--- title: "Corevia CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Corevia CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/10040173/Corevia-CRM/" page_type: "product" language: "en" --- # Corevia CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Corevia CRM ## What is Corevia CRM? Corevia CRM is a customer relationship management software that centralizes client interactions and data to provide a unified view of customer history, preferences, and activities. The software automates sales and marketing processes and offers lead management tools to nurture and convert leads. Reporting and analytics features deliver insights to inform strategic decisions. Corevia CRM integrates with the Corevia suite, including trading platforms, payment solutions, and marketing tools, allowing brokerages to manage client relationships from a single interface. Customizable workflows, automated email campaigns, and real-time activity tracking enable personalized client support. The mobile-friendly design allows brokers to access and update information from any location. Corevia CRM helps brokerages streamline operations and improve customer retention through effective client management. ## What is Corevia CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Corevia CRM?[Manage this product listing](https://www.g2.com/products/corevia-crm/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Corevia CRM 0.0 VS. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price Contact vendor Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.0 (4,388) Value For Money 0.0 (0) Value For Money 4.0 (3,517) Customer Service 0.0 (0) Customer Service 4.1 (3,527) ## Corevia CRM alternatives [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,487)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/) [4.8 (625)](https://www.capterra.com/p/210630/Kylas/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/210630/Kylas/) Highest Rated [Ploomes CRM](https://www.capterra.com/p/207290/Ploomes/) [4.9 (442)](https://www.capterra.com/p/207290/Ploomes/reviews/) Starting price $22.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207290/Ploomes/) ## FAQs about Corevia CRM Overview ### What company size and specific industries is Corevia CRM built for? Corevia CRM is designed for forex brokerages, CFD brokerages, crypto brokerages, social trading platforms, and prop trading firms. The description does not specify company size, but the product is aimed at businesses operating in financial trading and brokerage sectors rather than general-purpose companies. Features and Usability ### What are the key features of Corevia CRM? Corevia CRM offers contact management, lead management, lead scoring, and sales pipeline management for tracking prospects and deals. It also includes email marketing, campaign management, customer journey mapping, and workflow management, plus reporting and analytics, customizable reports, data import/export, third-party integrations, and mobile access. Integrations ### Which third-party tools and platforms does Corevia CRM integrate with? Corevia CRM integrates with five third-party platforms: CommPeak VoIP Service and Voiso for voice communications, Paytiko for payments, Sumsub for identity verification, and DigiBlox for connected business workflows. Getting Started and Support ### What training and onboarding options does Corevia CRM offer? Corevia CRM provides in person training, live online sessions, documentation, and videos. In person and live online sessions support guided learning, while documentation and videos give teams written and visual reference materials for self-paced review and feature setup. Getting Started and Support ### What customer support options does Corevia CRM offer? Corevia CRM provides Email/Help Desk, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback is available about support experience, so no claims can be made about response times, helpfulness, or common frustrations. Users should expect only the listed contact channels. ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Corevia CRM supports **Data Security**. However, it does not include **Customer Database** or **Real-Time Data**. Instead, it offers **Contact Management** (**44%**), which gives teams a way to organize customer details and keep relationship records in one place, helping businesses protect sensitive information while improving day-to-day customer tracking. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Calendar Management Track and manage schedules and meetings via an integrated calendar Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Contact Management Manage, organize, and store contact information Corevia CRM 35 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Contact Management: Manage, organize, and store contact information - Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Segmentation: Group leads or contacts based on their specific characteristics - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial available ## Integrations [ Sumsub](https://www.capterra.com/p/188057/KYC-AML-Platform/)[ CommPeak VoIP Service](https://www.capterra.com/p/207820/CommPeak-VoIP-Service/)[ Voiso](https://www.capterra.com/p/203121/Voiso/)[ Paytiko](https://www.capterra.com/p/10012801/Paytiko/)[ DigiBlox](https://www.capterra.com/p/10030095/DigiBlox/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.