About Coevera
Overview
Coevera, formerly Pipeliner CRM, is a visual-pipeline B2B sales CRM with built-in AI from Pipelinersales Corporation. It is built for sales organizations of 15 to 2,500 sellers and was renamed from Pipeliner CRM in 2026, with existing accounts, integrations, and data carrying over unchanged.
Coevera combines drag-and-drop pipeline management, the Voyager AI assistant, and no-code automation. Most teams go live in four weeks, onboard a user in about two hours, and run without a full-time CRM admin.
Key Benefits
- Drag-and-drop deal management across custom stages
- Multiple pipeline views — Kanban, list, chart, bubble, and map
- Voyager AI shows its reasoning and asks before it acts
- No-code automation set up in minutes
- Live in four weeks with no full-time CRM admin
- 200+ integrations and automated migration from major CRMs
How It Works
Coevera's migration team guides new customers through three steps. Import & Set Up maps existing pipeline stages and imports data, so most teams see their own process running in the first week. Automate & Optimize sets up no-code workflows while Voyager AI handles research. Close & Grow tracks every deal visually and refines the process based on measured results.
Use Cases
- Sales managers coach reps with visual pipeline clarity and guided next steps
- Manufacturing teams unify sales, production, and service on one platform
- Financial services and insurance firms manage complex, consultative deals
- Software and professional services organizations automate workflows without IT support
- Enterprise teams replace or run Coevera alongside Salesforce and Microsoft
Why Choose This Product
Coevera positions itself against enterprise CRMs like Salesforce with a lower total cost of ownership. The page states most teams go live in four weeks, need no full-time admin, and avoid six-figure implementations. Voyager AI also embeds coaching from 1,600+ episodes of the Sales POP! library, helping reps improve at the point of action.
Coevera Pros & Cons
- Multiple visual pipeline views — Kanban, list, chart, bubble, and map
- Voyager AI shows its reasoning and asks before it acts
- Live in four weeks with no full-time admin required
- 14-day free trial with all features, no credit card
- ISO 27001 certified and GDPR compliant
- All paid plans require a minimum of 15 users
- Voyager 2 usage beyond the monthly credit allowance is a paid add-on
Key Features
Visual Pipeline Management
All plansDrag-and-drop deal management across custom stages with Kanban, list, chart, bubble, and map views.
Voyager AI Assistant
All plansVoyager 1 delivers free AI tools including email creation, document search, opportunity summary, and call summary across all plans.
The Collaborator
Voyager AI delivers contextual coaching drawn from 1,600+ episodes of the Sales POP! sales-education library.
No-Code Automation
Set up workflows in minutes through the Automation Hub, with no IT resources required.
Key Account Management
Track account hierarchies, relationship maps, and visual org charts, with whitespace analysis available on Unlimited.
Reporting & Analytics
Enterprise+Build pivot table reports, custom dashboards, forecasts, and quotas, with advanced and scheduled reports on Enterprise and up.
Email Automation
Automate email, run sequencing, and personalize HTML and text templates from within the CRM.
Migration Service
Dedicated specialists map your data and rebuild pipeline stages and criteria from Salesforce, HubSpot, Pipedrive, or Zoho before day one.
Coevera Pricing
View full pricing →- Full CRM functionality, customization, and productivity features
- Voyager 1 AI tools included
- Standard table reports, pivot reports, and custom dashboards
- Email automation and email integration
- Minimum 15 users
- Everything in Business
- Advanced reporting, scheduled reports, and audit
- Approvals processes and quote version management
- Company emails and email sequencing
- Minimum 15 users
- Everything in Enterprise
- Advanced features including whitespace analysis and account plans
- Account health and account matrix view
- Voyager 2 with paid usage beyond monthly credits
- Minimum 15 users
| Feature | Business $85/mo | Enterprise $115/mo | Unlimited $150/mo |
|---|---|---|---|
| Visual Pipeline Management | |||
| Voyager AI Assistant | |||
| Reporting & Analytics |
Pricing extracted from the product website and may change. Check the source for current details.
Frequently asked questions about Coevera
What is Coevera?
Coevera is a visual-pipeline B2B sales CRM with built-in AI, formerly known as Pipeliner CRM. Sales teams manage deals through a drag-and-drop pipeline, automate work without code, and get AI assistance from Voyager, with fast onboarding and no dedicated admin required.
Is Coevera the same as Pipeliner CRM?
Yes. Pipeliner CRM was renamed Coevera in 2026. It is the same company (Pipelinersales Corporation), the same platform, and the same customer base under a new name. Existing accounts, integrations, and data carry over unchanged.
Who is Coevera for?
Coevera is built for B2B sales organizations of 15 to 2,500 sellers — companies with a defined sales process, managers accountable for pipeline, and complex deals won by consultation. It is industry-agnostic, with strong results in manufacturing, financial services, insurance, software, professional services, energy, and mining.
How long does it take to implement Coevera?
Most teams are fully operational within four weeks. Individual users can be onboarded in about two hours, and setup requires no IT resources or full-time CRM administrator. Worked configuration examples are available in Coevera Blueprints.
What is Voyager AI?
Voyager is Coevera's built-in AI assistant. It drafts emails, summarizes calls and opportunities, prepares users for meetings, scores deal risk, and builds reports, with contextual coaching drawn from 1,600+ episodes of the Sales POP! library. Unlike black-box automation, Voyager shows its reasoning and asks before it acts.
How is Coevera different from Salesforce or HubSpot?
Coevera emphasizes fast adoption and low total cost of ownership — most teams go live in four weeks with no full-time admin. Voyager AI shows its reasoning and asks before acting rather than operating as black-box automation.