
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.
Learn more

Phonexa is an enterprise-grade marketing automation platform that unifies lead management, call tracking, pay-per-call campaigns, email, SMS, accounting, compliance, and more. Designed for performance marketers and enterprise brands, Phonexa streamlines how businesses capture, manage, validate, and distribute leads and calls at scale.
At the core of Phonexa’s ecosystem are LMS Sync for intelligent lead management and lead distribution and Call Logic for advanced call tracking, routing, and pay-per-call campaigns. Each solution is enhanced by automation, real-time analytics, and data-driven decision-making, ensuring every lead and call delivers measurable impact and higher ROI.
Serving industries like finance, insurance, and home services, Phonexa empowers brands and performance marketers with complete visibility, fraud protection, and compliance management at scale. Its intelligent lead distribution and AI-driven Call Agents enable marketers to convert more qualified leads and achieve measurable business growth.
Learn more
Wendi
Wendi automatically prequalifies patients and verifies insurance benefits. It also schedules appointments with healthcare providers. Wendi can be found on any page of your website, even telehealth meeting rooms. Wendi can be contacted by patients to cancel, reschedule or update their payment information. Wendi allows existing patients to cancel, reschedule, or book appointments from anywhere. Wendi can quickly and accurately verify insurance benefits for more than 1,800 payers. All your patients' insurance policies can be re-evaluated 24/7/365. Wendi has a complete phone system that allows unlimited call routing and forwarding. Wendi will reply to any missed calls with a friendly text, to see if she can help. Wendi can answer all texts and calls for your practice. All communication is recorded.
Learn more
Charm.io
Use Charm to uncover and analyze 4 million ecommerce brands globally. Access deep ecommerce insights for lead generation, merchandising, and sourcing.
With Charm, you can:
-Build a high-quality pipeline of ecommerce brands & TikTok Shops: Identify and connect with ecommerce brands and TikTok Shops that meet your criteria. Filter leads based on key indicators like the Charm Growth Score™, Charm Success Score™, ad activity, technology stack, marketplace presence, social media engagement, and more.
-Find emerging brands to feature in your retail business: Spot rising brands gaining traction online and on TikTok Shop. Narrow your search by product category to discover brands that align with your store’s needs, enabling data-driven merchandising choices.
-Access in-depth insights to evaluate potential investments: Charm’s Growth Score™ has helped identify breakout brands before they became widely recognized. Leverage advanced analytics to pinpoint promising businesses and make informed sourcing and investment decisions.
Charm.io utilizes proprietary AI models to identify, analyze and score every ecommerce brand online. Use over 70+ filters and helps you find lists of brands within your ideal customer profile.
Learn more