--- 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: '2026-07-23' 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. Pipeliner CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Fadel A. | Chief Technology Officer, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 12, 2019 **What do you like best about Coevera?** Easy to use, visual interface, pipeline management **What do you dislike about Coevera?** Till this moment Pipeliner CRM covers the needs **What problems is Coevera solving and how is that benefiting you?** Managing the pipline ### 2. Excellent **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2019 **What do you like best about Coevera?** Improving access to customer knowledge across department **What do you dislike about Coevera?** Since it used to simplify work,a number of job will be cut hence unemployment **Recommendations to others considering Coevera:** PIPELINER CRM IS THE BEST,USE IT FOR BETTER RESULTS **What problems is Coevera solving and how is that benefiting you?** Building loyalty through improved customer relationship,Reduced administrative time,Fewer error and lower costs ### 3. A great piece of work for salespeople **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** September 04, 2019 **What do you like best about Coevera?** Pipeliner CRM allows you to secure your data even f you are offline. **What do you dislike about Coevera?** There are none. I tried and thought a lot but I could not find any problems. **What problems is Coevera solving and how is that benefiting you?** Now my work takes into account broader aspects of sales and utilize the sales tools provided by Pipeliner CRM to make my work more efficient and effective. ### 4. Software worked decently, billing is staffed by Scammers **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2018 **What do you like best about Coevera?** Contacts, Accounts, and the pipeline flow was great. Generally speaking, I was able to get it going. **What do you dislike about Coevera?** Billing, Customer Service, and generally lack of organization on Pipeliner's end. Product didn't track column dates in the ways we needed, the audit reporting being integrated into the reports would of been preferred. Activities were useless. The document tab is a scam for money and they have a paywall if you use too much space (We hit that paywall on projects alone, we didn't even save many documents!!) **Recommendations to others considering Coevera:** The product is not bad, their business practices are poor. Avoid at all costs. **What problems is Coevera solving and how is that benefiting you?** We eventually moved on to an integrated suite, at first - we spoke with them on having a year for legacy purposes. Unfortunately, a year later, the renewal came by and they wanted me to pay for another renewal because we didn't send them anything in writing! I tried repeatedly to communicate this to their incompetent billing team and CC'd my sales rep. The sales rep went silent and offered no response. As of now, they want to scam me for another year by threatening me with "collections". **Official Response from John Golden:** > Thank you for your feedback, we are always looking to continuously improve our processes and customer experience. We will review this internally to see what we can learn. We certainly regret that this was your experience and hopefully, although you have moved on to a different solution, it will help guide us on our quest to provide exceptional customer service. If you would ever like to discuss your experiences directly with me I would welcome the opportunity. ### 5. Pipeliner CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2019 **What do you like best about Coevera?** Technology trends in sales -Pipeliner crm **What do you dislike about Coevera?** The Support team delays sometimes when help is urgently needed **Recommendations to others considering Coevera:** Pipeliner is agreat Sales management tool **What problems is Coevera solving and how is that benefiting you?** Great tool for sales management. Everything is nicely organized on the home screen ### 6. Great CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Textiles | Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2019 **What do you like best about Coevera?** The Pipeliner CRM mobile app is a great app with easy navigation and well designed with great features that makes surfing as simple as possible. **What do you dislike about Coevera?** Nothing that is discouraging yet, I'm loving every bit of it for now. **What problems is Coevera solving and how is that benefiting you?** The appropriate management of my sales. ### 7. It has been a great experience, quite exposing and educative. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2019 **What do you like best about Coevera?** CRM is visually stimulating and helps to simplify the sales process by effective tracking of sales and sales records. **What do you dislike about Coevera?** Not too appropriate for Pharmacy sales team **Recommendations to others considering Coevera:** Its a good product and simple to use with benefits tied to improvement in sales. **What problems is Coevera solving and how is that benefiting you?** None Yet ### 8. Pipelined CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2019 **What do you like best about Coevera?** It is very simple to use and very simple to navigate **What do you dislike about Coevera?** So far no comments because it doing well **Recommendations to others considering Coevera:** Pipelined Crm is the best sale management tool I recommend other people to use it. **What problems is Coevera solving and how is that benefiting you?** Lead generate, so far I have experience positive impact ### 9. perfect **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2019 **What do you like best about Coevera?** i like all the pipeliner CRM product, and i see a bigger project ahead. **What do you dislike about Coevera?** i dislike none of the pipeliner CRM product. all the products are very good. **What problems is Coevera solving and how is that benefiting you?** i used pipeliner CRM for sales. ### 10. Experience Gained **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** July 23, 2019 **What do you like best about Coevera?** Pipeliner CRM has helped me to understand more about sales by opening my eyes to challenges faced by salespeople and how to solve them. Most importantly, Pipeliner CRM is easy to use, navigate and forecast sales targets. **What do you dislike about Coevera?** Everything is fine for now, though there is always room for improvement **Recommendations to others considering Coevera:** Pipeline CRM is a great tool in Sales **What problems is Coevera solving and how is that benefiting you?** As a sales person, I first need a positive mindset to drive results ### 11. Learnt a new way of handling sales **Rating:** 5.0/5.0 stars **Reviewed by:** Ejura Tamara A. | Miss, Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2019 **What do you like best about Coevera?** The tutors were Nice and approachable. Effective tutoring and listening. The excitement of learning about a new work tool. **What do you dislike about Coevera?** Bulky materials with little time to go through it. **Recommendations to others considering Coevera:** Pipeliner CRM is the ideal tool. **What problems is Coevera solving and how is that benefiting you?** Giving sales people an effective work tool. It is user friendly. ### 12. Pipeliner CRM is simpler to use than other versions of CRM. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2019 **What do you like best about Coevera?** Simplified navigation, understandable visual nature, and ease of use **What do you dislike about Coevera?** Nothing order than the pricing, which I think could be lesser **Recommendations to others considering Coevera:** Pipeliner CRM is the appropriate CRM software for modern sales representatives and managers. **What problems is Coevera solving and how is that benefiting you?** Better and faster closing ### 13. Navigation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2019 **What do you like best about Coevera?** The easy access to the frame without necessarily scrolling and searching for Manu. **What do you dislike about Coevera?** Sometimes it seems confusing and frustrating. **What problems is Coevera solving and how is that benefiting you?** Managing people and technology that's making me a good sales manager ### 14. Pipeliner CRM is the best **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2019 **What do you like best about Coevera?** I mut say i like its usability, its easy to use and also user friendly Gamification Its a software that supports sales **What do you dislike about Coevera?** The software has been serving its puepose effectively and efficiently, There is absolutly nothing i dislike about Pipeliner CRM **What problems is Coevera solving and how is that benefiting you?** Its an app that was built to support sales its been highly effective when it comes to to sales support ### 15. PIPELINER EXPERIENCE **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2019 **What do you like best about Coevera?** The artificial intellingence(AI) built in as this helps to give insights to sales people **What do you dislike about Coevera?** I think everything has been very fine up to this stage and it has been a beautiful experince **Recommendations to others considering Coevera:** Its one the best in the industry with far better functionalities **What problems is Coevera solving and how is that benefiting you?** Ability to manage leads and close sales effectively ### 16. My skill set and ideas base have been increased **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2019 **What do you like best about Coevera?** It is visual and easy to use. Mobile app **What do you dislike about Coevera?** None for now. Positive experience so far **Recommendations to others considering Coevera:** Pipeliner crm is a positive experience all through **What problems is Coevera solving and how is that benefiting you?** I have been enriched with better ideas and skill set ### 17. G2 Crowd **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** September 07, 2019 **What do you like best about Coevera?** What I like best about pipeliner CRM is its features which are great for the sales team **What do you dislike about Coevera?** For now, there is nothing since am still exploring more **Recommendations to others considering Coevera:** Good and reliable CRM for sales **What problems is Coevera solving and how is that benefiting you?** Organizing the leads and reporting tools ### 18. Pipeliner CRM Review **Rating:** 4.5/5.0 stars **Reviewed by:** Ibrahim Amoto A. | Mr, Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2019 **What do you like best about Coevera?** Its sales friendly interface. Its AI-powered insights. **What do you dislike about Coevera?** Its slow loading process on devices with RAM that's less than 1GB. **What problems is Coevera solving and how is that benefiting you?** It provide me with latest sales update which assist me in arriving at decisions quickly. ### 19. The experience was challenging and inspiring. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2019 **What do you like best about Coevera?** Greater sales results can be achieved with less financial investment using this CRM tools. **What do you dislike about Coevera?** With this technology, a job intended to be done by many sales people in days are achieved easily, hence displacing workers **Recommendations to others considering Coevera:** Pipeliner CRM is adaptable and can be applied to many fields of practices. **What problems is Coevera solving and how is that benefiting you?** Sales and management problems. Improved monitoring systems for sales representatives. ### 20. The Effective Sales To **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Apparel & Fashion | Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2019 **What do you like best about Coevera?** Pipeliners is very easy to use and provide insight to sales people on how to effectively deliver on target **What do you dislike about Coevera?** As at now i have seen anything negative in my English with Pipeliners. **Recommendations to others considering Coevera:** Pipeliners CRM is a complete tool for effective sales management design for forwarding thinking organizations **What problems is Coevera solving and how is that benefiting you?** It provide insight into deal opportunities thereby allowing us to leveraging on deal closing at the right time ### 21. So easy to implement and navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2019 **What do you like best about Coevera?** I liked the visual interface and how every feature is easy to access. I liked that it's not too techkey **What do you dislike about Coevera?** So far I'm really satisfied with the services provided. **What problems is Coevera solving and how is that benefiting you?** Weekly reporting really sucks, now I don't have to. Sales cadance, overall relationship with management have drastically improved ### 22. Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** June 28, 2019 **What do you like best about Coevera?** Pipeliner CRM usability is next to none - simple and intuitive. The drag and drop feature, graphical presentations and leads management. **What do you dislike about Coevera?** Pipeliner CRM really have no downside. The CRM is really an incredible tool. **Recommendations to others considering Coevera:** If you are looking for an easy to use and intuitive CRM, Pipeliner CRM is a very good deal. **What problems is Coevera solving and how is that benefiting you?** Pipeliner CRM has solved the sales pipeline and leads management issues we had. ### 23. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** September 12, 2019 **What do you like best about Coevera?** The Graphical representation of complex processes **What do you dislike about Coevera?** pipeliner CRM does not have any cons, so i can t say **What problems is Coevera solving and how is that benefiting you?** Pipeliner has helped increased sales ### 24. Simple To Understand **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2019 **What do you like best about Coevera?** Simple and great analytical performance **What do you dislike about Coevera?** i dont know wether it can be integrated with other local CRM and ERP **What problems is Coevera solving and how is that benefiting you?** make you focus on the right target ### 25. Sales Management Overview **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Outsourcing/Offshoring | Small-Business (50 or fewer emp.) **Reviewed Date:** July 04, 2019 **What do you like best about Coevera?** It is user - friendly with simplified applications. **What do you dislike about Coevera?** Its dependency on internet connection will limit it in remote areas. **Recommendations to others considering Coevera:** It would be great if pipeliner can be deplored anywhere in the world - especially the remote areas without internet connectivity. **What problems is Coevera solving and how is that benefiting you?** Excellent monitoring and evaluation for business growth. ### 26. Powerful CRM for pipeline and activity management, reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2018 **What do you like best about Coevera?** Extremely powerful. Highly configurable, allowing us to fully align the software to our playbooks and existing sales processes. The ability to setup the relevant activities required per each sales stage, upload documents specific for a sales-stage and other features which support the process are fantastic. Pipeliner is not only workflow-focussed, it's also very intuitive to use. Social network integration (LinkedIn), Office365 integration and the WebGrabber tool are also fantastic. Pipeliner supports multiple departments, products and pricebooks. The reporting features for the creation of standard, advanced, private and shared reports is very comprehensive. We have been using Pipeliner for about 12 months now. The onboarding process was a breeze, their training was awesome, the whole team is extremely responsive, helpful and client-outcome-focussed. Highly recommend. **What do you dislike about Coevera?** There isn't much to dislike about Pipeliner. One of the features we are currently missing is the ability to automatically send scheduled reports (daily, weekly or monthly) to specified (internal or external) email addresses. This will hopefully be available soon. **What problems is Coevera solving and how is that benefiting you?** We have implemented Pipeliner for better pipeline and opportunity management, and to have a tool which would better support our sales processes and playbooks, ultimately allowing us to shorten sales cycles and better service our new and existing client base. ### 27. The best **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 06, 2019 **What do you like best about Coevera?** Pipeliner CRM is so unique in relation to its simplicity and ease of navigation. **What do you dislike about Coevera?** I really dont have any dislike about pipeliner CRM because am so intrigued by the product. **Recommendations to others considering Coevera:** Its the best **What problems is Coevera solving and how is that benefiting you?** It will help my daily sales activities greatly. ### 28. Ease of use and great support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2019 **What do you like best about Coevera?** I like it's simplicity, available support and visualisation for insight. **What do you dislike about Coevera?** At the moment, I am yet to see anything I dislike about pipeliner crm. **Recommendations to others considering Coevera:** Great support system, easy to use and goof visualisations. **What problems is Coevera solving and how is that benefiting you?** Adding leads and every detail about the lead, all in one place. ### 29. The best CRM I have ever used. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Networking | Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2019 **What do you like best about Coevera?** The GUI is easy to navigate compared to other CRM **What do you dislike about Coevera?** Seriously, I have not found that pain point. **What problems is Coevera solving and how is that benefiting you?** Still in the learning phase though.I see it as a solution to monitor our robust pipelines and sales team. ### 30. Excellent sales stage management, easy to customize **Rating:** 5.0/5.0 stars **Reviewed by:** Bonnie A. | Consultant, Computer Software, Enterprise (> 1000 emp.) **Reviewed Date:** March 15, 2017 **What do you like best about Coevera?** Pipeliner is designed in 3 categories: Accounts, Contacts, and Leads/Opportunities. You can link each of these areas together, for any entry, which is very powerful. Pipeliner is visual and intuitive. The drag and drop features are easy to use, in both the design features for customization and features for everyday use. Our staff has highly engaged with this software from day 1. The greatest cause for failure of CRMs is that staff do not engage with the new processes and responsibilities. That is not the case with Pipeliner because the screens are organized and easily understood. We have are greatly appreciated the immediate response time from Pipeliner representatives when we've requested support in both the trial phase and since we have "gone live." Our sales rep and onboarding trainer are top notch, and we continue a relationship with them. Pipeliner tech support is via email, and they follow up daily until you reach a solution. The process to customize Pipeliner to include fields specific to our industry was easy. We also created tasks specific to each sales stage in our main pipeline. Our company management receives feedback daily that we chose the right CRM with Pipeliner. It is a great sales tool to integrate outside and inside sales reps and for overall viewing of the job opportunities where we are seeking to close a sale. We also have excellent data on where jobs are in our sales pipeline and who is responsible for moving a job forward to the next sales stage. **What do you dislike about Coevera?** Linking Accounts, Contacts, and Leads/Opportunities is a fabulous feature in Pipeliner. The reporting on these relationships does not exist. We had to create custom fields (staff has to type data in) to be able to report which accounts and contacts were associated with lead/opportunity. Even though you can see them linked together in each detail screen, you cannot see these connections in reports or views. **Recommendations to others considering Coevera:** Highly recommended. Easy to use, easy to design, easy to teach others. **What problems is Coevera solving and how is that benefiting you?** We did not have a central data base of all contacts and companies. Each staff person saved their own data in Outlook contacts or in spreadsheets. We now have shared contacts in Pipeliner and these contacts integrate with Outlook. We have been a "paper" company, creating paper files for each job we sell. Pipeliner is moving us in the direction of being paperless. Everyone in our company can now see the details on each each job we sell, rather than searching for the paper folder on someone's desk or in a file cabinet. ### 31. Excellent tool also for small business! **Rating:** 5.0/5.0 stars **Reviewed by:** Arno F. | Gründer und Vorstand, Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2014 **What do you like best about Coevera?** The visual approach. I noticed right away that Pipeliner workes differently from other solutions. It is visual -- not dry spreadsheets but instantly understandable in pictures -- and intuitive. I don't need a thick manual. No need to think in ‘database structures’. Pipeliner shows me the sales process and how I move from stage to stage. Pipeliner ‘mirrors’ my behavior. I don’t have to understand all the technical workings -- I can just see what I need to know. I suddenly have an instant snapshot of my sales stages, what I need to do next, and this motivates me. Also absolutely important and helpful is the integration of MS Outlook and the connection with several social networks. **What do you dislike about Coevera?** There are only few things I dislike. One is, I miss the possibility to import vcf-cards when I am creating a new lead. Also would be good for me - as located in Europe - the integration of the Xing-Network. **What problems is Coevera solving and how is that benefiting you?** My business is B2B. What I’m selling is voice training, workshops, and speaking engagements. Until recently, my business was developed through public relations, publishing in special interest magazines, and through people finding me through the website and social media. About 2 years ago, I began to see a dramatic change. I needed more than a database and a bit of marketing automation -- I needed a sales process to help me drive interest and drive business. Competition was rising and it was obvious that I needed a more structured way to keep my contacts, accounts, and business relationships organized and vibrant. For both existing and new business relationships, I needed a way to nurture those relationships. It became clear that all my business was not going to come to me any longer. I needed help selling to my key persons -- that’s when I looked for the right CRM tool. In the end, I found Pipeliner through searching on Google. I had asked colleagues and friends for recommendations, but the software they or their companies used was too unwieldy, complex, and expensive. c Today I can say, Pipeliner helps me to stay in touch with the most promising customers and to make more business with less effort. ### 32. Powerful product **Rating:** 3.5/5.0 stars **Reviewed by:** Erin L. | Director of Business Development, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2018 **What do you like best about Coevera?** This is a very easy to use product, the mobile app is user friendly. Setup is quick and easy and the implementation team is great. **What do you dislike about Coevera?** The fact that this is a desktop application and that you need to sync changes and updates is cumbersome. **Recommendations to others considering Coevera:** As with all products of this sort, you need to understand your process and have clean data when you go to implement. The implementation team is great to work with and are very helpful, but you need to do some of the up fornt work to make things go smoothly. **What problems is Coevera solving and how is that benefiting you?** Making customer information transparent to our sales team. Having one place for people to understand what happens with customer companies. ### 33. A clunky CRM option **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2018 **What do you like best about Coevera?** Easy layout and pleasing graphics. The layout of the funnel and specific target are easy to set. **What do you dislike about Coevera?** This is an incredibly awkward and clunky management system. The bare minimum I expect in a CRM system in regards to mass tagging and setting targets for groups are either buggy, non existent or so difficult to find and adjust that they might as well not be offered. **What problems is Coevera solving and how is that benefiting you?** Managing my organization's sales pipeline. ### 34. First time CRM User & this is great! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Sports | Small-Business (50 or fewer emp.) **Reviewed Date:** September 29, 2017 **What do you like best about Coevera?** I have not used a CRM before but my small business is starting to grow - so I took trials of quite a few CRMs before deciding I liked the interface and ease of use of Pipeliner. Really love the mobile app. **What do you dislike about Coevera?** Would like to see even more mobile features **What problems is Coevera solving and how is that benefiting you?** In a small business leads are critical so I need to be able to see that they are all being worked properly. This is easy with this product. ### 35. Ease of use, construction, implementation. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Chemicals | Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2017 **What do you like best about Coevera?** Building and testing of the system can be done during discussions of what is needed in the system and how to use the system. It almost like development in real time as you create the ideas. **What do you dislike about Coevera?** Constant upgrades make integrating other infrastructure difficult. **Recommendations to others considering Coevera:** Give it a test, If you current system is difficult to manage and customize, you must try pipeliner. **What problems is Coevera solving and how is that benefiting you?** Centralized information , online and offline usage. Very minimal IT labor required to maintain. ### 36. V.P. Operations Reinburg Friction Engineering **Rating:** 5.0/5.0 stars **Reviewed by:** Lenhardt M. | Owner, International Trade and Development, Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2017 **What do you like best about Coevera?** Navigation and ease of use. Do not need to hunt for data elements to add Objects . **What do you dislike about Coevera?** Nothing to add Application meets all my requirements. I reviewed 5 others and came back to Pipeliner **Recommendations to others considering Coevera:** try to make the system fail **What problems is Coevera solving and how is that benefiting you?** As a Start up and building my customer and supplier base, I am able to build and retrieve my data base on the functionality of Pipeliner. Looked at other applications, - none are as intuitive or as navigator friendly. ### 37. Don't do it... **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Plastics | Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2017 **What do you like best about Coevera?** It's got potential, but, not ready for prime-time. **What do you dislike about Coevera?** Software is unstable and not always intuitive. You can't edit the creation date of an opportunity so you're stuck with having to input the opportunity on the date it happened if you want accurate records and want to manage with closing dates. Therefore, when you first load up the database all of your opportunities will use that date regardless of how long ago it really happened. However, the final blow for me was after a recent upgrade my data became corrupted and this requires assistance from Pipeliner to resolve. Come to find out there is no customer support phone number - none! The only was to get customer support is through email, I even asked them to call and they refused. This is a deal breaker for me. Bye bye, Pipeliner! **What problems is Coevera solving and how is that benefiting you?** At the moment, none! ### 38. What's not to like... **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 30, 2017 **What do you like best about Coevera?** Solid system, easy to install, and very User Friendly. People like it. **What do you dislike about Coevera?** At this point I have not encountered any part of Pipeliner which I don't like. **What problems is Coevera solving and how is that benefiting you?** Pipeliner is so user friendly that sales teams and management want to use it. This improved usage rate is critical to an effective sales organization. ### 39. Good first time CRM **Rating:** 2.5/5.0 stars **Reviewed by:** Ari S. L. | Principal/Partner, Government Relations, Small-Business (50 or fewer emp.) **Reviewed Date:** January 13, 2017 **What do you like best about Coevera?** Graphic interface and it is system loaded not web **What do you dislike about Coevera?** Complicated and little room for customization **Recommendations to others considering Coevera:** If you are looking for a basic CRM that is on your system without having to go on the web this is a good start. I do a lot of travel and this feature was a requirement for me. **What problems is Coevera solving and how is that benefiting you?** Organization and prospect tracking ### 40. More than CRM: Pipeliner Accelerates Sales and Business Insights Improve Performance **Rating:** 5.0/5.0 stars **Reviewed by:** Craig W. | CEO / Founder, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2016 **What do you like best about Coevera?** Pipeliner CRM keeps sales reps focused on moving Opportunities through the Pipeline to close faster. The Buying Center view enables visualizing complex sales relationships, roles, and level of influence in each Opportunity, including business partner and competitor relationships. The social listening tools allow social media posts to be visible inside the Activity Stream of Accounts, Contacts, and/or Opportunities. Tight integration with Outlook, Office, SharePoint, Google Apps for Work, Dropbox, Box, and a multitude of other applications allows Pipeliner to fit into any organization's technology plan. The Sales Navigator and the extremely powerful, easy to use Reporting system provides drill-down capabilities makes creating complex reports like pivot tables a breeze and turns them into a user interface to navigate the system. **What do you dislike about Coevera?** What's not to like? Great mobile apps, offline capabilities with rock-solid synchronization, the best mobile apps I've used, and much more. The list goes on and on. This is a software tool that really does help sales reps earn bigger paychecks and sales managers coach their teams to new levels of performance. **Recommendations to others considering Coevera:** If your goal in reviewing CRM software includes increasing user adoption, increasing sales rep productivity, accelerating sales velocity, real-time forecasting, and enabling proactive sales coaching then you should request a demo or attend a webinar. After viewing the demo or webinar then sign up for a free trial. The main reason to take this approach is because the trial is an empty system that enables you work with your own data and start setting up your system that you can then convert into a live system. A Pipeliner demo or webinar is the best way to quickly see how powerful this system really is because the most compelling features lie in the many ways to view and use the data stored within Pipeliner to make business decisions based on facts and not guesswork. **What problems is Coevera solving and how is that benefiting you?** Sales velocity, business agility, and sales data analysis are the primary business benefits in addition to users loving the system because it keeps them focused on high value activities. We use Pipeliner for Lead follow up and managing different sales pipelines for multiple products and services. Pipeliner enables my company to implement the best practices and processes for selling multiple products and services. Pipeliner allows us to easily create separate pipelines with separate workflows for different types of sales. We can quickly adjust our process with different stages, steps, activities, fields, documents, and sales tools to guide users through any of our processes at every step. In addition to enabling us to implement guided selling processes, Pipeliner allows us to define the optimal duration of activities and steps to keep every deal moving forward on schedule and notifies us of bottlenecks. Pipeliner shows us deals that are stuck so we can investigate and get them moving forward. The forecasting and reporting features plus the wealth of views and tools to visualize our sales information in a variety of ways are so powerful and easy to use it's like having a complete business intelligence system at our fingertips but without any of the cost or complexity of implementing one. ### 41. Pipeliner works because it is easily customisable and simple to use for people at all levels of an o **Rating:** 4.5/5.0 stars **Reviewed by:** Martin L. | Managing Director, Management Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** July 05, 2016 **What do you like best about Coevera?** In the work we do, CRM fulfils a massive role in automating processes, which in turn delivers the sales strategy for business. Pipeliner fits this role perfectly, because it is so easy to customise. It can quickly and easily be set up to mirror and automate your sales processes. No admin, no team of propeller heads. Just simple, smart design to deliver outstanding capabilities. This makes it the perfect tool for any business. We recommend Pipeliner to all our clients. **What do you dislike about Coevera?** Lots of software updates means sales downtime **Recommendations to others considering Coevera:** Can you set up your CRM to mirror your sales process without getting a team of experts to do it for you? Pipeliner can, easily. **What problems is Coevera solving and how is that benefiting you?** We use Pipeliner to Automate our clients' sales process. So it's the customisation and ease of use that we love the best. ### 42. Most Intuitive CRM in the market **Rating:** 5.0/5.0 stars **Reviewed by:** Andrés C. | Co-Founder, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2016 **What do you like best about Coevera?** The design of the user interface is very clean and intuitive. The fact that your sales pipeline is very visual, helps you get a better understanding of the opportunities that sit within it. The platform is extremely easy to configure as well. **What do you dislike about Coevera?** At the moment, we haven’t run into any major hiccups. If I could recommend anything to Pipeliner, I would say they need to update their mobile app so that it reflects all of the great visual features in the desktop version. **What problems is Coevera solving and how is that benefiting you?** We purchased and implemented Pipeliner CRM back in July and I was surprised to see our entire sales team dive deep into the platform without even taking a training session. The platform is so intuitive and visual, that I had a Spanish-speaking team member creating leads, adding accounts, contacts and opportunities as soon as she gained access to our space. We now have a better understanding of all the potential business that’s out there and what part of the sales cycle each open opportunity is in. As the product champion and admin, I haven’t run into any adoption issues either. ### 43. Best CRM for B4BtoC solution provider **Rating:** 5.0/5.0 stars **Reviewed by:** Alessandro R. | Administrateur et Co-Fondateur, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2016 **What do you like best about Coevera?** We changed form an well-known CRM to Pipeliner, which was more corresponding to our needs. As we do not sell directly our solutions we had to find a CRM that can manage our sales process to find new sales partner.. Pipeliner was the only CRM suiting to our needs and budget. The best features are the Visual Sales pipeline and easy customisation, and also multiple sales pipeline. The activity tracker allow us to get convince the sales ops to make easy reports. **What do you dislike about Coevera?** We still need outlook to send emails, we can not create template emails from pipeliner. For creating price offers we cannot use % for calculating a price. **Recommendations to others considering Coevera:** Just do it. **What problems is Coevera solving and how is that benefiting you?** We need a visual CRM, and the one we had before, we lost before too many leads as we had to many.There are 3 sales managing monthly about 150 leads each. ### 44. Pipeliner CRM Navigator – Where a salesperson starts their day. **Rating:** 5.0/5.0 stars **Reviewed by:** Max L. | Director of Sales and Marketing, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2016 **What do you like best about Coevera?** The new Navigator feature is by far one of the best new features added to Pipeliner. This is their dashboard where you can see where you stand against your goal, who you need to call or email, what accounts have not been contacted in a while etc. This helps take the guess work out of who should I call today and why. **What do you dislike about Coevera?** Mobile app is a bit limited right now. However, the new app should be out in 2-4 weeks which will add a new look and a bunch of new features. **What problems is Coevera solving and how is that benefiting you?** Pipeliner is an amazing visual CRM system that marries ease of use with a powerful sales tool. I love that you are able to visually get a pulse of what your sales pipeline looks like. What’s even better now is the addition of Navigator. Navigator is a salesperson’s launching pad where they get a pulse of what activities need to be completed, where they stand against their quota goal, what accounts they should be contacting etc. This makes Pipeliner an integral part to a salesperson success. ### 45. If you will like the process of selling then you'll love pipeliner. **Rating:** 4.5/5.0 stars **Reviewed by:** John T. | Management Consultant, Management Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2016 **What do you like best about Coevera?** Pipeliner is very fast and intuitive to use. Billed as the world's most visual CRM, pipeliner is a sales system designed by salespeople - for sales people focused on achieving sales. The system works, work the system. I invested over three days last year downloading CRM demos, getting CRM demo logins, and being evermore frustrated by what I found. Most of the CRM is logged that were immediately dismissed as to fiddly and bitty. Have you ever tried to use a database created by someone who has never sold anything? Exactly. I wish I found pipeliner first. I could have made some sales with the extra 2 3/4 days… **What do you dislike about Coevera?** Pipeliner is constantly adding new features. This may make some people uncomfortable as a new features are being added every couple of weeks. **Recommendations to others considering Coevera:** I have gotten almost immediate email response from their customer support. **What problems is Coevera solving and how is that benefiting you?** Pipeliner has a very visual way of presenting your information and can easily be configured to match your selling style. ### 46. A very different and excellent CRM that help you sell! **Rating:** 5.0/5.0 stars **Reviewed by:** Arne Sigurd R. | CEO, Professional Training & Coaching, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2016 **What do you like best about Coevera?** Pipeliner CRM is very different from traditional CRM solutions. It make your sales reps focus more on than activities ahead, than on historic data and reporting. I love the visual way of doing everything and that ut proposes what should be your next step tp close the opportunity. I also like how it keeps me up to date on my clients and prospects by following them in social media. And also the decison map is one of the functionalities I love. Pricing is very affordable and I also like that there are a lot of plugins that can be used to connect the CRM to other systems. I would advice you to test the solution and also contact Pipeliner or one of their Business Partners and ask for a live demo because Pipeliner is so different from traditional CRM that you need to understand the idea and philosophy behind it. It is indeed a New Way To Work and brings your sales work into a new era. **What do you dislike about Coevera?** There is nothing I dislike, but I do have a few wishes, like more functionalities for doing standard response mails using templates for each of the sales steps, and also more functionality for sending out direct mail. I would also love to sync my Pipeliner CRM with iCal not only Google Calendar. **Recommendations to others considering Coevera:** If you want to change the way you work to become more productive and need a CRM that your sales reps actually will use - and if you need better control of your pipeline and your companys sales activities - then you really should kick the tyres of Pipeliner CRM. **What problems is Coevera solving and how is that benefiting you?** I needed a sales system, not a traditional CRM. Wanted a solution that gave me active help to sell, not a traditional reporting system that only gave me historical data (I have used enough of such systems through the years). The new Navigator page is just enough to keep me on track with every sales activity and give me an esily understandable daily prognoses of my pipeline. ### 47. Pipeliner CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Chris H. | Mentor, Professional Training & Coaching, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2016 **What do you like best about Coevera?** We use Pipeliner for both customer management ad sales management and analytics. From a sales professionals point of view, the software is very easy to use with color and multiple layouts so they can choose how they would like to see their data 1. Simple and aesthetically appealing interface 2. Extensive analytics for sales professionals and all levels of management 3. Multiple pipelines allow for multiple sales processes in one database 4. Quick and knowledgeable support from pre-sales, set-up and tech support (if it is even needed) 5. Secure and stable - complies with EU safe harbor rules **What do you dislike about Coevera?** Pipeliner gives you so many options to see your data, to analyze your data that you need to think strategically and do the customer set-up. Otherwise, one can loose track of time in the amount of data you can analyze. **Recommendations to others considering Coevera:** Before starting your trial, understand your sales process(es) and the analytics you want to gain from the system. If you set it up correctly (if you understand what you want to get from it), Pipeliner is a powerful sales coaching tool too. **What problems is Coevera solving and how is that benefiting you?** Customer Management, Sales Analytics, Process Management Better organized, better understanding of the impact of activities and better analytics throughout the sales process. ### 48. Pipe Liner help you to focus on action and improve company income and profit **Rating:** 5.0/5.0 stars **Reviewed by:** Jean-Clément R. | Sócio Diretor, Professional Training & Coaching, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2016 **What do you like best about Coevera?** Fantastic solution to have a clear view at any moment of the sales situation of your team. No need to ask your team to "prepare report", you can have any report you need, at 1 click. Meeting are now focused on action, not on "reporting". In future companies without CRM will not exist. It is a real tool which any company need. Sales people love it. Even a 1 person company will improve productivity with PipeLiner. And it works offline! very good when you are on the road or internet is down: you still can work and everything is sync when your are on line again. **What do you dislike about Coevera?** I have no complains. it exceed expectations. Somes would like to have the phone call integration, which I understand is coming soon. **Recommendations to others considering Coevera:** When you are deciding, compare the visual, if they work off-line (don`t take internet availability as granted), how easy is the configuration. The report facilities. PipeLiner is really outstanding. **What problems is Coevera solving and how is that benefiting you?** With PipeLiner I can have at any moment a clear view of the sales situation. And the way I want. No need to request reports. ### 49. Pipeliner is the best visual process CRM on the market!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica S. | Sales & Marketing Operations / Account Manager, Professional Training & Coaching, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2016 **What do you like best about Coevera?** Pipeliner is the best visual CRM software that offers a defined process workflow for your sales team. We love the ease of use and intuitiveness. Pipeliner was clearly designed by a salesperson for sales teams. We love the process ease of use so much we are implementing it to manage other systems as well. **What do you dislike about Coevera?** While I love it all I would like a few more functionalities such as; email templates for each sales steps along with calendar syncing. I'm sure Pipeliner has that in the works and am excited to check it out! **Recommendations to others considering Coevera:** Chat with your sales rep and the support team about your system and sales process so they can guide you on how to customize the system to fit your business needs. I am continually impressed by the ease of use for technology users of broad ranges. **What problems is Coevera solving and how is that benefiting you?** Sales systems and process to manage lead generation, sales processes along with account management. We love the visual process representation so much we are using Pipeliner to manage our accounts and other systems. It is truly the best platform on the market to collaborate with your sales team on various sales pipelines. ### 50. Loving using Pipeliner **Rating:** 5.0/5.0 stars **Reviewed by:** Claire C. | Senior Business Development Executive, Accounting, Enterprise (> 1000 emp.) **Reviewed Date:** April 26, 2016 **What do you like best about Coevera?** I love the easy way to move leads to qualifying opportunities and then to move around within the Pipeline itself. I love the way the screen looks and the impact it has during meetings - especially using Navigator. I also love the easy way to filter management reports. It has changed the way we record our opportunities and changed the way we prioritise our leads and followup. **What do you dislike about Coevera?** I haven't found anything to dislike yet, which is encouraging, and with each new Pipeliner update there are more and more enhanced features. **What problems is Coevera solving and how is that benefiting you?** Our problems were having a decent Pipeline reporting tool which showed us all activity happening across our region - cold and warm leads and monitoring our ongoing activity. Using Pipeliner gives us greater visibility, by person, by sector, by campaigns we are running and helps us to keep on top of all our tracking. ## 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=9§ion=pricing&secure%5Bexpires_at%5D=2026-07-23+10%3A00%3A01+-0500&secure%5Bsession_id%5D=85dc9122-4764-4062-b408-c55035543071&secure%5Btoken%5D=95d245ab0c80379cebf7ad0a0715508230481998c1b677766c789cbb0d1e2aca&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 (24,674 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,276 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,834 reviews)