# Coevera Software Reviews, Demo & Pricing - 2026

> Review of Coevera Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/crm/pipeliner-crm-profile

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Coevera

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Overview

[Reviews](https://www.softwareadvice.com/crm/pipeliner-crm-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/pipeliner-crm-profile/alternatives/)

# Coevera 2026: Benefits, Features & Pricing

Wondering if Coevera is right for your organization?

Our CRM Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

Coevera

4.6

[(216)](https://www.softwareadvice.com/crm/pipeliner-crm-profile/reviews/)

Pricing

Starting at $65.00 per month

### About Coevera

Coevera is the AI-native CRM built on a radical idea: your software should make your salespeople better, not just track what they do.

Formerly Pipeliner CRM, the platform relaunched as Coevera in 2026 after 15 years of pioneering visual pipeline management. The name says it all — Collaboration, Evolution, and a new Era of selling, rooted in "coe" (together) and "vera" (truth): together toward the truth.

See your entire sales process at a glance. Coevera is visual-first by design, replacing endless data entry with dynamic pipelines, drag-and-drop deal management, and interactive dashboards that turn raw activity into instant insight. The no-code Automatizer puts powerful, multi-step workflow automation in the hands of everyday users — no developers, no IT bottleneck. And Voyager AI, the platform's intelligent engine, learns from your team's unique sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The payoff: a CRM your reps actually want to open, one that points to the next best move instead of piling on busywork.

Coevera is also future-proofing your stack. Through its new Coevera MCP Server, the platform adopts the Model Context P...

rotocol — the emerging universal standard for AI connectivity — letting assistants like Claude, ChatGPT, and Microsoft Copilot securely tap live CRM data in real time, fully respecting every user's role-based permissions, with zero custom middleware. And it all runs on a promise the company calls "Win Together" — because Coevera only succeeds when its customers do. That means transparent, fair pricing with no lock-in contracts, no hidden fees, and no forced implementation consulting. It means support from real humans, not a chatbot maze. It means technology built to empower users, not trap them in admin dependency. And critically, your data is never used to train AI.

Wondering if Coevera is right for your organization?

Our CRM Software selection experts can help you in 15 minutes or less.

## Coevera User Interface

## Popular Coevera Alternatives

Main Product

Coevera

4.6

[(216)](https://www.softwareadvice.com/crm/pipeliner-crm-profile/reviews/)

Ratings Breakdown

-   4.57Ease of use
-   4.46Value for money
-   4.49Customer support
-   4.51Functionality

Pricing

Starting at $65.00 per month

Get Price

Alternative Product

[Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)

4.4

[(18785)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/)

Ratings Breakdown

-   3.99Ease of use
-   4.05Value for money
-   4.13Customer support
-   4.38Functionality

Pricing

Starting at $25.00 per month

Get Price

Alternative Product

[HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/)

4.5

[(4464)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/)

Ratings Breakdown

-   4.38Ease of use
-   4.29Value for money
-   4.39Customer support
-   4.36Functionality

Pricing

Starting at $20.00 per month

Get Price

Alternative Product

[Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)

4.3

[(6977)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/)

Ratings Breakdown

-   4.15Ease of use
-   4.29Value for money
-   4.08Customer support
-   4.27Functionality

Pricing

Starting at $14.00 per month

Get Price

Alternative Product

[HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/)

4.5

[(501)](https://www.softwareadvice.com/crm/hubspot-sales-profile/reviews/)

Ratings Breakdown

-   4.39Ease of use
-   4.20Value for money
-   4.43Customer support
-   4.44Functionality

Pricing

Starting at $15.00 per month

Get Price

Alternative Product

[Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/)

4.7

[(733)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/)

Ratings Breakdown

-   4.75Ease of use
-   4.73Value for money
-   4.49Customer support
-   4.50Functionality

Pricing

Starting at $7.00 per year

Get Price

## Coevera Pricing and Plans

Starting price: $65.00 per month

Free Trial

Free Version

Basic

$65.00

per feature, per month

No plan information available

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## Coevera Features

-   Popular features found in CRM
    
    Calendar Management
    
    Customer Journey Mapping
    
    Email Management
    
    Quotes/Estimates
    
    Reporting/Analytics
    
    Sales Pipeline Management
    
    Segmentation
    
    Task Management
    
    Territory Management
    
    Workflow Management
    
-   More features of Coevera
    
    Access Controls/Permissions
    
    Activity Dashboard
    
    Activity/News Feed
    
    Activity Tracking
    
    Alerts/Notifications
    
    API
    
    Appointment Scheduling
    
    Assignment Management
    
    Audit Management
    
    Autoresponders
    
    Batch Processing
    
    Budgeting/Forecasting
    
    Business Card/Badge Scanning
    
    Business Process Control
    
    Calendar/Reminder System
    
    Calendar Sync
    
    Call Logging
    
    Campaign Analytics
    
    Campaign Management
    
    Campaign Segmentation
    
    Channel Management
    
    Chat/Messaging
    
    Client Management
    
    Collaboration Tools
    
    Commenting/Notes
    
    Commission Management
    
    Competitive Analysis
    
    Contact Database
    
    Contact Management
    
    Contract/License Management
    
    Conversion Tracking
    
    Correlation Analysis
    
    CRM
    
    CRM Integration
    
    Customer Database
    
    Customer Segmentation
    
    Customizable Fields
    
    Customizable Reports
    
    Customizable Templates
    
    Dashboard
    
    Dashboard Creation
    
    Data Import/Export
    
    Data Visualization
    
    Deal Management
    
    Document Management
    
    Document Storage
    
    Drag & Drop
    
    Drip Campaigns
    
    Dynamic Modeling
    
    Electronic Signature
    
    Email Marketing
    
    Email Sequences
    
    Email Templates
    
    Email Tracking
    
    Engagement Tracking
    
    Event Triggered Actions
    
    Exception Reporting
    
    Field Sales Management
    
    File Sharing
    
    Forecasting
    
    For Insurance Industry
    
    For iPad Devices
    
    Forms Management
    
    For Sales Teams/Organizations
    
    For Small Businesses
    
    For Startups
    
    Gamification
    
    Goal Setting/Tracking
    
    Graphical Data Presentation
    
    Insurance Management
    
    Interaction Tracking
    
    Internal Chat Integration
    
    Kanban Board
    
    Landing Pages/Web Forms
    
    Lead Assignment
    
    Lead Capture
    
    Lead Distribution
    
    Leaderboards
    
    Lead Generation
    
    Lead Management
    
    Lead Nurturing
    
    Lead Qualification
    
    Lead Scoring
    
    Lead Segmentation
    
    Lead Verification/Validation
    
    List Management
    
    Live Chat
    
    Marketing Automation
    
    Mobile Access
    
    Mobile App
    
    Modeling & Simulation
    
    Monitoring
    
    Multi-Campaign
    
    Multi-Channel Marketing
    
    Multi-Currency
    
    Opportunity Management
    
    Performance Metrics
    
    Pipeline Management
    
    Pipeline Reports
    
    Predictive Analytics
    
    Prioritization
    
    Product Catalog
    
    Proposal Generation
    
    Prospecting Tools
    
    Real-Time Analytics
    
    Real-Time Data
    
    Real-Time Notifications
    
    Real-Time Reporting
    
    Referral Tracking
    
    Reminders
    
    Reporting & Statistics
    
    Revenue Management
    
    Role-Based Permissions
    
    Sales Activity Management
    
    Sales Forecasting
    
    Sales Reports
    
    Sales Trend Analysis
    
    Search/Filter
    
    Shared Contacts
    
    Single Sign On
    
    Social Media Integration
    
    Softphone
    
    Source Tracking
    
    Statistical Analysis
    
    Tagging
    
    Task Scheduling
    
    Template Management
    
    Third-Party Integrations
    
    Transfers/Routing
    
    Visual Analytics
    
    Web-based Deployment
    
    Web Forms
    
    "What If" Scenarios
    
    Workflow Automation
    

## Coevera Integrations

HubSpot CRM

Integration rated undefined from -1 review

Mailchimp

Integration rated undefined from -1 review

Gmail

Integration rated undefined from -1 review

Docusign

Integration rated undefined from -1 review

Salesforce Marketing Cloud

Integration rated undefined from -1 review

Zapier

Integration rated undefined from -1 review

See all 39 integrations

## Coevera User Reviews

Overall Rating

4.6

Ratings Breakdown

5

69%

4

26%

3

3%

2

2%

1

0%

Secondary Ratings

Ease of Use

4.6

Value for money

4.5

Customer support

4.5

Functionality

4.5

Carla B.

Verified reviewer

Information Technology and Services

10000+ employees

Used daily for less than 2 years

Review source

Reviewed August 2023

A very productive solution for companies looking for CRM.

5

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.

Ratings Breakdown

3

Ease of use

4

Value for money

4

Customer support

4

Functionality

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.

Read More

II

Isaac I.

Verified reviewer

Information Technology and Services

201-500 employees

Used daily for less than 2 years

Review source

Reviewed March 2021

A Top Notch Customer Relationship Management Tool.

5

I have used Pipeliner CRM and I can tell you that its worth the value of your money!

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

It has top notch Graphic User Interface with Seamless ability to Integrate with other applications. Its also easy to navigate.

Cons:

Its only a CRM tool.I wish the producers can make other competing softwares aside the CRM Key features it has.

Reasons for choosing Coevera

Pipeliner is also cost effective and user friendly with very nice graphic reporting tools that makes me want to check my CRM everyday.

Reasons for switching to Coevera

Its too expensive for me and my team.Pipeliner is also cost effective and user friendly.

Read More

JM

Jenna M.

Verified reviewer

Design

2-10 employees

Used daily for less than 6 months

Review source

Reviewed April 2026

Not a fan for small business

2

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.

Ratings Breakdown

2

Ease of use

1

Value for money

3

Customer support

4

Functionality

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.

Reasons for switching to Coevera

Tried to switch but was not sucessfull. Ended up going back to our orginial.

Read More

RK

Robert K.

Verified reviewer

Food & Beverages

2-10 employees

Used daily for more than 2 years

Review source

Reviewed January 2020

Pipeliner CRM - Powerful and Flexible

5

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

Pipeliner CRM system is very visual and easy to navigate. The visual Pipeliner makes it easy to track and manage the different stages of your project pipelines! The Navigator feature gives an instant visual update on what indicators are lagging and progress vs sales targets.

Cons:

There is not much to dislike with this software. Initial set up can take a little effort (no more that others), but once complete little effort is required to maintain and use this program.

Reasons for switching to Coevera

Pipeliner requires less administrative effort and the visual interface gives instant update on progress vs goals.

Read More

VR

Verified

Reviewer

Information Technology and Services

2-10 employees

Used daily for less than 6 months

Review source

Reviewed November 2022

Amazing Lead Management CRM

5

It is worth to test out Pipeliner, if you need lead management with powerful features and a lot of customization options.

Ratings Breakdown

5

Ease of use

4

Value for money

5

Customer support

5

Functionality

Pros:

The easy way to move your leads across your pipe, the powerful filtering features make Pipeline an excellent tool for each lead manager.

Cons:

I was missing some integrations when I used Pipeline but I see now they are available.

Reasons for choosing Coevera

I chose Pipeliner because it was looking the most suitable option for my business, but I have switched later.

Read More

CN

Charles N.

Verified reviewer

Mining & Metals

11-50 employees

Used daily for less than 6 months

Review source

Reviewed September 2019

The Best CRM Software in Town

5

Pipeliner CRM is a software that I have used for my business over a period of time, and I can testify that it is quite easy and cheaper to use than other softwares for CRM. The quality and durability is immeasurable and very refined. It can track and save lead information that can help you generate sales.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

I like almost everything about CRM Pipeliner, but I love it mostly because it's easy to use, and its quality is unquantifiable. So, Pipeliner CRM is the kind of CRM that I recommend for anyone who wishes to be successful in his sales activities and digital marketing in general.

Cons:

What I like least about the Pipeliner CRM is the clip tool that enables user to save lead generated from the internet websites.

Reasons for choosing Coevera

Because it has many quality tools that can make work easier and cheaper.

Reasons for switching to Coevera

I made the switch because Pipeliner is of great quality than every other CRM. There are many tools available in Pipeliner, which are very easy to use that are not in other CRM.

Read More

SB

Sarah B.

Verified reviewer

Information Technology and Services

201-500 employees

Used daily for free trial

Review source

Reviewed August 2021

LCG Inc

5

We are using it for Pipeline and Contact Management.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

The analytics and built in report generation are top notch. CRMs should be able to spit out reports based on your data. Pipeliner does, and in a way that is easily digestible.

Cons:

The only thing I'd like to see them be able to do is spit out slides...but it wasn't a deal breaker.

Reasons for choosing Coevera

Don Araldi was top notch and is really the reason we went with Pipeliner.

Read More

BH

Bob H.

Verified reviewer

Consumer Goods

201-500 employees

Used weekly for less than 2 years

Review source

Reviewed May 2022

Good CRM and Opportunity Solution

4

From an IT perspective the product is built well, responsive, and feature rich.

Ratings Breakdown

5

Ease of use

4

Value for money

3

Customer support

4

Functionality

Pros:

Very well designed. All web based and can be easily customized.

Cons:

Automatizer should be included in base product. SSO/Active Directory isnt really integrated well into the permissions and access control.

Reasons for switching to Coevera

Wanted more pipeline features and opportunity tracking.

Read More

Kannan K.

Verified reviewer

Information Technology and Services

2-10 employees

Used unspecified for less than 2 years

Review source

Reviewed November 2015

Pipeliner CRM - Customer Success Platform built on Principles by Sales Professionals for Sales Professionals

5

Salespeople are a rare breed. They love meeting and/or talking to customers all the time. For them, productivity is measured in terms of number of deals closed every month. They are the entrepreneurs within the organization. They think the company runs successfully because of them. And they are simply right. They have no time to do data entry. They simply do not have the time to follow cumbersome procedures. They want a CRM product that simply thinks like they do. And Pipeliner fits the bill perfectly. I am yet to see a product that is crafted for the Salespeople. As a salesperson, I am in love with Pipeliner, the CRM Software that made me fall in love with Sales again.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

Pros:

Ease of Use Integration with Apps that you use Visualization of Sales stages No expert skills required Lets you focus on the right leads at the right time Always available on the cloud and on your mobile devices \[Android, iOS apps\] - whether you are connected or not. Auto Syncing once you are connected. There are no multiple editions to choose from. Single edition and you get all the features at one low price. Over a 3 year period, you will pay 50% less than the popular cloud app \[that tries to do everything under the sun completely ignoring the very purpose with which the company was started or what their name means\]. Whereas Pipeliner is built for the Sales Force. To empower them in true sense. What's more? You would have achieved more sales than if you use the popular cloud app. And cultivated happy customers for life. Do you want more sales ? Do you want to manage your sales leads with utmost sophistication ? Do you want to make sure your sales people focus on the right clients at the right time ? Do you want to see your pipelines visually ? Do you want instant intelligence on everything about Sales at your fingertips ? Do you want your sales people to fall in love with Sales again ? The answer is "Pipeliner CRM". Go for it. You will NOT have any regrets.

Cons:

Nothing whatsoever. I have no complaints at all.

Read More

Sharry Karisa M.

Verified reviewer

Investment Management

201-500 employees

Used daily for less than 2 years

Review source

Reviewed November 2021

A better CRM

5

I use Pipeliner CRM to build up my administration counseling and business training practice. Pipeliner CRM offers an exceptionally apparent and responsive method for following income age in your association. It contrasts from other CRMs altogether: the Pipeliner CRM client becomes astute rather than working basically as an information passage tech. The rich and exceptionally responsive interface of Pipeliner CRM furnishes the client with quick criticism on pipeline elements. Pipeliner CRM maneuvers every one of the information into one spot and makes it quickly open to the client and their groups. It outwardly supports what you are doing accurately in moving a lead through your business pipeline.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

Pipeliner CRM gives information seeing choices. It has revealing choices whether graphical, mathematical and diagram like. The Mobile App has discourse to-text and text-to-discourse AI usefulness for voice note update as opposed to composing. It assists us with catching leads from anyplace. It has its own versatile application, and a business card scanner is simply marvelous. Reasonable.

Cons:

Our coordination from Salesforce.com was somewhat difficult and we encountered some lethargic velocities, yet a lot of that was because of the huge number of records we were acquiring. Furthermore, we didn't employ Pipeliner backing to help us. We did it all alone. Those issues have all been settled.

Read More

Showing 1 - 10 of 216 Reviews

[See All Reviews](https://www.softwareadvice.com/crm/pipeliner-crm-profile/reviews/)

## Coevera Popular Comparisons

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