Anthony R.
AR
Anthony R.
Sales manager
Small-Business (50 or fewer emp.)
"“A Visual and User-Friendly CRM That Keeps Teams Organized”"
4/5
What do you like best about Coevera?

The visual sales pipeline is incredibly intuitive, making it easy to track deals at a glance. I like that the interface is more user-friendly than most CRMs I’ve used, and the drag-and-drop functionality makes moving opportunities through stages quick and clear. The reporting tools are also flexible and give good visibility into team performance. Review collected by and hosted on G2.com.

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. It also feels a bit resource-heavy on older machines, which can slow things down. While support is helpful, response times could be faster. Review collected by and hosted on G2.com.

Mpho S.
MS
Mpho S.
Freelance Writer
Mid-Market (51-1000 emp.)
"User-friendly and efficient CRM tool"
5/5
What do you like best about Coevera?

Pipeliner CRM is very intuitive and easy to use compared to other CRM systems. I like how visual and well-structured the interface is, making it simple to track leads, opportunities, and the overall sales pipeline. It helps me stay organized, improves team collaboration, and saves a lot of time with its automation features. The reporting and analytics tools also give clear insights, which makes decision-making much easier. Review collected by and hosted on G2.com.

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 match the desktop experience more closely. At times, advanced customization options feel limited compared to larger CRM platforms. Review collected by and hosted on G2.com.

Verified User in Insurance
AI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"Totally Customizable CRM That Does So Much More"
5/5
What do you like best 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 the techs we've worked with.

Our users are in it every day and love the fact that it keeps track of all our business needs in one system. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

The cost is a bit steep, but it's easy to add or remove licenses. Review collected by and hosted on G2.com.

Nihar Ranjan M.
NM
Nihar Ranjan M.
Tax accountant
Small-Business (50 or fewer emp.)
"Clear Visual Pipeline Makes Sales Tracking Effortless"
4/5
What do you like best about Coevera?

I like that Pipeliner CRM gives a clear visual overview of the entire sales pipeline, making it easy to track deals, understand priorities, and take action quickly. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

Some features feel a bit complex at first, and customizing certain views can take more time than expected. Review collected by and hosted on G2.com.

Verified User in Commercial Real Estate
UC
Verified User in Commercial Real Estate
Small-Business (50 or fewer emp.)
"Usability"
4.5/5
What do you like best about Coevera?

Simply simplicity and innovative, digitalized. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

Integration from the formal to pipeliner. Review collected by and hosted on G2.com.

Nicolle G.
NG
Nicolle G.
"User-Friendly but Cost-Prohibitive"
5/5
What do you like best about Coevera?

I like the setup process of Pipeliner CRM; it was pretty easy and self-explanatory. The dashboard was straightforward, making it easy to input customer information and add new clients. I also found the staff very helpful in guiding me in marketing and managing clients. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

I found the pricing of Pipeliner CRM to be a significant issue. The cost is currently beyond my budget, making it unaffordable for my business at the moment. This was the primary reason I decided to stop using it after the trial period. Review collected by and hosted on G2.com.

Busisiwe L.
BL
Busisiwe L.
Senior Administrator Parts master data Pricing
Small-Business (50 or fewer emp.)
"very simple to set up and use"
5/5
What do you like best about Coevera?

The software is described as simple to set up and use, even for users with varying levels of technical expertise. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

Its limitations in marketing automations Review collected by and hosted on G2.com.

IP
Igor P.
Sales Operations Manager
Computer Software
Mid-Market (51-1000 emp.)
"Pipeliner has helped improve our entire sales pipeline"
5/5
What do you like best about Coevera?

It is a world-class, growth-oriented platform that helps us increase our market impact through constructive engagement with consumers and the development of new ideas. The result has been better communication and coordination between our marketing, sales and operations departments. With Pipeliner, we can easily share relevant insights and data across teams, keeping everyone informed and focused on our common goals. As a result, we have not only met our customers' needs, but exceeded our own expectations as users. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

While the exorbitant price may put some companies off, we have quickly recouped our investment thanks to its crucial role in the development of our marketing strategy. Review collected by and hosted on G2.com.

Jeremy M.
JM
Jeremy M.
Director, Business Development
Small-Business (50 or fewer emp.)
"Excellent CRM"
5/5
What do you like best about Coevera?

Account hierarchy functionality, social media profile import, ease of use, many customizable features. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

Although we're new users, we haven't ran into anything we dislike regarding Pipeliner. Review collected by and hosted on G2.com.

Verified User in Construction
UC
Verified User in Construction
Small-Business (50 or fewer emp.)
"Influencer mapping among our contracts"
4/5
What do you like best about Coevera?

Construction jobs may take years to advance from a building design to occupancy permit. Using Pipeliner, we track jobs through a progression of construction phases. The ability to link multiple accounts and contacts to each job provides an important view of all the players at each phase ~ architects, engineers, contractors, developers, and wholesalers. Pipeliner’s Buying Center provides an excellent visualization of the lines of influence between the players. Review collected by and hosted on G2.com.

What do you dislike about Coevera?

The Buying Center does not have functionality to keep a Sales Role associated with a contact. For each job, we must reassign the Sales Role to the same person. We do this inefficient task multiple times a day. Also, search results are not in alphabetical order requiring users to scroll through pages of results to find the searched item. Why would this basic standard not be met? It costs money to handle inefficiency on a daily basis. Review collected by and hosted on G2.com.