# Corevia CRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Corevia CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/10040173/Corevia-CRM --- # Corevia CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 1, 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://corevia.solutions/en/home&name=Corevia CRM) ## 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. [4.7 (462)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting Price Contact vendor Starting Price $12 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.7 (462) Value For Money 0.0 (0) Value For Money 4.5 (401) Customer Service 0.0 (0) Customer Service 4.6 (384) ## Corevia CRM alternatives [4.2 (1,307)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [4.3 (6,977)](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 [4.5 (4,462)](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 [4.4 (18,785)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars ## FAQs about Corevia CRM Overview ### What company size and specific industries is Corevia CRM built for? Corevia CRM is designed for brokerage and trading firms, including forex brokerages, CFD brokerages, crypto brokerages, social trading platforms, and prop trading firms. The vendor description does not specify a company size, so the product appears aimed at organizations operating in these financial trading sectors. Features and Usability ### What are the key features of Corevia CRM? Corevia CRM offers contact management, lead capture, lead generation, lead scoring, and sales pipeline management for tracking prospects and deals. It also includes email marketing, campaign management, workflow management, reporting/analytics, customizable reports, data import/export, document storage, and third-party integrations. Integrations ### Which third-party tools and platforms does Corevia CRM integrate with? Corevia CRM integrates with 5 third-party tools, including communication and payments platforms such as CommPeak VoIP Service, Voiso, Paytiko, DigiBlox, and Sumsub. These catalog integrations cover voice calling, transaction handling, and identity verification within connected CRM 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 training can support guided setup and instruction, while documentation and videos offer self-paced reference material for learning features and reviewing steps as needed. 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 on support quality is available, so support experience details such as response speed or helpfulness cannot be confirmed from user comments. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Track and manage schedules and meetings via an integrated calendar Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Manage, organize, and store contact information Visualize and analyze customer experience across all touchpoints and channels Customize data fields to support various needs and use cases Alter the layout and content of reports Import and export data to and from software applications Protect sensitive data for digital privacy Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Use AI to generate content in the form of text, images, videos, etc. Track interaction history by documenting conversations for contacts Automatically identify and save contact information of potential customers Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Generate quotes or estimates for customers Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity View and track pertinent metrics to find patterns and gain insights from data Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Group leads or contacts based on their specific characteristics Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes 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.