--- title: "Coevera Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Coevera Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/125911/Coevera/" page_type: "product" language: "en" publication_date: "2026-10-12" --- # Coevera Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 12, 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)[Reviews](#reviews) 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. Results that speak for themselves: 4 weeks to implement. 0 full-time admins required. 2 hours to onboard a user. Dramatically reduced total cost of ownership. Sales leaders get a forecast they can defend. Sales ops configure it themselves. Reps get a pipeline where the next step is obvious. • Voyager AI: predictive deal and pipeline guidance, plus native MCP • Visual pipelines with buying centers and relationship maps • Guided selling: your stages and criteria, enforced in the flow of work • Automatizer: no-code workflow automation your team builds • Built-in reporting and forecasting, with BI export Three editions: $85, $115 and $150 per user/month. Industry-agnostic. ## What is Coevera used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Contact Management](https://www.capterra.com/contact-management-software/)[Lead Management](https://www.capterra.com/lead-management-software/) Top alternative Featured Overall rating Based on 216 user reviews Reviews sentiment Positive 95% Neutral 3% Negative 2% Starting price $85 Per User, Per Month Free trial available Free version not included 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 Coevera?[Manage this product listing](https://www.g2.com/products/coevera/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. ### Coevera 4.6 (216) VS. [4.5 (4,491)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price $85 Per User, Per Month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (208) Ease Of Use 4.4 (4,392) Value For Money 4.5 (133) Value For Money 4.3 (3,521) Customer Service 4.5 (164) Customer Service 4.4 (3,531) ## Coevera alternatives [4.4 (18,813)](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 [4.3 (7,004)](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 Highest Rated [4.7 (744)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.6 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/125911/Coevera/alternatives/) ## FAQs about Coevera Overview ### What problems does Coevera solve? Coevera helps sales teams solve scattered pipeline visibility, manual lead tracking, duplicate account outreach, and inconsistent follow-up. It centralizes customer history, tasks, ownership, and next steps in a visual workflow, so sales reps, managers, business development teams, and client success leaders can prioritize deals, monitor performance, and reduce reporting overhead. Answer based on 134 reviews Overview ### Which roles and teams benefit most from Coevera? Coevera is most used by sales teams, business development professionals, and company leaders who need to manage customer relationships, track opportunities, and support revenue growth. Sales managers and representatives use it for pipeline visibility, while owners, CEOs, and presidents rely on it for oversight, forecasting, and team performance monitoring. Answer based on 204 reviews Overview ### What company size and industries is Coevera built for? Coevera is built primarily for small businesses, which make up 77% of reviewers, with management consulting at 12% as the top industry. It also serves midsize businesses at 15% and enterprises at 9%, with additional use across information technology and services at 10% and construction at 8%. Answer based on 216 reviews Features and Usability ### What are the key features of Coevera? Coevera offers core CRM features centered on sales management, including visual sales pipeline tracking, lead and opportunity management, and task management. Differentiating capabilities include customization, routing, and team collaboration tools. Reviewers also highlight reporting dashboards, account and customer management, API integrations, and a drag-and-drop user interface. Answer based on 70 reviews Integrations ### Which third-party tools and platforms does Coevera integrate with? Coevera integrates with more than 40 integrations across email, storage, CRM, and support tools. Key platforms include Gmail, Google Calendar, Google Drive, Google Workspace, Box, Dropbox, HubSpot CRM, and Docusign. It also connects with tools such as Freshdesk, Intercom, ActiveCampaign, and Constant Contact. Answer based on 16 reviews Getting Started and Support ### How easy is it to onboard and train a team on Coevera? Coevera offers live online sessions, webinars, videos, and documentation to help teams get started. Reviewers describe onboarding as quick for end users and teams with CRM or basic computer experience, while admins handling setup, imports, or deeper features usually need more training and time before the system feels straightforward. Answer based on 22 reviews Getting Started and Support ### What customer support options does Coevera offer, and how do users rate the experience? Coevera offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users generally describe support as quick, helpful, and patient, with responsive ticket handling and useful tutorials or documentation. Some mention occasional slowdowns or freezes and would like broader around-the-clock coverage, but issue resolution is usually timely. Answer based on 17 reviews Features and Usability ### How well does Coevera handle sales management? Coevera gives sales teams clear pipeline visibility, lead tracking, and reporting that support day-to-day sales management. Many sales managers and growing businesses value customizable pipelines, opportunity oversight, and shared account history, though some users mention glitches, a learning curve for advanced reports, or gaps between demos and delivered features. Answer based on 70 reviews Features and Usability ### Is Coevera easy to use and navigate? Coevera offers a visual, easy-to-follow interface that helps sales teams understand pipeline status quickly and move deals forward. Many users like the drag-and-drop workflow, clean screens, and quick setup for new staff, though some mention crowded information displays or limited detail in certain exported charts and task icons. Answer based on 68 reviews ## 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%**) Coevera supports **Customer Database** and **Real-Time Data**, giving teams a central place to store customer records and access current information as it changes. However, it does not offer **Data Security**. Instead, it provides other features that reviewers also consider important, including **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**). These features help businesses organize contact details, find records faster, and manage relationships more efficiently, allowing teams to respond quickly and keep customer information easy to access. Contact Database 4.2 (9) 55.56% of 9 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Search/Filter 4.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Search and filter data across systems to locate required information by entering keywords or certain criteria Contact Management 4.0 (25) 64.00% of 25 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Reporting/Analytics 3.9 (17) 76.47% of 17 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Sales Pipeline Management 4.5 (16) 68.75% of 16 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Lead Management 4.4 (15) 80.00% of 15 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Coevera 240 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Activity/News Feed: Continuous profile-based stream of news and activity - Adaptive Learning: Intuitive interface and user-friendly design which seamlessly integrate with existing workflows - AI Text Generation: Allows users to generate text based on a text prompt. - AI Text Summarization: Condenses long documents or text into a brief summary. - AI Writing Assistant: Generates and edits text using machine learning - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - 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 - Appointment Scheduling: Schedule appointments via a calendar - Assignment Management: Assign issues and tasks based on availability or required skills - Attachment Activity: Records the rate at which email attachments are opened or downloaded. - Audience Targeting: Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention - Autonomous Task Execution: Completes tasks independently without constant human intervention - Autoresponders: Create and automatically send premade copy in response to customer messages - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Behavior Monitoring: Constantly monitors acivity related to user behavior and compares activity to benchmarked patterns and fraud indicators. - Benchmarking: Compare key metrics for the business against prominent players in the industry - Brand Tracking: Monitor social media posts or web that mention a particular brand - Breadth of Partner Applications: To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. - Budgeting/Forecasting: Create budgets based on historical data and future projections - Business Card/Badge Scanning: Capture contact information by scanning a physical item and having the system automatically extract data from the scan - Business Process Control: Define and maintain business rules that determine workflow capabilities and criteria - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call Center Features: Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. - Call Logging: Collects essential call data such as call origin, call destination, call length, and other transaction details - Call Tracking: Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Chat/Messaging: Communicate using direct chat or messages within the system - Chatbot: AI-based platform which conducts a conversation via auditory or textual methods - Coaching: Assign coaches to new employees based on role and experience. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Commission Calculator: Tool used to determine the commission amount to be paid out to each employee - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Competitive Analysis: Evaluating strengths and weaknesses of companies with the same target audience - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Contract/License Management: Track, store, and access client contracts or licenses - Conversation Intelligence: Recording, transcription, and analysis of sales calls for the purpose of training and generating insights - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - CRM Integration: Integration with third-party CRM systems - Cross-system Integration: Works across multiple software systems or databases - Custom Reports: Enables users to create tailored reports on student performance and grading analytics for actionable insights. - Customer Contract Management: Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customer Social Profiles: Track customers' activities across social networks and maintain details about their demographics, preferences & more - Customer Support: Provide online support for your customers through live chat or help desk functionality - Customer Support Portal: Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Customization: Create labels for products that contain required information such as colors, sizes, dates, etc. - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Entry: The process of entering information or updating records in a computer system or database - Data Import & Export Tools: Ability to input, modify, and extract data from the application in bulk through a structured file. - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Data Segmentation: Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. - Data Sourcing: Provides integration with various drug, imaging, and genomic databases - Data Visualization: Graphical representation of data - Deal Management: Defines specific deal parameters to negotiate and secure deals - Decision Making: Makes informed choices based on available data and objectives - Desktop Integration: Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. - Document & Content Mgmt.: Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Drip Campaigns: Send automated marketing emails based on user actions over a predetermined period - Dynamic Modeling: Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time. - Electronic Signature: Digitally sign online documents - Email Categorization: Allows for the categorization of emails. - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Reminders: Reminders sent via email - Email Sequences: Set up automated email sequences to streamline outreach and engage leads/contacts - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Employee Recognition: Acknowledge and reward employees for reaching specific goals and/or for exemplary performance - Employee Reward Programs: Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs - Employee Structure: Organizes team members by roles, activities and objectives and weighs tasks by importance. - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Exporting & Sharing Data: Enables user to communicate data by securely exporting and sharing it. - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - Field Sales Management: Manage or track sales completed by field teams/employees - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Flexible Sales Process: Can operate under at least two distinct sales methodologies - For iPad Devices: Operate/access software on iPad Devices - For Mac Devices: Operate/access software on Mac Devices - For Sales Teams/Organizations: Caters to sales teams - For Small Businesses: Designed for small businesses - For Startups: Primarily serving startup companies - Forecasting: Form predictions based on past and present data/trends - Gamification: Games or game-like elements to track progress and reward accomplishments - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Geolocation: Determines the location of a device using GPS or an IP address - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Graphical Data Presentation: Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids - Incentive Management: Manages incentive programs such as profit sharing, stock awards, and individual bonus plans - Integrations / APIs: Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Internationalization: Extend compensation configurations around the globe using flexible location profiles, multiple language options, and automatic currency conversion tools within the system. - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Knowledge Base: Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. - Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects - Lead Assignment: Manually or automatically assign leads to sales reps - Lead Capture: Automatically identify and save contact information of potential customers - Lead Engagement: Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels - Lead Follow-Up: Allows you to follow-up with leads within the app. - 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 Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Leaderboards: Boards that use custom metrics to show how leading performers compare to other individuals/teams - Link Activity: Records the rate at which links in emails are followed. - Live Chat: Ability to chat online in real time - Location Tracking: Identify the physical location of an individual, asset, device, etc. - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Marketing ROI Analytics: Enables analysis of effectiveness of an organizations various marketing activities - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Mobile User Support: System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet) - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Channel Social Integration: Integrate with more than one social media network - Multi-Currency: Manage and handle various international currencies - Multiple Org Charts: Allows multiple relationship maps for each account and opportunity - Natural Language Interaction: Allows users to give natural-language instructions for browser-based tasks. - Notes Management: Allow users to create, edit, and sort multiple notes - Omnichannel Outreach: Support outbound and inbound sales processes autonomously while ensuring high-quality lead engagement - Ongoing Performance Tracking: Provides real-time feedback and assessments on employee performance, skills, and accomplishments - Open Rates: Records the rate at which emails are opened. - Opportunity & Pipeline Mgmt.: Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. - Opportunity Identification: Highlights cross-sell, upsell, and white space opportunities - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Opportunity Scoring: Provides insights to determine which deals already in the pipeline have the best chance of closing. - Organizational Charting: Diagram that shows the structure of an organization and the relationships between parts - Output Document Generation: Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. - Partner Relationship Mgmt. (PRM): Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information - Performance and Reliability: Payment gateway is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the gateway to respond to an action they took. System scales with load. - Performance Appraisal: Evaluation process that provides feedback on an employee's job performance - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Personalization: Adjust communications based on previous interactions or personal preferences - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Playbooks: Tactical guides providing information and instructions for teams to navigate through tasks and processes - Predictive Analytics: Predict future data based on historical data sets - Prioritization: Arrange tasks based on the level of priority or urgency - Proactive Assistance: Uses webpage, tab, browsing session, or selected text context to generate responses and suggestions - Product & Price List Management: Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. - Product Catalog: Present a catalog of inventory that customers can view - Profiles: Creates user profiles similar to social media pages that display private or public statuses and updates. - Proposal Generation: Create proposals based on costs of labor and materials - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quota Planning: Plan target quotas that sales representatives are expected to meet within a specific period. - Quote & Order Management: Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. - Quotes/Estimates: Generate quotes or estimates for customers - Ratings/Reviews: Ratings/Reviews - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Rewards Points: A type of incentive earned through making purchases in select categories. - Risk Analysis: Analyze potential risks across the organization - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Gamification: Enables competition between a sales team by providing things like challenges and scoreboards. - Sales Onboarding & Training: Process of training new hires by providing them with sales tools and knowledge needed to complete the job - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Planning: Define sales targets and create strategies to meet goals or marketing results - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Sandbox / Test Environments: Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Sentiment Analysis: Categorize emotions expressed and identify if they are positive, negative or neutral - Single Sign On: Allow users to access multiple services after entering their login credentials once - Smart Content: Suggests content appropriate to stage and tone of the deal - SMS Messaging: Send messages via SMS - Social Collaboration Features: Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Social Media Monitoring: Track activity on sites such as Facebook, Twitter, Instagram, etc. - Social Network Integration: Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. - Social Promotion: Market event via social media tools - Softphone: Use your computer as a phone device to make calls over the internet - Speech Recognition: Train your system to interpret and transcribe voice messages - Stakeholder Roles: Includes explicit definitions of stakeholder roles - Statistical Analysis: Apply statistical/mathematical models to sets of data - Support Analytics: Enables analysis of customer support activities to optimize customer support professionals, processes and tools. - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Team Management: Organizing a group of people to accomplish a task - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integration: Addition of necessary external data, applications, tools, or features - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Training Mode: Includes recording and review capabilities to train new salespeople or review old deals - Transfers/Routing: Transfer queries and organize messages between agents - Triggers: Automatically recognizes achievements that should be added to the leaderboard. - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - User, Role, and Access Management: Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. to both internal and external users. - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Web-based Deployment: SaaS, web-based, online deployment - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Capability: Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. - Workflow Management: Create, design and manage workflows for repetitive tasks - Zero-touch Renewals: Can fully automate the deal renewal process --- Get Advice We can help you find the software with the features you need. Features 4.5 (191) 4.5 Based on 191 reviews ## Pricing Value for money 4.5 (133) Free Trial Business Edition, Enterprise Edition, Unlimited Edition $85.00 Per User,Per Month Value for money 4.5 (133) 4.5 Based on 133 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ OneDrive](https://www.capterra.com/p/161304/OneDrive/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) 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 Customer Service 4.5 (164) 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 Customer Service 4.5 (164) 4.5 Based on 164 reviews ## User reviews Overall rating 4.6 Based on 216 reviews Filter by rating 5(144) 4(61) 3(6) 2(4) 1(1) Mentioned topic Sorted by most recent JM Jenna M. Ops Design ### "Not a fan for small business " 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 3/10 April 14, 2026 We have tried to impiment it twice but it's just not a good fit for a smaller business. For this application it just is too much to train and too pricy. Pros It holds and gathers a lot of information and can be very useful in that reguard. Many larger companies use it. Cons It's too broad and tries to do too much but not doing everything well. It's not ideal for a small business. Switched from [Smartsheet](https://www.capterra.com/p/79104/Smartsheet/) Tried to switch but was not sucessfull. Ended up going back to our orginial. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. HL Haba L. Content Manager Newspapers ### "Powerful CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 March 5, 2024 Pros This app was very easy to setup and start using it. Nice UX and intuitive design. Cons For the price it would be nice for some extra features and functions. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor March 20, 2024 Thank you for taking the time to provide a review of Pipeliner CRM. Pipeliner was designed to be intuitive with an interface that people enjoy using, so I am glad to see that is your own experience. As for features and functions, Pipeliner does come in 4 different versions so you can pick the version that provides the features that you value most. In addition, many features are available as a la carte options. Also know that many of the great features you see in Pipeliner are the result of suggestions from our clients, so don't be shy. Let us know what additional features you are most interested in. Regards, Don Araldi EVP, Sales Abel A. Agent Hospitality ### "Avis pipeliner crm" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 September 27, 2023 Pros it super fast giving the possibility of creating dynamic reports and very simple and effective jobs Cons nothing to say apart from the name suggestion which we cannot find when we do a name search. Sometimes we forget the spelling of names Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Carla B. Head of Proposition Development Information Technology and Services ### "A very productive solution for companies looking for CRM." 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 August 22, 2023 It’s really simple to use, with minimal configuration choices and a simple user interface. One of the most striking elements of Pipeliner to me is that I don’t need to be an architect to modify my Pipeliner example. Furthermore, any form of enhancement can be implemented without difficulty. Pipeliner CRM, in my opinion, is a legitimate service that may assist enhance sales because it permits and has a wide range of operations with amazing features. Pros I like Pipeliner because it makes job creation very simple and efficient. It also provides variable exclusive sales records for files since it retains all of the data, examines the assessment, and its procedures carried out at the time of sale. I also enjoy how I can design various pipelines for different purposes or uses, and the best part is how quickly I can create dynamic reports. I enjoy that I can attach various types of papers and add colleagues. I like how Pipeliner helps me see which clients I should prioritize and which I shouldn’t. Cons I am quite delighted with my campaigns; I just wish that when I use the search feature, it would give me some name recommendations, because it only works when the client’s name is spelled correctly, occasionally I get confused in the writing and don’t find it. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Director Industrial Automation ### "Scammed and ripped off" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 May 18, 2023 This CRM did not solve any problems for me, it created problems for me if anything! It also left me out of pocket as the management team would not refund me for the remainder of the 12 months once I left after 2 months. Pros The User interface is OK, it is easy to learn how to use this CRM pretty quickly as its pretty basic. Thats about the only good thing I found with this CRM, the rest has been pretty poor. Cons The Sales Team at Pipeliner CRM told me that the CRM had certain features that I was looking for when I originally contacted them about their product. They did a demo for me but it was very vague and did not really touch on what I wanted to see even when I asked them to. As they do not offer a trial for the CRM, I had to take them on their word that the features worked as they has described.Once I had signed up and paid for 12 months in advance, I found that these features did not function as described. They tried to convince me to use a work around at that stage but it would not work due to bugs in the software. Even when they found these bugs when they tried to configure a workaround, they just ignored them, they are still in the software today!I sent an email to the head of sales and the \[sensitive content hidden\] of Pipeliner CRM to inform them that I could no longer work with their CRM as it did not function as they had said it would in the original demo, even the workaround was a failure. I was told by the management team that it was my fault, that they never said it could do what I was requesting and never said it could! This was a full 180 on what they sold to me and promised 2 months earlier.2 months into my 12 months I cancelled my account and moved to another CRM. I contacted the management team and asked for a refund for the remainder of the 12 months I had paid for but I got no response. 2 more further attempts to contact the \[sensitive content hidden\] and management team failed, they just blanked me. Reasons for choosing Coevera The Sales Team at Pipeliner CRM told me that the CRM had certain features that I was looking for when I originally contacted them about their product. They did a demo for me but it was very vague and did not really touch on what I wanted to see even when I asked them to. As they do not offer a trial for the CRM, I had to take them on their word that the features worked as they had described. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AS Amanda S. LIDER COMERCIAL Facilities Services ### "Completa excelente " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 12, 2023 Pros Uma ferramenta completa com todos as funcionalidade necessárias . Cons Grande dificuldade nas açoes do sistema mais nada que impeça de ser uma ferramenta de grande qualidade Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Felipe L. Ceo Consumer Services ### "Ótimo " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 1, 2023 Tive uma experiência incrível com esse CRM na captura de leeds e os clientes gostaram da ferramenta Pros Ótimo Crm para captura de leds e informações sobre os futuros clientes . Interface bem amigável e limpa. Cons As vezes o servidor é pouco lento e isso se torna um problema devido a lentidão em salvar um leed. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. NK Nana Kwame M. Teaching Assistant Education Management ### "A great CRM for Medium to Large Scale Businesses" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 March 1, 2023 I get exact and specific sales analytics and I can easily track the sales performance to make sure we are on the right path. Pros It was not hard to get my head around Pipeliner CRM. After a few hours of usage, you would think I was a pro. Navigation is also super easy. Cons I wish we could integrate more third party add-ons onto the CRM and this is a huge disadvantage for us. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JB Joel B. Administrative Secretary Consumer Electronics ### "What You Can Expect from Pipeliner CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 February 11, 2023 It is one of the best CRM software in terms of visualization Pros The interface for both their web app and mobile app is completely visualized which makes it easy to understand the information at a glance. Cons The generated reports should have a forecast that can tell me what industry CRM tips to implore. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Devloper Information Technology and Services ### "Transform your sales pipeline with Pipeliner CRM" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 February 8, 2023 Pros I'm completely sold on Pipeliner CRM. Since we implemented it in our company, it has completely transformed the way we manage our sales pipeline. It's intuitive and easy to use, so even non-tech savvy staff can quickly get up to speed with it. Highly recommended! Cons I have not encountered any drawbacks for this tool yet. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. 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