Coevera Reviews & Product Details

Coevera is an AI-powered CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers: companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, the company has built sales software since 2011. Its promise today: a sales process that is visible, teachable and repeatable. The platform is industry-agnostic; historically, its strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Frontline managers coach from a pipeline that reflects what is actually happening. Sellers use it because the pipeline is visual and the next step is obvious. A CRM your team actually adopts: visual pipeline management with drag-and-drop deals and Kanban, list, chart and bubble views gives sellers clarity at a glance, with a short learning curve; a map view is available as an add-on. Onboarding a new user takes about two hours. Implementation runs about four weeks. See the whole buying committee, not just the contact: buying centers and relationship maps show who influences the deal, who is blocking it and where the relationship is thin, the detail that decides complex, multi-stakeholder sales. Your sales process, enforced where the work happens: guided selling puts your stages, required activities and qualification criteria in front of the seller in the flow of work, so the process is followed rather than documented. That is what makes a forecast defensible. AI that collaborates, not just automates: Voyager AI shows its reasoning, asks before it acts and learns when corrected. Voyager 1 is included in every edition; Voyager 2 agents, including one that gives contextual guidance on next steps inside a deal, are a paid add-on that runs on credits, with a free monthly allowance. MCP Server support connects Coevera to compatible AI assistants. Coaching built into the deal: more than 1,600 Sales POP! episodes power the Voyager 2 Real Time Sales Assistant, which surfaces relevant expertise when a seller needs it. No-code automation your own team owns: Automatizer lets sales operations build and change multi-step workflows without a full-time administrator. It is included in the Enterprise edition (25 processes a month) and the Unlimited edition (100 processes a month) and is available as an add-on for Business. Reporting and forecasting included: dashboards, pipeline analytics and forecasting are built in, with no separate BI license. The BI Feeder add-on exports raw data to Tableau, Power BI and other tools. A total cost of ownership you can model: transparent per-user pricing, no six-figure implementation and no administrator headcount to fund year after year. Three editions at $85, $115 and $150 per user per month, billed annually.

Seller

Pipelinersales Corporation

Discussions

Coevera Community

Languages Supported

German, English, Italian, Spanish

Solution Type

All-in-One

Used by Right On Interactive and 2 others

Beta

Pricing

Pricing provided by Coevera.

Business

$85.00

1 User

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AI Workflows

See how people combine Coevera with AI tools to solve real work problems. Each Blueprint is a reusable, step-by-step workflow you can adapt for your team.

Blueprint ·

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Coevera Integrations

(5)

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Coevera Reviews FAQs

Generated using AI

Last updated: Nov 01, 2026

What is Coevera, and what problem is it built to solve?

Coevera is an AI-powered CRM framed around bringing people and technology together. Its description does not specify a more particular business problem it is designed to solve.

What languages does Coevera support?

Coevera supports 4 languages: English, German, Italian, and Spanish.

What company sizes and industries is Coevera the best fit for?

Coevera’s reviewer-reported customer base is concentrated among small businesses and mid-market organizations, with enterprise users represented as well. The industries that appear most often include:

Company size: Small businesses and mid-market organizations, with enterprise organizations also represented.
Technology and software: Computer software and information technology services.
Construction and industrial sectors: Construction and industrial automation.
Professional and financial services: Accounting, management consulting, banking, and financial services.
Telecommunications: Telecommunications businesses.

How long does it take to implement Coevera across a team?

Implementation timelines vary, but going live in under a month is the most common reported range. Rollouts can also be very quick or take several months, depending on the project.

Time to go live	Relative frequency
Under 1 month	Most common
Under 1 day	Also reported
1–3 months	Also reported
3–6 months	Less common
6–12 months or over 12 months	Less common

What customer support options does Coevera provide, and how do users find the overall support experience?

Coevera provides direct support through phone and chat, alongside self-service help in its knowledge base. The support experience is often described as helpful and responsive, though some users have encountered delays or felt that follow-up on unresolved issues could be better.

What is the experience like for teams switching to Coevera from another tool?

Teams have moved to Coevera from CRMs such as Salesforce, Pipedrive, HubSpot, and Sage CRM, as well as from spreadsheets and older systems. The change is often motivated by a desire for a more visual sales pipeline, easier customization, simpler day-to-day use, or better reporting; some teams also value mobile or offline access. Setup can be straightforward, though configuring the system or migrating data may take more work.

What tools and platforms does Coevera integrate with, and how do these integrations help users get more value from the product?

Coevera offers 5 integrations across email and calendar, AI assistance, and file collaboration. They include:

Email and calendar: Boomerang for Gmail, Google Workspace, and Microsoft Outlook.
AI assistance: Claude.
File collaboration: Nextcloud.

In daily use, email and calendar connections can help bring customer communications and activity into the CRM, reducing the need to switch between tools. The range covers several common workflows, though the experience of connecting systems can vary.

What features or capabilities could make Coevera even more useful?

The most useful improvements would make it easier to find information, get the right insight from reports, and connect Coevera with other tools. Users would benefit from:

More capable search, with clearer and better-organized results.
More flexible reporting and deeper analytics for custom needs.
Smoother integrations with email, calendars, and other business systems.
A more consistent mobile experience, including improved synchronization.

How useful do Coevera users find its AI features in everyday use?

Coevera’s listed AI capabilities span sales decision support and content assistance:

Sales decision support: AI Sales Assistant, predictive analytics, lead scoring, and alerts and notifications.
Content assistance: AI text generation, text summarization, and writing assistance.

In everyday use, the clearest value is as an aid to sales decisions: helping users assess opportunities, prioritize leads, and anticipate what may need attention. Users describe AI as useful support for forecasting and decision-making, though the day-to-day experience is not consistently detailed across workflows.

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Verified User in Construction

Small-Business (50 or fewer emp.)

Originally submitted 3/23/2022

"Influencer mapping among our contracts"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Market Research

Small-Business (50 or fewer emp.)

1/12/2024

"Cannot recommend"

1.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Akshay K.

Digital Marketing Strategist

Small-Business (50 or fewer emp.)

3/16/2024

"Better experience of CRM"

5/5

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 ... Review collected by and hosted on G2.com.

What do you dislike about Coevera?

can improve the experience and the feature of it Review collected by and hosted on G2.com.

Verified User in Business Supplies and Equipment

Small-Business (50 or fewer emp.)

Originally submitted 7/22/2019

"A Dynamic sales force at your fingertips"

5/5

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 Review collected by and hosted on G2.com.

What do you dislike about Coevera?

There is nothing to dislike, pipeliner is pure genius Review collected by and hosted on G2.com.

Recommendations to others considering Coevera:

The best, the easiest and safest for any business. Sign up today, for an increased revenue tomorrow. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Executive Office

Mid-Market (51-1000 emp.)

6/5/2023

"Best Alternative to Salesforce & HubSpot"

5/5

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. Review collected by and hosted on G2.com.

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 Salesforce. By far the best value per seat. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Jesse K.

Mid-Market (51-1000 emp.)

6/6/2023

"Love Pipeliner"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Aga I.

Mid-Market (51-1000 emp.)

5/3/2023

"User friendly and easy to use"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Telecommunications

Mid-Market (51-1000 emp.)

Originally submitted 5/30/2023

"Pipeliner Makes Tracking Opps Easy!"

5/5

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 everyone kept up with qualifying tasks along the way. Review collected by and hosted on G2.com.

Shradha G.

Mid-Market (51-1000 emp.)

7/11/2023

"Helps in Increasing the value and volume of customer and Increase Sales"

4.5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

Its integration with the third-party system is complex with limited features. Review collected by and hosted on G2.com.