Pipeliner CRM

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Coevera (formerly Pipeliner CRM) is an AI-powered B2B CRM that combines visual pipeline management with an AI assistant. It helps sales teams close more deals without administrative overhead, offering a 14-day free trial.

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At a glance

Pricing

Freemium · Paid

Free tier

Yes

API

Yes

Skill level

Mixed

About

What is Pipeliner CRM?

Coevera, formerly known as Pipeliner CRM, is an AI-powered B2B CRM designed to transform how sales teams operate. It features visual pipeline management with Kanban, list, chart, bubble, and map views, allowing for intuitive drag-and-drop deal management and real-time collaboration. The platform integrates Voyager AI, an AI assistant purpose-built for B2B sales, which researches prospects, drafts personalized emails, scores deal risks, and prepares meeting briefs. Coevera emphasizes ease of use with no-code automation and quick setup, aiming to reduce implementation time and the need for full-time administrators. It also incorporates a unique 'Collaborator' feature, embedding sales knowledge from 1,600+ Sales POP! episodes directly into the AI for real-time coaching.

Best used for

Ideal for sales reps and small business owners who need to visualize their sales process, automate routine tasks, and leverage AI for intelligent deal management. Especially valuable for teams looking to reduce administrative overhead and improve sales effectiveness through real-time coaching.

Common actions

manage sales pipeline

automate sales tasks

gain sales insights

improve sales performance

track customer relationships

business

Capabilities

Key features

Visual pipeline management
Voyager AI Assistant
No-code automation
Real-time sales intelligence
360° account intelligence
Embedded sales coaching

Target Audience

sales repsmall business owner

Integrations

gmailoutlookslackmicrosoft-teamszapiergoogle-calendarsalesforcehubspot

Pricing & Plans

Freemium · Paid

Freemium

FAQs

What is the difference between Voyager AI and other CRM AI solutions?

Voyager AI is specifically designed for B2B sales, understanding pipeline context, researching prospects, drafting emails, scoring deal risks, and preparing meeting briefs. It's trained on sales-specific workflows, unlike generic chatbots, and shows its reasoning while learning from user corrections.

How long does it take to get started with Coevera?

Most teams can be fully set up within a day. You can import your data, customize pipeline stages, and begin selling quickly. Coevera also offers automated migration support from major CRMs like Salesforce, HubSpot, Pipedrive, and Zoho.

Does Coevera offer a free trial and what does it include?

Yes, Coevera provides a 14-day free trial with full access to all features, including Voyager AI. No credit card is required to start the trial, and you can also book a personalized demo with their team.

How does Coevera ensure data security and privacy?

Coevera is ISO 27001 and SOC 2 certified, hosted on AWS with end-to-end encryption. It complies with GDPR, and your data is never used to train AI models, ensuring you retain full ownership and control.

What kind of support is available for Coevera users?

Every plan includes email and chat support. Business and Enterprise plans receive a dedicated customer success manager, priority support, and custom onboarding. Additionally, a Knowledge Base with over 500 articles and video tutorials is available.

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