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Coevera

Coevera

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

softwareCRM Softwarevisual pipeline crmb2b salessales tracking
Our Verdict

Best for

B2B sales teams who want a highly visual pipeline view without stitching together separate tools.

Skip if

You're a solo seller who doesn't want to meet the 3-user minimum on Starter.

What is Coevera?

Coevera (formerly Pipeliner CRM, rebranded in 2026 by parent company Pipelinersales Inc.) is a B2B sales CRM built around a visual pipeline interface. It gives sales teams a clear, drag-and-drop view of deals moving through each stage, paired with account and contact management, task and appointment tracking, and document management. The platform includes built-in AI assistance, native email integration with Office 365 and Gmail, and mobile apps for iOS and Android. Coevera positions itself as an all-in-one alternative to stitching together separate CRM, sales enablement, and reporting tools, targeting sales teams of all sizes that want a lower total cost of ownership than larger enterprise CRM suites.

SpecificationsAI-estimated

deploymentCloud/SaaS
open source❌ No
support optionsEmail, Knowledge base, Ambassador program
key integrationsMicrosoft Office 365, Gmail, Google Calendar

Key Features of Coevera

A drag-and-drop visual pipeline lets reps move deals between stages and instantly see where a deal stands.
Native email integration with Office 365 and Gmail keeps sales conversations synced with CRM records.
Mobile apps for iOS and Android let reps update accounts and log activity while traveling or on-site.
Custom fields and business units let sales operations teams tailor the CRM to their own sales process.
Built-in document management keeps proposals and contracts attached directly to the relevant deal.
Task and appointment management keeps follow-ups and meetings tied to specific accounts and opportunities.

Use Cases for Coevera

1

B2B pipeline management

Give sales teams a visual, stage-by-stage view of every active deal.

2

Sales team onboarding

Standardize how new reps track accounts, contacts, and follow-ups.

3

Sales operations reporting

Use advanced reporting on Enterprise and Unlimited tiers for forecasting.

4

Field sales updates

Let mobile reps log activity and update deals from iOS or Android apps.

Pros & Cons of Coevera

Pros

  • Clear, highly visual pipeline view that's easy for reps to read at a glance
  • Full feature set (CRM, task, document management) bundled without needing add-on tools
  • Mobile apps cover both iOS and Android for reps in the field
  • Positioned to reduce total cost of ownership versus multi-tool sales stacks

Cons

  • Starter plan requires a 3-user minimum, raising the entry cost for solo users
  • Per-user pricing on higher tiers is steep for small budgets
  • Recent rebrand from Pipeliner CRM to Coevera may cause confusion for existing searchers

Frequently Asked Questions

Is Coevera the same product as Pipeliner CRM?

Yes, Coevera is the rebranded name for Pipeliner CRM, operated by Pipelinersales Inc. since 2026.

Does Coevera have a minimum user requirement?

Yes, the Starter plan requires a minimum of 3 users; higher tiers do not list a minimum.

Does Coevera offer mobile apps?

Yes, Coevera provides native mobile apps for both iOS and Android.

What email platforms does Coevera integrate with?

Coevera integrates natively with Office 365 and Gmail for email sync.

Pricing Overview

View full pricing →
Paid (Subscription)

Starter

$65

Business

$85

Enterprise

$115

Unlimited

$150

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About the Product

Unclaimed Listing
Platforms
Target AudienceB2B sales teams needing visual pipeline management

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Tags

visual pipeline crmb2b salessales trackingdeal managementsales ai

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