Coevera Pros and Cons: Top 5 Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users praise Coevera for its user-friendly interface, making navigation and task management easy and efficient. (13 mentions)

Users appreciate easy tracking of deals in Pipeliner CRM, enhancing their sales process understanding and efficiency. (7 mentions)

Users value the ease of use and flexibility of Coevera, enhancing productivity and streamlining lead generation effectively. (7 mentions)

Users appreciate the user-friendly interface of Coevera, making navigation and setup easy and intuitive. (7 mentions)

Users value the user-friendly interface of Coevera, making navigation simple for everyone regardless of technical skill. (6 mentions)

Users find the limited advanced customization options restrictive, particularly for complex workflows and deep analytics. (6 mentions)

Users find the high cost of Coevera to be a significant barrier, especially for small businesses on a budget. (5 mentions)

Users find the complexity of Coevera's features and customization options challenging, especially for larger organizations. (4 mentions)

Users experience integration issues with Coevera, limiting compatibility with other tools and affecting overall efficiency. (3 mentions)

Users experience a steep learning curve initially due to the complexity of features and customization options. (3 mentions)

5 Pros or Advantages of Coevera

1. Ease of Use

Users praise Coevera for its user-friendly interface, making navigation and task management easy and efficient.

See 13 mentions

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Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Totally Customizable CRM That Does So Much More"

What do you like 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 th

Sanket P.

Small-Business (50 or fewer emp.)

5.0/5

"Intuitive, Visual CRM That Simplifies Sales Management"

What do you like 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

2. Easy Tracking

Users appreciate easy tracking of deals in Pipeliner CRM, enhancing their sales process understanding and efficiency.

See 7 mentions

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Sanket P.

Small-Business (50 or fewer emp.)

5.0/5

"Intuitive, Visual CRM That Simplifies Sales Management"

What do you like 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

Sanjuktha B.

Small-Business (50 or fewer emp.)

1.5/5

"Needs Better Scalability and Document Management for Large Organizations"

What do you like 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

3. Helpful

Users value the ease of use and flexibility of Coevera, enhancing productivity and streamlining lead generation effectively.

See 7 mentions

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Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Totally Customizable CRM That Does So Much More"

What do you like 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 th

Sanket P.

Small-Business (50 or fewer emp.)

5.0/5

"Intuitive, Visual CRM That Simplifies Sales Management"

What do you like 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

4. User Interface

Users appreciate the user-friendly interface of Coevera, making navigation and setup easy and intuitive.

See 7 mentions

See Related User Reviews

Sanket P.

Small-Business (50 or fewer emp.)

5.0/5

"Intuitive, Visual CRM That Simplifies Sales Management"

What do you like 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

Verified User

Mid-Market (51-1000 emp.)

4.5/5

"A clear visibility platform for smart sales"

What do you like about Coevera?

Is easy to learn and use in such that it user friendly interface that makes it easier to navigate

5. User-Friendly

Users value the user-friendly interface of Coevera, making navigation simple for everyone regardless of technical skill.

See 6 mentions

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Sanket P.

Small-Business (50 or fewer emp.)

5.0/5

"Intuitive, Visual CRM That Simplifies Sales Management"

What do you like 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

Verified User

Mid-Market (51-1000 emp.)

4.5/5

"A clear visibility platform for smart sales"

What do you like about Coevera?

Is easy to learn and use in such that it user friendly interface that makes it easier to navigate

5 Cons or Disadvantages of Coevera

1. Limited Customization

Users find the limited advanced customization options restrictive, particularly for complex workflows and deep analytics.

See 6 mentions

See Related User Reviews

Sanket P.

Small-Business (50 or fewer emp.)

5.0/5

"Intuitive, Visual CRM That Simplifies Sales Management"

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 reporti

Verified User

Mid-Market (51-1000 emp.)

4.5/5

"A powerful visual CRM solution"

What do you dislike about Coevera?

Some of it advanced tool for customization options that are not intuitive immediately

2. Expensive

Users find the high cost of Coevera to be a significant barrier, especially for small businesses on a budget.

See 5 mentions

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Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Totally Customizable CRM That Does So Much More"

What do you dislike about Coevera?

The cost is a bit steep, but it's easy to add or remove licenses.

Verified User

Mid-Market (51-1000 emp.)

4.5/5

"A clear visibility platform for smart sales"

What do you dislike about Coevera?

The high cost that is relatively expensive especially for small businesses

3. Complexity

Users find the complexity of Coevera's features and customization options challenging, especially for larger organizations.

See 4 mentions

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Sanket P.

Small-Business (50 or fewer emp.)

5.0/5

"Intuitive, Visual CRM That Simplifies Sales Management"

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 reporti

Sanjuktha B.

Small-Business (50 or fewer emp.)

1.5/5

"Needs Better Scalability and Document Management for Large Organizations"

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 docum

4. Integration Issues

Users experience integration issues with Coevera, limiting compatibility with other tools and affecting overall efficiency.

See 3 mentions

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Verified User

Mid-Market (51-1000 emp.)

5.0/5

"Boost your sales pipeline with pipeliner"

What do you dislike about Coevera?

It limited integration with other tools and apps

Anthony R.

Small-Business (50 or fewer emp.)

4.0/5

"A Visual and User-Friendly CRM That Keeps Teams Organized"

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

5. Learning Curve

Users experience a steep learning curve initially due to the complexity of features and customization options.

See 3 mentions

See Related User Reviews

Nihar Ranjan M.

Small-Business (50 or fewer emp.)

4.0/5

"Clear Visual Pipeline Makes Sales Tracking Effortless"

What do you dislike about Coevera?

Some features feel a bit complex at first, and customizing certain views can take more time than expected.

Mpho S.

Mid-Market (51-1000 emp.)

5.0/5

"User-friendly and efficient CRM tool"

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 m

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Verified User in Telecommunications

Mid-Market (51-1000 emp.)

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.

Caylee F.

Small-Business (50 or fewer emp.)

6/6/2023

"Pipeliner is an awesome CRM system to help me manage my business."

5/5

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! Review collected by and hosted on G2.com.

What do you dislike about Coevera?

There is no real insight into how to create custom reports for specific needs Review collected by and hosted on G2.com.

DJ C.

Sales Director, Sales Delivery at JumpCrew

Mid-Market (51-1000 emp.)

6/2/2023

"Amazingly User Friendly!"

5/5

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Anthony E.

Small-Business (50 or fewer emp.)

6/6/2023

"Great tool for managing prospect flow"

5/5

What do you like best about Coevera?

The UI is seamless, automation and AI included, easily track potential customers Review collected by and hosted on G2.com.

What do you dislike about Coevera?

Nothing that I can think of. Pipeliner has helped make my team more efficient Review collected by and hosted on G2.com.

Mike M.

QuickBooks Hosting

Small-Business (50 or fewer emp.)

4/6/2023

"Basic but Solid CRM"

3.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Stuart E.

Director of Marketing

Mid-Market (51-1000 emp.)

10/11/2022

"Great features and very customisable"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

Nothing really not for us to like at this point. Review collected by and hosted on G2.com.