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CoeveraCRM is the largest enterprise software category in the world—yet for most organizations, the investment never translates into proportional revenue. The reason is rarely the technology. It's adoption. When reps see the CRM as overhead, data quality erodes, forecasts drift, and the system meant to drive revenue becomes a cost center. Coevera (formerly Pipeliner CRM) is the AI-native CRM engineered to fix that gap. By building development directly into the daily selling workflow, Coevera earns the adoption legacy platforms can't—because the system makes reps better, not just busier. Higher adoption means cleaner data, and cleaner data means forecasts you can actually take to the board. For revenue leaders, the outcomes are concrete: a visual pipeline that flags risk and stalled deals before they slip, embedded account management and buying-center mapping to win larger strategic deals, and a revenue-intelligence loop that drives predictable revenue and forecast accuracy. The Automatizer workflow engine removes administrative drag, while native Model Context Protocol (MCP) support connects Coevera to your AI stack with full role-based permissions and no custom middleware—keeping IT and security onside. Time-to-value is measured in weeks, not quarters, lowering implementation risk and accelerating ROI. And because every capability amplifies human judgment rather than replacing it, you protect the relationships and expertise that close deals. For organizations that need CRM spend to show up in revenue, Coevera is the platform built for what's next.
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ClickUpYour team didn't sign up to spend half their day copying context from one app to another. But that's exactly what happens when you run projects in one tool, docs in another, chat somewhere else, and goals in a spreadsheet nobody opens. Every switch costs focus. Every silo hides information. Every disconnected tool makes your org a little slower, a little dumber. ClickUp was built to end that cycle entirely. It's not a bundle of acquired products duct-taped together. It's a single platform engineered from day one so that tasks, documents, conversations, goals, time tracking, whiteboards, and AI all operate on one shared foundation. When someone updates a task, the doc reflects it. When a goal progresses, everyone sees it. When an AI Agent completes work at 3am, the context is already there for your team in the morning. The AI isn't a gimmick bolted onto a legacy product. ClickUp Brain is native intelligence threaded through everything: it writes, summarizes, triages, answers questions about your workspace, and powers autonomous Agents that handle entire workflows without human intervention. Customize anything. Build views (List, Board, Gantt, Timeline, Calendar, Workload, Table, and more), create automations with custom logic, define hierarchies that match how your org actually works, and set permissions down to the field level. Over 1,000 integrations connect your existing tools without adding complexity. GitHub, Slack, Google Drive, Figma, Salesforce, HubSpot, Zoom, and hundreds more feed into one system of record. Security and scale are non-negotiable: SOC 2 Type II, SSO/SAML, custom roles, audit logs, 99.9% uptime SLA. From a five-person startup to a 50,000-seat enterprise, same platform, no migration required. The era of scattered tools is over. One platform. Everything connected. Start free today, no credit card required.
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Invoice HomeYou can generate and dispatch personalized invoices by selecting from a vast array of templates available. Enhance the professionalism of your invoices by uploading your logo, which helps create a distinct brand identity. Additionally, you can conveniently monitor your invoices using either mobile or desktop devices. Take advantage of various payment options to ensure you receive your payments promptly, and opt for emailing invoices to your clients rather than using paper, which is more environmentally friendly. For those who invoice up to $1000 every 30 days, signing up for an account is free of charge. Invoice Home simplifies the invoicing process, making it accessible for everyone. Don’t miss out on the opportunity to streamline your invoicing today!
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HaystackHaystack bridges the gap between every employee in your organization and the essential people, resources, and information necessary for their growth and success. By offering a fun, intuitive, and informative way to kick off the day, Haystack transforms the employee experience. Its customizable branding and modular design allow organizations to easily showcase key resources, foster a strong cultural identity, and share valuable knowledge. With automated multi-channel delivery and insightful analytics, reaching employees at optimal moments becomes effortless. This approach enables staff to spend less time searching for information and more time focusing on their objectives. Haystack simplifies knowledge sharing, ensuring that employees can access vital materials from anywhere in the world. As teams expand and evolve, maintaining connections can become challenging, but Haystack’s comprehensive employee profiles and company directory create a sense of proximity among colleagues, making them feel as if they are just a room away. Ultimately, this platform not only enhances productivity but also cultivates a cohesive company culture.
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CrankWheelCrankWheel offers the ability to share your screen during a call, making it simple to create captivating presentations. By sending a link through email or SMS, viewers can access the presentation in any browser on any device. Designed with user-friendliness in mind, CrankWheel is an excellent tool for connecting with customers and facilitating business transactions. The platform is particularly beneficial for professionals such as insurance agents, mortgage advisors, solar consultants, educators, and customer support representatives. Moreover, integration with websites is straightforward, enabling users to implement a Demo button for instant notifications about viewer engagement. You can even track whether your audience is focused on your content. Our Chrome Extension has empowered more than 50,000 users to effortlessly share their screens with potential clients, regardless of their technical knowledge or the devices they are using. Notably, CrankWheel is compatible with older browsers and less common devices, functioning well even in conditions of poor network connectivity. It seamlessly operates on various platforms, including Mac, Android, iOS, Blackberries, Internet Explorer, and more, ensuring widespread accessibility for users everywhere.
What is Dex?
Dex serves as a personal CRM that aids in nurturing relationships with individuals who may otherwise be neglected, seamlessly integrating platforms such as LinkedIn, email, calendar, and your contact list to enhance connectivity. By merging LinkedIn with your everyday communication tools, Dex simplifies the process of staying in touch, allowing you to monitor your interactions and visualize your network effectively. The task of manually tracking who you’ve met can take up precious time, and the act of copying information is often laborious. Maintaining current contact information is frequently a challenge; however, with Dex, you can connect to LinkedIn and various other platforms in mere minutes, ensuring that updates like new job titles are automatically reflected. This efficiency allows you to spend less time on data management and more energy on what truly matters—cultivating your relationships. Rather than grappling with cumbersome systems like Salesforce, which are not designed for personal connections, Dex offers simple navigation and smooth interaction transitions. You'll be alerted whenever your contacts update their professional information, presenting the perfect opportunity to reconnect and solidify your relationships. Ultimately, Dex revolutionizes how you engage with your network, making the art of relationship-building not only more intuitive but also more effective and enjoyable over time. With a streamlined approach, Dex empowers users to prioritize meaningful connections in an increasingly digital world.
What is Copy2Contact?
Copy2Contact serves both businesses and individual users by streamlining the process of gathering vital information about clients and prospective leads. Experienced professionals make use of this tool to decrease their data entry workload by an astounding 98%, while simultaneously tripling their accuracy in daily tasks. The application effortlessly syncs contacts, leads, appointments, and events with platforms such as Microsoft Outlook and Salesforce.com on a computer, as well as with the address book on an iPhone. Users can conveniently pull contact information from various sources, including emails, documents, resumes, and websites. By utilizing proprietary technology, Copy2Contact simplifies the management of contacts and appointments significantly. It allows for the capture of complete contact or appointment details directly from the screen in one swift action, removing the necessity for manual retyping, which reduces errors and conserves precious time. This cutting-edge solution is compatible with a multitude of sources, such as email signatures and web search results, thereby integrating seamlessly into a professional's everyday workflow and further boosting productivity and efficiency. Additionally, its user-friendly interface ensures that even those with minimal technical skills can benefit from its powerful features.
Integrations Supported
Airtable
Facebook
Gmail
Google Chrome
Google Contacts
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Instagram
LinkedIn
Integrations Supported
Airtable
Facebook
Gmail
Google Chrome
Google Contacts
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Instagram
LinkedIn
API Availability
Has API
API Availability
Has API
Pricing Information
$12 per month
Free Trial Offered?
Free Version
Pricing Information
$34 per user per year
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour 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
Dex
Date Founded
2019
Company Location
United States
Company Website
getdex.com
Company Facts
Organization Name
Anagram Technologies
Company Website
www.copy2contact.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
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
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