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Audience

Sales Management and Salespeople.

About 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, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining.

Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious.

Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses.
Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible.
Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document.
Automatizer — no-code workflow automation your own ops team builds and changes.
Reporting and forecasting built in — no BI licence required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data.

Three editions at three price points — $85, $115 and $150 per user per month. Implementations run in weeks, not quarters. Served markets: United States, Canada, the United Kingdom, Australia, New Zealand and Europe, with English, German, Spanish and Italian as focus languages.

Pricing

Starting Price:
$85/month
Pricing Details:
Business: $85 per user per month
Enterprise: $115 per user per month
Unlimited: $150 per user per month
Free Trial:
Free Trial available.

Integrations

API:
Yes, Coevera offers API access

Ratings/Reviews - 26 User Reviews

Overall 4.8 / 5
ease 4.8 / 5
features 4.5 / 5
design 4.8 / 5
support 4.8 / 5

Company Information

Pipelinersales Corporation
Founded: 2011
United States

Videos and Screen Captures

Product Details

Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
Online

Coevera Frequently Asked Questions

Q: Is Coevera the same product as Pipeliner CRM?
Q: How long does it take to implement Coevera, and do we need a full-time administrator?
Q: What AI capabilities does Coevera include, and is our data used to train AI models?
Q: Can we migrate to Coevera from another CRM?
Q: Can Coevera run alongside Salesforce or Microsoft Dynamics?
Q: What size of sales team is Coevera best suited for?
Q: Does Coevera work with AI assistants such as Claude, ChatGPT, or Microsoft Copilot?
Q: What kinds of users and organization types does Coevera work with?
Q: What languages does Coevera support in their product?
Q: What kind of support options does Coevera offer?
Q: What other applications or services does Coevera integrate with?
Q: Does Coevera have an API?
Q: Does Coevera have a mobile app?
Q: What type of training does Coevera provide?
Q: Does Coevera offer a free trial?
Q: How much does Coevera cost?
Q: What pricing for support is available for Coevera?
Q: What pricing for training is available for Coevera?

Coevera Product Features

CRM

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. Industr

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Contact Management

Coevera treats contacts as relationships, not rows in a spreadsheet. Every contact sits in a visual context: AI Relationship Charts and org charts show who reports to whom, who influences the decision, and where coverage gaps exist. Voyager AI identifies missing contacts, updates leadership changes, and writes contact summaries, while the Autoprofiler enriches records with titles, logos, and social profiles. The Web Clipper captures prospect data from web pages such as LinkedIn in one click, and the mobile Business Card Scanner turns event cards into records. Duplicate checking and an advanced merge mode keep data clean. Two-way sync with Outlook, Microsoft 365, and Google keeps contacts, calendars, and emails aligned. Unlike CRMs where contact data decays over time, Coevera works to keep your relationship map current and useful.

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Supported

Customer Revenue Optimization (CRO)

Coevera helps companies grow revenue from the customers they already have. Account Plans set expansion goals, and Account Health scoring plus AI Sentiment surface churn risk before renewals are lost. Relationship charts reveal coverage gaps and new buying centers inside existing accounts, and Voyager AI identifies missing contacts, leadership changes, and parent-subsidiary links that signal upsell and cross-sell opportunities. Separate pipelines for renewals, expansions, and new business keep each motion visible. Revenue Recognition schedules recurring and multi-period revenue for accurate projections, and dashboards show revenue by account, product, and segment. The Automatizer triggers renewal reminders and follow-ups automatically. By joining relationship intelligence with pipeline data, Coevera turns account knowledge into measurable, repeatable revenue growth.

Insurance CRM

Coevera supports insurance agencies, brokers, and carriers selling complex, relationship-driven products. Custom pipelines model each line of business, from new policies to renewals and cross-sell, with required steps that keep teams compliant and consistent. Custom entities and unlimited fields store policy, coverage, and carrier details without code. Relationship maps connect households, businesses, and decision-makers, and account health scoring highlights renewal risk. The Automatizer schedules renewal reminders, follow-ups, and approvals automatically. Email sequencing and tracking nurture prospects, and Voyager AI summarizes calls and drafts personalized outreach. ISO/IEC 27001 certification, GDPR compliance, role-based permissions, audit logs, and a commitment that customer data is never used to train AI support the trust insurance clients expect.

Lead Management

Coevera separates leads from opportunities so reps work the right prospects at the right time. AI Online Forms capture inbound leads and trigger automation instantly. The intelligent importer validates and de-duplicates lists, and the Web Clipper and Business Card Scanner capture leads from the web and events. Leads flow through a configurable qualification process with required steps, then convert into opportunities with full history intact. The no-code Automatizer routes and assigns leads, sends follow-ups, and creates tasks so nothing goes cold. Email sequencing, open and click tracking, and AI Sentiment help reps prioritize engaged buyers. Voyager AI summarizes each lead and drafts personalized outreach. Because everything is visual and configurable without code, marketing and sales can adjust lead rules themselves instead of waiting on IT or consultants.

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Sales

Coevera is an AI-native CRM built to empower and develop salespeople, not just track them. Where many CRMs are databases that reps are forced to feed, Coevera is designed around the seller: a visual, drag-and-drop pipeline, guided selling steps at every stage, and Voyager AI that drafts emails, summarizes calls and deals, and suggests next actions. Voyager shows its reasoning and asks before it acts, so reps stay in control. Coevera also embeds sales development content from Sales POP!, with 1,600+ episodes, so teams improve their skills inside the tool they use every day. Most teams of 15 to 2,500 sellers go live in about four weeks with no full-time admin, and users are productive after roughly two hours of onboarding. The result is higher adoption, cleaner data, and a CRM that sellers actually want to open.

Sales Enablement

Most CRMs record what sellers do; Coevera helps them get better at it. Guided selling embeds your playbook as step checklists in each pipeline stage, so reps know exactly what to do next. The AI Coach gives in-context sales guidance, and Coevera integrates content from Sales POP!, a library of 1,600+ expert episodes, articles, and tools, directly inside the CRM. Voyager AI prepares reps for calls, summarizes meetings, and drafts follow-ups based on CRM context. Template Designer generates proposals and personalized documents, and document management links collateral to records. Managers see which steps are completed and where reps get stuck, turning coaching into a data-driven process. Enablement is not a separate platform to buy and integrate; it is built into the daily workflow, which drives adoption and faster ramp for new hires.

Collaboration Supported
Contact Management Supported
Document Management Supported
Goals / Quota Management Supported
Lead Management Supported
Meeting Management Supported
Performance Management Supported
Proposal Management Supported
Territory Management Supported
Content Management Not Supported
Presentation Management Not Supported
Training Management Not Supported

Sales Force Automation

Coevera automates the busywork that pulls sellers away from selling. The Automatizer is a no-code workflow engine: build rules visually, or describe what you want in plain language and let the AI Automatizer build it. Automate lead routing, task creation, approvals, notifications, field updates, and follow-up emails across pipelines. AI Smart Fields populate and update data automatically, AI Speech turns voice into notes, and call and meeting recordings are transcribed and summarized. Email sequencing, calling and SMS with auto-logging, and bulk operations remove repetitive clicks. Voyager AI previews changes and asks for confirmation before acting, so automation stays transparent. Over 200 integrations plus API and webhooks connect Coevera to your stack. Teams get enterprise-grade automation without a full-time admin or costly consultants.

Campaign Management Supported
Channel Management Supported
Commission Management Supported
Contact Management Supported
Contract Management Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported
Call Management Not Supported

Sales Forecasting

Coevera forecasts from a pipeline your team keeps current, because the CRM is easy to use. Forecasting is visual: view the pipeline by stage, value, probability, and close date in list, bubble chart, or map views, and drill into any deal. Opportunity Fitness scores flag red, yellow, and green deals so risk is visible before it hits the number. Dynamic Target shows quota attainment in real time against five target types. Revenue Recognition schedules deal revenue across periods, and fiscal-year reporting options match how finance plans. AI-driven forecasting and Voyager AI deal summaries help managers see what changed and why. Pivot reports, dashboards, and the BI Feeder for Tableau and Power BI support deeper analysis. Leaders get a forecast they can trust without chasing reps for updates.

Dashboard Supported
Exception Reporting Supported
Graphical Data Presentation Supported
Modeling & Simulation Supported
Performance Metrics Supported
Sales Trend Analysis Supported
Statistical Analysis Supported
Competitor Analysis Not Supported
Correlation Analysis Not Supported
Dynamic Modeling Not Supported

Sales Performance Management

Coevera connects performance data to performance improvement. Dynamic Target tracks quota attainment in real time across five target types, visible directly in the pipeline. Dashboards and pivot reports compare reps, teams, territories, and products, while Sales Velocity and win/loss analysis show where deals slow down or are lost. Guided selling checklists reveal which process steps top performers complete, giving managers concrete coaching points. The AI Coach and embedded Sales POP! expert content help reps close skill gaps inside the CRM. AI Reports answer performance questions in plain language, and the BI Feeder exports to Tableau and Power BI. Coevera is built on the belief that developing salespeople drives results, so it goes beyond scoreboards to help each rep improve.

Incentive Compensation Management (ICM) Supported
Predictive Sales Analytics Supported
Quota Management Supported
Reporting / Analytics Supported
Sales Coaching Analysis Supported
Sales Performance Tracking Supported
Sales Planning & Forecasting Supported
Territory Management Supported
Sales Gamification Not Supported

Sales Tracking

Coevera makes sales activity easy to see and easy to act on. Every email, call, meeting, task, and note is logged automatically against contacts, accounts, and deals, through two-way sync with Outlook, Microsoft 365, and Google. Pipeline views show every deal by stage in drag-and-drop Kanban, list, bubble chart, and map formats. Sales Velocity highlights bottlenecks, and Opportunity Fitness flags neglected deals. Dynamic Target shows progress to quota in real time. Real-time dashboards, pivot reports, and AI Reports built from plain-language questions let managers answer questions in seconds. Mobile apps for iOS and Android, including offline access, keep tracking current from the field. Because reps find Coevera easy to use, the data is complete and trustworthy, which is the real difference between tracking and guessing.

Activity Dashboard Supported
Alerts / Notifications Supported
Appointment Scheduling Supported
Call Logging Supported
Comments / Notes Supported
Custom Reports Supported
Document Management Supported
Email Templates Supported
Interaction Tracking Supported
Lead Management Supported
Lead Scoring Supported
Pipeline Management Supported
Reporting / Analytics Supported
Task Management Supported

Social Selling

Coevera helps reps build relationships where buyers already are. The Web Clipper captures prospect details from LinkedIn and other web pages into CRM records in one click, and the Autoprofiler enriches contacts with social profiles, titles, and logos. AI Relationship Charts and the Buying Center map who influences decisions, so reps can plan multithreaded outreach and warm introductions. Voyager AI drafts personalized messages using CRM context, and email tracking plus AI Sentiment show who is engaging. Activity feeds keep the whole team informed about touches and conversations. Coevera also develops the skills behind social selling, with Sales POP! expert content built into the CRM. The difference is that social insight lives inside the pipeline, not in a disconnected tool, so relationship-building turns into measurable opportunities.

Lead Engagement Supported
Performance Metrics Supported
Single Sign On Supported
Social Media Monitoring Supported
Automated Publishing Not Supported
Compliance Management Not Supported
Content Discovery Not Supported
Content Management Not Supported
Employee Advocacy Not Supported
Gamification Not Supported
Pre-Approved Content Library Not Supported

Coevera Additional Categories

B2B Sales Tools

Coevera is purpose-built for B2B sales, where deals involve multiple stakeholders, long cycles, and complex accounts. The Buying Center and AI Relationship Charts map decision-makers and influence. Visual pipelines, guided selling steps, and Opportunity Fitness scoring keep complex deals moving. Voyager AI drafts emails, prepares call briefs, summarizes meetings, and builds reports from plain-language questions. The toolkit includes email sequencing and tracking, calling and SMS, quotes and product catalogs, document management, projects, and mobile apps with offline access. More than 200 integrations include Microsoft 365, Google Workspace, PandaDoc, RingCentral, and SharePoint, and Model Context Protocol (MCP) support connects Coevera to AI assistants such as Claude, ChatGPT, and Microsoft Copilot. Instead of stitching together many point tools, B2B teams get one platform sellers actually adopt.

Distribution CRM

Distributors and wholesalers manage large account bases, many products, and thin margins. Coevera helps teams focus on the accounts and opportunities that matter most. Account hierarchies map buying groups, parent companies, and branch locations, and account health scores highlight customers whose activity is declining. The product catalog, quotes, multi-currency support, and approvals speed up pricing and proposals. Custom pipelines manage new accounts, line reviews, and supplier or vendor programs, each with its own process. Map views and geolocation help outside reps plan efficient routes and territory coverage, while mobile apps with offline access support work in the field. The BI Feeder sends CRM data to Tableau and Power BI, and 200+ integrations plus API connect to ERP and order systems. Coevera delivers this without a heavy IT project.

Education CRM

Coevera helps education organizations manage relationships with prospective students, families, partners, donors, and institutional buyers. Unlimited custom pipelines model enrollment, admissions, partnerships, fundraising, or B2B sales of education services, each with its own stages and required steps. Custom entities and fields capture programs, terms, and institution-specific data without code. AI Online Forms capture inquiries and trigger automated follow-up, while email sequencing and tracking nurture prospects over long decision cycles. Relationship maps show the stakeholders behind institutional decisions. Dashboards and forecasting show enrollment or revenue pipelines in real time. Role-based permissions, business units, audit logs, ISO/IEC 27001 certification, and GDPR compliance support data protection. Coevera is easy to adopt, so staff spend less time on data entry and more on people.

Key Account Management

Coevera gives key accounts the structure they deserve. Account Plans set measurable goals and track progress visually. Account Health scoring flags risk early, and AI Sentiment reads email tone to surface at-risk relationships. Org charts, AI Relationship Charts, and the Buying Center map decision-makers, influencers, and gaps in coverage, while Voyager AI identifies missing contacts and leadership changes. Account hierarchies and parent-subsidiary relationships are detected and visualized for complex enterprises. Every opportunity, activity, quote, and document is linked to the account for a single view. Projects with Gantt views manage delivery commitments alongside sales. Unlike CRMs that treat accounts as a list of deals, Coevera helps teams protect, grow, and expand their most valuable relationships.

Logistics CRM

Transportation management systems track shipments; Coevera manages the relationships and revenue behind them. Logistics providers, freight brokers, and 3PLs use Coevera to manage shipper accounts, lanes, bids, and contract renewals in custom pipelines with required steps. Relationship charts map the shipping, procurement, and executive contacts behind each account, and account health scoring flags customers at risk. Map and geolocation views visualize accounts and opportunities by region. Dashboards show win/loss rates and performance by rep, team, and territory in real time. The Automatizer triggers follow-ups on quotes and renewals, and Voyager AI summarizes calls and drafts responses quickly. Mobile access and Outlook and Gmail integration keep field and inside teams aligned, and API and webhooks connect Coevera to TMS and operational systems.

Manufacturing CRM

Manufacturers sell through long cycles, multiple stakeholders, and channel partners, and Coevera is built for that complexity. The Buying Center and relationship charts map engineers, purchasing, and executives across each account. Custom pipelines handle direct sales, distributor and dealer channels, and projects, with required steps per stage. The product catalog, quotes, multi-currency support, and approvals streamline configured pricing, and winning products sync to opportunities. Account plans and health scores protect recurring customers, and Revenue Recognition schedules revenue across periods for accurate forecasting. Geolocation and map views help field reps plan territories, and mobile apps work offline on the shop floor or road. Integrations, API, and the BI Feeder connect Coevera to ERP and BI systems.

Marketing CRM

Coevera connects marketing activity directly to pipeline and revenue. AI Online Forms capture leads from your website and trigger immediate follow-up. Email sequencing, personalization at scale, and open and click tracking run nurture campaigns from inside the CRM, and AI Sentiment highlights engaged prospects. Mass email with templates, segmentation through custom views and filters, and lead qualification rules help marketing hand off sales-ready leads. The no-code Automatizer routes leads, assigns owners, and alerts reps the moment a prospect engages. Dashboards and reports show which sources and campaigns produce opportunities and revenue, and the BI Feeder supports deeper attribution analysis. Integrations with marketing automation tools extend the stack. Marketing and sales share one source of truth, so handoffs are faster and results are measurable.

Opportunity Management

Opportunity management is where Coevera began, and it remains its signature strength. The visual pipeline lets reps drag deals through stages that match your process, with multiple pipelines for different products or teams. Each stage can include required activities and checklists, so your playbook is followed. Opportunity Fitness scoring rates deal health, Sales Velocity exposes stalled deals, and Voyager AI writes deal summaries so anyone can get up to speed in seconds. The Buying Center maps stakeholders and influence on every deal. Quotes, product catalogs, multi-currency support, and approvals are built in, and winning products sync back to the opportunity. Revenue can be scheduled over time for accurate forecasting. Reps get clarity on what to do next, and managers get a 360-degree view of every deal.

Sales Management

Coevera gives sales leaders control without micromanagement. Managers see the entire pipeline visually, with drill-down by rep, team, region, or business unit. Real-time dashboards, Dynamic Target quota tracking, and Opportunity Fitness scores show what needs attention today. Custom pipelines, required stage steps, and approval processes enforce your sales methodology consistently. Business units and role-based permissions support complex organizations and multiple regions, with multi-currency support. Voyager AI summarizes deals and activity so reviews take minutes, not hours. Because Coevera is configured without code, managers can adapt stages, fields, and automation as strategy changes, without a full-time admin. Most teams go live in about four weeks, giving leaders a working system quickly and at a lower total cost of ownership.

eCommerce CRM

Coevera is built for B2B, consultative selling: long cycles, multiple stakeholders, quotes, and relationships that grow over time. It is not a storefront or checkout engine, by design. Many of our customers sell both B2B and B2C, or sell direct through a sales team while also running an ecommerce site. In that model, Coevera runs the consultative side: key accounts, distributor and wholesale deals, custom quotes, and large or repeat orders that need a salesperson. Your ecommerce platform keeps handling self-service transactions. Coevera then connects the two through its open API and webhooks, or through iPaaS integration platforms, linking to Shopify, WooCommerce, and other ecommerce systems. Online customers and orders flow into the CRM, so sales sees each account's full buying history, web orders and direct deals, in one place. Reps can spot online buyers ready for a B2B conversation, and leaders get consolidated revenue reporting across every channel.

  • Willy P.
    Data Manager
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 500 - 999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "An Incredible Customer Relationship Management Software"

    Posted 2023-04-24

    Pros: I like the ease of customization of Pipeliner CRM.
    Pipeliner CRM is secure and highly effective when it comes to cementing our relationships with our customers.

    Cons: Pipeliner CRM has been so reliable and incredible to use.
    Therefore, Pipeliner CRM has no cons.

    Overall: I highly recommend Pipeliner CRM because it has been a brilliant software.
    This CRM tool will give you incredible services.

    Read More...
  • A Pipeliner CRM User
    Senior Project Manager
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Robust and easy-to-use CRM"

    Posted 2022-11-08

    Pros: Pipeliner enables the best sales page visualization. The user interface is basic and user-friendly. Document management for sales reps performs great. It gives the best and most accurate sales forecasting.

    Cons: Till now, I haven't found any downside in my usage.

    Overall: Overall, Pipeliner CRM is a robust platform. It can be extensively used for sales and lead management needs. It helps me to bring every lead into the sales funnel with less effort. The analytics it shares are pretty informative.

    Read More...
  • Ylia A.
    Project Manager
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 500 - 999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Excellent business management with potential clients in our real estate company."

    Posted 2022-09-21

    Pros: Pipeliner gives us extensive administration of each of the sales and negotiations that are taking place around our company, one of the main things that I like about this platform is that it allows us to import a large number of customer contacts, In this way, to start using this platform on a new computer, all you have to do is import the list of contacts of our clients to start serving each one of them with the negotiations. Another thing that I like about this platform is that it allows you to view the number of negotiations that are taking place within your company, from the main panel you can see the number of negotiations that are taking place, you can see the progress of each of them and can know if there is any message pending to be read in any negotiation. Finally, I also loved how seamlessly this platform that allows me to communicate with customers, I can serve customers through Live Chat, sending email, calling the customer and many other ways, this diversity in the communication helps you to interact with the client and convince him to review the entire deal with us.

    Cons: It never presented any type of failure with this CRM service, since it arrived at our company it has brought very positive results, in addition, all the functions of administration of negotiations, registration of new potential clients, predictive visualization of statistics and much more are have behaved positively. I hope that this platform continues to behave like this, in addition, I have also been happy with the prices that we have acquired, and extremely satisfied with the support team that has touched us, since it has helped us throughout the journey of the platform.

    Overall: Pipeliner CRM has been able to enhance all of our company's CRM, making it possible for our clients to have greater satisfaction when negotiating with us. This platform is capable of receiving all kinds of requests from new potential clients obtained from social networks or of some advertising campaign, immediately receives the request of the potential client to register it in that system in an automated way, that platform has provided a fairly good experience, since it arrived at our company it has greatly improved the quality of our negotiations, providing a system that did not serve much to give primary attention to potential customers. I really loved the entire platform, I have no complaints as it has behaved excellently, I have been very comfortable using it and managing each of the negotiations of our real estate company.

    Read More...
  • Ana G.
    Sales Director
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 500 - 999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Very complete platform to automate the sales process and online negotiations."

    Posted 2022-09-07

    Pros: Pipeliner is an excellent service to have a corresponding control of each of the sales that you make within your company, with the help of this platform you will be able to optimize and automate the period of sales and negotiations within your company, if you are a company that receives many negotiations on a daily basis, is the best option to consider. The things I liked the most were:

    - This platform has this negotiation automation system, that means that every time the client requests something during the negotiation, they can configure it so that the platform performs some action in an automated manner, this automation process helps to finalize negotiations of much faster, for example, if the client requests some information, the platform will be sent automatically and saves a lot of manual work.

    - Another thing that I like about this platform is that it has an excellent integration with the campaign system, in this way I can transfer everything that is potential that I obtain from the advertising campaign to our CRM system, this integration helps a lot to transfer customers immediately without the need for a complex process.

    - With the help of this platform you will be able to see all the negotiations in progress, you will be able to know which sales agent of your company is attending a specific negotiation, this function is very important and helps to closely monitor the base of the negotiations in real time .

    - Another of the things that I love about this platform is that every time the client requests something during the negotiation, they receive immediate notifications within all your devices and within your associated email, this notifications and alerts system helps to attend to the customers immediately when they request something specific.

    Cons: Pipeliner is an excellent software to optimize the sales process of your company, however I have also noticed several negative things about this software, such as:

    - One of the main negative things about this software is that it takes a long time to import a list of contacts, when importing a list of contacts of your potential client registered in your system, the process takes a long time, never before I had used a CRM platform that took so long in my portal the list of contacts that I had previously registered.

    - Another of the negative things about this platform is that it does not allow you to make a direct call from the platform to a client with whom you are having a negotiation, so if you try to communicate with a client you will have to do it outside the platform, with any third party means.

    - The prices of this platform may be a bit high for some companies, I recommend that it be used within small companies since it could affect their capitalization due to the high cost of the tools.

    Overall: Pipeliner CRM is a software that is very worthwhile to be used within any business environment, I recommend it if you have any doubts as it will help you improve the amount of sales you have within your company, as well as allow you to automate the negotiation process with potential clients, taking immediate actions depending on the request of each client. I loved the experience I had with this platform, previously we had to do all the negotiations manually and physically, thanks to the platform we have been able to do everything online, communicating with other clients online and keeping track of it, in addition, with this platform we have been able to have a consecutive monitoring of all the negotiations that are taking place within our company, we are a real estate company with a lot of negotiations every day, and this platform has been key to taking control of each negotiation, knowing if a property has been sold or if the client is requesting information on a specific property. I loved the experience gained with this platform and will continue to use it for the long term.

    Read More...
  • Maria G.
    Software Engineer
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 1,000 - 4,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Stability when generating sales and a fairly automated process to strengthen negotiations."

    Posted 2022-07-18

    Pros: Pipeliner offers one of the best CRM systems today, its general interface is quite comfortable to work with and allows you to see all the graphs and the progress of sales that have occurred within the company. The first feature that I like is that all the sales information is updated in real time, in this way you can monitor the progress that each of the negotiations is having and you can know exactly how the negotiations of your sales agents are going. . I also like the fact that you have an integrated chat system, in which you can communicate with the client and continue the negotiation through this medium, another thing that I like is that it has a database of contacts, in this way In this way, you can register everything you feel you currently have, to contract with them much more easily and to be able to have a correct administration of the negotiation that you have with each one of them. Finally, I must mention that I love the integration that this system has with the social networks and the e-mail marketing system that we currently use, because we can transfer all the pending that we have from those media to our CRM platform, it is quite an easy process.

    Cons: I have not had any setbacks with this CRM platform, I admit that this platform has been key to developing a correct negotiation process with all clients, I am satisfied with the results because it has made our sales benefit on a large scale, the communication with all the clients the trading process has always been stable with the help of this platform, I do not have any type of complaints because I am with the general functions nor with the fee that we are paying to use this platform.

    Overall: Pipeliner has been a key platform to develop a correct negotiation process within this company, previously, it was quite complex to negotiate physically, currently, negotiations are carried out online thanks to this platform, we have constant communication with each one of the clients and we can carry out the negotiation process in record time. Currently, within this platform it is necessary to integrate a call system, in which we can call customers directly from the platform, and we can communicate with them more easily by calling. The general experience provided by this platform has been positive at all times, as I mentioned previously, we have no complaints about it, it has always provided an effective system to develop short and long-term sales.

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  • Harold M.
    Sales Manager
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 1,000 - 4,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Stable system to serve many potential customers."

    Posted 2022-03-29

    Pros: The CRM system is completely essential for us to have a fairly complete sales system. Pipeliner CRM has played a very important role for us. What I like the most about Pipeliner is that it sends me immediate notifications when a client has accepted a negotiation with us, this notification helps me to be attentive at the exact moment to serve the client and give him all the mechanisms that will be carried out in the negotiation. I love this notification system. Another thing that I like about Pipeliner is that the integration it has with our campaign system is incredible, this integration allows us to transfer the clients obtained in the campaign, to our main panel system in an automated way, we don't have to do no manual process to transfer to the client.

    Cons: I had no problem with the Pipeliner service, I am satisfied with the results obtained, our CRM system has potentially improved thanks to this software that helped us generate sales on a constant basis, we are happy with the current operation and we will definitely continue it using in our company. The CRM system is essential to generate sales in our company, Pipeliner occupies that position perfectly.

    Overall: The first week of using Pipeliner we had different doubts since we did not know how we had to link our campaign system with the CRM system, however, those doubts were answered by the support team in a very short time. For us, Pipeliner has had an incredible performance, our general experience was quite good because it is a software that makes us feel comfortable during the process of dealing with potential clients, it is a fairly organized software, with a very correct UI to get clients to they can easily obtain information about the business to be carried out. Pipeliner offers us several ways to communicate with the potential client, so communication will never be lacking.

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  • Mash P.
    Customer Care Rep
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "My Experience With Pipeliner CRM"

    Posted 2021-04-20

    Pros: There are a few things I like about Pipeliner CRM. First, the tool is comfortable to use thanks to the UI.
    Secondly, the tool is easy to customize as well as scale.
    The tool also comes with great features for all our CRM needs.

    Cons: Nothing to hate about Pipeliner CRM because it has always worked.

    Overall: With my experience using Pipeliner CRM, I can say it is one of the best not only because of cost of implementation but also capabilities. It is one software that has never disappointed me.

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  • Jim J.
    Information Specialist
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Friendly, Robust and Intuitive CRM"

    Posted 2021-04-20

    Pros: Pipeliner CRM has crucial features for marketing, for instance email ads, social sites analysis, among others.
    The support and the advice from Pipeliner CRM developers are essential.
    Lastly, Pipeliner CRM helps is demographic segmentation of customers.

    Cons: Pipeliner CRM is a coordinating application, which calls for proper marketing mechanisms for companies. Also, Pipeliner CRM bugs were initially eliminated, leaving the software error-free.

    Overall: Pipeliner CRM is an industrious program, for customer management and business progress. The audience segmentation and consumer trend analysis have been achieved by the assistance of Pipeliner CRM.

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  • Myra P.
    Communication Assistant
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Supportive Application for CRM Purposes"

    Posted 2021-04-19

    Pros: Pipeliner CRM is a sustainable requirement for companies to foster and manage the current means of marketing.
    The authenticity of Pipeliner CRM is never ignored and the consultancy services from this program is vibrant.

    Cons: Pipeliner CRM is readily accessible, available, and cost manageable. The concerns and the details of consumers regarding the services or products they acquire have been fulfilled.

    Overall: Pipeliner CRM is a price sensitive solution for sales, adverts, and relationship planning and management. The marketing cost management is also attained by the program. Finally, Pipeliner CRM has a network of other integrated CRM and IT software, giving it a rational scope.

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  • Robert B.
    Human Resources Leader
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Pipeliner CRM is the best choice for email marketing"

    Edited 2021-03-19

    Pros: The platform offers us all the strategies in a simple way and with the tranquility that will not come with problems when it comes to carry it out. They allow us to optimize all the campaigns we have to get the best results in our company, performing in detail the statistics made available to us, in this way we can evaluate it after each campaign we designed, it shows us from what type of device was seen and whether or not they accessed the content we offered in the emails, this software is really very efficient.

    Cons: They do not offer a predetermined format with which to facilitate our work and save us time when developing a campaign, it lacks more sources at the time of creating the email. The interface is a bit complicated at the time of finding out how it works, so it takes some time, it should be more intuitive.

    Overall: Pipeliner CRM offers an easy to use platform and even provided us with a super crisp template. Every time I email, chat or call, they offer their help instantly with any issues we have and they do it with fantastic customer service. It's a very efficient tool. I have no design experience, the professional designers at Pipeliner CRM were able to create a template for me that matched the company branding. My contacts and images were moved and the template was created before I logged into the system for the first time. The designer taught me how to use the editor and now I can quickly create emails on my own. Pipeliner CRM AI is great, I no longer need to question whether I am sending an email at the right time.

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  • Jane R.
    Business Strategist
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Pipeliner CRM is an Automated CRM Solution"

    Posted 2021-03-03

    Pros: Pipeliner CRM is an advanced, automated, and convenient CRM.
    The program demands no coding experience, as the developer has perfected its service.

    Cons: Pipeliner CRM has a problem with Android devices, which I think, the compatibility needs some perfection.

    Overall: Pipeliner CRM is a diverse CRM, accommodating the lead management problems for all users, in any place. The management of clients ideals and contacts is super good.

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  • Christine W.
    Database Administrator
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 5,000 - 9,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Advanced and I Automated CRM"

    Posted 2021-02-26

    Pros: Pipeliner CRM helps for lead management, which makes customers trust our operations. Also, Pipeliner CRM has multiple potential, for instance, sales automation, marketing, and managing contacts of stakeholders.

    Cons: Pipeliner CRM monthly fee is hefty, and since companies are financially crippled, the lowering should be done.

    Overall: Pipeliner CRM sees companies makes huge impact regarding how they used to relate with their consumers.
    The cost of sale is also lowered.

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  • Hannah W.
    Marketing Assistant
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Correct and the Updated CRM"

    Posted 2021-02-25

    Pros: Pipeliner CRM has full capacity to foster growth of our clients through adequate relationship management.
    Sales, and marketing concerns are well developed and strategized by Pipeliner CRM.

    Cons: Pipeliner CRM has less challenges, and the developer is readily available to offer change to the complaining groups.

    Overall: Pipeliner CRM is the secure and safest way for managing the leads or the relationships of customers. Again, Pipeliner CRM goes global through emails and social networking advertising.

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  • Junaid A.
    Front End Developer
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 1,000 - 4,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Scalable And Visual CRM."

    Posted 2021-02-23

    Pros: -It is very easy to customize and individualize the tool.
    -It is available both on desktop and smartphone.
    -There are lots of useful features like - voice to text, latest sales information, scan business cards, etc.

    Cons: -It is not user-friendly to use.
    -Customer Support is not fast.

    Overall: Overall, Pipeliner CRM helps you to gain visibility in your sales process. It has lots of features but it is not very user-friendly.

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  • Sarai W.
    Business Strategist
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Advanced and Remarkable CRM"

    Posted 2021-02-23

    Pros: Pipeliner CRM portrays unique features for sales, marketing, and even lead so different from the ancient/traditional CRM. Also, Pipeliner CRM requires no coding, which means, easy it is simplified and rational. There is proper documentations for the products, and all contacts that concerns clients are well kept and accessible when there is proper authorization.

    Cons: Pipeliner CRM attracts satisfaction, which is far better than what old CRM versions used to issue. There is proper utilization of customers information and decisions.

    Overall: Pipeliner CRM helps in three major roles. One, marketing/adverts, which creates solid foundation to clients concerning our products. Secondly, Pipeliner CRM supports sales, through automation and transaction recording. And in the end, the lead or CRM role, which brings clients even closer to the firm.

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  • Edith K.
    Assistant Accountant
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 5,000 - 9,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "A Revolutionary CRM Solution"

    Posted 2021-02-22

    Pros: Pipeliner CRM has established the most visionary and effective sales and marketing program, where it supports email marketing, social media communications, and many more. Again, Pipeliner CRM helps us engage with customers, by providing them with the solution concerning what bothers them.

    Cons: Pipeliner CRM is extremely advanced, where to some people, this is a major setback because they may not understand how the tool runs.

    Overall: Pipeliner CRM has advanced and transformed the CRM roles, by bringing a more detailed solution, for instance, the idea of email marketing, and also proper clients documentations. The right features are put in place, giving us the right/correct channel to reach to consumers.

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  • Yvonne J.
    Information Specialist
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 5,000 - 9,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Supportive, Digital, and Available CRM"

    Posted 2021-02-22

    Pros: Pipeliner CRM has made the work of CRM so fun, where marketing, automated sales, and customer support system are under one roof. Furthermore, Pipeliner CRM acts effectively always, without failure. The design for Pipeliner CRM is on another level.

    Cons: Pipeliner CRM gives smart CRM options, which directs more customers to purchase our services, and this makes it reliable and successful.

    Overall: Pipeliner CRM is a program that understands the role of CRM, where it includes other marketing plans, to make our firm known and functional. Also, Pipeliner CRM consistently listen to customers, and try to issue options for successful operations.

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  • Caroline S.
    ICT Specialist
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 5,000 - 9,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Suitable and Accessible CRM"

    Posted 2021-02-19

    Pros: Pipeliner CRM is a tool for activity management, and it has effective automatic features that increases the amount of sales, and the awareness that customers have concerning our products. Also, Pipeliner CRM helps in planning, where there is even calendars, suitable for business management.

    Cons: Pipeliner CRM design is slightly complex, and this challenges some people who want to easily execute the program.

    Overall: Pipeliner CRM is a stable, friendly, and intuitive CRM tool, and there is extensive guideline concerning the CRM features. Also, Pipeliner CRM is a tool remarkable for activity planning.

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  • Chris S.
    IT Technician
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 5,000 - 9,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Excellent Tool for Sales Forecasting and Automation"

    Posted 2021-02-09

    Pros: Pipeliner CRM aims at high increase in the number of sales a company make.
    The unique sales automation feature guarantees us significant profits.
    Also, the marketing and planning mechanism the developer employs are remarkable.

    Cons: Pipeliner CRM has all spheres supporting sales, through automation, and marketing making it an acceptable CRM.

    Overall: Pipeliner CRM works for us by forecasting on our market segments and sales progress. Also, Pipeliner CRM increases the general amount of products we sell through automation and proper planning.

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  • Cynthia P.
    IT Security Analyst
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 5,000 - 9,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Affordable and Stable CRM for Organizations."

    Posted 2021-02-03

    Pros: Pipeliner CRM captures the information and the demands of clients easily, and ensures they are well locked.
    Furthermore, Pipeliner CRM attracts lasting relationship between a company, with all the consumers of their products.

    Cons: Pipeliner CRM helps in sales, marketing, and even CRM purposes, and since the developer is innovative enough, the product is still blameless.

    Overall: Pipeliner CRM is a tool that coordinate the demands and the needs of customers ASAP, and it makes it possible to keep and even manage the information of clients.
    Moreover, the installation and maintenance fee is fairly attainable.

    Read More...
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