Coevera

Coevera

Pipelinersales Corp.
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About

Coevera is the AI-native CRM built to empower and develop salespeople—not just track them. Formerly Pipeliner CRM, Coevera pairs a powerful, visual sales platform with a built-in professional development ecosystem, so your team gets better at selling while they sell. Rebuilt from the ground up, intelligence is the default—not a feature bolted onto decades-old architecture. Spot stalled deals at a glance, kill busywork with the Automatizer workflow engine, and plug into the wider AI ecosystem through native Model Context Protocol (MCP) support. Visual selling, intuitive navigation, and rapid time-to-value mean implementation in weeks, not quarters—and adoption stays high because the experience is built around the seller, not against them. Every capability is designed to amplify human judgment, never replace it. For organizations ready to move beyond legacy CRM and sell in a smarter, faster, more human way, Coevera is the platform built for what's next.

About

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales Management and Salespeople.

Audience

Businesses and growing companies seeking flexible CRM solutions with scalable marketing, sales, service, and commerce tools tailored to evolving business needs

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$65/month
Starter: $65 per user per month
Business: $85 per user per month
Enterprise: $115 per user per month
Unlimited: $150 per user per month
Free Version
Free Trial

Pricing

$25.00/month/user
Starter - $25 per user per month
Professional - $100 per user per month
Enterprise - $165 per user per month
Unlimited - $330 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 4.8 / 5
ease 4.8 / 5
features 4.5 / 5
design 4.8 / 5
support 4.8 / 5

Reviews/Ratings

Overall 4.7 / 5
ease 4.3 / 5
features 4.7 / 5
design 4.5 / 5
support 4.5 / 5

Pros 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • The platform offers us all the strategies in a simple way and with the tranquility that will not come with problems when it comes to carry it out. They allow us to optimize all the campaigns we have to get the best results in our company, performing in detail the statistics made available to us, in this way we can evaluate it after each campaign we designed, it shows us from what type of device was seen and whether or not they accessed the content we offered in the emails, this software is really very efficient.

Pros & Cons from Real Users

Pros

  • The perfect integration with many other platforms such as Zoho, Outlook or Google make me choose this platform for CRM management within my work environment. Having a connection with these platforms and others to have my clients' contacts connected allows me to make the sales funnel more efficient and at the end of the day I can reach potential clients that drive more sales. With the integrations, it allows me to leave Salesforce as little as possible without having to go back and forth from platform to platform, so for example I can check the email that comes to me from my clients without having to go to Outlook. The report panel is very complete, and I like the customization of it, besides that it is available in any plan that I choose, so no user would have limits in the customization of their reports. Creating a list to be able to filter more easily is not a complicated task, everything I need to know is included in a single panel, you just need to know how to read and understand the data that Salesforce provides to get the most out of the information that this platform is providing. The information that I can store from each client is very detailed, so it will not be difficult for me to keep track of the clients that I have handled before, making this practical to be able to determine whether a sale is successful or not. In addition, I can easily import all the customer data from another platform so that I do not have to make manual entries, but simply follow an order from a template that Sales Cloud provides me so that when importing everything is satisfactory and there are no errors in the process.
  • Onboarding on the Salesforce CRM platform is easy. There is no technical learning curve on this platform. It visualizes every potential leads pretty well. Its sales navigator helps to extract data and potential leads with a few clicks.
  • º I can create detailed customer profiles to maintain the best relationships by knowing what to look for in a market like the one my company is in. This makes things much easier when it is necessary to take into account what are the aspects and characteristics that some clients need when contracting a service, thus being able to provide all the best support to clients since with their profiles we can recognize the recurrence of the client. and understand who we are dealing with when managing the company's sales, whether it is a natural person or a company wanting to contract the services of mine. º The technical support has been one of the most friendly and understandable I have ever had. Thanks to your help I have been able to boost certain areas of my company that I had neglected, so with some Salesforce tools and the technical support team I have been able to successfully implement this platform to boost sales of the services that my company offers and not be left behind with competition by using the same platform. º It is very customizable, I can configure everything for a specific group of users or in a general way, so I really like that I can have freedom with a platform as robust as this one. It is super convenient to be able to work in this way without any limitations, since if the implementation is difficult, it is not expected that it will not be configurable, but on the contrary, that it can be customized to the level of the needs of each company. º I can manage client accounts in order to obtain the sales that I have generated with that client. This helps me a lot to speed up the billing process when making cuts each month. I like it because the reports I generate on client accounts are very detailed, thus allowing me to have everything clearer both for myself and for my clients and to maintain a stable and reliable relationship. º I like that I can have an application for iOS, it is very comfortable when I can have the platforms that I use for work within the palm of my hand. With Salesforce on devices I can immediately have the contacts of the clients and their accounts. In addition, I can see the opportunities that arise in the market without having to go to my desktop computer, but I see everything through the mobile application.
  • Salesforce is very easy to use and love the dashboard reporting. Also the integration with Outlook makes it easier to manage.
  • Easy to use, information is in one place, can access it anywhere - laptop, phone etc. You can attach documents, emails etc. It's like a one-stop shop for secure client information.

Cons

  • It requires a high degree of specialization for the correct handling of this platform, since the number of tools available becomes overwhelming for someone who is not an expert or not trained, so first any user who has never used this type of platform must first go through a big learning curve to get the most out of it and have a good connection with potential customers to have smarter sales. I recommend that you take at least a full training course on this platform before you can apply the planned strategies and connect with customers, since the performance that Sales Cloud offers depends not only on the platform itself, but also on how it works. the user will carry out the sales management. Therefore, my recommendation that I am giving is more accurate for a company or a person who wants to take sales and customer management to another level. The interface should be more polished so that it is more intuitive to use, even having prior knowledge of the use of Sales Cloud since there are functions that are difficult to locate and that I sometimes get lost in the search. Also improving performance would not be bad, every time I want to enter Sales Cloud, I have to wait for a large amount of data to load before I can start my daily management of my contacts and sales, so it is easier for me to leave the computer turned on to have everything ready without having to wait for all the data to load so I can use this platform. To attach you also need mobile applications of this Salesforce tool, there is currently an application, but it does not focus on what I need Sales Cloud to be, so what is in the application store is the general version of Salesforce which I don't need. I understand that it's a cloud-based feature, but that's not to say that it can't be easily converted into cloud-connectable applications like virtually all SaaS platforms do today.
  • I am happy with this platform, with no downside experience.
  • º I have a synchronization problem that sometimes happens that not all the data entered is reflected to the entire sales team of the company. This is a huge headache because I require everything to be in sync and I also need everything to be in real time when I want everyone to have the same information on their screens. º I would like the user interface to be more friendly so that new users have the ability to integrate more easily into the platform. Currently I can say that it is not for everyone to be able to use Salesforce tools, so a great deal of training is required to be able to fully understand the system without getting lost along the way. They could also include good tutorials to explain all the tools and make the learning process easier for new users. º The prices are not the best or they are not so competitive. I have seen many more affordable options, but less professional or simpler. However, it seems that the prices are inflated because I have also seen platforms with similar or the same functions, simpler, but with a lower percentage of price compared to Salesforce. Although it is a negative point, I can be calm since I integrate many Salesforce platforms and even when I think about it, it is much cheaper than just having a Salesforce platform individually and not interconnected. º If I want to make changes within the platform that do not harm the work that is done with this platform within my company, then I have to contact support to guide me since there are things that are not fully understood and so as not to stop the process It's best to contact Salesforce support if any changes are going to be implemented without breaking anything. Also, in case something goes wrong, do not go through cumbersome waiting times since this platform is very difficult to handle in all aspects.
  • No cons that I can think of as this is really a great product!
  • Compiling Reports can be difficult with knowing which filters are best for different ones.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Pipelinersales Corp.
Founded: 2011
United States
www.coevera.com

Company Information

Salesforce
Founded: 1999
United States
www.salesforce.com

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Categories

Categories

CRM Features

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 Features

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

Lead Management Features

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

Sales Enablement Features

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

Sales Force Automation Features

Call Management
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 Forecasting Features

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

Sales Performance Management Features

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

Sales Tracking Features

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

Social Selling Features

Automated Publishing
Compliance Management
Content Discovery
Content Management
Employee Advocacy
Gamification
Lead Engagement
Performance Metrics
Pre-Approved Content Library
Single Sign On
Social Media Monitoring

CRM Features

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 Features

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

Lead Management Features

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

Sales Enablement Features

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

Sales Force Automation Features

Call Management
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 Forecasting Features

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

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Inside Sales Features

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Integrations

ActiveCampaign
Adobe Marketo Engage
Codeless Platforms Alerting Software
Constant Contact
Dropbox
Exopen
Forager
Freshdesk
Gmail
Kindo
Kixie PowerCall & SMS
Lyftrondata
Mailchimp
Membrane
Microsoft Outlook
Olark
PandaDoc
StarfishETL
Truto
Wufoo

Integrations

ActiveCampaign
Adobe Marketo Engage
Codeless Platforms Alerting Software
Constant Contact
Dropbox
Exopen
Forager
Freshdesk
Gmail
Kindo
Kixie PowerCall & SMS
Lyftrondata
Mailchimp
Membrane
Microsoft Outlook
Olark
PandaDoc
StarfishETL
Truto
Wufoo
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