[Home](https://www.selecthub.com/) \> [CRM](https://www.selecthub.com/category/customer-relationship-management/) \> [CRM Software](https://www.selecthub.com/c/crm-software/) \> Coevera Categories: * [CRM Software](https://www.selecthub.com/c/crm-software/) * [Financial Services CRM Software](https://www.selecthub.com/c/financial-services-crm-software/) * [Lead Management Software](https://www.selecthub.com/c/lead-management-software/) * [Nonprofit CRM Software](https://www.selecthub.com/c/non-profit-crm-software/) * [Sales Force Automation Software](https://www.selecthub.com/c/sales-force-automation-software/) * [...](#) ## What Is Coevera? Pipeliner CRM is a visually oriented customer relationship management solution that stands out for its intuitive interface and feature set. The platform excels in customization, allowing businesses to tailor the CRM to their specific needs without requiring extensive technical knowledge. Key features include reporting tools, mobile functionality through native iOS and Android apps, and team collaboration capabilities. Pipeliner is well-suited for small to large-sized businesses and sales teams that value visual data representation and ease of use. It can accommodate various industries and use cases, from basic sales tracking to complex, multi-stage sales processes. User reviews highlight Pipeliner's visual pipeline management as a major strength. Many appreciate the minimal training required to get started with the platform. However, some users have noted challenges with integrations and expressed concerns about pricing relative to available features. **Integrations** Pipeliner offers limited native integrations with other business apps such as content management systems, enterprise collaboration platforms, ERP, messaging software and social media platforms. As a result, integrating Pipeliner with these systems is challenging, with most connections requiring third-party providers for implementation. **Pricing** Pipeliner offers four pricing options: * **Starter:** $65/user/month * **Business:** $85/month/seat * **Enterprise:** $115/month/seat * **Unlimited:** $150/month/seat To learn more, visit our [Pipeliner CRM company page](https://www.selecthub.com/company/pipeliner-crm/). **Our Research Process for Pipeliner CRM** My research for Pipeliner was hands-on. First, I jumped into a free trial to test it myself. I didn't just take the company's word for it — I read real user reviews, studied their advertised features and dug into case studies. I also checked out SelectHub's analyst data for expert opinions. The visual learner in me watched loads of demos and tutorials. However, the most real insights came from interviewing everyday users who could tell me exactly how the platform performs in the trenches. This balanced research method gave me confidence that my findings represent the true Pipeliner experience. PRICE $ $ $ $ $ COMPANY SIZE S M L DEPLOYMENT PLATFORM [ Try Before You Buy. Request a Free Demo Today! Request Demo It's completely free! ](https://pmo.selecthub.com/get-product-demo/?category=CRM+Software&product%5Fname=Coevera&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fcrm-software%2Fpipeliner%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2F4b751bc7d77713f88bc7c2d855e963a5-ea5f809657795785e05215e454c6f93b%2Fresources%2Fnormal%2Flogo.png%3F1781625312) [Contributors](#view-contributors) ![Anjali Krishna]() Written by Anjali Krishna Technical Content Writer [Read Bio ](https://www.selecthub.com/author/anjali-krishna/) ![Pooja Verma]() Edited by Pooja Verma Content Editor [Read Bio ](https://www.selecthub.com/author/pooja-verma/) User Sentiment i ![User satisfaction level icon: excellent]() Based on 828 reviews: Add your rating: ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() Product Screenshots and Videos ## #1 Coevera is ranked #1 on the top 10 CRM Software leaderboard based on a comprehensive analysis performed by SelectHub research analysts. Compare the leaders with our In-Depth Report. [Get the Report Now ](https://pmo.selecthub.com/top-crm-analyst-report-site-vers?category%5Fslug=crm-software&product%5Fslug=pipeliner&page%5Ftype=product&slug=pipeliner&product%5Fname=Coevera&category=CRM+Software&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fcrm-software%2Fpipeliner%2F) ## Coevera Pricing Based on our most recent analysis, Coevera pricing starts at $65 (Per User, Monthly). [Get Price Quote](https://pmo.selecthub.com/get-product-pricing/?category=CRM+Software&product%5Fname=Coevera&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fcrm-software%2Fpipeliner%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2F4b751bc7d77713f88bc7c2d855e963a5-ea5f809657795785e05215e454c6f93b%2Fresources%2Fnormal%2Flogo.png%3F1781625312&price=2) Price $ $ $ $ $ i Starting From $65 Pricing Model Per User, Monthly Free Trial 14 Days - [Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Coevera&category=CRM+Software&product%5Flogo=https://cdn.selecthub.com/products/4b751bc7d77713f88bc7c2d855e963a5-ea5f809657795785e05215e454c6f93b/resources/normal/logo.png?1781625312) ## Training Resources Coevera is supported with the following types of training: Documentation In Person Live Online Videos Webinars ## Support The following support services are available for Coevera: Email Phone Chat FAQ Forum Help Desk Knowledge Base Tickets Training 24/7 Live Support ## Coevera Benefits and Insights Why use Coevera? ### Key differentiators & advantages of Coevera **Market Leader:** According to our research, Pipeliner CRM stands out as the top solution, outperforming competitors like Zoho and Salesforce. With an impressive analyst rating of 91 and a user satisfaction rating of 92%, it delivers functionalities that serve diverse business needs. * **Enhance Team Collaboration:** With a score of 100, Pipeliner CRM earned the rank as the best CRM for team collaboration, based on our analysis. It promotes seamless communication between marketing, sales and operations. The “Feeds” feature acts as a shared workspace, providing a complete history of communications for teams. * **Store and Find Documents Easily:** Pipeliner leads its competitors in document management, earning a perfect 100 for this functionality. The CRM gives you a central place to keep all your documents, attachments and sales materials, with role-based access. You can quickly find what you need using the global search feature, track document versions and keep records of different quote variations. * **Improve Your Sales Performance:** You can create and run targeted email campaigns with Pipeliner's email sequence tool that lets you schedule messages, use templates and set up follow-up actions. Develop micro-marketing campaigns and improve future efforts by tracking open rates and link clicks while using the forecast feature to plan and review revenue across users, units, products and categories. * **Boost Client Communication:** Pipeliner CRM scored 100 in our analysis for its text messaging capabilities. You can reach contacts individually or in bulk and create custom "Feeds Profiles" to display only text messages. * **Optimize Partner Management:** Pipeliner received another perfect 100 for its partner scorecard tool in our analysis. You can assess partner performance, identify improvement areas and measure contributions using customizable scorecards. * **Simplify Contract Lifecycle:** You can create contracts manually or automatically based on orders and effortlessly track contract details and amendment history. This improves visibility into contractual obligations over time. ### Industry Expertise Suitable for businesses in any industry, it serves specific sectors such as technology, healthcare, landscaping, marketing and the nonprofit space. ## Coevera Reviews Based on our most recent analysis, Coevera reviews indicate a 'excellent' User Satisfaction Rating of 90% based on 828 user reviews from 5 recognized software review sites. ![User satisfaction level icon: excellent]() 828 reviews 90% of users would recommend this product ### Synopsis of User Ratings and Reviews Based on an aggregate of Coevera reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst. #### Pros * **Visual Pipeline Management:** Users appreciated Pipeliner's visual pipeline feature, which provides a clear overview of all critical data points. * **Ease of Use:** The platform is user-friendly and requires minimal training to get started. * **Customizable Features:** Pipeliner offers extensive customization options, allowing users to mold the software to their exact needs and easily adjust as their business evolves. **What Users Like** * **Ease of Use:** “Unlike other CRMs that bury data under layers of menus, Pipeliner presents everything in an easy-to-navigate, drag-and-drop format. This made onboarding much smoother for our sales team, as they could quickly grasp the system without extra training.” - [Pieter Wellens](https://www.linkedin.com/in/pieterwellens/), CTO of [Apicbase](https://get.apicbase.com/) #### Cons * **Limited Integrations:** Users mentioned challenges with integrating Pipeliner with other business apps. * **Pricing:** Some users expressed concerns about the pricing, saying they expected more features for the price point. **What Users Dislike** * While Pipeliner integrates well with mainstream apps, we needed some custom API work to get it fully aligned with our tech stack.” - Pieter Wellens, CTO of Apicbase #### Researcher's Summary: Through our thorough analysis and tests, we've found Pipeliner CRM to be a reliable and user-friendly solution that stands out in several key areas. According to our research, 92% of users recommend this product, highlighting its popularity and user satisfaction. In comparison, Zoho has a user sentiment score of 85%; Salesforce and HubSpot each have 88%, while Oracle stands at 81%. This data underscores the high level of user approval for Pipeliner CRM, positioning it ahead of its competitors in terms of user recommendations. Its visual approach to pipeline management makes it easy to track and manage sales opportunities at a glance. We were particularly impressed by how intuitive the interface is — you can get up and running quickly without extensive training. The Automatizer tool helps you automate repetitive tasks. For instance, you can automate email or notification sending when a deal hits a certain stage. It can update fields or statuses and sync data with other systems by itself. The Buying Center feature is amazing! It shows the connections between contacts, accounts and opportunities in interactive graphs, making it easy to identify key decision-makers and their relationships. The Org Chart is another interesting feature that can automatically build an organizational chart for each account, showing the hierarchy and decision-making structure. I’m particularly impressed with the dashboards and reporting capabilities. The interactive dashboards offer real-time data visualization, providing valuable insights into sales performance. Custom reports allow you to analyze specific metrics and trends, helping you make informed decisions. What’s really handy is how Pipeliner lets you request new reports right from your screen. It quickly gathered all the data on opportunities and created a report for me. I could easily tweak these reports using the power panel to fit what I need. You can group reports by owner, add graphs, pick specific columns and remove any info you don’t want. Pipeliner's customization capabilities let you tailor fields, create custom modules or design specific workflows, adapting to your business needs effortlessly. The mobile apps for iOS and Android are also noteworthy, offering full functionality on the go. Pipeliner excels in promoting team collaboration, with features like the “Feeds” that keep everyone on the same page. [Tenaska Marketing Ventures](https://www.pipelinersales.com/sales/case-studies-testimonials/tenaska-marketing-ventures/) (TMV), a leading natural gas marketer in the U.S., chose Pipeliner to solve their communication hurdles across teams and regions. Before implementing Pipeliner, TMV struggled with tracking customer interactions as they expanded, often resulting in duplicate customer visits and relying on spreadsheets for updates. They selected Pipeliner because it was easy to use without hiring additional staff to manage it, and they valued personal relationships with Pipeliner's responsive team. After fully implementing the system in 2022, TMV saw tremendous adoption across the company, with employees using it not just for tracking data but as a genuine communication tool that created transparency. It's worth noting that some users have reported challenges with integrations. While Pipeliner likely offers integration options, they may not be as extensive as some other CRMs in the market, like Zoho, Salesforce or Hubspot. Additionally, a few users felt the pricing was on the higher side for the features offered. All around, Pipeliner CRM is well-suited for organizations that value a clear, visual representation of their sales pipeline and need a system that can grow and adapt to their business. While it offers many advantages, potential users should consider their specific integration needs and budget constraints when evaluating the software. ## Key Features **Opportunity Creation and Pipeline Management:** The platform enables easy creation and tracking of opportunities using a pipeline view. It allows you to move opportunities through sales stages, with optional or mandatory tasks and activities for each stage. * **Sales Pipeline / Kanban View:** Pipeliner organizes opportunities in a Kanban board, offering visibility across all stages in a single view. This helps your team quickly assess the status of all opportunities. * **Native iOS and Android Apps:** The mobile apps offer features like a Notification Center, Document Scanner and Business Card Scanner. You can view accounts and contacts on maps, create new records using their current location, and perform various actions on the go. * **Product Management:** Enter your company's products or services with pricing information so your team can easily select items, quantities and prices for sales opportunities with custom details. You can maintain a complete product catalog with all details, including categories and pricing, and even apply surcharges by setting percentage increases to your price lists. * **Lead Tracking and Prioritization:** Pipeliner CRM excels in tracking sales leads using pipelines, helping you identify which clients to prioritize. This feature provides a clear visual representation of the sales process. * **Automation:** The platform helps ensure timely follow-ups and simplify repetitive tasks. This helps your sales teams maintain consistent communication without the risk of overlooking important touchpoints. * **Voice Caller Integration:** You can initiate calls directly from the Pipeliner cloud web application. The calling widget displays the dialed number and reminds users of their outgoing number, improving call management. * **Custom Reports:** Pipeliner CRM scored a perfect 100 for its reporting facility. There are three main types of reports: Standard Table, Pivot Table and Advanced Table. Each type offers data analysis and visualization, with options to embed charts on dashboards. ## See It in Action: Managing Opportunities in Pipeliner CRM Our analysts selected Pipeliner as the best for opportunity management. They also rated its mobile app just as high as its competitor. Salesforce, with both scoring 91 out of 100\. So, I tested how easy it is to track sales opportunities using Pipeliner’s Android mobile app. 1\. Let’s assume I finished a promising call with a potential customer. Starting with the mobile app, I found the **Opportunities** page through the menu on the bottom left. The interface was clean — just what you need when you're trying to quickly capture details after a call. ![Pipeliner CRM dashboard overview](https://www.selecthub.com/wp-content/uploads/2025/01/pipeliner-opportunity-1.png) ![Pipeliner CRM Navigator menu.](https://www.selecthub.com/wp-content/uploads/2025/01/pipeliner-opportunity-2.png) 2\. Creating a new opportunity was simple. I clicked on the + sign in the bottom right corner. Then, I selected **Create New Opportunity**, chose the appropriate sales pipeline and filled in the opportunity details. ![Sales pipeline in Pipeliner CRM](https://www.selecthub.com/wp-content/uploads/2025/01/pipeliner-opportunity-3.png) ![Creating new items in Pipeliner CRM.](https://www.selecthub.com/wp-content/uploads/2025/01/pipeliner-opportunity-4.png) ![Choosing a pipeline in Pipeliner CRM.](https://www.selecthub.com/wp-content/uploads/2025/01/pipeliner-opportunity-5.png) ![Adding a new opportunity in Pipeliner.](https://www.selecthub.com/wp-content/uploads/2025/01/pipeliner-opportunity-6.png) 3\. Then, I added the company I’m doing business with and the relevant contacts to the opportunity before saving. ![Selecting accounts in Pipeliner CRM.](https://www.selecthub.com/wp-content/uploads/2025/01/pipeliner-opportunity-7.png) ![Selecting contacts in Pipeliner CRM.](https://www.selecthub.com/wp-content/uploads/2025/01/pipeliner-opportunity-8.png) ![Saving a new opportunity in Pipeliner.](https://www.selecthub.com/wp-content/uploads/2025/01/pipeliner-opportunity-9.png) ![Opportunity overview in Pipeliner CRM.](https://www.selecthub.com/wp-content/uploads/2025/01/pipeliner-opportunity-10.png) 4\. On the dashboard, I could see graphical representations of my opportunity data points and compared them to other deals. This kind of instant visual feedback is very helpful when you're making quick decisions in the field. ![Business overview in Pipeliner CRM.](https://www.selecthub.com/wp-content/uploads/2025/01/pipeliner-opportunity-11.png) ![](https://www.selecthub.com/wp-content/uploads/2025/01/pipeliner-opportunity-12.png) This app actually solved a real pain point — no more scrambling to take notes or trying to remember details until you're back at your desk. As long as you have your phone, you can create and manage opportunities anywhere, anytime. ## Approach to Common Challenges * **Complex User Interface:** Pipeliner CRM offers a Kanban-style pipeline view and drag-and-drop functionality, making it easy for users to manage opportunities and navigate the system. * **Poor Data Visualization:** Pipeliner excels in data visualization with its reporting tools. Users can create various report types with options to embed charts on dashboards. * **Lack of Automation:** The platform offers robust automation capabilities, addressing the common challenge of manual data entry and follow-up management. * **Inadequate Mobile Access:** With feature-rich native iOS and Android apps, Pipeliner ensures users have full CRM functionality wherever they are. ## Cost of Ownership Frequently asked questions regarding Pipeliner CRM pricing include: **Q: What are the different pricing tiers of Pipeliner CRM?** A: Pipeliner offers four pricing tiers: * Starter ($65/user/month) * Business ($85/user/month) * Enterprise ($115/user/month) * Unlimited ($150/user/month) Each tier is designed to cater to different business sizes and needs, with increasing functionality as you move up the tiers. **Q: Is there a minimum number of users required?** A: Yes, the Starter plan requires a minimum of three users. This minimum requirement ensures that even small teams can effectively collaborate and use the CRM's features. **Q: Does Pipeliner offer a free trial?** A: Yes, all pricing tiers offer a "Try For Free" option. This allows potential customers to test the software's features and functionality before committing to a paid plan. **Q: What features does the Starter plan offer?** A: The Starter plan includes basic sales management, tracking and collaboration features. This plan is ideal for small teams or businesses just beginning to implement a CRM system. ## Limitations At the time of this review, these are the limitations according to user feedback: * While Pipeliner CRM offers customization options, it cannot create fully custom apps within the platform. * It can’t create new leads or update current ones based on email content containing lead information. * Users might face challenges when connecting the CRM with other business tools or systems due to limited integration options. ## Demo Resources * **Free Trial:** Pipeliner typically offers a free trial period, allowing users to test the CRM with their own data. * **Demo Videos:** Pipeliner often provides demo videos showcasing key CRM functionalities. You can schedule them directly through the vendor’s site. * **Live Webinars:** They frequently offer scheduled live webinars where potential users can see the CRM in action and ask questions in real time. ## FAQs Frequently asked questions regarding Pipeliner CRM include: **Q: Is Pipeliner CRM easy to use?** A: Pipeliner CRM is designed to be user-friendly, with many users finding it intuitive and easy to navigate. However, the complexity of your sales process may influence how easy you find it to use. **Q: Can I customize Pipeliner CRM to fit my business requirements?** A: Yes, Pipeliner CRM offers customization options to tailor the software to your needs. You can adjust fields, pipelines and workflows to match your sales process. **Q: Can Pipeliner CRM integrate with our existing email and calendar systems?** A: Yes, Pipeliner CRM offers integration capabilities with popular email and calendar platforms, such as Gmail, Outlook and Google Calendar. **Q: Does Pipeliner CRM offer sales forecasting capabilities?** A: Yes, Pipeliner CRM includes sales forecasting tools to help you predict future revenue based on your pipeline data. ## Customers * ![amherst brands Software Tools]() * ![commonwealth Software Tools]() * ![crest Software Tools]() * ![envision Software Tools]() * ![Mactech Software Tools]() * ![proaware Software Tools]() * ![rockstead-logo Software Tools]() * ![steil Software Tools]() * ![tactcal Software Tools]() ![Banner of Pricing guide for Coevera]() ## Pricing & Cost Details Includes Price/User and Minimum Commitment Terms for Coevera See Coevera Pricing Details ## Compare CRM Software These are the top products most often compared. Generating Scorecard... Compare to Coevera You can choose 4 products to compare [ Zoho CRM ](https://www.selecthub.com/p/crm-software/zoho-crm/) [ Salesforce Sales Cloud ](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/) [ HubSpot Sales ](https://www.selecthub.com/p/sales-force-automation-software/hubspot-sales/) [ NetSuite CRM ](https://www.selecthub.com/p/crm-software/netsuite-crm/) [ Oracle Sales Cloud ](https://www.selecthub.com/p/crm-software/oracle-sales-cloud/) [ Dynamics 365 Sales ](https://www.selecthub.com/p/sales-force-automation-software/dynamics-365-sales/) [ Creatio ](https://www.selecthub.com/p/crm-software/creatio/) [ Pega CRM ](https://www.selecthub.com/p/crm-software/pega-crm/) [ monday CRM ](https://www.selecthub.com/p/crm-software/monday-crm/) Generating Scorecard... Compare to Coevera ## Head-to-Head Comparison ![Coevera Software Tool]() vs * [Act! 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Coevera stands above the rest by achieving an ‘Excellent’ rating as a User Favorite. ![Analysts' Pick Award]() ![User Favorite Award]() ![Document Management Award]() ![Opportunity Management Award]() ![Sales Performance Management Award]() ![Team Collaboration Award]() ## Relevant Articles [Salesforce Competitors & Alternatives ](https://www.selecthub.com/sales-force-automation/salesforce-alternatives/) ## Pricing for CRM Software ![Banner of Pricing guide for CRM Software]() ## Testimonials I highly suggest using Pipeliner. It is a tool that has absolutely sky-rocketed our business to where it needs to be. \- Patrick Bauer CEO at Amherst Brands Test it. Keep it. Use it. Love it. \- Jens Leonhaeuser Owner at Steilpass Pipeliner has been game-changing for my sales team. I love how easy it is to change the fields to accommodate our goals and the information we need to capture. \- Denise Schmidt Sales Operations Manager at First Tactical A top CRM that has all the features and the flexibility you can possibly need and still is easy to learn, administer, configure, and use. The support and development is the best I have ever met for any software. \- Hanneke Gieles Business Excellent Lead at ProAweareness WeOn Due to continued enhancements, every month Pipeliner and its users can grow together. It's not growing in numbers only. It's growing by learning how sales continue to be managed over time. \- Johann Jessenk Sales and Business Development Manager at Prisma Solutions It is the best CRM on the market today. Don't be fooled by big box or free products. \- Margye Solomon Vice President at Envision2bWell When looking for a CRM, you come across multiple options; however, finding something so rich in featurs and yet so adaptable and configurable to your business usually requires a full staff to maintain and support. Not the case with Pipeliner. With simple training and general intuition this CRM blows many others out of the water, plus it is a fraction of the cost. Our Franchise units simply love it. \- Eduardo Pinzon Director of Operations at Crestcom ## Product Case Studies [ pdf Collabro ](https://cdn.selecthub.com/product%5Fcase%5Fstudies/751/study.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAJBPSG65OJTMJV3TQ%2F20260804%2Fus-east-1%2Fs3%2Faws4%5Frequest&X-Amz-Date=20260804T040840Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=c8f7132c3356c65d55ceb2573f7628cf3f479aa6988b1cf5ccca61cf9a7b9ce8) [ pdf AgroCares ](https://cdn.selecthub.com/product%5Fcase%5Fstudies/752/study.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAJBPSG65OJTMJV3TQ%2F20260804%2Fus-east-1%2Fs3%2Faws4%5Frequest&X-Amz-Date=20260804T040840Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=72cac4b8da1cae0d1f34751365d9b59b37b8906a04a67dc663d3aa0569f3c9c1) [ pdf Lorama Group ](https://cdn.selecthub.com/product%5Fcase%5Fstudies/753/study.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAJBPSG65OJTMJV3TQ%2F20260804%2Fus-east-1%2Fs3%2Faws4%5Frequest&X-Amz-Date=20260804T040840Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=c51e8e6cd3a7fb0825f0506aa728ef341ed6ddba758645d636cc20b8eb032e9b) [ pdf CS Headworks International ](https://cdn.selecthub.com/product%5Fcase%5Fstudies/754/study.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAJBPSG65OJTMJV3TQ%2F20260804%2Fus-east-1%2Fs3%2Faws4%5Frequest&X-Amz-Date=20260804T040840Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=01c21f27a6d76ce853e47ccdc27924d823dbcdcf72f65462a58db1fade253a99) ## Product Publications [ pdf Automizer: The Revolution for CRM ](https://cdn.selecthub.com/product%5Fpublications/887/publication.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAJBPSG65OJTMJV3TQ%2F20260804%2Fus-east-1%2Fs3%2Faws4%5Frequest&X-Amz-Date=20260804T040840Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=5e5cced042765d4f2441e368a2d31144befd3c961c88fe19d04190079a9383d6) ## Similar Products Here are the most similar products to Coevera. [ CBS CRM ](https://www.selecthub.com/p/crm-software/cbs-crm/) [ OroCommerce CRM ](https://www.selecthub.com/p/crm-software/orocommerce-crm/) [ Corelogic Restoration CRM ](https://www.selecthub.com/p/crm-software/carelogic-restoration-crm/) [ Starter Suite ](https://www.selecthub.com/p/crm-software/starter-suite/) [ Spotler CRM ](https://www.selecthub.com/p/crm-software/spotler-crm/) [ PulseCRM ](https://www.selecthub.com/p/crm-software/pulsecrm/) [ Rolldog ](https://www.selecthub.com/p/crm-software/rolldog/) [ Ploomes ](https://www.selecthub.com/p/crm-software/ploomes/) [ SmartMatchApp ](https://www.selecthub.com/p/crm-software/smartmatchapp/) [ Continuum CRM ](https://www.selecthub.com/p/crm-software/continuum-crm/) A note from Pipelinersales Inc. CRM is the heart of a business, the operating system, and because of this, you need the right one. If you don’t, you can never be effective. If you’re not effective, you can never become efficient. Right out of the box, you’ll see how vastly we differ from the “establishment” CRMs, Pipeliner is. In our backend, you’ll find that implementation is not heavy. The shift has been made from complex implementation to business issues that need to be solved. It’s all about workflows, and having your processes correct and not all about setting up the system. This approach means independence for users, instead of heavy dependence on costly administrators. User training, instead of weeks or months, takes hours. And users love the system. We follow Steve Jobs’ strategy when it comes to the design of our frontend. He said, “It takes a lot of hard work to make something simple, to truly understand the underlying challenges, and come up with elegant solutions.” You have never experienced a CRM like this with our dynamic, instant visualization! \- Nikolaus Kimla, Founder & CEO ## About the Contributors The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content. [ ](https://www.selecthub.com/author/anjali-krishna/) Written by [Anjali Krishna](https://www.selecthub.com/author/anjali-krishna/) Technical Content Writer Anjali is a former Technical Content Writer at SelectHub who specialized in software categories including CRM, fundraising, and sales force automation. Drawing on her IT engineering background and 5 years of experience as a writer helped her translate technical topics into engaging content to educate software buyers. [See Full Bio](https://www.selecthub.com/author/anjali-krishna/) [ ](https://www.selecthub.com/author/pooja-verma/) Edited by [Pooja Verma](https://www.selecthub.com/author/pooja-verma/) Content Editor Pooja Verma is a Content Editor and Technical Content Writer at SelectHub. She has over 5 years of experience covering software categories like CRM, marketing automation, supply chain management and endpoint security. Pooja earned a literature degree from Miranda House, DU and also holds a Master’s in Journalism from Symbiosis Institute of Media and Communication in India. [See Full Bio](https://www.selecthub.com/author/pooja-verma/) Your review has been submitted and should be visible within 24 hours. Review Title Pros Cons Overall feedback Your name Your job title Industry [Choose your main industry ](javascript:void%28%29) * [Accounting / CPA](javascript:void%28%29) * [Advertising](javascript:void%28%29) * [Aerospace & Defense](javascript:void%28%29) * [Agriculture](javascript:void%28%29) * [Apparel](javascript:void%28%29) * [Architecture](javascript:void%28%29) * [Auto Dealership](javascript:void%28%29) * [Automotive](javascript:void%28%29) * [Banking & Financial Services](javascript:void%28%29) * [Banking & Mortgage](javascript:void%28%29) * [Chemicals](javascript:void%28%29) * [Construction & Engineering](javascript:void%28%29) * [Construction / Contracting](javascript:void%28%29) * [Consulting](javascript:void%28%29) * [Consumer Products](javascript:void%28%29) * [Distribution](javascript:void%28%29) * [E-commerce](javascript:void%28%29) * [Education](javascript:void%28%29) * [Electronics](javascript:void%28%29) * [Energy & Utilities](javascript:void%28%29) * [Federal Government](javascript:void%28%29) * [Field Maintenance](javascript:void%28%29) * [Food & Beverage](javascript:void%28%29) * [Healthcare / Social Services](javascript:void%28%29) * [Hospitality / Gaming / Travel](javascript:void%28%29) * [Human Resources](javascript:void%28%29) * [Industrial Machinery](javascript:void%28%29) * [Information Technology & High Tech](javascript:void%28%29) * [Insurance](javascript:void%28%29) * [Legal](javascript:void%28%29) * [Maintenance / Field Service](javascript:void%28%29) * [Manufacturing](javascript:void%28%29) * [Marketing Services](javascript:void%28%29) * [Media & Communications / Entertainment](javascript:void%28%29) * [Mill Products](javascript:void%28%29) * [Mining / Metals](javascript:void%28%29) * [Mortgage](javascript:void%28%29) * [Non-Profit](javascript:void%28%29) * [Not Available](javascript:void%28%29) * [Oil & Gas](javascript:void%28%29) * [Other](javascript:void%28%29) * [Other Services](javascript:void%28%29) * [Payroll Provider](javascript:void%28%29) * [Pharmaceuticals](javascript:void%28%29) * [Professional Employer Organization](javascript:void%28%29) * [Professional Services](javascript:void%28%29) * [Property Management](javascript:void%28%29) * [Public Sector](javascript:void%28%29) * [Real Estate](javascript:void%28%29) * [Recruiting Agency](javascript:void%28%29) * [Religious Institutions](javascript:void%28%29) * [Retail](javascript:void%28%29) * [Sales & Marketing](javascript:void%28%29) * [Semiconductors](javascript:void%28%29) * [Software / IT](javascript:void%28%29) * [Sports and Recreation](javascript:void%28%29) * [Staffing Agency](javascript:void%28%29) * [State & Local Government](javascript:void%28%29) * [Telecommunications](javascript:void%28%29) * [Third-Party Administrator](javascript:void%28%29) * [Transportation & Logistics](javascript:void%28%29) * [Wholesale Distribution](javascript:void%28%29) Company Size [Choose your company size ](javascript:void%28%29) * [1 employee](javascript:void%28%29) * [2 to 9 employees](javascript:void%28%29) * [10 - 19 employees](javascript:void%28%29) * [20 - 49 employees](javascript:void%28%29) * [50 - 99 employees](javascript:void%28%29) * [100 - 499 employee](javascript:void%28%29) * [500 - 999 employees](javascript:void%28%29) * [1,000 - 2,499 employees](javascript:void%28%29) * [2,500 - 4,999 employees](javascript:void%28%29) * [5,000 - 9,999 employees](javascript:void%28%29) * [10,000 - 24,999 employees](javascript:void%28%29) * [25,000 - 49,999 employees](javascript:void%28%29) * [50,000 + employees](javascript:void%28%29) ```json { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://www.selecthub.com/" }, { "@type": "ListItem", "position": 2, "name": "CRM", "item": "https://www.selecthub.com/category/customer-relationship-management/" }, { "@type": "ListItem", "position": 3, "name": "CRM Software", "item": "https://www.selecthub.com/c/crm-software/" }, { "@type": "ListItem", "position": 4, "name": "Coevera" } ] } { "@context": "http://schema.org", "@type": "SoftwareApplication", "name": "Coevera", "description": "Pipeliner CRM is a visually oriented customer relationship management solution that stands out for its intuitive interface and feature set. The platform excels in customization, allowing businesses to tailor the CRM to their specific needs without requiring extensive technical knowledge.Key features include reporting tools, mobile functionality through native iOS and Android apps, and team collaboration capabilities. Pipeliner is well-suited for small to large-sized businesses and sales teams that value visual data representation and ease of use. It can accommodate various industries and use cases, from basic sales tracking to complex, multi-stage sales processes.User reviews highlight Pipeliner's visual pipeline management as a major strength. Many appreciate the minimal training required to get started with the platform. However, some users have noted challenges with integrations and expressed concerns about pricing relative to available features.IntegrationsPipeliner offers limited native integrations with other business apps such as content management systems, enterprise collaboration platforms, ERP, messaging software and social media platforms. As a result, integrating Pipeliner with these systems is challenging, with most connections requiring third-party providers for implementation.PricingPipeliner offers four pricing options:Starter: $65/user/monthBusiness: $85/month/seatEnterprise: $115/month/seatUnlimited: $150/month/seatTo learn more, visit our Pipeliner CRM company page.Our Research Process for Pipeliner CRMMy research for Pipeliner was hands-on. First, I jumped into a free trial to test it myself. I didn't just take the company's word for it — I read real user reviews, studied their advertised features and dug into case studies. I also checked out SelectHub's analyst data for expert opinions. The visual learner in me watched loads of demos and tutorials.However, the most real insights came from interviewing everyday users who could tell me exactly how the platform performs in the trenches. This balanced research method gave me confidence that my findings represent the true Pipeliner experience.", "review": { "@type": "Review","reviewRating": { "@type": "Rating", "ratingValue": 90, "bestRating": 100 }, "author": { "@type": "Person", "name": "Anjali Krishna", "reviewBody": "Through our thorough analysis and tests, we've found Pipeliner CRM to be a reliable and user-friendly solution that stands out in several key areas.According to our research, 92% of users recommend this product, highlighting its popularity and user satisfaction. In comparison, Zoho has a user sentiment score of 85%; Salesforce and HubSpot each have 88%, while Oracle stands at 81%. This data underscores the high level of user approval for Pipeliner CRM, positioning it ahead of its competitors in terms of user recommendations.Its visual approach to pipeline management makes it easy to track and manage sales opportunities at a glance. We were particularly impressed by how intuitive the interface is — you can get up and running quickly without extensive training.The Automatizer tool helps you automate repetitive tasks. For instance, you can automate email or notification sending when a deal hits a certain stage. It can update fields or statuses and sync data with other systems by itself.The Buying Center feature is amazing! It shows the connections between contacts, accounts and opportunities in interactive graphs, making it easy to identify key decision-makers and their relationships. The Org Chart is another interesting feature that can automatically build an organizational chart for each account, showing the hierarchy and decision-making structure.I’m particularly impressed with the dashboards and reporting capabilities. The interactive dashboards offer real-time data visualization, providing valuable insights into sales performance. Custom reports allow you to analyze specific metrics and trends, helping you make informed decisions.What’s really handy is how Pipeliner lets you request new reports right from your screen. It quickly gathered all the data on opportunities and created a report for me. I could easily tweak these reports using the power panel to fit what I need. You can group reports by owner, add graphs, pick specific columns and remove any info you don’t want.Pipeliner's customization capabilities let you tailor fields, create custom modules or design specific workflows, adapting to your business needs effortlessly. The mobile apps for iOS and Android are also noteworthy, offering full functionality on the go.Pipeliner excels in promoting team collaboration, with features like the “Feeds” that keep everyone on the same page.Tenaska Marketing Ventures (TMV), a leading natural gas marketer in the U.S., chose Pipeliner to solve their communication hurdles across teams and regions. Before implementing Pipeliner, TMV struggled with tracking customer interactions as they expanded, often resulting in duplicate customer visits and relying on spreadsheets for updates.They selected Pipeliner because it was easy to use without hiring additional staff to manage it, and they valued personal relationships with Pipeliner's responsive team. After fully implementing the system in 2022, TMV saw tremendous adoption across the company, with employees using it not just for tracking data but as a genuine communication tool that created transparency.It's worth noting that some users have reported challenges with integrations. While Pipeliner likely offers integration options, they may not be as extensive as some other CRMs in the market, like Zoho, Salesforce or Hubspot. Additionally, a few users felt the pricing was on the higher side for the features offered.All around, Pipeliner CRM is well-suited for organizations that value a clear, visual representation of their sales pipeline and need a system that can grow and adapt to their business. While it offers many advantages, potential users should consider their specific integration needs and budget constraints when evaluating the software." } }, "image": "https://cdn.selecthub.com/products/4b751bc7d77713f88bc7c2d855e963a5-ea5f809657795785e05215e454c6f93b/resources/normal/logo.png?1781625312", "aggregateRating": { "@type": "AggregateRating", "ratingValue": "90", "bestRating": "100", "worstRating": "1", "ratingCount": "828" }, "offers": { "@type": "Offer", "priceSpecification": { "@type": "priceSpecification", "price": "65", "priceCurrency": "USD" } }, "positiveNotes": { "@type": "ItemList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Visual Pipeline Management: Users appreciated Pipeliner's visual pipeline feature, which provides a clear overview of all critical data points." }, { "@type": "ListItem", "position": 2, "name": "Ease of Use: The platform is user-friendly and requires minimal training to get started." }, { "@type": "ListItem", "position": 3, "name": "Customizable Features: Pipeliner offers extensive customization options, allowing users to mold the software to their exact needs and easily adjust as their business evolves." } ] }, "negativeNotes": { "@type": "ItemList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Limited Integrations: Users mentioned challenges with integrating Pipeliner with other business apps." }, { "@type": "ListItem", "position": 2, "name": "Pricing: Some users expressed concerns about the pricing, saying they expected more features for the price point." }, { "@type": "ListItem", "position": 3, "name": "What Users Dislike While Pipeliner integrates well with mainstream apps, we needed some custom API work to get it fully aligned with our tech stack.” - Pieter Wellens, CTO of Apicbase" } ] }, "applicationCategory": "CRM Software" } ```