--- 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: "2026-11-09" --- # Coevera Software Review 2026: Features, Integrations, Pros & Cons Last updated on November 9, 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 (4,493)](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 (4,394) Value For Money 4.5 (133) Value For Money 4.3 (3,522) Customer Service 4.5 (164) Customer Service 4.4 (3,532) ## Coevera alternatives [4.4 (19,024)](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 (7,010)](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 (745)](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 solves fragmented sales tracking, unclear deal ownership, and manual pipeline reporting by organizing leads, accounts, opportunities, activities, and documents in visual, configurable workflows. Sales representatives, managers, business-development teams, and small-to-large sales organizations use it to prioritize qualified deals, prevent duplicate outreach, monitor rep performance, and forecast revenue. Answer based on 133 reviews Overview ### Which roles and teams benefit most from Coevera? Coevera is most used by sales teams, business development managers, and outside sales representatives who manage customer opportunities, quotations, and order follow-up. Owners, CEOs, presidents, and general managers use it to oversee commercial activity and team performance, while marketing managers and consultants support lead generation, customer communication, and sales planning. Answer based on 204 reviews Overview ### What company size and industries is Coevera built for? Coevera is for B2B sales organizations, with small businesses representing 77% of reviewers and Management Consulting accounting for 12%. It targets teams with 15 to 2,500 quota-carrying sellers, defined sales processes, accountable managers, and consultative deals. Reviewer adoption also includes IT Services (10%) and Construction (8%). Answer based on 216 reviews Features and Usability ### What are the key features of Coevera? Coevera includes core sales management features centered on opportunity and pipeline management, with visual drag-and-drop stages for tracking deals and sales processes. It also provides task management, contact and account management, customizable reporting, and sales team performance tracking. Differentiators include workflow automation, multiple pipelines, and AI-driven sales insights. Answer based on 70 reviews Integrations ### Which third-party tools and platforms does Coevera integrate with? Coevera integrates with over 40 integrations, including Google Workspace, Gmail, Google Drive, HubSpot CRM, HubSpot Marketing Hub, ActiveCampaign, Dropbox, Box, DocuSign, and Freshdesk. Its catalog also connects with tools for marketing, customer support, document management, calendars, contacts, events, and accounting. 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 training, webinars, documentation, and videos to support team adoption. Reviewers report that end users and sales teams generally learn the visual interface quickly and can teach others easily. Initial setup, data imports, and advanced features may require more time, training, or help from experienced administrators. 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 responsive, helpful, and knowledgeable, with clear tutorials and documentation aiding setup and customization. Some users report support resolves tickets quickly, while others mention occasional slow performance and want broader around-the-clock coverage. Answer based on 17 reviews Features and Usability ### How well does Coevera support sales management? Coevera helps sales teams manage pipelines, prioritize leads, track opportunities, and review representative performance in one place. Sales managers value configurable pipelines, account history, shared documents, and reporting for coaching and forecasting. Some teams need time to learn the reporting options, and occasional workflow or configuration issues can affect daily use. Answer based on 70 reviews Features and Usability ### Is Coevera easy to use for sales teams? Coevera provides a visual, intuitive CRM interface that helps sales teams understand pipeline status quickly. Users value drag-and-drop opportunity stages, configurable record layouts, clear account details, and web and mobile views. New staff can often adopt the system quickly, although some users find certain screens display more information than needed. 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 Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Continuous profile-based stream of news and activity Intuitive interface and user-friendly design which seamlessly integrate with existing workflows Allows users to generate text based on a text prompt. Condenses long documents or text into a brief summary. Generates and edits text using machine learning Software program that continuously adjusts its behavior based on observed data 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 Schedule appointments via a calendar Assign issues and tasks based on availability or required skills Records the rate at which email attachments are opened or downloaded. Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Completes tasks independently without constant human intervention Create and automatically send premade copy in response to customer messages Software's ability to perform similar action on multiple similar files simultaneously Constantly monitors acivity related to user behavior and compares activity to benchmarked patterns and fraud indicators. Compare key metrics for the business against prominent players in the industry Monitor social media posts or web that mention a particular brand 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. Create budgets based on historical data and future projections Capture contact information by scanning a physical item and having the system automatically extract data from the scan Define and maintain business rules that determine workflow capabilities and criteria Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Notifications/alerts for upcoming events or tasks 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. Collects essential call data such as call origin, call destination, call length, and other transaction details Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Manage various distribution channels, build relations with channel partners, and track their performance Communicate using direct chat or messages within the system AI-based platform which conducts a conversation via auditory or textual methods Assign coaches to new employees based on role and experience. Provides a channel for team members to share AI models, media files, communicate, and work together Leave comments and notes on documents for others to view Tool used to determine the commission amount to be paid out to each employee Tracking, calculating, and paying commissions and earnings to employees Manage and track all internal and external communication conducted via calls, email, text, or chat Evaluating strengths and weaknesses of companies with the same target audience Track and manage adherence to policies for any service, product, process, or supplier Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Track, store, and access client contracts or licenses Recording, transcription, and analysis of sales calls for the purpose of training and generating insights Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Integration with third-party CRM systems Works across multiple software systems or databases Enables users to create tailored reports on student performance and grading analytics for actionable insights. 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. A collection of customer information such as contact details, demographics, previous interactions, etc. Initiate interactions with customers by proactively starting conversations or providing informational content Visualize and analyze customer experience across all touchpoints and channels Process of dividing customers into groups based on common characteristics Track customers' activities across social networks and maintain details about their demographics, preferences & more Provide online support for your customers through live chat or help desk functionality 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. Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Create labels for products that contain required information such as colors, sizes, dates, etc. Assembly of graphs and charts for visualizing and tracking statistics/metrics Creation and customization of dashboards The process of entering information or updating records in a computer system or database Ability to input, modify, and extract data from the application in bulk through a structured file. Import and export data to and from software applications Protect sensitive data for digital privacy Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. Provides integration with various drug, imaging, and genomic databases Graphical representation of data Defines specific deal parameters to negotiate and secure deals Makes informed choices based on available data and objectives Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. 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. Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Send automated marketing emails based on user actions over a predetermined period Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time. Digitally sign online documents Allows for the categorization of emails. Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Reminders sent via email Set up automated email sequences to streamline outreach and engage leads/contacts Pre-made examples and templates for emails Track delivered, received, and opened emails Track employee schedules, availability, and performance across projects and tasks Acknowledge and reward employees for reaching specific goals and/or for exemplary performance Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs Organizes team members by roles, activities and objectives and weighs tasks by importance. Tracks metrics that provide insight into how a user interacts with any interface or product Predefined actions automatically performed on the occurance of specific events Enables user to communicate data by securely exporting and sharing it. Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Manage or track sales completed by field teams/employees Create, save, and store files Public or private sharing of digital files such as documents, audio/video, images, and more Can operate under at least two distinct sales methodologies Operate/access software on iPad Devices Operate/access software on Mac Devices Caters to sales teams Designed for small businesses Primarily serving startup companies Form predictions based on past and present data/trends Games or game-like elements to track progress and reward accomplishments Use AI to generate content in the form of text, images, videos, etc. Determines the location of a device using GPS or an IP address Establish measurable goals and objectives and track their progress over a specific period of time Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids Manages incentive programs such as profit sharing, stock awards, and individual bonus plans 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. Track interaction history by documenting conversations for contacts Incorporation of a chat or messaging system within an organization's internal communication infrastructure Extend compensation configurations around the globe using flexible location profiles, multiple language options, and automatic currency conversion tools within the system. Visualization tool to organize and optimize tasks and track their status at every stage of workflow Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. Create landing pages or online forms designed to capture new leads and prospects Manually or automatically assign leads to sales reps Automatically identify and save contact information of potential customers Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels Allows you to follow-up with leads within the app. 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 Engage with a lead throughout the sales process by actively providing information Score a lead on their quality or likelihood to buy based on certain behaviors Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Boards that use custom metrics to show how leading performers compare to other individuals/teams Records the rate at which links in emails are followed. Ability to chat online in real time Identify the physical location of an individual, asset, device, etc. Automate workflows and trigger campaigns based on customer actions Enables analysis of effectiveness of an organizations various marketing activities Monitor task progress and planned accomplishments to better manage project status Access software remotely via mobile devices Access the system via a mobile application System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet) Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making Observe and track the demand, usage, progress or quality of a system, product, or user Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Integrate with more than one social media network Manage and handle various international currencies Allows multiple relationship maps for each account and opportunity Allows users to give natural-language instructions for browser-based tasks. Allow users to create, edit, and sort multiple notes Support outbound and inbound sales processes autonomously while ensuring high-quality lead engagement Provides real-time feedback and assessments on employee performance, skills, and accomplishments Records the rate at which emails are opened. 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. Highlights cross-sell, upsell, and white space opportunities Track all opportunities for potential sales and convert them into recurring revenue Provides insights to determine which deals already in the pipeline have the best chance of closing. Diagram that shows the structure of an organization and the relationships between parts Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. 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 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. Evaluation process that provides feedback on an employee's job performance A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Adjust communications based on previous interactions or personal preferences Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Tactical guides providing information and instructions for teams to navigate through tasks and processes Predict future data based on historical data sets Arrange tasks based on the level of priority or urgency Uses webpage, tab, browsing session, or selected text context to generate responses and suggestions 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. Present a catalog of inventory that customers can view Creates user profiles similar to social media pages that display private or public statuses and updates. Create proposals based on costs of labor and materials Tools designed to streamline the process of lead generation and management for sales teams Plan target quotas that sales representatives are expected to meet within a specific period. 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. Generate quotes or estimates for customers Ratings/Reviews Analyze and gain insights into data in real-time Receive data and information in real time Notifications that are delivered to users as soon as an event occurs Active reporting of data and metrics Receive system updates as soon as any changes are made Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity 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 Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Monitor sales and make necessary adjustment in order to increase demand and revenue A type of incentive earned through making purchases in select categories. Analyze potential risks across the organization Set & manage permission levels based on user roles and restrict access to only authorized individuals Define, track, and/or automate sales activities and sales processes Automate processes to manage leads, contacts, opportunities and sales activities Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Enables competition between a sales team by providing things like challenges and scoreboards. Process of training new hires by providing them with sales tools and knowledge needed to complete the job Pipeline view and tracking lead status Define sales targets and create strategies to meet goals or marketing results Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. 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. Plan availability and assign specific time slots for tasks and resources Search and filter data across systems to locate required information by entering keywords or certain criteria Group leads or contacts based on their specific characteristics Categorize emotions expressed and identify if they are positive, negative or neutral Allow users to access multiple services after entering their login credentials once Suggests content appropriate to stage and tone of the deal Send messages via SMS 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 Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Track activity on sites such as Facebook, Twitter, Instagram, etc. 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. Market event via social media tools Use your computer as a phone device to make calls over the internet Train your system to interpret and transcribe voice messages Includes explicit definitions of stakeholder roles Apply statistical/mathematical models to sets of data Enables analysis of customer support activities to optimize customer support professionals, processes and tools. Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, manage and track all task activities and progression Organizing a group of people to accomplish a task Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is Organize customer data and accounts by user or geography Addition of necessary external data, applications, tools, or features Set up connections to third-party platforms to improve business processes Includes recording and review capabilities to train new salespeople or review old deals Transfer queries and organize messages between agents Automatically recognizes achievements that should be added to the leaderboard. Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. to both internal and external users. Interact with data visualization elements, such as charts and graphs, to drill down into data SaaS, web-based, online deployment Streamlining repetitive tasks and activities through automated and predefined workflows 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. Create, design and manage workflows for repetitive tasks 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 Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[ Eventbrite](https://www.capterra.com/p/114949/Eventbrite/)[ Box](https://www.capterra.com/p/148766/Box/)[ Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) 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 Counts reflect reviews available in this feed. 5(144) 4(61) 3(6) 2(4) 1(1) Mentioned topic Recent reviews first, then most helpful Mark Phelps I. Ops Used the software for: Less than 1 year ### "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 15, 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. 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. Christopher K. Senior Sales Manager Used the software for: 1-3 years ### "Significant Boost To Quick Conversation of Leads to Customers" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 9, 2021 Pipeliner CRM is solving the problem of getting stuck should in future a Sales Representative leaves the company without proper handover notes because it keeps full data of all sales processes which is available from a 360 degree view standpoint. Time is money and Pipeliner CRM has proved to be a great time saver because it has drastically reduced my time spent from lead generation to customer acquisition, especially that it has a feature by which I am able to harvest leads from LinkedIn (contact details included) with a click of a button. Pros With all Sales Reps' activity history available to me at the click of a button any time, and with Pipeliner CRM also available in mobile app form, it has given me impetus to manage my sales teams and my customers remotely, yet effectively from any part of the world, thus coming in handy with the prevailing lock-downs as a result of COVID-19. Further, I like the fact that it provides for higher lead velocity, leading to a a quicker realization of sales objectives. Cons It cannot easily be operated offline from both the desk top and mobile app version. This makes some of your work inaccessible should you find yourself in place with poor or no internet connectivity. 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. Gary P. Used the software for: Less than 1 year ### "Managing the Sales Pipeline visually" 5.0 November 13, 2015 We have used the software internally and we also now recommend to others, as a cloud based system, this is now our preferred option for sales and marketing teams. Having recently taken on new staff, who had not been exposed to CRM before it was refreshing to see how quick that can pick up running with the system and for us more important was that instant awareness and reminder of their purpose, i.e. how they need to attain their target. Pros Very easy to use and many clients are up and running themselves with little input from ourselves, but also Pipeliner CRM Support team have been very good and patient in resolving questions, often pointing us to the easy to understand video tutorials to complement what they have said. The chat function is a great and quick way to engage with support direct. Having seen the new 'Insights' functionality on a recent webinar, this is the next item we want to explore and start to use to give a deeper understanding of how different sales people are performing, not just on sales. Cons Having spent now nearly 20 years working with CRM systems, my view is there is no such thing as a perfect system and that clients will always want more functionality and this applies across all systems. The functionality is usually there, but may need to be pulled out. For Pipeliner CRM, the only real difficult I have had to learn is the data import functionality does need to be thought about and understood. Having said that, this is usually sorted in the initial set-up by accredited external consultants or trained system administrators....so maybe it is me and I just need to spend a bit more time on this... 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. VR Verified Reviewer Director Used the software for: Less than 1 year ### "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 19, 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. 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. RE Reviewer CEO ### "Finally a CRM that delivers results" 5.0 April 2, 2015 Over my 20+ year career in sales I've experienced a wide selection of CRM's. Some have been better to use than others but I can't say that any one of them has been a huge help to me either as a sales professional on the front line or as a sales leader looking for insights. Typically they've been overly complex and cumbersome. Something you tolerate rather than enjoy or get any value from. That's all changed with Pipeliner CRM. I love it. These guys truly understand what sales is all about and they've built something that helps rather than hinders. Finally a CRM that delivers results. Pros Although its not a specific feature a major 'Wow' factor is the visualisation philosophy behind the whole platform. You can see everything you need to see on one screen. Everything just looks fantastic. The main pipeline view shows you exactly where all of your opportunities are instantly and I love that you can drag and drop opportunities from one stage to the next. You can also see where you are in relation to your quota on the same screen and take the action you need to progress. I particularly love the 'Buying Center'. You have to see it to believe it but relationship mapping is a major challenge for most who have longer term, complex pursuits with multiple stakeholders. The Buying Center makes it easy to keep track of and manage everyone involved in an opportunity, even if they don't work for that company. There are so many awesome features but that one alone saves so much time and effort and delivers tremendous value. Cons That it's taken so long for CRM to get this good! 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. Martin L. Managing Director Used the software for: 1-3 years ### "Pipeliner works because it is easily customisable and simple to use for people at all levels of an organisation" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 July 5, 2016 In the work we do, CRM fulfils a massive role in automating processes, which in turn delivers the sales strategy for business. Pipeliner fits this role perfectly, because it is so easy to customise. It can quickly and easily be set up to mirror and automate your sales processes. No admin, no team of propeller heads. Just simple, smart design to deliver outstanding capabilities. This makes it the perfect tool for any business. We recommend Pipeliner to all our clients. Pros Highly customisable. Can be set up to automate your processes easily Everything is visual, making it easy and fun to use for sales people at all levels Easy to input information Easy to extract relevant information Automation of tasks and workflows Cons Lots of software updates means sales downtime 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. Andrés C. Co-Founder Used the software for: Less than 1 year ### "Most intuitive CRM in the market" 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 August 2, 2016 We purchased and implemented Pipeliner CRM back in July and I was surprised to see our entire sales team dive deep into the platform without even taking a training session. The platform is so intuitive and visual, that I had a Spanish-speaking team member creating leads, adding accounts, contacts and opportunities as soon as she gained access to our space. We now have a better understanding of all the potential business that’s out there and what part of the sales cycle each open opportunity is in. As the product champion and admin, I haven’t run into any adoption issues either. Pros The design of the user interface is very clean and intuitive. The fact that your sales pipeline is very visual, helps you get a better understanding of the opportunities that sit within it. The platform is extremely easy to configure as well. Cons At the moment, we haven’t run into any major hiccups. If I could recommend anything to Pipeliner, I would say they need to update their mobile app so that it reflects all of the great visual features in the desktop version. 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. Abel A. Agent Used the software for: Less than 1 year ### "Avis pipeliner crm" 5.0 September 28, 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. RE Reviewer Chief Executive ### "Got the CRM Model Right" 5.0 December 19, 2014 We tried quite a few CRM apps before selecting Pipeliner including Salesforce. The bottom-line is that Pipeliner is the best combination of functionality, usability and value available in the market. We were looking for an app that could handle three key major feature categories account/relationship modeling, visual pipeline display and marketing application integration. It seems like a simple set of requirements, but we found it amazingly hard to get all of these things working well in most packages. When you add cost into the picture the competition narrowed very quickly. Pros Flexibility in modeling the account and contact relationships. Ability to setup bi-directional interfaces with marketing automation apps. Ability to visually display and manage sales process through the pipeline view. Cons 3rd party add-on required for bi-directional integrations, but with that said the add-on offers significantly more functionality while still having a lower cost than the next best alternative. 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. RE Reviewer Used the software for: 1-3 years ### "Pipeliner" 5.0 May 19, 2016 This is the most comprehensive pipeline management tool I have ever used. Having said that it is still very easy to setup and use. There is a great deal of contextual help, and when you need it the support is great. Pros One of the side benefits of using Pipleliner is all of the sales content they have, you really don't need any other source, if you are a sales professional, they have a ton of information for you, if you are a sales manager they have a ton of information for you...Visual, Intuitive --- Great Reporting! 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. [View all Reviews](https://www.capterra.com/p/125911/Coevera/reviews/) ## 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. 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