--- title: Coevera Reviews meta_title: 'Coevera Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 480 reviews by the users' company size, role or industry to find out how Coevera works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 480 scale: '5' date_modified: '2026-07-19' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Coevera Reviews **Vendor:** Pipelinersales Inc. **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.6/5.0 **Total Reviews:** 480 ## 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 love the **ease of use** of Coevera, appreciating its intuitive interface and seamless functionality for daily tasks. (13 reviews) - Users value the **easy tracking** of deals through the intuitive visual sales pipeline, enhancing process management significantly. (7 reviews) - Users praise **streamlined lead generation** with Coevera, enhancing productivity and providing clear insights on opportunities. (7 reviews) - Users praise the **highly visual and intuitive interface** of Coevera, facilitating quick tracking of deals and performance. (7 reviews) - Users appreciate the **user-friendly interface** of Coevera, enjoying its intuitive design and easy navigation for daily tasks. (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 **limited customization** options in Coevera, which hampers organization and flexibility in document management. (6 reviews) - Users find Coevera to be **expensive** , making it difficult for small businesses to afford the service. (5 reviews) - Users find the **complexity** of Coevera challenging, especially regarding deployment and managing features effectively. (4 reviews) - Users express frustration over **integration issues** , limiting flexibility and making usage less seamless with other tools. (3 reviews) - Users find the **learning curve steep** initially due to the complexity of features and limited customization options. (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. Great Investment **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2016 **What do you like best about Coevera?** Great use for pipeline development. I use this as a Government Contractor to identify and win new business and keep track of potential customers. There are so many beneficial features to speak of, you have to try it to understand. Its easy to use once you get the hang of it. Can be accessed on or offline. Dashboards can be modified to tailor use to fit the business development or sales structure of the organization. **What do you dislike about Coevera?** Requires training to get set up and use to its full potential to get the most benefit. **Recommendations to others considering Coevera:** Get the necessary training to get the tool set up and fully customized to your organizations needs. **What problems is Coevera solving and how is that benefiting you?** I can use this as a company that does business with the Government to track communication and business development throughout the contract life cycle. ### 2. Pipeliner is complex but so easy to use and looks great **Rating:** 4.5/5.0 stars **Reviewed by:** Peter B. | Owner, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2016 **What do you like best about Coevera?** super easy to use can handle complex and multiple sales funnels integrates with our web site and common apps like outlook **What do you dislike about Coevera?** on our macs it does not integrate with outlook the mobile app is rather limited **What problems is Coevera solving and how is that benefiting you?** I'm using pipeliner to follow up on leads and opportunities with existing and new customers. We have used many crm apps in the past but none is so easy to use as pipeliner. We use multiple sales funnels because some pipelines can be complex. We even set-up an after-sales funnel. Reporting is so easy to use ### 3. Very pleased with Pipeliner **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2017 **What do you like best about Coevera?** Visual appeal, clarity and ease of use. Better customer support. **What do you dislike about Coevera?** Too many fields on each page for us, although we do plan to customize. **What problems is Coevera solving and how is that benefiting you?** Data management. ### 4. A Great CRM system! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2016 **What do you like best about Coevera?** I really like the ease of use for this system. It reduces the time for our salesman to input their records by more than half than what other CRM systems require. **What do you dislike about Coevera?** I have not found anything to date that I dislike. **What problems is Coevera solving and how is that benefiting you?** This has really helped organize our sales people, and has made a lot less work for our sales manager to keep track of where accounts are. This has also greatly helped our inventory management to assist in determining how many motors are estimated in the upcoming months by using the estimated closing dates. ### 5. Love the Visual Pipeline **Rating:** 4.5/5.0 stars **Reviewed by:** Matt M. | Mentor, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2015 **What do you like best about Coevera?** I've been using Pipeliner CRM for about a year now, and I like the simple, intuitive interface. The pipeline view, for example, has a simple interface that allows me to update the status of opportunities, quickly see the gross value and the projected value of our pipeline, and identify which opportunities are stuck or lagging behind our standards for opportunity progression by stage. I am not a techie, but I can tell there is a sophisticated engine behind the simple, visual screens and dashboard that I look at on a regular basis. **What do you dislike about Coevera?** Some of the tools that we use for marketing automation (e.g. Sharpspring and MailChimp) take some work to integrate properly, but that is likely not a Pipeliner-specific problem. **Recommendations to others considering Coevera:** Get your sales process right first, and then implement Pipeliner. Without a well designed sales process, the visual interface is less useful. **What problems is Coevera solving and how is that benefiting you?** I need regular, full visibility into our business pipeline and our lead flow, so we can capitalize on the opportunities that we have. We spend a good deal of money for a company of our size on marketing and lead gen, and we risk spending our time and effort on the wrong activities if we cannot track the progress and health of every opportunity in our pipeline. ### 6. I recommend Pipeliner **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Internet | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2016 **What do you like best about Coevera?** The relationship between contacts, accounts, related accounts is fantastic and with Pipeliner I can see everything in one place. It is not overwhelming and complex from the start as many other tools are and it is simple to track your sales opportunities, make reports and forecasts. it is really user-friendly and the drag and drop function is really useful. Feeds module help the company to improve team collaboration and social media sync help your sale agents to know better consumer. I would recommend this product to anyone. **What do you dislike about Coevera?** maybe the price for our market was to high but now they have changed it and is really better **What problems is Coevera solving and how is that benefiting you?** Control my pipeline ### 7. The best CRM to focus on sales success **Rating:** 4.5/5.0 stars **Reviewed by:** Salvador A. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2015 **What do you like best about Coevera?** Everything is on the screen. Most crm are asking for a lot of info to sales people, but we do nor realize the success of our work, we only see data. With pipeliner we keep on focus because we can re **What do you dislike about Coevera?** At first it is a little confusing working with pipeline administration **Recommendations to others considering Coevera:** Pipeliner is a CRM for sales people, not try to resolve issues of marketing or postsales, they are not the objective. But sales people will work better and more oriented to their objectives, that is its power: help to sale **What problems is Coevera solving and how is that benefiting you?** We work with the info we need, we have left behind imposible forms to write all activities or events in our sales daily basis ### 8. PipelinerCRM - A CRM for Today's Sales Rep **Rating:** 5.0/5.0 stars **Reviewed by:** Lori G. | Vice President of Sales and Alliances, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2015 **What do you like best about Coevera?** Pipeliner is our primary CRM for our sales and client success team. Of specific interest to us was the visual user interface of the opportunity pipeline and the social media integrations. We moved from Salesforce.com to Pipeliner as a cost savings as well as looking for a tool that had a more progressive feature set. LinkedIN and other social integrations, the pipeline opportunity view, ability to build custom reports using any filter setting. The Pipeliner team from the CEO, to support, to marketing has been fantastic to deal with. They care about the success of their customers. **What do you dislike about Coevera?** Our integration from Salesforce.com was a little challenging and we experienced some slow speeds, but much of that was due to the large number of records we were bringing in. In addition, we did not hire Pipeliner support to help us. We did it on our own. Those issues have all been resolved. **Recommendations to others considering Coevera:** Pay for their implementation services. **What problems is Coevera solving and how is that benefiting you?** We were looking for a CRM that was easy to use and had a more visual feel. We had a significant cost savings. Our team also had an efficiency savings as we are able to communicate socially directly in the CRM. ### 9. CRM truly designed for the Salesperson **Rating:** 5.0/5.0 stars **Reviewed by:** Chris C. | Vice President of Sales and Marketing, Food & Beverages, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2015 **What do you like best about Coevera?** Pipeliner CRM has a great visual interface. It is much easier than other programs we have tested, and takes a wealth of information and makes it easily accessible. The ease, for both Sales and Management, to follow the progression of customer/target relationships makes it the least cumbersome CRM on the market. It is customizable, but does not require an IT department to manage and adjust. **What do you dislike about Coevera?** I really have not complaints thus far. The most difficult thing is having the time to learn more about it and un-tapping the full potential of the program. **Recommendations to others considering Coevera:** It is one of the best values in the CRM software world. I was amazed how much you can do for the investment it required to get started. **What problems is Coevera solving and how is that benefiting you?** As a VP of Sales, it has given me transparency throughout our Sales Force. It allows our entire team to stay connected to one another and collaborate on projects and opportunities. It not only help to monitor progress, but acts as a soundboard for ideas and advice from all levels within the Sales Force. ### 10. Pipeliner CRM is my CRM of choice **Rating:** 5.0/5.0 stars **Reviewed by:** Babette T. | Advisory Board Member and Mentor, Health, Wellness and Fitness, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2015 **What do you like best about Coevera?** Pipeliner CRM is a visual CRM. That one picture does, indeed, tell a thousand words. At the end of the business day, you want to be able to gather information and display it succinctly and meaningfully. Pipeliner CRM does that for you. In addition, the various reports that one can generate on this easy-to-read and easy-to-understand platform allow you to communicate your insights to colleagues and customers. It's the best CRM concept and interface that I've seen in a long time. **What do you dislike about Coevera?** Seriously, there is very little I dislike, if anything. **Recommendations to others considering Coevera:** With Pipeliner CRM, you aren't a data entry administrator. You are actually using the data immediately. Pipeliner CRM makes it easy to import data from other interfaces you've used in the past. That data entry part of some of my former CRMs drove me crazy. It's tedious work when we all have something better to do with our brains. Pipeliner CRM immediately generates insights about your customers and prospects. It's an elegant interface, very thoughtfully designed with the end user (all of us) in mind. It's practical: the design team did their homework and worked with users. Pipeliner CRM sets the bar very, very high for utility and user experience. Their support is excellent as well. **What problems is Coevera solving and how is that benefiting you?** I work with startups and small to midsize companies in manufacturing, engineering and IT who are wrestling with unpredictable revenue streams. When they work with me, I use Pipeliner CRM to display their revenue issues on one page. Pipeliner CRM immediately makes the root causes of some of their business model difficulties crystal clear. ### 11. Love Pipeliner CRM! **Rating:** 5.0/5.0 stars **Reviewed by:** Karen C. | Business Development and Alliance Manager, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2015 **What do you like best about Coevera?** I like the format of the different tabs which makes it very user friendly. This includes being able to see my entire pipeline in one easy to view screen as well as being able to schedule and view all of my activities easily. **What do you dislike about Coevera?** At this time I don't dislike anything however in the beginning when we were migrating over the app was very slow. I will say this was due to the number of contacts and accounts we were bringing over. **What problems is Coevera solving and how is that benefiting you?** I use Pipeliner to manage my sales and partner channel pipeline. It makes it very easy for me to report back to our team on what is current and what is upcoming. ### 12. Only for Companies who want Sales People to Love it **Rating:** 5.0/5.0 stars **Reviewed by:** Chad P. | Co Founder, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2015 **What do you like best about Coevera?** It's visual. Who cares? Only 98% of sales people and 100% of the good ones. The point is to capture actionable data to forecast and manage - that is the ONLY purpose of a CRM. If it's built for sys admins and engineers (like every other CRM) sales people hate it and it wastes time. Pipeliner is the exact opposite of this. Drag and drop? yes please! Multiple pipes because not every level of sale is the same...and you can manage AFTER a sale? I love it! Quick reporting off of anything? Yes! Here's a novel one, EVERY field can be put into a report. Best part - really inexpensive and it's so easy you don't need to hire an Admin to run it. So if you don't like saving money, go elsewhere. **What do you dislike about Coevera?** They are still working on integrating with some things. LOTS they are integrated with - I'd say 95% of anything anyone would need, but if you have some obscure marketing tactics/tools...it may not be there just yet. But they are great and doing highly functional workarounds. The staff is super supportive and helpful as is the UI. I will say, it's a battery hog, about the only true negative. **Recommendations to others considering Coevera:** You MUST at least consider them. Check out the total cost of usage and pay little attention to leveraging a CRM as a full on marketing solution. Don't tie in you marketing simply by "is it out of the can with my CRM" - performance in marketing matters much more than one click CRM integration. **What problems is Coevera solving and how is that benefiting you?** Managing my lead and sales process. The functionality has allowed me to be more actionable with my day to day usage and reporting. ### 13. User-friendly and functional CRM-system **Rating:** 4.0/5.0 stars **Reviewed by:** Wilhelm L. | Sales & Business Manager, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2015 **What do you like best about Coevera?** Since Pipeliner is focusing on the sales process itself, it is a great tool for our business — which is very sales-oriented. It’s so useful because the system is very user friendly and easily adapted **What do you dislike about Coevera?** More features can always be added. The email functionality works but could improve, Marketing tools can be connected but would be nice to have more integrated. **Recommendations to others considering Coevera:** If you are a salesdriven organisation I would recommend that you try it and see for yourself. **What problems is Coevera solving and how is that benefiting you?** Pipeliner CRM is the main worktool used by our sales team today. All client leads are registered, and then we have configured nine different sales steps for our business. ### 14. Pipeliner CRM has brought our sales process to life, and made it far easier to make sales. **Rating:** 5.0/5.0 stars **Reviewed by:** David T. | Vice President, Management Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2014 **What do you like best about Coevera?** Above all Pipeliner CRM is easy to use. It's design is elegant and it's simple to enter and track new opportunities. The contact management functionality is excellent and it's highly intuitive. Beyond the product, the sales support has been 2nd to none. We had dedicated support from a knowledgeable expert throughout the process which made it even more compelling for us to go with Pipeliner CRM. We're a small shop too (10 licenses) and Pipeliner CRM provided excellent service. The ability to link to LinkedIn profiles for individuals and companies makes adding a contact really easy, as well as MS Outlook integration. **What do you dislike about Coevera?** Nothing to dislike so far - the tool is easy to use, intuitive, easy to customize and is ready to go out of the box. It doesn't require a huge amount of customization. **Recommendations to others considering Coevera:** Give Pipeliner CRM serious consideration. It's got excellent functionality and is offered at a very compelling price point. If you're comparing it to other products, contact Pipeliner CRM to get a demo from their team. It's time worth investing and they're familiar with most of the major tools out there, and can give you excellent food for thought during your consideration. **What problems is Coevera solving and how is that benefiting you?** Our sales pipeline has taken off since implementing Pipeliner CRM, since we now have a common place to track and manage our sales opportunities. Our team keeps each other accountable and we're also collaborating more with our other remote offices. ### 15. User friendly and simple to use. **Rating:** 4.5/5.0 stars **Reviewed by:** Tyler W. | Sales and Marketing Operations Manager, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2015 **What do you like best about Coevera?** This CRM is very intuitive and simple to learn and use to its fullest. Our team had a very smooth transition to Pipeliner from our previous CRM from a technical learning standpoint. **What do you dislike about Coevera?** Speed and syncing can be an issue at times. **What problems is Coevera solving and how is that benefiting you?** Our team has nearly all of the capabilities that we had in SFDC, and we feel that Pipeliner provides a much greater value on price. ### 16. Pipeliner for a micro-company **Rating:** 4.5/5.0 stars **Reviewed by:** Eva-Bettina G. | Head of Operations, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2014 **What do you like best about Coevera?** Pipeliner is a great management tool (e.g. clear structure and features, cool dashboard design, very helpful online manual) – for all company sizes. For a micro-company as we are, it’s very easy and user-friendly because core-features are great and set-up is very simple. Pipeliner grows with your company’s needs step by step. Hence, it’s not overwhelming and complex from the start, as many other tools are. And that’s great for a quick kick off and to work with the flow!! We use it for contact management as well as our sales and project pipeline. **What do you dislike about Coevera?** up to now everything is fine because Pipeliner covers our needs with its core-features perfectly **What problems is Coevera solving and how is that benefiting you?** contact management in a multi-stakeholder surrounding, sales activities and project pipeline ### 17. Pipeliner Rocks! **Rating:** 5.0/5.0 stars **Reviewed by:** Jared Z. | Director of Sales, Wholesale **Reviewed Date:** December 18, 2014 **What do you like best about Coevera?** Pipeliner Rocks. Our company doubled its sales the first month we put this to use! The way it keeps track of deals allows my sales guys to flow perfectly through each step of the closing process. I LOVE IT **What do you dislike about Coevera?** The only thing to dislike is that I didn't start using it sooner. **Recommendations to others considering Coevera:** Dont wait. GET IT NOW **What problems is Coevera solving and how is that benefiting you?** A huge plus for us is the actual pipeline we use for our deals. Our sales guys can easily keep track of each phase of their closing process and now flow seamlessly in their system. ### 18. Clear and Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Jon T. | Communication Coach, Professional Training & Coaching, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2014 **What do you like best about Coevera?** Being able to move customers along the sales pipeline with a drag and drop interface. The raft of features for contacts, including social media profile connectivity. Being able to see where every one of my customers in my sales pipeline. **What do you dislike about Coevera?** This is probably an unrealistic feature request, but I'd really like to be able to display the latest email from a contact on their profile. **What problems is Coevera solving and how is that benefiting you?** Using Pipeliner is saving me time, which is vital, by being quick and reliable. ### 19. I recommend Pipeliner CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Paulo C. | CEO & Fundador, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2014 **What do you like best about Coevera?** When I started my startup I needed a CRM focused on sales and had a good view of information flows. After much searching, Pipeliner CRM showed the best sales and marketing software with interactive visualization tools which can monitor all potential customers within the sales funnel in an organized and dynamic way. All the entire sales and marketing professionals I recommend Pipeliner CRM Paulo Castello. **What do you dislike about Coevera?** until now, I have not found anything I did not like **What problems is Coevera solving and how is that benefiting you?** I'm registering all potential customers to better visualize flows ### 20. Pipeliner CRM has improved our sales funnel ten-fold. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** September 24, 2014 **What do you like best about Coevera?** I love the layout of Pipeliner, I know where my bottlenecks are and how I can more efficiently on-board potential new clients. I also love how I can integrate my email, calendar and notes from phone calls or demos. **What do you dislike about Coevera?** I have yet to find something I dislike about Pipeliner. **What problems is Coevera solving and how is that benefiting you?** We are solving our integration problems. We now know when potential clients are dropping off from the first initial contact to the contractual client step. We have used this data to better on-board and integrate potential clients. ### 21. A simple concept, executed with elegance **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2014 **What do you like best about Coevera?** I really like the Pipeliner approach to CRM. It focuses on the user, and on ensuring that the solution adds value to their day-to-day activities. **What do you dislike about Coevera?** It's hard to identify any single feature that needs significant improvement. **What problems is Coevera solving and how is that benefiting you?** The problem Pipeliner solves is the need to make the true state of the pipeline visible to every level in the organisation - from the individual sales person to the head of the sales function. ### 22. Excellent Tool For Sale Pipline **Rating:** 5.0/5.0 stars **Reviewed by:** Philip P. | Director | Senior Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 04, 2014 **What do you like best about Coevera?** Being able to simply see the Pipeline for all regions and sales team members and get accurate report data. The fact that it is focused on the sales process first will really suit those companies and individuals where this is most important. The interface and controls are simple to use and easily grasped by even the most ardent luddite sales person. **What do you dislike about Coevera?** Not really a dislike but it will suit some companies and individuals better than others, so do the homework first as to the end user needs. **Recommendations to others considering Coevera:** Try it - it's a great tool and could well encourage your Sales Teams to be more proactive at using a CRM solution. **What problems is Coevera solving and how is that benefiting you?** Clarified and simple way to track leads to completed / lost sale and to provide great analysis on sales process. ### 23. A brilliant Pipeline Management tool **Rating:** 5.0/5.0 stars **Reviewed by:** Dominic H. | Marketing Communications Executive, E-Learning, Small-Business (50 or fewer emp.) **Reviewed Date:** February 04, 2014 **What do you like best about Coevera?** Its brilliantly easy to use and to navigate through, I love being able to see everyones pipeline in one screen and not having troll through page after to page or generate various reports. It's all there for you and sales people actually use it. **What do you dislike about Coevera?** This is my first experience of using any Pipeline management tool and I can't think of anything I dislike about it... **What problems is Coevera solving and how is that benefiting you?** Providing the sales team with a simple way to track their own progress and to providing the CEO with accurate reporting so he/she can run the business. ### 24. Excellent support and expertise by their team - recommended **Rating:** 5.0/5.0 stars **Reviewed by:** Ben O. | Digital Marketing Manager, Glass, Ceramics & Concrete, Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2014 **What do you like best about Coevera?** The platform is great however it's the support and expertise that have really made me feel that it was the right choice. **What do you dislike about Coevera?** I dislike having to start a new CRM system... transferring data and learning new tricks is a real pain however it's been worth it. **What problems is Coevera solving and how is that benefiting you?** We do a lot of lead generation on LinkedIn (as part of our communities team) and we need to be able to get visibility of the sales processes / prospects when we communicate with people. This helps to do that. ### 25. The most salesperson friendly pipeline management solution on the market. **Rating:** 5.0/5.0 stars **Reviewed by:** Owen A. | Managing Director, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2014 **What do you like best about Coevera?** This is a product designed to aid the sales process first and provide management reporting second. Sales people love it. CEOs and Sales Directors love it because their people actually use it and the data they see is clear, concise and accurate. Everyone wins. **What do you dislike about Coevera?** Nothing. It just needs more people to know about it. **What problems is Coevera solving and how is that benefiting you?** Providing the sales team with a simple way to track their own progress. Providing the CEO with accurate reporting so he/she can run the business. ### 26. Very solid product - Mobile apps for Android and iPhone are excellent **Rating:** 5.0/5.0 stars **Reviewed by:** Omar S. | Product Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2014 **What do you like best about Coevera?** Pipeliner is an excellent CRM system. It was easy to pick up and start using straight away. The mobile apps for Android and iPhone are first-rate and provide great access while on-the-go. **What do you dislike about Coevera?** No complaints so far. So far it suits our needs perfectly. **What problems is Coevera solving and how is that benefiting you?** The mobile apps in particular have already been a massive help, offering accessibility that we just didn't have with previous tools we've tried. ### 27. Simply a great and easy to use product which supports salespeople and salesmanagemt **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software **Reviewed Date:** January 31, 2014 **What do you like best about Coevera?** The real approach of pipeline management results in best support for sales people in their daily work. **What do you dislike about Coevera?** E-Mail support is still missing, Nevertheless the Outlook interface solves this issue **Recommendations to others considering Coevera:** Just try it and use pipeliner support helping to set it up meeting your requirements **What problems is Coevera solving and how is that benefiting you?** Leading a sales team with a big need of transparency in our sales pipeline. pipeliner gives us a permanent overall view on our business and risks within seconds ### 28. CRM for Generation Y **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2014 **What do you like best about Coevera?** Pipeliner is very innovative and built for the generation of sales teams to respond positively. It allows you to visualize your sales pipeline, motivates sales teams as they are able to see others' progress, as well as tracks my own progress in a visual manner with the circle graph. **What do you dislike about Coevera?** I wish that Pipeliner had a plugin into all my platforms. I use a multitude and to be able to share this would be beneficial to my team and others. **What problems is Coevera solving and how is that benefiting you?** I am utilizing Pipeliner sales to better connect with my business contacts. What I have seen are greater results, starting with my team, our work, as well as reports. ### 29. Pipeliner, is a Customer Relation Management (CRM) intuitive-graphic system that has it's own radar **Rating:** 4.5/5.0 stars **Reviewed by:** Carlos C. | Digital Marketing Consultant, Marketing and Advertising **Reviewed Date:** January 30, 2014 **What do you like best about Coevera?** how easy is to see the sales process and quickly find all people involved on it **What do you dislike about Coevera?** I can't think of anything I dislike because I get the efficient-easy rto use CRM software i need **What problems is Coevera solving and how is that benefiting you?** sales efficiency. accomplish better sales goals ### 30. Pipeliner is Incredible **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2014 **What do you like best about Coevera?** It is highly visible and customizable to any of by team's needs **What do you dislike about Coevera?** It's really the best CRM I've used thus far **What problems is Coevera solving and how is that benefiting you?** Customizing it to different departments, which we were unable to do before ## 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?page=10&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-07-19+16%3A02%3A48+-0500&secure%5Bsession_id%5D=cbccbad6-6c53-4513-8eb4-3eecec5f3363&secure%5Btoken%5D=89ded857eba5df821cf96e6c8d08c429a87865118794877423597cf70528c264&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 (24,669 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,270 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,834 reviews)