Coevera

Coevera, formerly Pipeliner CRM, is a sales CRM for B2B sales teams, with visual pipelines and AI, sold per user and billed annually by default.

Coevera gives a sales organization one visual map of its leads, opportunities and accounts, so a manager can see where every deal stands and what should happen next. Pipelinersales Corporation built the software as Pipeliner CRM and renamed it Coevera in 2026. The owner stayed the same and no acquisition was involved. Some training videos and help articles still carry the Pipeliner name. The Opportunity and Lead Pipeline View moves deals between stages by drag and drop, with list, map and bubble chart views beside the board. Account records hold contacts, an Org Chart, a Relation Graph and a Feeds tab of past and upcoming activity. Voyager, the built-in AI, summarizes calls and opportunities, scores deal risk and prepares reps for meetings. Automatizer runs processes on events such as a new lead or a won deal, sending email, creating tasks, updating records or calling a webhook. Online Forms feed web submissions into the CRM, and Quotes turn a deal's products into a Word or Google Docs document. Coevera is built for B2B sales organizations that sell through a defined process and want every rep working it the same way. Sales managers coach from the pipeline and the quota views, while key account teams map a buying committee in the org chart and plan growth with Account Plans. Reporting runs from pivot tables to custom dashboards, with Advanced Reports and an Audit Log from the Enterprise tier up. The software is sold per user in three tiers, Business, Enterprise and Unlimited, billed annually by default, with modules such as Online Forms and Custom Entities added as paid options on the lower ones. Business can be trialled self-serve, while Enterprise and Unlimited trials are set up with the Coevera team using the buyer's own stages and data. Most of the work happens beside the inbox: Gmail and Office 365 mail links to the right contact automatically, and appointments sync both ways with Google Calendar and Office 365. Prospects book meetings through a shareable Booking Page, and native iOS and Android apps prompt reps to log calls, emails and texts as activities. Teams on Microsoft 365 connect Microsoft Teams and SharePoint, while others link PandaDoc, RingCentral or Zoom, or reach further through Zapier. A typical session is the pipeline review, where a manager walks the board stage by stage, checks the deals Voyager marks as at risk and agrees each rep's next step.