Coevera

Visual-pipeline B2B sales CRM with built-in AI, formerly Pipeliner CRM.

The platform offers multiple pipeline views (Kanban, list, chart, bubble, map), guided selling, workflow automation through the Automatizer engine, and an AI layer called Voyager AI. Voyager is presented in tiers: Voyager 1 provides free AI tools such as email creation, document search, opportunity and call summaries; Voyager 2 adds agents for call preparation, contextual guidance, reports, automations and forms; a full interactive AI Super Agent coordinates the agents. Voyager AI also draws on Sales POP! content (1,600+ episodes) to give contextual sales advice. Migration from other CRMs is handled by a migration team, and a 'Booster' option runs alongside an existing Salesforce or Microsoft deployment for the sales team only.

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Key facts

Starts at: Contact sales
Free plan: No
Free trial: Yes
Open source: No
Founded: 2011

What it does

Visual pipeline management with drag and drop deal movement across custom stages
Multiple pipeline views kanban list chart bubble map
Real time collaboration
No code workflow automation automatizer
Voyager ai assistant with sales intelligence agent collaboration and contextual advice
Ai email assistant and customizable email templates text and html
Email sequencing and mass email tracking paid add on on lower tiers
Lead and opportunity management with buying center visualization
Account management including account hierarchy relationship mapping and visual org charts
Custom dashboards standard and pivot table reports scheduled reports higher tiers
Forecasts quotas targets and insights
Project engine with gantt and objective views paid add on on lower tiers
Task and appointment management with calendar and board views recurring tasks
Appointment scheduler paid add on
Calling and text messages paid add on calling integration over mobile appointment timezone checker appointment scheduler paid add on appointment management task management unlimited tasks and appointments task and appointment calendar view tasks board view recurring tasks activities 1 to many to any reminders feeds built in internal messaging online forms paid add on document management advanced document management paid add on email integration company emails enterprise and above email personalization quote version management paid add on approvals processes paid add on custom entities paid add on on lower tiers custom user roles and permissions advanced permissions paid add on on lower tiers bulk ownership updates csv import of accounts contacts leads and opportunities export to excel csv bulk updates merge contacts and accounts custom pipeline stages custom fields unlimited custom field calculations validation rules pick lists dynamic dropdowns auto number fields custom products and services catalog multiple custom pipelines custom business units custom activity types ssl encryption encryption at rest gdpr compliance daily database backups sandbox environment enterprise and above two factor authentication api call limits 100k 150k 350k per month by tier automation hub integrations saml 2 0 single sign on enterprise and above custom bespoke integrations whitespace analysis enterprise and above account health paid add on on lower tiers duplicate checker paid add on on lower tiers advanced filtering multiple currencies in app notifications audit log enterprise and above product pricing paid add on on lower tiers custom field permissions multiple form views lookup field rollup field enterprise and above attachment limits of 30 mb attachment type restrictions email domain restrictions sandbox environment enterprise and above custom web resource fields custom record preview custom accounts relations custom standard fields for activities custom standard fields for products custom fields per pipeline stages dynamic velocity view dynamic target views target multiple kpis custom profile views navigator dashboard opportunity and lead archive view opportunity bubble chart view opportunity and lead pipeline view list views compact views map views paid add on on lower tiers unlimited accounts and contacts unlimited leads and opportunities custom template documents and spreadsheets office 365 and google docs notes management account plans unlimited tier advanced reports enterprise and above scheduled reports enterprise and above audit enterprise and above targets paid add on on lower tiers multiple custom projects paid add on on lower tiers gantt view paid add on on lower tiers objective view paid add on on lower tiers online forms paid add on on lower tiers advanced document management paid add on on lower tiers email sequencing paid add on on lower tiers calling and text messages paid add on on lower tiers appointment scheduler paid add on on lower tiers custom entities paid add on on lower tiers advanced permissions paid add on on lower tiers product pricing paid add on on lower tiers quote version management paid add on on lower tiers approvals processes paid add on on lower tiers duplicate checker paid add on on lower tiers whitespace enterprise and above account health paid add on on lower tiers automatizer processes business paid add on enterprise 25 processes with max 10 000 runs unlimited 100 processes with max 100 000 runs voyager 2 credits with a free monthly allowance that resets and paid usage beyond it with admin set spending caps

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