Coevera Overview

Pipeliner CRM's latest product line includes a Mobile Sales CRM App and updates to boost sales and account management teams. The enhancements empower sales professionals effectively.

Use Cases

Customers recommend Engagement Management, Forecasting, Contact List Management, as the business use cases that they have been most satisfied with while using Coevera.

Other use cases:

  • Pipeline Management
  • Workflow Management
  • Lead Management
  • Helpdesk Management
  • Opportunity Management
  • Generation Of New Leads
  • Lead Tracking
See all use cases See less use cases

Business Priorities

Increase Sales & Revenue and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Coevera.

Other priorities:

  • Acquire Customers
  • Improve ROI
  • Improve Efficiency
  • Enter New Markets Internationally Or Locally
  • Scale Best Practices
  • Improve Stakeholder Relations
  • Improve Internal Communications
See all business priorities See less business priorities

Coevera Use-Cases and Business Priorities: Customer Satisfaction Data

Coevera works with different mediums / channels such as Mobile. Social Media. and E-Mail.

Coevera's features include Dashboard, Personalization, Recording, etc. and Coevera support capabilities include AI Powered, 24/7 Support, Email Support, etc. also Coevera analytics capabilities include Analytics, and Custom Reports.

Reviews

"Due to continued enhancements, every month Pipeliner and its users can grow together,” he concluded. “It’s not growing in numbers only. It's growing by learning how sales continue to be managed over time." - Johann Jessenk

Peer review evidence (same sources as the product rating summary)

"...All the necessary information for the follow-up of its deals are at your disposal...." Peer review by Etienne M., None, Telecommunications
"...For a managment, the forecast manage funtion is very helppfull for the company: the sales objetive is a motive tool...." Peer review by Rafael L., Owner, Management Consulting
"...It has drastically lowered costs and has reduced the risk of failure and also great with lead management and opportunity tracking and its social selling contact management is perfect and it helps me with the stages of the sale...." Peer review by Nonde S, Sales Marketing Consultant, Marketing and Advertising

Coevera, Scratchpad, Teamgate CRM, Daylite, LeadSquared Mobile CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Coevera

Top Industries

  • Information Technology and Services
  • Marketing and Advertising
  • Management Consulting

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Coevera is popular in Information Technology And Services, Marketing And Advertising, and Management Consulting and is widely used by Small Business, Mid Market, and Enterprise.

Coevera Customer wins, Customer success stories, Case studies

What solutions does Coevera provide for Engagement Management?

How can Coevera optimize your Forecasting Workflow?

What benefits does Coevera offer for Contact List Management?

How can Coevera optimize your Pipeline Management Workflow?

How efficiently Does Coevera manage your Workflow Management?

11 buyers and buying teams have used Cuspera to assess how well Coevera solved their CRM needs. Cuspera uses 2688 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

CUSTOMERS TESTIMONIALS
Coevera testimonial

Johann Jessenk

Sales and Business Development Manager

Prisma Solutions

Due to continued enhancements, every month Pipeliner and its users can grow together,” he concluded. “It’s not growing in numbers only. It's growing by learning how sales continue to be managed over time. Testimonial By Johann Jessenk
Coevera testimonial

Imran Jaferey

Vice President—Global Sales

Headworks International

We have found that the ease of use with Pipeliner is orders of magnitude better than Salesforce, the CRM we had before. The clarity of data and how easily visible it is has made a huge difference in our process. Testimonial By Imran Jaferey
Coevera testimonial

Eduardo Pinzon

Director of Operations

Crestcom Intl

When looking for a CRM, you come across multiple options, however, finding something so rich in features and yet so adaptable and configurable to your business usually requires a full staff to maintain and support. Not the case with Pipeliner, with simple training and general intuition this CRM blo...ws many others out of the water, plus it is a fraction of the cost. Our Franchise units simply love it.

Testimonial By Eduardo Pinzon
CUSTOMERS TESTIMONIALS
Coevera testimonial

Johann Jessenk

Sales and Business Development Manager

Prisma Solutions

Due to continued enhancements, every month Pipeliner and its users can grow together,” he concluded. “It’s not growing in numbers only. It's growing by learning how sales continue to be managed over time. Testimonial By Johann Jessenk
Coevera testimonial

Imran Jaferey

Vice President—Global Sales

Headworks International

We have found that the ease of use with Pipeliner is orders of magnitude better than Salesforce, the CRM we had before. The clarity of data and how easily visible it is has made a huge difference in our process. Testimonial By Imran Jaferey
Coevera testimonial

Eduardo Pinzon

Director of Operations

Crestcom Intl

When looking for a CRM, you come across multiple options, however, finding something so rich in features and yet so adaptable and configurable to your business usually requires a full staff to maintain and support. Not the case with Pipeliner, with simple training and general intuition this CRM blo...ws many others out of the water, plus it is a fraction of the cost. Our Franchise units simply love it.

Testimonial By Eduardo Pinzon
 

Steilpass - Management Consulting - Small

Germany

Steilpass chose Coevera as their CRM to support strategy, brand, and destination consulting. The platform acts as a central hub, tracking hundreds of opportunities for Steilpass and its partners. The... team values Coevera's easy-to-use interface and flexibility. Key features include the Outlook add-in, Buying Center, and reporting tools. Coevera helps Steilpass manage business growth and client relationships.

 

Prowareness WeOn Groep BV - Information Technology And Services - Medium

Delft, Netherlands

Coevera helped Prowareness WeOn Groep BV centralize all customer data and sales insights. The team uses automated emails and integrated tools for better lead generation. Coevera's CRM is easy to use,... highly configurable, and supports Agile working. Fast customer support and rapid feature updates stand out. The automizer and mailing features deliver strong value for their sales process.

 

Mogen Consulting Financial - Management Consulting - Small

USA

Coevera helped Mogen Consulting Financial gain business insights and improve calendar sharing. The CRM allowed the team to create different pipelines for each product. Mogen Consulting Financial valu...ed the system's customization for their small business. The team saw greater clarity and efficiency using Coevera. Favorite features included the scheduling tool and account health tracking.

 

Mactech On-Site - Mechanical Or Industrial Engineering - Small

Red Wing, USA

Coevera helped Mactech On-Site increase revenue after implementation. The sales team found Coevera easy to use and quick to learn. Tracking sales opportunities improved, so fewer deals were lost. Mac...tech set a goal to increase sales by 20% and reached 95% of that goal with a month left. In 2020, a sales contest using Coevera led to the best January sales in five years. The tool made the sales process clearer and more effective.

 

Kimmel Cleaners - Consumer Services - Small

USA

Coevera helped Kimmel Cleaners organize multiple leads and sales opportunities. The CRM tool made it easy for the team to keep track of every opportunity. Kimmel Cleaners chose Coevera because it is ...popular in their industry. The activities layout is one of their favorite features. Coevera supports their business growth by keeping everything in order.

 

ESP Facility Services - Facilities Services - Large

USA

ESP Facility Services used Coevera to build a sales and customer service strategy from scratch. With 800 technicians and no prior CRM or data tracking, scaling was hard. Coevera helped ESP track the ...full customer journey and centralize customer data. Integrations with Leadfeeder, Dialpad, and Outlook streamlined prospecting and communication. ESP gained visibility into sales activities and pipeline health for the first time. New team members adapted quickly, and the company now plans to automate more workflows.

Online Forms with Pipeliner CRM

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Frequently Asked Questions (FAQ)

What buyers ask before choosing Coevera

What is Coevera?

Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, managers accountable for pipeline, and deals won through consultation rather than transaction. Formerly Pipeliner CRM, building sales software since 2011.

What is Coevera used for?

Coevera is a CRM Software mainly used by its customers to Increase Sales & Revenue and Enhance Customer Relationships by Engagement Management, Forecasting and Contact List Management .

What are the top features of Coevera?

Dashboard, Personalization and Recording are some of the top features of Coevera.

Who uses Coevera?

Coevera is used by Information Technology And Services, Marketing And Advertising and Management Consulting among other industries.

What are Coevera alternatives?

Scratchpad, Teamgate CRM, Daylite and LeadSquared Mobile CRM are popular alternatives for Coevera.

Where is Coevera located?

Coevera is headquartered at 15243 La Cruz Dr Suite 492 Pacific Palisades, CA 90272 United States.
lightning

Peers used Coevera for engagement management and forecasting

Coevera Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.95/5 ★

Read Reviews (70)
Analytics

4.96/5 ★

Read Reviews (164)
Custom Reports

4.74/5 ★

Read Reviews (543)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.95/5 ★

Read Reviews (70)
Analytics

4.96/5 ★

Read Reviews (164)
Custom Reports

4.74/5 ★

Read Reviews (543)

Coevera Integrations

Coevera integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export
Data Import

Few API Integrations for Coevera

Software Failure Risk Guidance

?

for Coevera

Overall Risk Meter

Low Medium High

Top Failure Risks for Coevera

Coevera News

Product

Pipeliner CRM Availability in AWS Marketplace

Pipeliner CRM is now available in the AWS Marketplace, offering AWS customers streamlined access to its AI-powered CRM solutions. This integration allows for enhanced sales productivity and efficient process management, eliminating the need for third-party tools. The availability in AWS Marketplace underscores Pipeliner's commitment to providing flexible and accessible CRM solutions.

Product

Pipeliner Newsletter (June 26th, 2025) - Pipeliner CRM

Pipeliner CRM has introduced several product enhancements, including the Voyager AI Reporting Agent, which simplifies reporting with AI-driven insights, and a Visual Email Template Editor for efficient email design. Additionally, Pipeliner CRM has been recognized with the Newsweek AI Impact Award and the CUSTOMER Magazine 2025 CRM Excellence Award, highlighting its leadership in CRM solutions.

Product

Pipeliner CRM Celebrates Rapid Expansion with New Products and Back-to-Back Award Wins - Business Wire

Pipeliner CRM has launched two new products: the Voyager AI Real-Time Insights and Recommendations, an AI reporting agent, and the Microsoft Dynamics Booster, which facilitates seamless CRM transitions. Additionally, Pipeliner CRM received the AI Customer Service: Best Outcomes award from Newsweek and the CRM Excellence Award from CUSTOMER Magazine, highlighting its innovative impact in the CRM industry.

Product

Pipeliner CRM Celebrates Rapid Expansion with New Products and Back-to ...

Pipeliner CRM has launched two new products: the Voyager AI Real-Time Insights and Recommendations, an AI reporting agent, and the Microsoft Dynamics Booster, which facilitates seamless CRM transitions. Additionally, Pipeliner CRM received the AI Customer Service: Best Outcomes award from Newsweek AI Impact Awards and the CRM Excellence Award from CUSTOMER Magazine.

Coevera Profile

Company Name

Coevera

Company Website

https://www.coevera.com/

HQ Location

15243 La Cruz Dr Suite 492 Pacific Palisades, CA 90272 United States

Employees

NA

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