Financial Services Case Studies and Customer Success Stories with Pipeliner CRM
Commonwealth Transitions
- Financial Services
- Small
USA
Coevera helped Commonwealth Transitions track progress on multiple deals at once. The team used Coevera for form integration, email campaigns,... and contact management. They liked the appointment scheduler and the ability to manage multiple contacts within opportunities. Coevera made it easier for the team to communicate about deals. Commonwealth Transitions chose Coevera because it was more robust than Agile.
Pipeliner CRM helped Rockstead Group manage two business lines with one flexible CRM solution. The company used Pipeliner to track... deals, manage client interactions, and centralize contacts. Executives gained clarity with improved sales activity reporting. Pipeliner also supported operations and marketing, enabling focused client emails. Rockstead Group praised Pipeliner for addressing their unique needs and providing strong support.
Coevera helped Rockstead Group manage two different businesses with one CRM system. The company used Coevera to track deals from... first call to project completion for its review services. For its software platform, Yabber, Coevera enabled ongoing client engagement and analytics. Executives gained better sales activity reporting and clarity. The CRM also supported marketing by centralizing contacts and enabling targeted emails.
Manufacturing Case Studies and Customer Success Stories with Pipeliner CRM
Lorama Group
- Manufacturing
- Medium
Toronto, Canada
Coevera helped Lorama Group achieve 100% growth. Lorama used Coevera to track sales activities by quality and quantity. The company... needed a CRM that worked offline for its international team. Coevera’s hybrid version met this need and allowed easy data reporting. Management gained real-time transparency and sales teams unified their data collection.
Pipeliner CRM helped Lorama Group, a manufacturer and distributor of paints, improve sales team transparency and efficiency. Lorama needed a... CRM that worked offline for their international team. They chose Pipeliner CRM Hybrid Version for its offline capability and easy customization. The system made sales data collection unified and simple to report. Management gained real-time transparency, and sales teams became more agile.
Coevera helped Headworks International, a wastewater screening equipment manufacturer, improve sales productivity. The team switched from Salesforce to Coevera for... its visual CRM features and easier reporting. Sales management time dropped from hours to just 30 minutes every two weeks. The mobile app let salespeople update leads instantly, speeding up follow-ups. Headworks now tracks projects from lead to delivery, using custom pipelines and filters for better opportunity focus.
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.
PRISMA Solutions
- Information Technology And Services
- Small
Austria
Coevera helped PRISMA Solutions manage sales leads, opportunities, and planning in one place. The team found Coevera easy to use... and simple to configure, even for users who did not use it daily. The migration to the cloud brought new features like Automatizer and mailing tools, making processes smoother. PRISMA Solutions gained a deeper understanding of their contacts and improved how they share news and events. The sales team recommends Coevera for its ongoing enhancements and user-friendly design.
Collaboro
- Information Technology And Services
- Small
Pipeliner CRM helped Collaboro, a digital asset management company, streamline sales processes during rapid growth. The team grew from 2... to 14 in six months. Pipeliner replaced Excel and Insightly, making sales tracking and reporting easier. The platform's visual tools and easy customization improved transparency and reduced admin work. Collaboro praised Pipeliner's onboarding support and intuitive interface.
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.
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 valued 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.
Hospitality Case Studies and Customer Success Stories with Pipeliner CRM
Choice Hotels Asia-Pac
- Hospitality
- Large
Melbourne, Australia
Coevera helped Choice Hotels Asia-Pac achieve its best development year in recent history. The company needed a system to track... sales opportunities and manage interactions with prospective buyers. Coevera made it easy to follow up on deals, retain sales data despite staff turnover, and onboard new team members quickly. Sales reps adopted the tool rapidly, benefiting from Office 365 integration and mobile note-taking. The system improved focus on high-value deals and streamlined sales workflows.
Food & Beverages Case Studies and Customer Success Stories with Pipeliner CRM
Ernest F. Mariani Company
- Food & Beverages
- Small
Salt Lake City, USA
Coevera helped Ernest F. Mariani Company improve sales tracking and customer communication. Before Coevera, the company struggled with poor CRM... solutions and weak support. Coevera provided strong customer service and tailored the CRM to fit Mariani's needs. The team now tracks leads, sales, and customer needs more clearly. Internal and customer communication has improved, making sales processes smoother.
Consumer Services Case Studies and Customer Success Stories with Pipeliner CRM
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.
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. Mactech 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.
Oil & Energy Case Studies and Customer Success Stories with Pipeliner CRM
Tenaska Marketing Ventures
- Oil & Energy
- Medium
Omaha, USA
Coevera helped Tenaska Marketing Ventures improve cross-company communication. TMV needed a CRM that was easy to use and flexible for... their growing business. Before Coevera, teams struggled with scattered data and duplicate customer visits. After switching, TMV saw better collaboration and transparency. User adoption increased, and management fully supported the new system. Coevera's user-friendly platform made data visible and required no extra admin staff.
Telecommunications Case Studies and Customer Success Stories with Pipeliner CRM
MTN Business
- Telecommunications
- Very Large
Johannesburg, South Africa
MTN Business needed a flexible tool to manage their sales pipeline both in the office and on the road. Coevera provided an... interface to assign and follow up leads, set targets, and monitor performance. The sales team quickly adapted to Coevera, using it on laptops and tablets. Customization required little IT knowledge. The Coevera support team offered helpful suggestions and was always available. MTN Business looks forward to new features from Coevera.
Pipeliner CRM helps LabXPress track over 4,000 clients and manage sales activities. Before Pipeliner, LabXPress used Excel, which made tracking... hard and details easy to miss. With Pipeliner CRM, the team can see monthly volume and revenue from each doctor. Sales reps find information quickly in the field using their phones and tablets. The system makes tracking opportunities simple and helps sales managers oversee their teams. LabXPress recommends Pipeliner CRM for its ease of use and strong support.
Crestcom Intl.
- Professional Training & Coaching
- Medium
Greenwood Village, USA
Crestcom Intl. needed a CRM to manage franchise operations and provide visibility for area representatives. Coevera offered a feature-rich, adaptable... platform that was easy to configure and required minimal training. The CRM enabled real-time dashboards, automated processes, and secure role-based access. Crestcom now captures all data in one place and can quickly deploy updates and reports. Franchise units appreciate the ease of use and flexibility.
Real Estate Case Studies and Customer Success Stories with Pipeliner CRM
Mark Hertz Company
- Real Estate
- Small
New York, USA
Mark Hertz Company used Coevera to manage complex property violation processes in New York City. Before Coevera, the team relied... on paper files and manual tracking, which slowed response times. With Coevera, they streamlined business operations and improved visibility into case status. The company uses Coevera’s multiple pipelines to handle different violation types from various agencies. Customization and visual design were key factors in their decision. Staff found onboarding easy and recommend Coevera for its intuitive interface.
Consumer Goods Case Studies and Customer Success Stories with Pipeliner CRM
Ernest F. Mariani
- Consumer Goods
- Small
Pipeliner CRM helped Ernest F. Mariani improve sales tracking and customer development. The company struggled with poor support and ineffective... CRM tools before switching. Pipeliner CRM impressed them with strong support and easy integration. The tool now helps track leads, compare customer purchases, and monitor sales performance. Communication with customers and within the team improved greatly. Management can now see sales landing percentages and address internal issues quickly.
Other Industry Case Studies and Success Stories with Pipeliner CRM
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.
