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

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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

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

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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 Plastics

Enterprise (> 1000 emp.)

4/27/2022

"the way we use it is probably not optimized but this way it is not efficient"

3/5

What do you like best about Coevera?

The lead control is great and keeps track of loose ideas. Also the permanent portfolio overview helps Review collected by and hosted on G2.com.

What do you dislike about Coevera?

multiple inserts of company details and inflexibility of adjustment of the system to certain needs Review collected by and hosted on G2.com.

Verified User in Industrial Automation

Mid-Market (51-1000 emp.)

5/24/2022

"Great platform and has lots of features!"

4.5/5

What do you like best about Coevera?

Has many features that help group clients and contacts together to keep track of engagements and campaigns. Many additional modules to connect to external applications to make life easy. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

Certain filtering functions do not allow enough advanced customization to select the information you would like to see, worked with Pipeliner support and these features may be added in future releases. Review collected by and hosted on G2.com.

Shemmy K.

IT Manager

Mid-Market (51-1000 emp.)

1/19/2022

"Best CRM"

5/5

What do you like best about Coevera?

Pipeliner CRM is straightforward to understand; no ingenuity skills are required to operate. The best part for me is its user-friendly interface and easy to integrate. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

It is not a dislike. It's just a request that the team concerned with user requests to make changes, to be worked upon that the changes for the recommendations be implemented fast. Review collected by and hosted on G2.com.

Verified User in Construction

Small-Business (50 or fewer emp.)

3/11/2022

"What you love, you use. Our staff is fully onboard!"

4/5

What do you like best about Coevera?

The UI is engaging. Easy drag and drop features to move Opportunities through the sales pipeline. Sleek visualization enabled our staff to buy-in quickly. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

Occasionally, this web-based software will freeze or run extremely slow. When it stops functioning, we are unable to work. Pipeliner is essential to our daily processes and this creates high frustration among our staff. Review collected by and hosted on G2.com.

Verified User in Construction

Small-Business (50 or fewer emp.)

3/11/2022

"Immediate ROI – don’t need a full-time CRM expert"

4.5/5

What do you like best about Coevera?

The admin portal makes complexity simple. Pipeliner is easy to design. No need to pay a software provider’s developers for customization. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

Account Fields do not allow data to autofill user-defined Contact fields. Using the Desktop Hybrid version this basic field titled “type” was able to populate from accounts to contacts. When Pipeliner removed the Hybrid version, they also removed this functionality. Double entry is now necessary. In general, Pipeliner tries to reduce repetitive tasks. They dropped the ball on this one. Review collected by and hosted on G2.com.

Verified User in Plastics

Mid-Market (51-1000 emp.)

5/30/2022

"It’s very helpful in keeping the overview"

3.5/5

What do you like best about Coevera?

Account/Customer Management. Being able to keep an overview over all my customers/all the customers Our Company has. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

When creating activities in the accounts, it would be nice to see the dates of the activities in the overview rather than the time they were created. Review collected by and hosted on G2.com.

Verified User in Industrial Automation

Mid-Market (51-1000 emp.)

5/27/2022

"Easy to use, plenty of support, essential to our business"

5/5

What do you like best about Coevera?

Account and contract management. Great way to schedule activities and followups. Customizable forms, and fields have been very helpful. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

Reporting flexibility has been hard to implement. Forecasting and quotas don't graphically update. Review collected by and hosted on G2.com.

Verified User in Industrial Automation

Mid-Market (51-1000 emp.)

5/24/2022

"Pipeliner CRM Review"

3.5/5

What do you like best about Coevera?

Pipeliner has a very intuitive user interface Review collected by and hosted on G2.com.

What do you dislike about Coevera?

The reporting system isn't as intuitive as I would like. I would also like better SharePoint integration. Review collected by and hosted on G2.com.

Verified User in Construction

Small-Business (50 or fewer emp.)

3/11/2022

"Pipeliner CRM - Powerful and Customizable"

3.5/5

What do you like best about Coevera?

Pipeliner is designed to increase profitability and support sales on every level. Pipeliner enables us to track sales opportunities and close deals! Robust reporting features direct our attention towards Hot Jobs and Key Accounts helping our Outside Sales reps to prioritize their territory visits. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

Search results are not in alphabetical order. The Pipeliner team prides themselves on simplicity and efficiency but surprisingly allows this daily frustration for their users. Review collected by and hosted on G2.com.

Jean François S.

Project Management Advisor

Small-Business (50 or fewer emp.)

9/23/2019

"Pipeliner CRM VISUALIZED YOUR SALES PROCESS"

5/5

What do you like best about Coevera?

Pipeliner CRM is a tool for sales visualization. easy to use. it allows marketing and commercial function to be aligned. it allows the sales Managers to make a follow-up of sales Rep and team sales. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

it is difficult at this stage to say what we dislike about Pipeliner CRM. It is a wonderful tool so far. Review collected by and hosted on G2.com.

Recommendations to others considering Coevera:

PipelinerCRM is the must-have sales tool for salespeople and Sales Management Review collected by and hosted on G2.com.

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

Pipeliner CRM solves problems like Instant Sales visualization, a very intuitive interface, and accurate reports of Sales activities. Review collected by and hosted on G2.com.