Coevera

Coevera

Pipelinersales Corporation
4.8 out of 5 stars
Coevera Monday Brief

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Coevera:

About

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. Implementations run in weeks, not quarters. Served markets: United States, Canada, the United Kingdom, Australia, New Zealand and Europe, with English, German, Spanish and Italian as focus languages.
Monday Brief:

About

Monday Brief is a sales pipeline reporting and coaching-preparation tool for sales managers who use HubSpot or Pipedrive. Each Monday, it compares the current CRM pipeline with the prior week's view and emails a summary of deals that slipped to later close dates, stalled without an update for 14 or more days, decreased in value, or moved backward in stage. The brief also reports commit and pipeline coverage by sales representative and creates a suggested agenda for each rep's one-to-one meeting. It is intended to help managers review pipeline movement and focus coaching conversations on specific opportunities and changes. Monday Brief connects with HubSpot or Pipedrive. Plans accommodate teams of up to 10 or 25 reps and include a 14-day free trial. A sample brief can be generated from a CSV without signing up. The product is delivered as a weekly email.
Coevera:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
Monday Brief:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Coevera:

Audience

Sales Management and Salespeople.
Monday Brief:

Audience

Sales managers and sales leaders at small and midsize B2B teams using HubSpot or Pipedrive.
Coevera:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Monday Brief:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Coevera:

API

Offers API Supported
Monday Brief:

API

Offers API Not Supported
Coevera:

Screenshots and Videos

Monday Brief:

Screenshots and Videos

No images available
Coevera:

Pricing

$85/month
Business: $85 per user per month
Enterprise: $115 per user per month
Unlimited: $150 per user per month
Free Version Not Supported
Free Trial Supported
Monday Brief:

Pricing

$39/month
Team is $39/month for up to 10 reps. Growth is $79/month for up to 25 reps. Both plans include a 14-day free trial.
Free Version Not Supported
Free Trial Supported
Coevera:

Reviews/Ratings

Overall 4.8 / 5
ease 4.8 / 5
features 4.5 / 5
design 4.8 / 5
support 4.8 / 5
Monday Brief:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Coevera:

Pros & Cons from Real Users

Pros

  • 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.
  • 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.
  • Pipeliner gives us extensive administration of each of the sales and negotiations that are taking place around our company, one of the main things that I like about this platform is that it allows us to import a large number of customer contacts, In this way, to start using this platform on a new computer, all you have to do is import the list of contacts of our clients to start serving each one of them with the negotiations. Another thing that I like about this platform is that it allows you to view the number of negotiations that are taking place within your company, from the main panel you can see the number of negotiations that are taking place, you can see the progress of each of them and can know if there is any message pending to be read in any negotiation. Finally, I also loved how seamlessly this platform that allows me to communicate with customers, I can serve customers through Live Chat, sending email, calling the customer and many other ways, this diversity in the communication helps you to interact with the client and convince him to review the entire deal with us.
  • Pipeliner is an excellent service to have a corresponding control of each of the sales that you make within your company, with the help of this platform you will be able to optimize and automate the period of sales and negotiations within your company, if you are a company that receives many negotiations on a daily basis, is the best option to consider. The things I liked the most were: - This platform has this negotiation automation system, that means that every time the client requests something during the negotiation, they can configure it so that the platform performs some action in an automated manner, this automation process helps to finalize negotiations of much faster, for example, if the client requests some information, the platform will be sent automatically and saves a lot of manual work. - Another thing that I like about this platform is that it has an excellent integration with the campaign system, in this way I can transfer everything that is potential that I obtain from the advertising campaign to our CRM system, this integration helps a lot to transfer customers immediately without the need for a complex process. - With the help of this platform you will be able to see all the negotiations in progress, you will be able to know which sales agent of your company is attending a specific negotiation, this function is very important and helps to closely monitor the base of the negotiations in real time . - Another of the things that I love about this platform is that every time the client requests something during the negotiation, they receive immediate notifications within all your devices and within your associated email, this notifications and alerts system helps to attend to the customers immediately when they request something specific.
  • Pipeliner offers one of the best CRM systems today, its general interface is quite comfortable to work with and allows you to see all the graphs and the progress of sales that have occurred within the company. The first feature that I like is that all the sales information is updated in real time, in this way you can monitor the progress that each of the negotiations is having and you can know exactly how the negotiations of your sales agents are going. . I also like the fact that you have an integrated chat system, in which you can communicate with the client and continue the negotiation through this medium, another thing that I like is that it has a database of contacts, in this way In this way, you can register everything you feel you currently have, to contract with them much more easily and to be able to have a correct administration of the negotiation that you have with each one of them. Finally, I must mention that I love the integration that this system has with the social networks and the e-mail marketing system that we currently use, because we can transfer all the pending that we have from those media to our CRM platform, it is quite an easy process.

Cons

  • Pipeliner CRM has been so reliable and incredible to use. Therefore, Pipeliner CRM has no cons.
  • Till now, I haven't found any downside in my usage.
  • It never presented any type of failure with this CRM service, since it arrived at our company it has brought very positive results, in addition, all the functions of administration of negotiations, registration of new potential clients, predictive visualization of statistics and much more are have behaved positively. I hope that this platform continues to behave like this, in addition, I have also been happy with the prices that we have acquired, and extremely satisfied with the support team that has touched us, since it has helped us throughout the journey of the platform.
  • Pipeliner is an excellent software to optimize the sales process of your company, however I have also noticed several negative things about this software, such as: - One of the main negative things about this software is that it takes a long time to import a list of contacts, when importing a list of contacts of your potential client registered in your system, the process takes a long time, never before I had used a CRM platform that took so long in my portal the list of contacts that I had previously registered. - Another of the negative things about this platform is that it does not allow you to make a direct call from the platform to a client with whom you are having a negotiation, so if you try to communicate with a client you will have to do it outside the platform, with any third party means. - The prices of this platform may be a bit high for some companies, I recommend that it be used within small companies since it could affect their capitalization due to the high cost of the tools.
  • I have not had any setbacks with this CRM platform, I admit that this platform has been key to developing a correct negotiation process with all clients, I am satisfied with the results because it has made our sales benefit on a large scale, the communication with all the clients the trading process has always been stable with the help of this platform, I do not have any type of complaints because I am with the general functions nor with the fee that we are paying to use this platform.
Coevera:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Monday Brief:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Coevera:

Company Information

Pipelinersales Corporation
Founded: 2011
United States
www.coevera.com
Monday Brief:

Company Information

Monday Brief
Founded: 2026
United States
usemondaybrief.com
Coevera:

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Coevera:

Categories

Monday Brief:

Categories

Coevera:

Sales Performance Management Features

Incentive Compensation Management (ICM) Supported
Predictive Sales Analytics Supported
Quota Management Supported
Reporting / Analytics Supported
Sales Coaching Analysis Supported
Sales Gamification Not Supported
Sales Performance Tracking Supported
Sales Planning & Forecasting Supported
Territory Management Supported

CRM Features

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

Contact Management Features

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

Lead Management Features

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

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Not Supported
Document Management Supported
Goals / Quota Management Supported
Lead Management Supported
Meeting Management Supported
Performance Management Supported
Presentation Management Not Supported
Proposal Management Supported
Territory Management Supported
Training Management Not Supported

Sales Force Automation Features

Call Management Not Supported
Campaign Management Supported
Channel Management Supported
Commission Management Supported
Contact Management Supported
Contract Management Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported

Sales Forecasting Features

Competitor Analysis Not Supported
Correlation Analysis Not Supported
Dashboard Supported
Dynamic Modeling Not Supported
Exception Reporting Supported
Graphical Data Presentation Supported
Modeling & Simulation Supported
Performance Metrics Supported
Sales Trend Analysis Supported
Statistical Analysis Supported

Sales Tracking Features

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

Social Selling Features

Automated Publishing Not Supported
Compliance Management Not Supported
Content Discovery Not Supported
Content Management Not Supported
Employee Advocacy Not Supported
Gamification Not Supported
Lead Engagement Supported
Performance Metrics Supported
Pre-Approved Content Library Not Supported
Single Sign On Supported
Social Media Monitoring Supported
Coevera:

Integrations

HubSpot CRM Supported
Codeless Platforms Alerting Software Supported
Constant Contact Supported
Ema Supported
Exopen Supported
Forager Supported
Freshservice Supported
HubSpot Marketing Hub Supported
Kindo Supported
KonnectzIT Supported
Microsoft Exchange Supported
Microsoft OneDrive Supported
Microsoft Outlook Supported
Microsoft SharePoint Supported
Salesforce Agentforce Marketing Supported
SaveMyLeads Supported
StarfishETL Supported
Truto Supported
Xero Supported
Yesware Supported
Monday Brief:

Integrations

HubSpot CRM Supported
Codeless Platforms Alerting Software Not Supported
Constant Contact Not Supported
Ema Not Supported
Exopen Not Supported
Forager Not Supported
Freshservice Not Supported
HubSpot Marketing Hub Not Supported
Kindo Not Supported
KonnectzIT Not Supported
Microsoft Exchange Not Supported
Microsoft OneDrive Not Supported
Microsoft Outlook Not Supported
Microsoft SharePoint Not Supported
Salesforce Agentforce Marketing Not Supported
SaveMyLeads Not Supported
StarfishETL Not Supported
Truto Not Supported
Xero Not Supported
Yesware Not Supported
Coevera:
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Claim Coevera and update features and information
Monday Brief:
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