MS
Margye S.
VP Business & MWBE Solutions
Small-Business (50 or fewer emp.)
"Pipeliner CRM - 6 Year Veteran User"
4.5/5
What do you like best about Coevera?

Simple to use. Intuitive. Easy for anyone within a company to use. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

Features formerly included in simple pricing now are extra Review collected by and hosted on G2.com.

Verified User in Construction
UC
Verified User in Construction
Small-Business (50 or fewer emp.)
"Great way to manage contacts"
3.5/5
What do you like best about Coevera?

Contact Management. Easy to share contacts company wide. Excellent functionality linking contacts/accounts to opportunities. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

Contacts integrate with Outlook. Companies (Accounts) do not integrate with Outlook. Outlook supports company data but Pipeliner does not offer this functionality. Review collected by and hosted on G2.com.

Verified User in Oil & Energy
AO
Verified User in Oil & Energy
Mid-Market (51-1000 emp.)
"PL Admin review"
4/5
What do you like best about Coevera?

Tool is simple and highly customizable. The support is quite responsive. CRM can manage many different pipelines that can be related / connected. If you need a simple Sales focused CRM this is the right one. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

Would be nice to have a function to track invoicing and stock. Review collected by and hosted on G2.com.

YM
Yogeswari M.
Technical Administrator
"Customer Friendly Product"
4/5
What do you like best about Coevera?

Contact / Account Management features -

Good customization feature

Merging accounts

Mapping contacts to more than one account

Email templates - ease of use

Reports Review collected by and hosted on G2.com.

What do you dislike about Coevera?

Enhancement of search criteria. E.g - To pull out a specific set of contacts

Accepting duplicate account names - system can prompt a message

Enhancing reports for Emails - Review collected by and hosted on G2.com.

Verified User in Telecommunications
AT
Verified User in Telecommunications
Small-Business (50 or fewer emp.)
"Awesome CRM! Easy to configure, customize ,use , but very powerful " under the hood""
5/5
What do you like best about Coevera?

I tried other CRM like MS Dynamics etc, and you need a full-time IT staff to install and manage, which as a small business, we cannot afford. Pipeliner is packed with features up and running in a few hours instead of days. The user interface is very visual and easily customizable with various views along with the drag and drop feature within the Opportunity Pipeliner. The software is constantly being updated wtih new and powerful features which has really added immense value to our business. We have recenly integrated Pipeliner iwth our Accounting software and it has been great. Additionally their support staff are very quick to respond and resolve any issues that may arise. Overall Pipeliner is very easy to use but packs a whole lot of powerful features. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

At the moment i am very happy with the software so nothing to add here. Review collected by and hosted on G2.com.

Verified User in Logistics and Supply Chain
UL
Verified User in Logistics and Supply Chain
Mid-Market (51-1000 emp.)
"ITS HELPED ME WITH MY SALES FUNNEL, KEEPS TRACK OF IT."
4.5/5
What do you like best about Coevera?

THE OPPORTUNITY STAGE IS WHAT I LIKE BEST ABOUT PIPELINER Review collected by and hosted on G2.com.

What do you dislike about Coevera?

A LOT OF DATA ENTRY WHEN YOU FIRST BRING ON A NEW CLIENT BUT I GUESS ITS EXPECTED Review collected by and hosted on G2.com.

Verified User in Construction
AC
Verified User in Construction
Small-Business (50 or fewer emp.)
"Easy to use - Great CRM"
3.5/5
What do you like best about Coevera?

Easy to use, and the customizable fields are easy to manage Review collected by and hosted on G2.com.

What do you dislike about Coevera?

Search results are not in alphabetical order Review collected by and hosted on G2.com.

Kailey C.
KC
Kailey C.
Director Of Business Development
Small-Business (50 or fewer emp.)
"Went from SalesForce to Pipeliner and Looking for Something Already"
1/5
What do you like best about Coevera?

Customizable fields are great for our company Review collected by and hosted on G2.com.

What do you dislike about Coevera?

It loses our data, timely to navigate, poor service, forced to manipulate to extract data, no integrations with what we need Review collected by and hosted on G2.com.

Anthony D.
AD
Anthony D.
National Sales Manager
Mid-Market (51-1000 emp.)
"FRIENDLY INTERFACE AND EASY TO USE"
4.5/5
What do you like best about Coevera?

The virtual interface is friendly and exciting with the drag n drop tool that makes it interactive Review collected by and hosted on G2.com.

What do you dislike about Coevera?

Slow loading time for data was observed in the usage of the product. Review collected by and hosted on G2.com.

Michael L.
ML
Michael L.
Managing Director
Management Consulting
Small-Business (50 or fewer emp.)
"Amazing, easy and powerful crm"
5/5
What do you like best about Coevera?

The ease of use, the powerful reporting and most importantly the account management features Review collected by and hosted on G2.com.

What do you dislike about Coevera?

Nothing that I can think about. The are so easy to engage with Review collected by and hosted on G2.com.