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

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

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

See Related User Reviews

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

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 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

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

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

See Related User Reviews

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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Luke S.

Mid-Market (51-1000 emp.)

10/14/2020

"Advanced CRM with a great user experience and great support"

5/5

What do you like best about Coevera?

Pipeliner has helped us gain visibility into our sales process which has lead to improvements. We like how we can tailor the system to our business needs. The support team is always very responsive and helps answer any questions we have. Pipeliner is constantly adding new features which helps our sales department advance/improve. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

We don't currently have any dislikes. Any time a challenge has come up, the support team has jumped in to help right away. Review collected by and hosted on G2.com.

Recommendations to others considering Coevera:

We have been more than satisfied with Pipeliner and highly recommend the program. The system has an enormous amount of capabilities yet maintains a simple user experience. Pipeliner is constantly enhancing the system and adding elements such as sales automation and sales enablement. The Pipeliner support team has been a great resource and provided valuable insights to improve our sales department. Review collected by and hosted on G2.com.

What problems is Coevera solving and how is that benefiting you?

The flexible reporting capabilities have helped us improve tracking for various sales initiatives. This resulted in improved efficiency and quality. We can now identify the right time to coach the sales reps. We have also started using the automation features to reduce the time it takes our sales reps to send out agreements among other things. The time reduction will help us increase sales revenue without adding additional sales people. Review collected by and hosted on G2.com.

Response from John Golden of Coevera

edit

Thank you, Luke, we love working with customers like you who really get the best out of the system.

See how Coevera improved

Verified User in Construction

Small-Business (50 or fewer emp.)

3/18/2022

"Engagement and Focus. Pipeliner provides exceptional insight"

4/5

What do you like best about Coevera?

The training options are numerous and easily understood. Great video (Pipeliner Academy), articles (Online Help Center), and points of clarity in each section (Application Tour). Pipeliner makes it fun to learn. A lot of thought went into helping users become power users. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

The search feature is not strong. I can't search on Feeds or Notes. The search results for contacts, accounts, opportunities are not in alphabetical order. Surprisingly, Pipeliner expects users to scroll through pages of results to find the item in search results. Review collected by and hosted on G2.com.

What problems is Coevera solving and how is that benefiting you?

We were looking for a way to share company contacts for our entire company. Prior to implementing a CRM, each employee kept track of their contacts individually in Outlook. Some people used Excel spreadsheets. It was a mess. Now, we sync all company contacts to each employee's Outlook. We make changes in one location, Pipeliner, and this flows through to everyone's Outlook. Review collected by and hosted on G2.com.

Verified User in Construction

Small-Business (50 or fewer emp.)

3/18/2022

"Let us show off! Pipeliner impresses the Companies we represent"

4.5/5

What do you like best about Coevera?

We represent multiple companies and their product lines. The manufacturers that we rep want to know they have a highly engaged proponent. Providing a Pipeliner presentation communicates how well they are being represented. They are impressed with how we easily forecast sales, focus on the most profitable sales, and track our (and our competitors’) wins and losses. Not only do our sales numbers confirm this, but also the Pipeliner software we use to manage our sales and customer relationships. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

Pipeliner says it put the “R” back into CRM. The technical support team responds quickly and is extremely helpful. The account management team does not follow up with our unresolved issues. Review collected by and hosted on G2.com.

Emmanuel Alex P.

Wash Sales Manager

Small-Business (50 or fewer emp.)

1/6/2021

"The Future Of CRM-PIPELINER"

5/5

What do you like best about Coevera?

Pipeliner CRM is very flexible and easy to work with, data taking is at its finest, its integration to other major software like excel is very important for business and it aids in the monitoring of the core work process. One characteristic feature is it is very easy to learn without all-embracing training. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

.Voice prompts for task reminders

2.Better marketing features Review collected by and hosted on G2.com.

Verified User in Industrial Automation

Mid-Market (51-1000 emp.)

5/23/2022

"Powerful CRM"

4.5/5

What do you like best about Coevera?

Very intuitive interface for account, contact, and opportunity tracking out of the box. Powerful API for interfacing with our ERP system. Responsive to feature and issue requests. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

Billing can be unclear as to which features are included for which user levels. Have hit barriers with the reporting tool. Review collected by and hosted on G2.com.

What problems is Coevera solving and how is that benefiting you?

Provides company-wide visibility into Account information and history in order to provide our Accounts a better experience. Establish clear Ownership, Action items, and Next Steps to Accounts, Contacts, and Opportunities. Provide a clear method to triage new Website and other external leads and integrate them into the Sales Workflow. Review collected by and hosted on G2.com.

Sarah B.

Sales and Growth Operations

Mid-Market (51-1000 emp.)

11/18/2021

"Easy to use"

5/5

What do you like best about Coevera?

The best part of Pipeliner is the fact that I don't need to be an engineer to make changes to my instance of Pipeliner. I can create fields that make sense for my business. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

I don't dislike anything per se, but it would be nice if Pipeliner had a function to export an opportunity record into a PowerPoint presentation. Overall it's obvious Pipeliner listens to its user base. Review collected by and hosted on G2.com.

Sharry Karisa M.

Founder

Small-Business (50 or fewer emp.)

11/25/2021

"Pipeliner CRM Winner"

5/5

What do you like best about Coevera?

It is very easy to use and you can also make any changes to your pipeline without having any problems. They also have a very attractive user interface very good graphics that will make you always prefer Pipeliner. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

The support team should work towards listening to the customer needs and addressing them appropriately so that they can ensure a smooth experience for their customers throughout their usage of the platform. Review collected by and hosted on G2.com.

Response from John Golden of Coevera

edit

Thanks, Sharry - we are glad you mentioned how easy Pipeliner is to adapt to your needs.

Eduardo P.

Director of Operations

Mid-Market (51-1000 emp.)

11/18/2021

"Great tool - Amazing support"

5/5

What do you like best about Coevera?

The simplicity of configuration options and easy to interact interface. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

The fact that new addons are presenting, making you believe that those are enhancements, just to realize later there is a license cost associated with it. That was the case with projects and email sequencing. As I manage the independent users from our franchise system, this caused many disappointments with our clients. Review collected by and hosted on G2.com.

Igor E.

Area Sales Manager

Mid-Market (51-1000 emp.)

5/23/2022

"Pipeliner is a good help in daily business"

5/5

What do you like best about Coevera?

Best of all: all accounts, contacts, and opportunities are linked in one program. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

Sometimes it takes too many steps to create an analysis. Review collected by and hosted on G2.com.

Verified User in Packaging and Containers

Enterprise (> 1000 emp.)

4/25/2022

"Very good CRM system"

5/5

What do you like best about Coevera?

Task Management is a very good help in everyday sales management to avoid forgetting any open tasks or leads to qualify. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

Evaluations and diagram creation is not very easy. Review collected by and hosted on G2.com.