# Coevera Reviews **Vendor:** Pipelinersales Inc. **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.6/5.0 **Total Reviews:** 477 ## About Coevera Coevera: The AI-Native Revenue Platform Built for How Selling Actually Works Today Coevera is the AI-native revenue platform redefining how modern sales organizations operate, collaborate, and grow. Born from more than a decade of CRM innovation as Pipeliner, Coevera represents the next evolution: a purpose-built system designed not to digitize old sales processes, but to reimagine them for an era where AI is a teammate, not a tool. At the heart of Coevera is a simple conviction—traditional CRMs were built for managers to extract data from sellers. Coevera flips that model. It's built for sellers, with AI woven into every workflow to eliminate busywork, surface insight, and accelerate revenue. The result is a platform where reps actually want to log in, managers get the visibility they need without the chase, and leadership gains a real-time understanding of pipeline health, risk, and opportunity. Coevera is powered by Voyager AI, an intelligent engine that continuously learns from your sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The Collaborator transforms the CRM from a system of record into a system of engagement—a true AI partner that helps sellers prepare for calls, draft communications, navigate complex deals, and stay ahead of every opportunity. The Automatizer workflow engine removes the manual friction that drains seller productivity, while native Model Context Protocol (MCP) integration ensures Coevera connects seamlessly with the broader AI ecosystem your business already relies on. What truly sets Coevera apart is its commitment to being AI-native, not AI-washed. Unlike legacy platforms that bolt generative features onto decades-old architecture, Coevera was rebuilt from the ground up to make intelligence the default state of the system—not a premium add-on. Every dashboard, pipeline view, and workflow is designed to think alongside you. Coevera also champions visual selling, intuitive navigation, and rapid time-to-value. Implementation is measured in weeks, not quarters. Adoption is high because the experience is built around the seller, not against them. For organizations ready to move beyond the limitations of legacy CRM and embrace a smarter, faster, more human way to sell, Coevera is the platform built for what's next. It's not just a new name—it's a new category. Welcome to AI-native revenue. Coevera. Sales, evolved. ## Coevera Pros & Cons **What users like:** - Users appreciate the **ease of use** of Coevera, enjoying its intuitive interface and seamless functionality for daily tasks. (13 reviews) - Users value the **easy tracking** with the intuitive visual sales pipeline, enhancing deal management and visibility. (7 reviews) - Users find Pipeliner CRM **helpful** with lead generation, offering streamlined workflows and great support for insights management. (7 reviews) - Users appreciate the **highly visual and intuitive interface** of Coevera, enhancing clarity in tracking deals effortlessly. (7 reviews) - Users appreciate the **user-friendly interface** of Coevera, making navigation and deal management quick and intuitive. (6 reviews) - Users appreciate the **intuitive interface** of Pipeliner CRM, which enhances organization and collaboration across sales teams. (5 reviews) - Intuitive (5 reviews) - Users value the **efficient task creation and flexible pipeline options** in Pipeliner CRM, enhancing team collaboration and communication. (5 reviews) - Users appreciate the **ease of setup and intuitive dashboard** of Pipeliner CRM, enhancing organization and collaboration. (5 reviews) - Customization (4 reviews) **What users dislike:** - Users find the **limited customization options** of Coevera hinder their ability to efficiently manage and organize tasks. (6 reviews) - Users find the **high cost** of Coevera to be a significant barrier, especially for small businesses. (5 reviews) - Users find the **complexity** of Coevera challenging, especially for large organizations and during initial setup. (4 reviews) - Users face **integration issues** with Coevera, limiting flexibility and complicating the use of third-party tools. (3 reviews) - Users find the **learning curve steep** due to the complexity of features and slower performance on older devices. (3 reviews) - Users find the **limited marketing automation features** a drawback, hindering their overall experience with Pipeliner CRM. (3 reviews) - Limited Integrations (3 reviews) - Users experience **poor support** , with slow response times and limited options impacting their overall satisfaction with Pipeliner CRM. (3 reviews) - Time-Consuming (3 reviews) - Time-Consumption (3 reviews) ## Coevera Reviews ### 1. User-Friendly CRM with Visual Pipelines and Clear Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Nishat F. | Social media associate, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2026 **What do you like best about Coevera?** Pipeliner CRM is very easy to use and visually well organized. The pipeline view makes it straightforward to track deals and stay on top of sales activities. I also like the clear dashboards and reporting features, which make it easier to monitor performance. It supports team collaboration and keeps all customer information in one place, saving time and helping increase productivity. **What do you dislike about Coevera?** Some features take time to learn for new users, and the interface can feel a bit complex at first. Integration with certain third-party tools could also be improved. The pricing may also feel slightly high for small teams, but overall the platform works well once you get used to it and understand how everything fits together. **What problems is Coevera solving and how is that benefiting you?** Pipeliner CRM helps keep all customer information, deals, and sales activities organized in one place. It solves the problem of tracking leads manually and gives a clear view of the sales pipeline. This helps me manage tasks better, follow up with clients on time, and improve overall sales efficiency.. ### 2. Intuitive and Visual CRM That Simplifies Sales Management **Rating:** 4.5/5.0 stars **Reviewed by:** Shreyash W. | Data Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2026 **What do you like best about Coevera?** What I like most about Pipeliner CRM is its highly visual and intuitive interface, which makes managing sales pipelines extremely efficient. The drag-and-drop functionality and clear deal stages provide complete visibility into the sales process, helping teams track progress and identify bottlenecks quickly. Another strong aspect is its performance and reliability — the system works smoothly without lag, even when handling large datasets. The reporting and analytics features are also very insightful, allowing data-driven decision-making. Additionally, Pipeliner CRM offers excellent customization options, making it adaptable to different business workflows. Overall, it improves productivity, enhances team collaboration, and simplifies complex sales operations. **What do you dislike about Coevera?** One area I feel could be improved in Pipeliner CRM is the initial learning curve, especially for new users who may find some of the advanced features a bit complex at first. While the interface is powerful, it can take some time to fully understand all functionalities. Additionally, certain customizations and integrations may require extra configuration effort, which might be challenging for non-technical users. Improving onboarding resources or guided tutorials would make the experience smoother. That said, once you get familiar with the system, it becomes much more efficient and easy to use. **What problems is Coevera solving and how is that benefiting you?** Pipeliner CRM helps solve the problem of fragmented sales data and lack of visibility into the sales pipeline. Before using it, tracking deals, follow-ups, and customer interactions across different tools was time-consuming and often led to missed opportunities. With Pipeliner CRM, everything is centralized in one place, providing a clear and real-time view of all deals and activities. This has significantly improved pipeline visibility, making it easier to prioritize tasks and focus on high-value opportunities. It also helps streamline communication within the team, ensuring everyone is aligned and updated. As a result, we’ve seen better organization, faster decision-making, and improved overall sales productivity. ### 3. Intuitive, Visual CRM That Simplifies Sales Management **Rating:** 5.0/5.0 stars **Reviewed by:** Sanket P. | Software Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 13, 2026 **What do you like best about Coevera?** What I like most about Pipeliner CRM is how visual and clear it feels. The sales pipeline is easy to understand, and I can quickly see where each deal is stuck or moving forward. Another thing I really like is the clean and simple interface. It doesn't feel cluttered, and I don't need much training to start using it. The drag-and-drop pipeline is very practical. Moving deals between stages feels natural and saves time. I also like how customer information is well organized. Notes, activities, and history are easy to find, which helps during follow-up. From a technical or backend side, pipeliner feels stable and predictable. It doesn't break workflows suddenly or behave unexpectedly. It feels like a CRM built for daily use, not just reporting. **What do you dislike about Coevera?** One thing I don't like is that advanced customization can feel limited. If a business has very complex workflows, it may need workarounds. The reporting is good. but not very deep for advanced analytics or forecasting, integration options exist, but the ecosystem is smaller compared to large CRMs. The mobile experience is decent but not as strong as desktop, especially for heavy usage. Also, onboarding for larger teams can take time if they are new to CRM tools. **What problems is Coevera solving and how is that benefiting you?** Pipeliner CRM solves the problem of unclear sales processes; without a clear pipeline, deals often get lost or forgotten. Pipeliner makes the entire process visible. The biggest benefit is clarity. I can see which deals need attention and which are progressing well. It also helps with better follow-ups. Since activities and reminders are visible, fewer opportunities slip through the cracks. From a workflow perspective, it reduces manual tracking. Teams don't need spreadsheets or personal notes anymore. Another benefit is improved team alignment. Everyone works from the same pipeline, which reduces confusion and miscommunication. Pipeliner also helps managers identify bottlenecks. early if many deals are stuck in one stage, action can be taken quickly. It improves forecast accuracy by showing realistic deal stages instead of guesswork. For growing teams, it supports structured scaling. Processes stay organized even as the number of deals increases. Another helpful thing is better visibility into daily work. Managers and team members can quickly see what was done, what is pending, and what needs attention without asking around. It also helps reduce dependency on memory. Salespeople don't need to remember to follow up or deal with details because everything is already tracked inside the system. Pipeliner makes handover between team members easier. If someone leaves or goes on leave, another person can pick up the deal without losing context. It supports more disciplined sales habits. Since every step is visible, the team naturally follows a process instead of working randomly. It also helps create better accountability. Since every deal has an owner and activity history, it's clear who is responsible and what action is expected next. Another useful thing is less confusion during reviews and meetings. Instead of long explanations, the pipeline itself shows the full story, which saves time and keeps discussions focused. Pipeliner also supports steady improvements over time. By looking at past deals and outcomes, teams can learn what worked and what didn't and adjust their approach. One more benefit is reduced pressure on managers. They don't need to constantly check in or micromanage because the system already provides visibility into progress and risks. It also helps build better trust within the team. Since everyone's work is visible in the pipeline, there is less doubt about effort progress, and conversations feel more transparent. Another benefit is less last-minute panic because deals and next steps are clearly tracked. Surprises near deadlines are reduced, and planning feels more controlled. Pipeliner also makes it easier to spot patterns in behavior. Over time, you can notice which action usually leads to success and which one slows things down, helping the team work smarter without extra pressure. ### 4. Intuitive Deal Tracking and Offline Capability That Keeps Sales Moving **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** March 24, 2026 **What do you like best about Coevera?** Pipeliner CRM's strongest feature is that it is very effective in tracking deals and understanding the lead progress. It also helps us to analyse and optimise the deal bottleneck effectively. Their interface is very intuitive and well-designed, with the sales team focused. Another thing is I like their offline capability, which is very helpful under unstable connectivity. **What do you dislike about Coevera?** Though their platform is very powerful, their UI design is a bit outdated when compared to newer competitive platforms in this space. Some advanced automation and its integration capabilities can be further intensive. This platform's initial setup is also a bit challenging and complex to get it structured. **What problems is Coevera solving and how is that benefiting you?** Pipeliner CRM solves the problem of organising and managing our sales pipeline effectively. It gives me visibility on the deal stages, also helps us to have a forecast on the deal closures and to do better follow-ups. Overall, the sales discipline can be kept effective. ### 5. Excellent tools for easy sales tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Dipali K. **Reviewed Date:** February 05, 2026 **What do you like best about Coevera?** I use Pipeliner CRM for product sales. It allows sales to be easily tracked and deals to grow. Pipeliner CRM has chart and map features which are very beneficial for product sales, and I can easily run my business using it. Tracking becomes easy with the use of the map, and all this is available on mobile, allowing me to use it anytime and anywhere. Setting up and using Pipeliner CRM was very convenient and easy. Neither I nor my team faced any issues with it. **What do you dislike about Coevera?** The chart can be made a little simpler so that everyone can easily understand and use it. **What problems is Coevera solving and how is that benefiting you?** I use Pipeliner CRM to track product sales and for the growth of deals. It also provides map and chart features, which simplify business, and the availability on mobile is beneficial. ### 6. A simple and effective sales pipeline tool for small teams **Rating:** 5.0/5.0 stars **Reviewed by:** Maria S. | Real estate coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** January 08, 2026 **What do you like best about Coevera?** PipelineSales is very intuitive and easy to use, even for users without a strong CRM background. The visual pipeline makes it simple to track deals, understand where each opportunity stands, and focus on what really matters. Setup is quick, and the interface is clean and straightforward, which helps teams adopt it fast without a steep learning curve. **What do you dislike about Coevera?** Some advanced features found in larger CRMs are missing, such as deeper reporting customization or complex automation workflows. For bigger teams with very specific processes, this might feel a bit limiting, but for small and medium-sized teams it usually covers the essentials well. **What problems is Coevera solving and how is that benefiting you?** PipelineSales helps organize and centralize the sales process, avoiding scattered spreadsheets and manual follow-ups. By having a clear overview of the pipeline, the team can prioritize leads more effectively, improve follow-up consistency, and close deals faster. It saves time, reduces confusion, and brings more clarity and control to daily sales activities. ### 7. Needs Better Scalability and Document Management for Large Organizations **Rating:** 1.5/5.0 stars **Reviewed by:** Sanjuktha B. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2025 **What do you like best about Coevera?** Since my role involves lead generation as the key aspect, I would use this to help me streamline my leads and make them more productive. It has helped me visualise and have a very clear cut idea on my projections and capitalise on the opportunity and any pipelines. Also loved the cross device and offline sync feature which helped me avoid any repeated task **What do you dislike about Coevera?** It is not able to handle the functions for a large scaled organisation, making it difficult to deploy. Since there are limited customisation and document management, it makes it slightly unorganised as there is a lack of proper structure to upload and manage all the folders **What problems is Coevera solving and how is that benefiting you?** It has helped me streamline all of my workflows and avoid any redundancy. The main issue was that I used to get loads of data from several departments and this made it impossible for me to collate and verify the same. But with Pipeliner CRM it became easy for me to get a unified database management system to understand the process ### 8. “A Visual and User-Friendly CRM That Keeps Teams Organized” **Rating:** 4.0/5.0 stars **Reviewed by:** Anthony R. | Sales manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 10, 2025 **What do you like best about Coevera?** The visual sales pipeline is incredibly intuitive, making it easy to track deals at a glance. I like that the interface is more user-friendly than most CRMs I’ve used, and the drag-and-drop functionality makes moving opportunities through stages quick and clear. The reporting tools are also flexible and give good visibility into team performance. **What do you dislike about Coevera?** The learning curve can be steep at first because of the many features, and some integrations with third-party tools aren’t as seamless as I would like. It also feels a bit resource-heavy on older machines, which can slow things down. While support is helpful, response times could be faster. **What problems is Coevera solving and how is that benefiting you?** Pipeliner CRM helps us keep sales processes organized and transparent. Instead of relying on scattered spreadsheets or manual tracking, everything is centralized in one place. It solves the problem of visibility across the sales team, makes forecasting more accurate, and reduces time spent on administrative tasks. As a result, we’re able to close deals faster and focus more on building relationships with clients. ### 9. User-friendly and efficient CRM tool **Rating:** 5.0/5.0 stars **Reviewed by:** Mpho S. | Freelance Writer, Mid-Market (51-1000 emp.) **Reviewed Date:** September 11, 2025 **What do you like best about Coevera?** Pipeliner CRM is very intuitive and easy to use compared to other CRM systems. I like how visual and well-structured the interface is, making it simple to track leads, opportunities, and the overall sales pipeline. It helps me stay organized, improves team collaboration, and saves a lot of time with its automation features. The reporting and analytics tools also give clear insights, which makes decision-making much easier. **What do you dislike about Coevera?** Although the system is powerful, it can take some time to learn all the features, especially for new users. The mobile app could also be improved to match the desktop experience more closely. At times, advanced customization options feel limited compared to larger CRM platforms. **What problems is Coevera solving and how is that benefiting you?** Pipeliner CRM is helping me solve the challenge of staying organized with sales leads and follow-ups. Before, it was easy to lose track of opportunities or forget important tasks, but now everything is visual and structured in one place. It saves me time, reduces mistakes, and makes it easier to collaborate with my team. As a result, I’m able to close deals faster and have a clearer view of my sales pipeline and overall business growth ### 10. Totally Customizable CRM That Does So Much More **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2026 **What do you like best about Coevera?** Pipeliner is a totally customizable CRM that does so much more than our former CRM. Service has been excellent, starting with Liz and going down to the techs we've worked with. Our users are in it every day and love the fact that it keeps track of all our business needs in one system. **What do you dislike about Coevera?** The cost is a bit steep, but it's easy to add or remove licenses. **What problems is Coevera solving and how is that benefiting you?** Our old system was end of life. The fact that Pipeliner continues to evolve and update is a game changer. We can add things on the fly as we make changes to our business model. While not everything is editable/customizable, there is definitely enough to keep up with our changes. ### 11. Clear Visual Pipeline Makes Sales Tracking Effortless **Rating:** 4.0/5.0 stars **Reviewed by:** Nihar Ranjan M. | Tax accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2025 **What do you like best about Coevera?** I like that Pipeliner CRM gives a clear visual overview of the entire sales pipeline, making it easy to track deals, understand priorities, and take action quickly. **What do you dislike about Coevera?** Some features feel a bit complex at first, and customizing certain views can take more time than expected. **What problems is Coevera solving and how is that benefiting you?** Pipeliner CRM helps solve the problem of scattered sales information by organizing leads, activities, and deals in one visual pipeline. This makes it easier for me to track progress, stay focused on the right opportunities, and make faster, more informed decisions. ### 12. Usability **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2020 **What do you like best about Coevera?** Simply simplicity and innovative, digitalized. **What do you dislike about Coevera?** Integration from the formal to pipeliner. **Recommendations to others considering Coevera:** I highly recommend pipeliner CRM for organization in aspect of customer relationship and uploading of electronic files archive and relates with accurate data entry of clients information. its really simple to use because of its simplicity nature of software. **What problems is Coevera solving and how is that benefiting you?** CRM ### 13. User-Friendly but Cost-Prohibitive **Rating:** 5.0/5.0 stars **Reviewed by:** Nicolle G. **Reviewed Date:** August 27, 2025 **What do you like best about Coevera?** I like the setup process of Pipeliner CRM; it was pretty easy and self-explanatory. The dashboard was straightforward, making it easy to input customer information and add new clients. I also found the staff very helpful in guiding me in marketing and managing clients. **What do you dislike about Coevera?** I found the pricing of Pipeliner CRM to be a significant issue. The cost is currently beyond my budget, making it unaffordable for my business at the moment. This was the primary reason I decided to stop using it after the trial period. **What problems is Coevera solving and how is that benefiting you?** Pipeliner CRM made it easy to set up and use their dashboard, simplifying customer data management and aiding in building a successful business. ### 14. very simple to set up and use **Rating:** 5.0/5.0 stars **Reviewed by:** Busisiwe L. | Senior Administrator Parts master data Pricing, Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Coevera?** The software is described as simple to set up and use, even for users with varying levels of technical expertise. **What do you dislike about Coevera?** Its limitations in marketing automations **What problems is Coevera solving and how is that benefiting you?** solves problems related to inefficient sales processes, lack of sales data visibility, and disconnected teams, by offering a visual, customizable sales pipeline that boosts lead velocity ### 15. Pipeliner has helped improve our entire sales pipeline **Rating:** 5.0/5.0 stars **Reviewed by:** Igor P. | Sales Operations Manager, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2024 **What do you like best about Coevera?** It is a world-class, growth-oriented platform that helps us increase our market impact through constructive engagement with consumers and the development of new ideas. The result has been better communication and coordination between our marketing, sales and operations departments. With Pipeliner, we can easily share relevant insights and data across teams, keeping everyone informed and focused on our common goals. As a result, we have not only met our customers' needs, but exceeded our own expectations as users. **What do you dislike about Coevera?** While the exorbitant price may put some companies off, we have quickly recouped our investment thanks to its crucial role in the development of our marketing strategy. **What problems is Coevera solving and how is that benefiting you?** Pipeliner's automated alerts allow us to proactively address potential pipeline issues, such as delayed opportunities or slowdowns in consumer activity. Our main benefit is the clear and quick understanding of the current and future status of our sales opportunities, made possible by the intuitive and easy-to-use interface that consolidates all relevant sales data and displays it in visually appealing and understandable dashboards. ### 16. Excellent CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Jeremy M. | Director, Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2024 **What do you like best about Coevera?** Account hierarchy functionality, social media profile import, ease of use, many customizable features. **What do you dislike about Coevera?** Although we're new users, we haven't ran into anything we dislike regarding Pipeliner. **What problems is Coevera solving and how is that benefiting you?** Organization of act history/data, scheduling calls, capturing leads, tracking opportunities, etc. ### 17. Influencer mapping among our contracts **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2022 **What do you like best about Coevera?** Construction jobs may take years to advance from a building design to occupancy permit. Using Pipeliner, we track jobs through a progression of construction phases. The ability to link multiple accounts and contacts to each job provides an important view of all the players at each phase ~ architects, engineers, contractors, developers, and wholesalers. Pipeliner’s Buying Center provides an excellent visualization of the lines of influence between the players. **What do you dislike about Coevera?** The Buying Center does not have functionality to keep a Sales Role associated with a contact. For each job, we must reassign the Sales Role to the same person. We do this inefficient task multiple times a day. Also, search results are not in alphabetical order requiring users to scroll through pages of results to find the searched item. Why would this basic standard not be met? It costs money to handle inefficiency on a daily basis. **What problems is Coevera solving and how is that benefiting you?** Selling to a group of decision-makers is challenging. Pipeliner increases the probability of closing the deal. ### 18. Cannot recommend **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Market Research | Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2024 **What do you like best about Coevera?** The Outlook email plugin worked well. We also liked adding appointments / reminders in Pipeliner CRM that fed into our Outlook calendar. **What do you dislike about Coevera?** We were generally satisfied with Pipeliner CRM the 2 years we had them. But we did not need them anymore after building out some custom functionality in Airtable, so we decided to cancel. They told us we “missed our cancelation window” by a week and they insisted on charging us, even though actual renewal was still a few weeks away. They threatened us with legal action if we did not pay. Eventually they agreed to a 25% discount for our 3 enterprise licenses, but we still paid $3,105 for software we do not need and will not use this year. Most companies simply prorate your fee if you cancel, but Pipeliner CRM does not. They are clearly not focused on building long-term client relationships, so work with them at your own risk. We will certainly never do any business with them again, ever. **What problems is Coevera solving and how is that benefiting you?** It helped with tracking email and appointments. ### 19. Better experience of CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Akshay K. | Digital Marketing Strategist, Small-Business (50 or fewer emp.) **Reviewed Date:** March 16, 2024 **What do you like best about Coevera?** I really like Pipeliner because creating tasks is super easy and efficient, it offers variable exclusive sales records for the files since it saves all the data, studies the evaluation and its processes carried out at the time of the sale. Also, I like that you can create multiple pipelines for different needs or ... **What do you dislike about Coevera?** can improve the experience and the feature of it **What problems is Coevera solving and how is that benefiting you?** Easy to undersatnd ### 20. A Dynamic sales force at your fingertips **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2019 **What do you like best about Coevera?** Pipeliner has ease of access, online/offline, regardless of your network coverage, you can stay on top of your game. The mobile app allows you to enquire your business, monitor sales and get reports wherever you are **What do you dislike about Coevera?** There is nothing to dislike, pipeliner is pure genius **Recommendations to others considering Coevera:** The best, the easiest and safest for any business. Sign up today, for an increased revenue tomorrow. **What problems is Coevera solving and how is that benefiting you?** I am still in the beginner stages of my online media company. It's a one woman band, I was stuck in a rut for a while ( everything felt as if it was going at a snails pace) then I started applying what I am learning in the module and my sales are progressing rapidly. ### 21. Best Alternative to Salesforce & HubSpot **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Executive Office | Mid-Market (51-1000 emp.) **Reviewed Date:** June 05, 2023 **What do you like best about Coevera?** This CRM product is intuitive, made for sales, and does not take nearly the time required to get a new employee set up compared to Salesforce. Setting up the instance with your existing software is also straightforward, which usually takes an integration team when using other products. **What do you dislike about Coevera?** If you compare all the features, you have way more than HubSpot, but less than Salesforce. This is understandable because the price per seat is not comparable to Salesforece. By far the best value per seat. **What problems is Coevera solving and how is that benefiting you?** Pipeliner solves the sales tracking problem and keeps the sales team engaged. This does a great job of letting the team know we are looking for results without the necessity to add tasks manually. The sales team sees this as a tool in their process and provides the management team high-level data to make decisions. ### 22. Love Pipeliner **Rating:** 5.0/5.0 stars **Reviewed by:** Jesse K. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 06, 2023 **What do you like best about Coevera?** The dynamic views for data are unparalleled, along with the extensive customization options, which is a must for our organization as we deal with many niche industries. **What do you dislike about Coevera?** Honestly, thus far, we have no real complaints about Pipeliner CRM. Their support is top-notch, the software is intuitive and rich, and the user interface is one of the most aesthetically pleasing that I've come across. **What problems is Coevera solving and how is that benefiting you?** Pipeliner is assisting with our customer relationships, AI assistance, Sequencing and more. Our organization's productivity has risen ten-fold thanks to our ability to oversee, forecast, and view custom reports. ### 23. User friendly and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Aga I. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 03, 2023 **What do you like best about Coevera?** The app has a simple and clear interface regardless of the variety of features the offers. It's user friendly and easy to use. This could be a smart thing that ever invented. **What do you dislike about Coevera?** There's nothing I don't like about it. The app has a simple and clear interface regardless of the variety of features the offers. It's user friendly and easy to use. This could be a smart thing that ever invented. **What problems is Coevera solving and how is that benefiting you?** The app has a simple and clear interface regardless of the variety of features the offers. It's user friendly and easy to use. This could be a smart thing that ever invented. ### 24. Pipeliner Makes Tracking Opps Easy! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** May 30, 2023 **What do you like best about Coevera?** Using Pipeliner to track my opportunities and create intuitive, user-friendly steps to automate the process so I don't forget to reach back out! **What do you dislike about Coevera?** Pipeliner has so many useful features, it might seem overwhelming at first. But using the Knowledge Base (accessible right from your pipeline) you can look up how to do any sort of customization, reporting, or input you would need. **What problems is Coevera solving and how is that benefiting you?** Pipeliner helps me set up processes that automate my responses and touchpoints. Following along the to-do tasks is incredibly straightforward, and allows quick insight into account details just by hovering. My team and boss can follow along with an account's progress and keep eveyone kept up with qualifying tasks along the way. ### 25. Helps in Increasing the value and volume of customer and Increase Sales **Rating:** 4.5/5.0 stars **Reviewed by:** Shradha G. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 11, 2023 **What do you like best about Coevera?** It supports a sales forecasting system that is used to know future sales with historical data. It provides a centralized system to store the contact and manage the sales. It provides a tracking feature to track the sales. **What do you dislike about Coevera?** Its integration with the third-party system is complex with limited features. **What problems is Coevera solving and how is that benefiting you?** It provides a centralized and collaborative system that helps to manage the sales and also helps the sales team to communicate about the update and improve the sales performance. It provides a forecasting feature that helps in planning the new sales strategy and marketing campaigns. ### 26. Pipeliner is an awesome CRM system to help me manage my business. **Rating:** 5.0/5.0 stars **Reviewed by:** Caylee F. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2023 **What do you like best about Coevera?** I love the ability to manage my team's data in a really organized fashion. Automation is also beneficial! **What do you dislike about Coevera?** There is no real insight into how to create custom reports for specific needs **What problems is Coevera solving and how is that benefiting you?** Pipeline help me significantly with Sales Performance Management - it allows me to see how my team is doing on a daily basis all the way up to a yearly basis if needed. ### 27. Amazingly User Friendly! **Rating:** 5.0/5.0 stars **Reviewed by:** DJ C. | Sales Director, Sales Delivery at JumpCrew, Mid-Market (51-1000 emp.) **Reviewed Date:** June 02, 2023 **What do you like best about Coevera?** All critical data points from your performance are conveniently displayed so you can know precisely how you are performing and how far you are from your target! Customizable to your company's needs! **What do you dislike about Coevera?** Honestly, we haven't found a single pain point yet. With Pipeliner's customized instance, we have exactly what we need. **What problems is Coevera solving and how is that benefiting you?** Keeps our Teams locked into their overall goal. At the same time, giving us the best way to log helpful information about our clients! We can continue to innovate with the customization, and Pipeliner will grow with us. ### 28. Great tool for managing prospect flow **Rating:** 5.0/5.0 stars **Reviewed by:** Anthony E. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2023 **What do you like best about Coevera?** The UI is seamless, automation and AI included, easily track potential customers **What do you dislike about Coevera?** Nothing that I can think of. Pipeliner has helped make my team more efficient **What problems is Coevera solving and how is that benefiting you?** Ease of the system makes onboarding a breeze. Easy to stay on top of prospects resulting in more won deals ### 29. Basic but Solid CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Mike M. | QuickBooks Hosting, Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2023 **What do you like best about Coevera?** Pipeliner had a nice visual appeal and served us well for basic CRM tasks. As referenced by the name, the strongest feature was tracking sales leads using pipelines, in a Kan Ban view. **What do you dislike about Coevera?** Advanced functions were lacking, such as marketing and workflow automation. Also, the price was fairly high for a basic CRM - we felt there were better choices for our money. **What problems is Coevera solving and how is that benefiting you?** Tracking customers and leads was a breeze with Pipeliner. The interface was intuitive to use and the program integrated nicely with Microsoft. Having a view of the pipeline made it easy for me, as a manager, to see where my sales team was at any particular point in time. ### 30. Great features and very customisable **Rating:** 5.0/5.0 stars **Reviewed by:** Stuart E. | Director of Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2022 **What do you like best about Coevera?** We have used Pipeliner CRM for just over a year now and we are very happy with our decision. It was easy to customise so that the interface matched our sales process, which has been great for our users as we needed a system that was intuitive and quick to use. It is also very customisable for reporting, with some nice visual reports on our performance metrics. The support and training as we set up Pipeliner and thereafter has been great. There are lots of possibilities with integrations and automations which are helping us to be more efficient, and ultimately improve our sales performance. **What do you dislike about Coevera?** Nothing really not for us to like at this point. **What problems is Coevera solving and how is that benefiting you?** Pipeline CRM is helping our business development team to be more efficient, to improve our follow-up on new opportunities and to stay organised. ### 31. Very easy and nice to use **Rating:** 5.0/5.0 stars **Reviewed by:** Qalid A. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 05, 2023 **What do you like best about Coevera?** The way to use it ver efficient. The resources as well **What do you dislike about Coevera?** Nothing at all I love pipeliner. Great crm **What problems is Coevera solving and how is that benefiting you?** Everything ### 32. Pipeliner CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Gabe F. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 05, 2023 **What do you like best about Coevera?** Ease of use with the ability to integrate while coming at a great price. **What do you dislike about Coevera?** There are so many features that it can take a while to discover them all. **What problems is Coevera solving and how is that benefiting you?** Pipeliner makes the recording of data and analytics so easy. ### 33. Incredible **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** June 05, 2023 **What do you like best about Coevera?** Visual interface, AI, automation, and ease of use. **What do you dislike about Coevera?** There is nothing that I dislike about Pipeliner. **What problems is Coevera solving and how is that benefiting you?** Keeping pipeline accurate and up to date. Not loosing out on deals. ### 34. Sales Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2023 **What do you like best about Coevera?** Pipeliner is great. Easy to use. The flow is great. **What do you dislike about Coevera?** Nothing really. It works just fine for my needs **What problems is Coevera solving and how is that benefiting you?** it helps us keep organized. ### 35. Amazing **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Coevera?** visual interface, automation, AI & so much more **What do you dislike about Coevera?** nothing really - it is pretty good all around **What problems is Coevera solving and how is that benefiting you?** not lososing deals ### 36. User friendly and easy to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Malinee C. | Director of Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2022 **What do you like best about Coevera?** I love how it's very user friendly and easy to navigate within the platform. Customer service is quick and responsive always but I've hardly had to use customer service. **What do you dislike about Coevera?** There isn't anything that I dislike about Pipeliner CRM, it's been working great for me and my colleagues. I don't have any issues with the product or the customer service. **What problems is Coevera solving and how is that benefiting you?** It's helping me to stay organized with all my Accounts and Contacts. I like how easy I can download contacts and upload them into Constant Contact for my monthly newsletter. ### 37. Very sleek **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2022 **What do you like best about Coevera?** Extremely logical layout and functions, a well-developed, sleek product by people who have tested it thoroughly rather than being designed by committee and frustrating the user. **What do you dislike about Coevera?** The API documentation is duplicated in multiple locations on the internet which is confusing, and the introductory tutorials could do with quite some fleshing-out around initial connection and authentication, however once you become au fait with their implementation it works well and is very rapid. **What problems is Coevera solving and how is that benefiting you?** It has vastly improved the professional onboarding of new clients, enhancing collaboration between departments and helping to identify trends and highlight informative data in our client acquisition strategy ### 38. Pipeliner Review **Rating:** 4.0/5.0 stars **Reviewed by:** Dawn C. | marketing co-ordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2022 **What do you like best about Coevera?** Easy to use system, very effective for reporting and tracking. **What do you dislike about Coevera?** The inability to update a colleagues accounts without prior permission given can sometimes be frustrating, if they are on AL or have not shared the details. **What problems is Coevera solving and how is that benefiting you?** Pipeliner brings in company details automatically, which saves a lot of time ### 39. Great platform and easy to handle!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Michael J. | Product Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 23, 2022 **What do you like best about Coevera?** The most awesome aspect of Pipeliner is the way that I don't should be an architect to make changes to my example of Pipeliner. It is exceptionally simple to utilize and you can likewise roll out any improvements to your pipeline without having any issues. The straightforwardness of setup choices and simple to collaborate interface. **What do you dislike about Coevera?** I despise nothing in essence, however it would be great assuming that Pipeliner had a capacity to send out an open door record into a PowerPoint show. That was the situation with undertakings and email sequencing. As I deal with the autonomous clients from our establishment framework, this caused numerous failure with our clients. **What problems is Coevera solving and how is that benefiting you?** We were trusting that Pipeliner would assist us with moving towards a paperless framework. More noteworthy deals pipeline understanding, expanded deals, key record and contact the board. ### 40. Improve your results in your campaign through this CRM. **Rating:** 4.0/5.0 stars **Reviewed by:** Yasmine J. | Managing Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2022 **What do you like best about Coevera?** I consider that Pipeliner CRM is an authentic service to help improve sales since it allows and has a wide range of functions with magnificent characteristics, which are: Pipeline analysis where it allows you to see an instant reading and that makes it possible to intervene to advise instead of selling, it offers exclusive sales files for the archives since it saves all the data, study evaluation and its processes carried out at the time of sales and has extremely well-developed support that responds instantly to any questions about the service and solves problems quickly and efficientently. **What do you dislike about Coevera?** We dislike a bit is the voice indication function which is responsible for indicating the tasks and scheduled dates on events and meetings among others, it has a problem which usually falls and the voice is not heard due to audio problems in the function I hope they can solve this complication since it is a nuisance because time is wasted and it does not indicate the saved tasks on certain occasions. **Recommendations to others considering Coevera:** I recommend this system as a tool to help you manage your sales and relationships with potential customers as it offers you a setup where you can research and collect all the data from both customers and sales allows you to view, their review, sales processes and knowing which client can offer you better relations in the commercial part, which is an incredible service since this will help increase your profits and obyain more clients when selling your products. **What problems is Coevera solving and how is that benefiting you?** We use this service as functionality to analyze sales, manage sales and personalize them as it offers us to design channels and partner management, design our database and design advertising graphics, which attracts better proposals and ideas and help to obtain more users when visualizing the sale of the product, we also use it as a tool to generate profiles of potential clients where it allows us to see the characteristics of each one of them and compare their analyzes which is a very striking use since it allows you to have better relationships with potential customers. ### 41. Lovely platform and very user-friendly!!! **Rating:** 5.0/5.0 stars **Reviewed by:** James A. | Software Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** March 24, 2022 **What do you like best about Coevera?** Pipeliner CRM is an extraordinary apparatus for Sales or merchant relationship organizations where you really want to comprehend where items and clients are all the while. Without her assistance, we could not have possibly had the option to change to functional mode so rapidly. I'm building more grounded associations with our clients. **What do you dislike about Coevera?** Pipeliner is beginning to charge for highlights except if you pick the costly Unlimited choice. Shockingly, Pipeliner anticipates that clients should look at pages of results to observe the thing in list items. **What problems is Coevera solving and how is that benefiting you?** Zeroing in on the most productive deals potential open doors is the way to solid deals. As we develop our group and our pipeline, we are anticipating the inherent investigation Pipeliner offers. ### 42. Features and Customization **Rating:** 5.0/5.0 stars **Reviewed by:** Akpovi Ludovic A. | General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about Coevera?** It is a sales platform that offers easy setup, seamless integrations, and intuitive tools. With Pipeline CRM, you have everything you need to accelerate sales. **What do you dislike about Coevera?** With Pipeline CRM, nothing is less useful. Everything is just right and perfect so far because I close deals much faster and communicate better with my partners, clients, and colleagues. **What problems is Coevera solving and how is that benefiting you?** My sales process is so streamlined that our various departments have increased sales productivity by 30% with the same number of people and resources. ### 43. Pipeliner **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2022 **What do you like best about Coevera?** Used by my organization. Once you can set it up for your needs, it works as intended. Gets the job done. Once you get them to build out aspects for you, you can trust the data. **What do you dislike about Coevera?** Required a lot of back and forth just to get a reliable data set for leads logged into the system. I assumed that other users also care to document the total number of leads, but extra work needed to be done to get a reliable count of leads. **Recommendations to others considering Coevera:** Nothing else **What problems is Coevera solving and how is that benefiting you?** CRM for our company. Allows us to understand leads, opportunities, pipeline and won opportunities. I feel this does help with overall visibility into our growth opportunities. ### 44. Flexible, Intuitive, and Great Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2022 **What do you like best about Coevera?** the flexibility that Pipeliner provides is great. It is intuitive to use and easy to learn. We are using the full suite of tools for the most part and looking into more **What do you dislike about Coevera?** The products and categories is slightly less flexible; however, Pipeliner support has worked with us to find workarounds and are actively working on making this more flexible **Recommendations to others considering Coevera:** Highly flexible and easy to use. Support from them makes it an easy thing to customize for given requirements. **What problems is Coevera solving and how is that benefiting you?** We have greatly improved our forecasting and bookings reporting with the tool. We are also starting to automate workflows to reduce the "busy work" that takes time away from productive efforts ### 45. CRM System - Pipeliner **Rating:** 3.5/5.0 stars **Reviewed by:** Wilma T. | Area sales manager Packaging & Performance Films, Enterprise (> 1000 emp.) **Reviewed Date:** April 25, 2022 **What do you like best about Coevera?** it is a good tool to gather information about current and potential customers as well as existing and new projects. It gives a good overview and can be accessed to all users in the company **What do you dislike about Coevera?** the search function only works when the customer's name is spelled absolutely correctly. The search function should give name suggestions. **What problems is Coevera solving and how is that benefiting you?** it creates a sales funnel and gives an overview of current and new business projects. It helps you to keep track and follow up more easily ### 46. My sales right arm **Rating:** 4.5/5.0 stars **Reviewed by:** Susan W. | Chief Business Development Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 29, 2021 **What do you like best about Coevera?** It is a very simple, intuitive sales tool that helps me keep track of opportunities, prospects, and clients. Keeps things from falling between the cracks. We are a small company with only a few people doing business development so we didn't need something as complex as Salesforce or others. Pipeliner fits most of our needs. **What do you dislike about Coevera?** That it only works with a few email clients. Since our company is not on either of the 2 email clients, we can't utilize all the email features. This has honestly caused major issues for us and it just doesn't make sense to me that it would be so limited in this regard. **What problems is Coevera solving and how is that benefiting you?** We didn't have a concise way to track opportunities so Pipeliner has become my right arm for business development. It has been extremely helpful to track sales and opportunities by our various agencies and get a snapshot view of our pipeline **Official Response from John Golden:** > Thank you for highlighting the intuitive nature of Pipeliner CRM! ### 47. User experience review for Pipeliner CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Darshan M. | Senior Sales Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2022 **What do you like best about Coevera?** It is the best tool justifying cloud for customer requirements from Prospect entry till project execution. It is basically data management tool helping us to keep data at one place which can be accessed at any stage of Sales Cycle. **What do you dislike about Coevera?** There is nothing found to dislike for this wonderful sales tool. No remarks on improper working. This product is serving best of requirements according to me for sales professionals. Adds to overall increase in efficiency and productivity. **What problems is Coevera solving and how is that benefiting you?** Problems of single point data cloud for customer's lead management, opportunity conversion, project management got solved using this amazing tool. Helps to forecast pipeline orders and driving company's sales growth. It definitely increased my performance and productivity. ### 48. In My mind best CRM out there **Rating:** 5.0/5.0 stars **Reviewed by:** Rodney M. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2021 **What do you like best about Coevera?** Pipeliner CRM is a great tool for Sales or vendor relationship businesses where you need to understand where products and customers are in the process. You can create multiple pipelines for different needs or uses, and the best part is you can create dynamic reports. Also, in my planning session this year I was able to incorporate a new tool introduced this year called account health. Pipeliner allowed me to see who I need to focus on and who is sucking my time. More clearly. **What do you dislike about Coevera?** Some features make no sense to me, like automation, but that doesn't mean they aren't the greatest for others. In addition, I have different groups of clients so I would like targeted contact cards for each type of client and prospect, but instead I have to create 1 contact card for all, so there are some contacts that just have a lot of empty fields, but love the product. **What problems is Coevera solving and how is that benefiting you?** Pipeline management, calendar management, team coordination, developing and tracking systems, communicating where things are in the process to stakeholders, and so much more. ### 49. A Great application! **Rating:** 4.0/5.0 stars **Reviewed by:** Liam C. | Sales Designer, Mid-Market (51-1000 emp.) **Reviewed Date:** May 27, 2022 **What do you like best about Coevera?** I enjoy that it provides a friendly interface to manage all of our clients and potential opportunities! We typically use this software with our own internal intranet. **What do you dislike about Coevera?** I do wish that there were more "smarts" behind the scenes of the Pipeliner tool to enable better tracking of high and low priority projects without requiring direct changes. **What problems is Coevera solving and how is that benefiting you?** CRM is allowing us to track projects and clients more efficiently from a single, centralized, location within our organization. Since implementing pipeliner, projects and opportunities have been more organized than ever. ### 50. workable, many clicks needed, quite OK CRM tool **Rating:** 2.0/5.0 stars **Reviewed by:** Bettina V. | Area Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2022 **What do you like best about Coevera?** creating tasks is easy and efficient. attaching documents also possible, adding colleagues opportunities are ok to enter and to track progress **What do you dislike about Coevera?** the contact platform: difficult to find all details you would like to enter **What problems is Coevera solving and how is that benefiting you?** good platform to store sales details and contact information, to enter and track offers, to store visit reports ## Coevera Discussions - [How can Pipeliner fit into lottery businesses in Nigeria?](https://www.g2.com/discussions/how-can-pipeliner-fit-into-lottery-businesses-in-nigeria) - 5 comments, 2 upvotes - [Whats the best way to implement Pipeliner CRM?](https://www.g2.com/discussions/whats-the-best-way-to-implement-pipeliner-crm) - 1 comment, 2 upvotes - [Why wouldn't trainees of the Pipeliner CRM continue to use trail version till after end of training](https://www.g2.com/discussions/why-wouldn-t-trainees-of-the-pipeliner-crm-continue-to-use-trail-version-till-after-end-of-training) - 2 comments, 2 upvotes - [How can I become part of pipeliner community](https://www.g2.com/discussions/how-can-i-become-part-of-pipeliner-community) - 1 comment, 2 upvotes - [Is Pipeliner right for us?](https://www.g2.com/discussions/is-pipeliner-right-for-us) - 2 comments, 2 upvotes - [View Coevera pricing details and edition comparison](https://www.g2.com/products/coevera/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-21+01%3A16%3A15+-0500&secure%5Bsession_id%5D=9957e81a-c164-4460-a40d-14d56ff9dd54&secure%5Btoken%5D=356f2ac8ad27e443dc65a2b830c1d9d2db48434579322864642bdaf9cb0f9150&format=llm_user) ## Coevera Integrations - [Boomerang for Gmail](https://www.g2.com/products/boomerang-for-gmail/reviews) - [GI OKR](https://www.g2.com/products/gi-okr/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Ticket Generator](https://www.g2.com/products/ticket-generator/reviews) ## Coevera Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Notifications** - Confirmations & Reminders - Appointment Follow-Up - Scheduling Notifications **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Email Tracking** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Analytics** - Open Rates - Link Activity - Attachment Activity **Incentives** - Triggers - Commission Calculator - Leaderboards **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Intelligence** - Opportunity Identification - Zero-touch Renewals - Smart Content **Settings** - Time Zone Detection - Availability Settings - Blocked Time Settings **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Customizations** - Email Platform Integration - Email Scheduling - Notifications - Email Categorization - Templates **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting **Performance Analysis** - Coaching - Peformance Tracking **Mapping** - Multiple Org Charts - Stakeholder Roles **Personalization** - Branding - Links **Generative AI** - AI Text Generation **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Administrative** - Integration - Employee Structure - Behavior Monitoring **Sales Analysis** - ROI Forecasting - Sales Forecasting **Integrations** - Multi- Calendar Integration - Website Integration - Payment Acceptance - Video Conferencing - Communication **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Text-to-Speech - AI Image-to-Text **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Online Appointment Scheduling** - Autonomous Task Execution - Multi-step Planning - Natural Language Interaction **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Coevera Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,594 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,187 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,820 reviews)