Coevera Reviews & Ratings

Coevera

4.8 out of 5 stars

Ratings and Reviews 26 Ratings

Total 5 out of 5 stars
ease 5 out of 5 stars
features 4.5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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What is 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, 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. Industry-agnostic.

What is Upland Altify?

Upland Altify focuses on boosting business revenue by refining customer interactions, which ultimately propels growth. Their methodology, termed Customer Revenue Optimization (CRO), equips sales teams to seize crucial opportunities, enhance revenue within key accounts, and improve sales execution through better collaboration across the entire revenue team. Widely adopted by numerous sales professionals, leaders, and executives, Altify’s CRO applications integrate seamlessly with the Salesforce platform, facilitating ongoing optimization of customer revenue and sales success. The ALTIFY SALES PROCESS MANAGER provides a well-structured and proven sales framework that increases the likelihood of achieving successful outcomes for all parties involved. This tool is customized to meet unique business requirements and relies on effective industry templates, offering a visual representation of the sales process along with vital content and resources that support sales personnel in progressing opportunities through the sales pipeline. Furthermore, by implementing these tools, organizations can cultivate a culture of continuous enhancement in their sales strategies, which contributes to greater competitiveness in the market while ensuring that sales teams are equipped with the necessary skills and insights to thrive.

Media

Media

Integrations Supported

Basecamp
Box
Causal
Ema
Exopen
Forager
Formstack Documents
Freshservice
Google Contacts
Kindo
KonnectzIT
Mailchimp
Mailjet
Membrane
Microsoft Outlook
SyncApps
Wufoo

Integrations Supported

LinkedIn
Quip
ZoneBilling

API Availability

Has API

API Availability

Pricing Information

$85/month
Business: $85 per user per month
Enterprise: $115 per user per month
Unlimited: $150 per user per month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Pipelinersales Corporation

Date Founded

2011

Company Location

United States

Company Website

www.coevera.com

Company Facts

Organization Name

Upland Software

Date Founded

2010

Company Location

United States

Company Website

www.altify.com

Categories and Features

Contact Management

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

CRM

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

Insurance CRM

Not specified

Lead Management

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

Sales

Not specified

Sales Enablement

Collaboration
Contact Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Proposal Management
Territory Management

Sales Force Automation

Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Forecasting

Dashboard
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Sales Tracking

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

Social Selling

Lead Engagement
Performance Metrics
Single Sign On
Social Media Monitoring

Categories and Features

Account Planning

Not specified

Sales Acceleration

Not specified

Sales Coaching

Built-In Course Authoring
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics

Sales Enablement

Collaboration
Contact Management
Content Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Proposal Management
Territory Management
Training Management

Sales Engagement

CRM Integration
Lead Management
Reporting / Analytics
Sales Automation
Search
Task Management

Sales Force Automation

Contact Management
Field Sales Management
Opportunity Management
Performance Metrics
Sales Forecasting
Territory Management

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