we sell through automation and proper planning.

    Positive: Pipeliner CRM aims at high increase in the number of sales a company make.
    The unique sales automation feature guarantees us significant profits.
    Also, the marketing and planning mechanism the developer employs are remarkable.

    Negative: Pipeliner CRM has all spheres supporting sales, through automation, and marketing making it an acceptable CRM.

    Read More...
  • Name: Cynthia P.
    Job Title: IT Security Analyst
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 5,000 - 9,999
    Features 5 out of 5 stars
    Design 4 out of 5 stars
    Ease 5 out of 5 stars
    Pricing 5 out of 5 stars
    Support 5 out of 5 stars
    Likelihood to Recommend to Others 9 out of 10

    Affordable and Stable CRM for Organizations.

    5 out of 5 stars Date: Feb 03 2021

    Summary: Pipeliner CRM is a tool that coordinate the demands and the needs of customers ASAP, and it makes it possible to keep and even manage the information of clients.
    Moreover, the installation and maintenance fee is fairly attainable.

    Positive: Pipeliner CRM captures the information and the demands of clients easily, and ensures they are well locked.
    Furthermore, Pipeliner CRM attracts lasting relationship between a company, with all the consumers of their products.

    Negative: Pipeliner CRM helps in sales, marketing, and even CRM purposes, and since the developer is innovative enough, the product is still blameless.

    Read More...
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