--- title: "Coevera Software Reviews, Demo & Pricing - 2026" description: "Review of Coevera Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/product/113892-Coevera/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / Coevera Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/product/113892-Coevera/reviews/)[Alternatives](https://www.softwareadvice.com/product/113892-Coevera/alternatives/) # Coevera Review From $65/month Free trial 1 plan 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/product/113892-Coevera/reviews/) Pricing Starting at $65.00 per feature 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/product/113892-Coevera/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 [(18806)](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 [(4482)](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 [(6994)](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 [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/) 4.8 [(622)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.78Value for money - 4.80Customer support - 4.69Functionality Pricing Starting at $250.00 per month Get Price Alternative Product [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) 4.5 [(506)](https://www.softwareadvice.com/crm/hubspot-sales-profile/reviews/) Ratings Breakdown - 4.39Ease of use - 4.19Value for money - 4.43Customer support - 4.43Functionality Pricing Starting at $15.00 per month 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 Customer Support Customizable Fields Customizable Reports Customizable Templates Customization 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 ## Coevera customer ratings - Overall rating: 4.6/5 - Total reviews: 216 ### Rating distribution - 5 stars: 149 reviews (69%) - 4 stars: 56 reviews (26%) - 3 stars: 6 reviews (3%) - 2 stars: 4 reviews (2%) - 1 star: 1 reviews (0%) ### Secondary ratings - Ease of use: 4.6/5 - Value for money: 4.5/5 - Customer support: 4.5/5 - Functionality: 4.5/5 --- ### A very productive solution for companies looking for CRM. - Overall rating: 5/5 - Reviewer: Carla B. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 10000+ employees - Product usage: Used daily for less than 2 years - Reviewed: August 2023 - Review source details: This review was submitted organically. No incentive was offered 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 - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### 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. --- ### A Top Notch Customer Relationship Management Tool. - Overall rating: 5/5 - Reviewer: Isaac I. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 201-500 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I have used Pipeliner CRM and I can tell you that its worth the value of your money! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Not a fan for small business - Overall rating: 2/5 - Reviewer: Jenna M. - Verified reviewer: Yes - Industry: Design - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: April 2026 - Review source details: This review was submitted organically. No incentive was offered 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 - Ease of use: 2/5 - Value for money: 1/5 - Customer support: 3/5 - Functionality: 4/5 #### 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. --- ### Pipeliner CRM - Powerful and Flexible - Overall rating: 5/5 - Reviewer: Robert K. - Verified reviewer: Yes - Industry: Food & Beverages - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2020 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Amazing Lead Management CRM - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: November 2022 - Review source details: This review was submitted organically. No incentive was offered It is worth to test out Pipeliner, if you need lead management with powerful features and a lot of customization options. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### The Best CRM Software in Town - Overall rating: 5/5 - Reviewer: Charles N. - Verified reviewer: Yes - Industry: Mining & Metals - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: September 2019 - Review source details: This review was submitted organically. No incentive was offered 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 - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### LCG Inc - Overall rating: 5/5 - Reviewer: Sarah B. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 201-500 employees - Product usage: Used daily for free trial - Reviewed: August 2021 - Review source details: This review was submitted organically. No incentive was offered We are using it for Pipeline and Contact Management. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Good CRM and Opportunity Solution - Overall rating: 4/5 - Reviewer: Bob H. - Verified reviewer: Yes - Industry: Consumer Goods - Company size: 201-500 employees - Product usage: Used weekly for less than 2 years - Reviewed: May 2022 - Review source details: This review was submitted organically. No incentive was offered From an IT perspective the product is built well, responsive, and feature rich. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 4/5 #### 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. --- ### Pipeliner CRM - Customer Success Platform built on Principles by Sales Professionals for Sales Professionals - Overall rating: 5/5 - Reviewer: Kannan K. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 2-10 employees - Product usage: Used unspecified for less than 2 years - Reviewed: November 2015 - Review source details: This review was submitted organically. No incentive was offered 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 - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 #### 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. --- ### A better CRM - Overall rating: 5/5 - Reviewer: Sharry Karisa M. - Verified reviewer: Yes - Industry: Investment Management - Company size: 201-500 employees - Product usage: Used daily for less than 2 years - Reviewed: November 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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 - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- Showing 1 - 10 of 216 Reviews [See All Reviews](https://www.softwareadvice.com/product/113892-Coevera/reviews/) ## Coevera Popular Comparisons [Salesforce Sales Cloud vs Coevera](https://www.softwareadvice.com/compare/2764-Salesforce/vs/113892-Coevera/)[HubSpot CRM vs Coevera](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/113892-Coevera/)[Zoho CRM vs Coevera](https://www.softwareadvice.com/compare/113892-Coevera/vs/392464-zoho-crm/)[Kylas Sales CRM vs Coevera](https://www.softwareadvice.com/compare/113892-Coevera/vs/216694-kylas/)[HubSpot Sales Hub vs Coevera](https://www.softwareadvice.com/compare/21946-hubspot-sales/vs/113892-Coevera/)[Bigin by Zoho CRM vs Coevera](https://www.softwareadvice.com/compare/113892-Coevera/vs/392397-bigin-by-zoho-crm/)[Claritysoft CRM vs Coevera](https://www.softwareadvice.com/compare/9707-claritysoft/vs/113892-Coevera/)[Dynamics 365 vs Coevera](https://www.softwareadvice.com/compare/106335-Dynamics-365/vs/113892-Coevera/)[Ploomes CRM vs Coevera](https://www.softwareadvice.com/compare/113892-Coevera/vs/449937-Ploomes/) [Compare All Alternatives](https://www.softwareadvice.com/product/113892-Coevera/alternatives/) ## Other Top Recommended CRM Software [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (255) Recently recommended **98** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **64** times [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18806) Recently recommended **63** times [BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bntouch-profile/) **4.5** (98) Recently recommended **62** times Stuck Between Options? 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