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.
Pricing
Enterprise: $115 per user per month
Unlimited: $150 per user per month
Screenshots and Video
Company Facts
Product Details
Product Details
Coevera Categories and Features
Social Selling Software
Coevera empowers sales representatives to foster connections in the spaces where potential buyers are already engaged. With the Web Clipper feature, users can effortlessly gather prospect information from LinkedIn and other online sources, seamlessly integrating it into their CRM with just one click. The Autoprofiler enhances contact profiles by adding relevant social media links, job titles, and company logos. AI Relationship Charts and the Buying Center provide insights into decision-makers and influencers, enabling representatives to strategize multithreaded outreach and secure warm introductions. Voyager AI assists in crafting tailored messages based on CRM data, while email tracking and AI Sentiment analysis reveal engagement levels. Activity feeds ensure that the entire team stays updated on interactions and discussions. Furthermore, Coevera focuses on developing social selling techniques, offering Sales POP! expert content directly within the CRM. This unique approach ensures that social insights are integrated within the sales pipeline, transforming relationship-building efforts into quantifiable opportunities.
Sales Tracking Software
Coevera simplifies the visibility and management of sales activities. It automatically logs every email, call, meeting, task, and note related to contacts, accounts, and deals through seamless two-way integration with Outlook, Microsoft 365, and Google. The platform offers various pipeline views, allowing users to visualize every deal by stage using drag-and-drop Kanban boards, lists, bubble charts, and maps. Sales Velocity identifies potential bottlenecks, while Opportunity Fitness highlights deals that may be overlooked. The Dynamic Target feature provides real-time updates on progress toward sales quotas. Managers can quickly generate insights with real-time dashboards, pivot reports, and AI-generated reports based on straightforward queries. Additionally, the mobile applications for iOS and Android, which include offline capabilities, ensure that users can maintain accurate tracking while in the field. Thanks to its user-friendly design, Coevera fosters data integrity and reliability, distinguishing it from mere guessing.
Sales Performance Management Software
Coevera bridges the gap between performance metrics and enhancement strategies. Its Dynamic Target feature monitors quota fulfillment in real-time across five distinct target categories, all displayed within the pipeline. Users can utilize dashboards and pivot reports to analyze the performance of representatives, teams, regions, and products. Additionally, Sales Velocity insights and win/loss evaluations identify where transactions falter or fail. The guided selling checklists outline the specific process steps that high achievers complete, providing managers with actionable coaching insights. The AI Coach, along with integrated Sales POP! expert resources, assists representatives in addressing skill deficiencies directly within the CRM. AI Reports deliver performance insights in straightforward language, and the BI Feeder allows for data export to Tableau and Power BI. Coevera is founded on the principle that nurturing sales talent leads to better outcomes, extending beyond mere scoreboards to foster individual growth for every representative.
Sales Forecasting Software
Coevera provides forward-looking predictions using a constantly updated pipeline, thanks to its user-friendly CRM. The forecasting process is visually engaging, allowing users to analyze the pipeline by various metrics such as stage, value, probability, and closing date, with options for list, bubble chart, or map views. Users can easily explore any specific deal. The Opportunity Fitness scores highlight deals with red, yellow, and green indicators, making potential risks apparent before they affect the numbers. The Dynamic Target feature displays real-time quota performance across five different target categories. Revenue Recognition organizes deal revenue across multiple periods, aligning with the fiscal-year reporting preferences of finance teams. With AI-powered forecasting and Voyager AI summaries, managers can quickly understand what has changed and the reasons behind it. Enhanced reporting capabilities, dashboards, and integration with BI tools like Tableau and Power BI enable thorough analysis. This empowers leaders to rely on accurate forecasts without the need to constantly solicit updates from their sales teams.
Sales Force Automation Software
Coevera streamlines the tedious tasks that distract sellers from their primary focus: selling. At the heart of this solution is the Automatizer, a user-friendly workflow engine that requires no coding skills. You can visually design your rules or simply articulate your needs in everyday language, and the AI Automatizer will do the rest. This platform allows for the automation of lead routing, task assignments, approvals, notifications, data updates, and follow-up communications across various pipelines. With AI Smart Fields, data is automatically populated and refreshed; AI Speech converts spoken words into notes, while recordings of calls and meetings are transcribed and summarized for easy reference. The system offers email sequencing, automatic logging of calls and SMS, and bulk actions to eliminate repetitive tasks. Voyager AI provides an overview of proposed changes and seeks user confirmation before implementation, ensuring clarity in automation. Coevera integrates seamlessly with over 200 applications, along with API and webhooks, enabling connectivity with your existing tech ecosystem. This empowers teams with powerful automation capabilities without the need for a dedicated administrator or expensive consulting services.
Sales Enablement Software
While many customer relationship management systems focus on tracking the activities of salespeople, Coevera takes a different approach by enhancing their performance. With Guided Selling, your sales strategies are transformed into actionable checklists for each stage of the sales pipeline, ensuring representatives always know their next steps. The AI Coach provides real-time sales advice directly within the context of their interactions. Coevera seamlessly incorporates content from Sales POP!, which boasts a comprehensive library of over 1,600 expert episodes, articles, and resources, right into the CRM interface. Voyager AI equips sales reps for their calls, summarizes meetings, and creates follow-up communications based on CRM insights. The Template Designer allows for the creation of tailored proposals and documents, while document management features connect essential materials to relevant records. Managers can monitor completed tasks and identify obstacles faced by their team members, transforming coaching into a process grounded in data. Rather than requiring an additional platform for training and support, enablement is integrated into daily operations, fostering greater adoption and accelerating the onboarding process for new employees.
Sales Software
Coevera is a revolutionary AI-driven CRM designed to enhance and support sales professionals rather than merely monitor their activities. Unlike traditional CRMs that require sales reps to input data, Coevera focuses on the needs of the seller with features like an intuitive drag-and-drop pipeline, step-by-step guided selling processes, and Voyager AI, which assists by composing emails, summarizing calls and deals, and recommending appropriate next steps. Voyager AI communicates its thought process and seeks confirmation before making decisions, ensuring that sales reps maintain control. Additionally, Coevera integrates sales development resources from Sales POP!, offering over 1,600 episodes to help teams refine their skills directly within the platform they utilize daily. Typically, teams ranging from 15 to 2,500 users can be operational within approximately four weeks without the need for a dedicated administrator, and users can become effective after just two hours of onboarding. This approach leads to increased user engagement, improved data quality, and a CRM that sales professionals are eager to use.
Lead Management Software
Coevera effectively distinguishes between leads and opportunities, ensuring that representatives engage with the most promising prospects at the optimal moment. Its AI-driven Online Forms swiftly capture incoming leads and activate automated processes instantly. The advanced importer checks for duplicates and validates contact lists, while the Web Clipper and Business Card Scanner gather leads from online platforms and events. Leads undergo a customizable qualification process with essential steps, transforming into opportunities while retaining complete historical data. The no-code Automatizer streamlines the routing and assignment of leads, manages follow-ups, and generates tasks to prevent any leads from cooling off. Features such as email sequencing, tracking of opens and clicks, and AI Sentiment analysis enable reps to focus on the most engaged prospects. Voyager AI provides concise summaries for each lead and crafts tailored outreach messages. With a completely visual and code-free interface, both marketing and sales teams can independently modify lead criteria without relying on IT or external consultants.
Insurance CRM Software
Coevera is designed to assist insurance agencies, brokers, and carriers in managing intricate, relationship-focused products. Our tailored pipelines are crafted for each business line, encompassing everything from new policy issuance to renewals and cross-selling, ensuring that necessary steps are in place for compliance and consistency within teams. We offer a no-code solution for custom entities and limitless fields to capture policy, coverage, and carrier information seamlessly. Relationship mapping allows for the connection of households, businesses, and key decision-makers, while account health scoring identifies potential renewal risks. The Automatizer feature automates the scheduling of renewal reminders, follow-ups, and approvals. Our email sequencing and tracking system effectively nurtures leads, and Voyager AI provides call summaries and assists in creating personalized outreach. With ISO/IEC 27001 certification, adherence to GDPR, role-based access permissions, comprehensive audit logs, and a steadfast commitment to not utilizing customer data for AI training, we prioritize the trust and security expected by our insurance clientele.
Customer Revenue Optimization (CRO) Software
Coevera empowers businesses to enhance their revenue streams from their existing customer base. With Account Plans, organizations can establish goals for expansion, while Account Health scoring combined with AI Sentiment analysis helps identify potential churn risks ahead of renewal periods. Relationship charts highlight areas of insufficient coverage and uncover new purchasing opportunities within current accounts. Additionally, Voyager AI detects absent contacts, shifts in leadership, and parent-subsidiary relationships that indicate potential upsell and cross-sell chances. Individual pipelines for renewals, expansions, and new business ensure transparency in each process. The Revenue Recognition feature schedules recurring and multi-period revenue for precise forecasting, and dashboards provide insights into revenue categorized by account, product, and segment. The Automatizer automates renewal notifications and follow-up actions. By integrating relationship intelligence with pipeline metrics, Coevera translates account insights into tangible and consistent revenue growth.
Contact Management Software
Coevera approaches contacts as dynamic relationships rather than mere entries in a database. Each contact is represented within a visual framework, utilizing AI Relationship Charts and organizational charts to illustrate reporting lines, decision-making influences, and identify potential coverage voids. Voyager AI plays a crucial role by detecting missing contacts, tracking leadership transitions, and generating summaries for each contact. The Autoprofiler enhances records by adding titles, logos, and social media profiles. The Web Clipper simplifies the process of gathering prospect information from web platforms like LinkedIn with a single click, while the mobile Business Card Scanner transforms physical event cards into digital records seamlessly. To maintain data integrity, duplicate checks and a sophisticated merging feature are implemented. Additionally, a two-way synchronization with Outlook, Microsoft 365, and Google ensures that contacts, calendars, and emails remain coordinated. In contrast to traditional CRMs where contact information tends to deteriorate over time, Coevera actively ensures your relationship map remains relevant and actionable.
CRM Software
Coevera is an AI-driven CRM and sales process platform tailored for B2B sales teams ranging from 15 to 2,500 quota-carrying representatives. It caters to organizations with a structured sales methodology, where managers oversee pipelines, and deals are secured through consultative approaches rather than mere transactions. Formerly known as Pipeliner CRM, Coevera has been innovating in sales software since its inception in 2011. The outcomes are compelling: implementation takes just four weeks, no dedicated administrators are necessary, and onboarding a new user requires only two hours, resulting in a significantly lower total cost of ownership. Sales executives benefit from reliable forecasts, while sales operations can tailor configurations independently. Sales representatives enjoy a streamlined pipeline that clearly outlines the next steps. Key features include: • Voyager AI: providing predictive insights for deals and pipelines, along with an integrated Multi-Channel Pipeline (MCP) • Visual pipelines that include buying centers and relationship mapping • Guided selling that aligns with your specific stages and criteria, integrated into the workflow • Automatizer: a no-code workflow automation tool that your team can easily create • Comprehensive reporting and forecasting with options for business intelligence export Coevera offers three pricing tiers: $85, $115, and $150 per user per month.
More Coevera Categories
eCommerce CRM
Coevera is specifically designed for consultative selling in the B2B sector, focusing on extended sales cycles, involvement of numerous decision-makers, personalized quotes, and the development of long-term relationships. It intentionally avoids functioning as a typical storefront or checkout system. Many of our clients engage in both B2B and B2C transactions, often employing a sales team for direct sales while also managing an ecommerce platform. In this scenario, Coevera takes charge of the consultative elements, such as managing key accounts, handling distributor and wholesale agreements, providing tailored quotes, and overseeing substantial or recurring orders that require personal sales assistance. Meanwhile, your ecommerce platform continues to manage self-service transactions. Coevera seamlessly bridges the two systems via its open API and webhooks, or through integration with iPaaS platforms, connecting with Shopify, WooCommerce, and other ecommerce solutions. This ensures that online customers and orders are integrated into the CRM, allowing sales teams to access a comprehensive view of each account’s purchasing history, including web orders and direct transactions, all in one centralized location. Sales representatives can identify online customers who are poised for B2B discussions, and management can obtain unified revenue reports across all sales channels.
Sales Management
Coevera empowers sales leaders by offering control without the need for micromanagement. Managers can visually navigate the complete sales pipeline, with the ability to drill down by individual representatives, teams, regions, or business units. The platform features real-time dashboards, Dynamic Target quota tracking, and Opportunity Fitness scores that highlight areas requiring immediate attention. Customizable pipelines, mandatory stage steps, and structured approval processes ensure that your sales methodology is applied consistently. Designed to accommodate intricate organizational structures and diverse regions, Coevera also includes multi-currency functionality and role-specific permissions. Voyager AI condenses deal and activity information, allowing for reviews that take mere minutes instead of hours. The no-code configuration means managers can easily modify stages, fields, and automations as strategies evolve, eliminating the need for a dedicated administrator. Most teams can implement Coevera in approximately four weeks, enabling leaders to establish an effective system swiftly and with a reduced total cost of ownership.
Opportunity Management
Coevera's journey began with opportunity management, which continues to be its hallmark expertise. The intuitive visual pipeline empowers sales representatives to effortlessly move deals through various stages that align with your specific workflow, accommodating multiple pipelines tailored for different products or teams. Each stage is designed to incorporate essential tasks and checklists, ensuring adherence to your established playbook. The Opportunity Fitness scoring system evaluates deal health, while Sales Velocity highlights any stagnant deals, and Voyager AI generates concise deal summaries for quick comprehension. The Buying Center feature identifies key stakeholders and their influence on each deal. Additionally, integrated functionalities such as quotes, product catalogs, support for multiple currencies, and approval processes enhance the user experience, with successful products automatically syncing back to the opportunity. Revenue projections can be organized over time for precise forecasting, providing sales reps with clear next steps and offering managers a comprehensive, 360-degree overview of each deal.
Marketing CRM
Coevera seamlessly links your marketing efforts to both pipeline and revenue growth. With AI-powered Online Forms, you can effortlessly capture leads from your website and initiate prompt follow-up actions. Our system facilitates email sequencing, large-scale personalization, and tracks open and click rates to manage nurturing campaigns directly within the CRM. The AI Sentiment feature identifies highly engaged prospects, while bulk email capabilities with customizable templates, segmentation options through tailored views and filters, and lead qualification criteria ensure that marketing can efficiently transfer sales-ready leads. The no-code Automatizer efficiently directs leads, assigns representatives, and notifies team members the instant a prospect shows interest. Comprehensive dashboards and reports reveal which channels and campaigns are generating opportunities and revenue, while the BI Feeder enables in-depth attribution analysis. With integrations for various marketing automation tools, your tech stack is enhanced. As marketing and sales align on a single source of truth, transitions become quicker, and outcomes are easily measured.
Manufacturing CRM
Coevera is specifically designed to navigate the intricate landscape of manufacturing sales, which often involves lengthy cycles, numerous stakeholders, and various channel partners. It features Buying Center and relationship diagrams that effectively outline the roles of engineers, procurement teams, and decision-makers within each account. Tailored pipelines cater to direct sales, as well as distributor and dealer networks, incorporating necessary steps for each stage of the process. The platform offers an organized product catalog, quote generation, support for multiple currencies, and an approval workflow that enhances the pricing of configured products while ensuring that successful items are aligned with sales opportunities. To maintain strong relationships with recurring clients, Coevera provides account plans and monitors health scores. Additionally, it includes Revenue Recognition capabilities that allocate income across different timeframes for precise forecasting. Field representatives can utilize geolocation and mapping features to strategize their territories, and the mobile application is designed for offline use, whether on the shop floor or while on the go. Furthermore, Coevera seamlessly integrates with ERP and BI systems via APIs and a BI Feeder.
Logistics CRM
Transportation management systems are essential for monitoring shipments, while Coevera specializes in overseeing the relationships and financial aspects that drive them. Logistics providers, freight brokers, and third-party logistics (3PL) companies utilize Coevera to handle shipper accounts, manage transportation lanes, submit bids, and renew contracts through tailored workflows that incorporate necessary stages. Relationship diagrams illustrate the shipping, procurement, and executive contacts associated with each account, and an account health scoring system identifies customers who may be in jeopardy. Geographic mapping and location-based views provide insights into accounts and potential opportunities across different regions. Real-time dashboards present win/loss statistics and performance metrics segmented by representative, team, and territory. The Automatizer facilitates follow-ups on quotes and contract renewals, while Voyager AI efficiently summarizes calls and crafts responses. With mobile accessibility and seamless integration with Outlook and Gmail, both field and internal teams remain coordinated, and API as well as webhooks enable Coevera to interface with transportation management systems and operational platforms.
Key Account Management
Coevera provides essential structure for key accounts, ensuring they receive the attention they require. With Account Plans, users can establish clear, quantifiable objectives and monitor their progress through visual tracking. The Account Health scoring system identifies potential risks early on, while AI Sentiment analysis assesses the tone of emails to highlight relationships that may be in jeopardy. Comprehensive tools such as organizational charts, AI Relationship Charts, and the Buying Center identify key decision-makers, influencers, and any areas lacking coverage. Voyager AI assists in recognizing missing contacts and tracking changes in leadership. Additionally, account hierarchies and parent-subsidiary dynamics are mapped and presented for intricate enterprises. Every interaction—opportunities, activities, quotes, and documents—are interconnected and accessible from a singular viewpoint. Projects are managed using Gantt charts to ensure delivery commitments align with sales efforts. In contrast to traditional CRMs that merely compile accounts as a list of transactions, Coevera empowers teams to nurture, enhance, and expand their most valuable relationships.
Education CRM
Coevera provides educational institutions with tools to effectively manage their interactions with potential students, families, partners, donors, and institutional clients. It offers limitless customizable pipelines that can streamline processes related to enrollment, admissions, partnerships, fundraising, and the B2B sales of educational services, each designed with specific stages and necessary actions. Users can create custom entities and fields to store information on programs, academic terms, and institution-specific details without needing any coding skills. The AI-powered Online Forms facilitate inquiry capture and trigger automated responses, while email sequencing and tracking keep prospective students engaged throughout lengthy decision-making periods. Relationship maps illustrate the key players in institutional decision-making processes. Real-time dashboards and forecasting tools provide insights into enrollment and revenue streams. Coevera also prioritizes data security with role-based access, business unit configurations, audit logs, ISO/IEC 27001 certification, and compliance with GDPR regulations. This user-friendly platform minimizes data entry for staff, allowing them to focus more on building relationships.
Distribution CRM
Distributors and wholesalers oversee extensive client portfolios, a wide range of products, and operate with narrow profit margins. Coevera streamlines the efforts of teams by directing their attention to the accounts and prospects that are most significant. Their account hierarchies illustrate purchasing groups, parent corporations, and branch locations, while account health metrics identify customers whose engagement is waning. The system features an extensive product catalog, provides quotes, supports multiple currencies, and includes approval workflows to expedite pricing and proposal processes. Customizable pipelines are designed to manage new client acquisitions, line reviews, and supplier or vendor initiatives, each following distinct procedures. Map views and geolocation assist field representatives in optimizing their travel routes and territory management, and mobile applications with offline capabilities enable productivity while on the go. The BI Feeder integrates CRM data with Tableau and Power BI, and with over 200 integrations, along with an API, it connects smoothly to ERP and order processing systems. Coevera achieves all this without the need for a complex IT undertaking.
B2B Sales Tools
Coevera is specifically designed for B2B sales environments, where transactions typically involve a variety of stakeholders, extended timelines, and intricate accounts. Its Buying Center and AI Relationship Charts effectively identify key decision-makers and their influence. The platform features visual pipelines, structured selling procedures, and Opportunity Fitness scoring to facilitate the progression of complex deals. Voyager AI aids in drafting emails, generating call briefs, summarizing meetings, and creating reports based on simple queries. The comprehensive toolkit encompasses email sequencing and tracking, calling and SMS functionalities, quotes and product catalogs, document management, project tools, and mobile applications that allow for offline access. With over 200 integrations, including Microsoft 365, Google Workspace, PandaDoc, RingCentral, and SharePoint, Coevera also supports Model Context Protocol (MCP) to connect with AI assistants like Claude, ChatGPT, and Microsoft Copilot. Rather than piecing together multiple standalone tools, B2B teams benefit from a unified platform that is truly embraced by sales professionals.
-
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
An Incredible Customer Relationship Management Software
Date: Apr 24 2023SummaryI highly recommend Pipeliner CRM because it has been a brilliant software.
This CRM tool will give you incredible services.PositiveI like the ease of customization of Pipeliner CRM.
Pipeliner CRM is secure and highly effective when it comes to cementing our relationships with our customers.NegativePipeliner CRM has been so reliable and incredible to use.
Read More...
Therefore, Pipeliner CRM has no cons. -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Stability when generating sales and a fairly automated process to strengthen negotiations.
Date: Jul 18 2022SummaryPipeliner has been a key platform to develop a correct negotiation process within this company, previously, it was quite complex to negotiate physically, currently, negotiations are carried out online thanks to this platform, we have constant communication with each one of the clients and we can carry out the negotiation process in record time. Currently, within this platform it is necessary to integrate a call system, in which we can call customers directly from the platform, and we can communicate with them more easily by calling. The general experience provided by this platform has been positive at all times, as I mentioned previously, we have no complaints about it, it has always provided an effective system to develop short and long-term sales.
PositivePipeliner offers one of the best CRM systems today, its general interface is quite comfortable to work with and allows you to see all the graphs and the progress of sales that have occurred within the company. The first feature that I like is that all the sales information is updated in real time, in this way you can monitor the progress that each of the negotiations is having and you can know exactly how the negotiations of your sales agents are going. . I also like the fact that you have an integrated chat system, in which you can communicate with the client and continue the negotiation through this medium, another thing that I like is that it has a database of contacts, in this way In this way, you can register everything you feel you currently have, to contract with them much more easily and to be able to have a correct administration of the negotiation that you have with each one of them. Finally, I must mention that I love the integration that this system has with the social networks and the e-mail marketing system that we currently use, because we can transfer all the pending that we have from those media to our CRM platform, it is quite an easy process.
NegativeI have not had any setbacks with this CRM platform, I admit that this platform has been key to developing a correct negotiation process with all clients, I am satisfied with the results because it has made our sales benefit on a large scale, the communication with all the clients the trading process has always been stable with the help of this platform, I do not have any type of complaints because I am with the general functions nor with the fee that we are paying to use this platform.
Read More... -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Robust and easy-to-use CRM
Date: Nov 08 2022SummaryOverall, Pipeliner CRM is a robust platform. It can be extensively used for sales and lead management needs. It helps me to bring every lead into the sales funnel with less effort. The analytics it shares are pretty informative.
PositivePipeliner enables the best sales page visualization. The user interface is basic and user-friendly. Document management for sales reps performs great. It gives the best and most accurate sales forecasting.
NegativeTill now, I haven't found any downside in my usage.
Read More... -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Very complete platform to automate the sales process and online negotiations.
Date: Sep 07 2022SummaryPipeliner CRM is a software that is very worthwhile to be used within any business environment, I recommend it if you have any doubts as it will help you improve the amount of sales you have within your company, as well as allow you to automate the negotiation process with potential clients, taking immediate actions depending on the request of each client. I loved the experience I had with this platform, previously we had to do all the negotiations manually and physically, thanks to the platform we have been able to do everything online, communicating with other clients online and keeping track of it, in addition, with this platform we have been able to have a consecutive monitoring of all the negotiations that are taking place within our company, we are a real estate company with a lot of negotiations every day, and this platform has been key to taking control of each negotiation, knowing if a property has been sold or if the client is requesting information on a specific property. I loved the experience gained with this platform and will continue to use it for the long term.
PositivePipeliner is an excellent service to have a corresponding control of each of the sales that you make within your company, with the help of this platform you will be able to optimize and automate the period of sales and negotiations within your company, if you are a company that receives many negotiations on a daily basis, is the best option to consider. The things I liked the most were:
- This platform has this negotiation automation system, that means that every time the client requests something during the negotiation, they can configure it so that the platform performs some action in an automated manner, this automation process helps to finalize negotiations of much faster, for example, if the client requests some information, the platform will be sent automatically and saves a lot of manual work.
- Another thing that I like about this platform is that it has an excellent integration with the campaign system, in this way I can transfer everything that is potential that I obtain from the advertising campaign to our CRM system, this integration helps a lot to transfer customers immediately without the need for a complex process.
- With the help of this platform you will be able to see all the negotiations in progress, you will be able to know which sales agent of your company is attending a specific negotiation, this function is very important and helps to closely monitor the base of the negotiations in real time .
- Another of the things that I love about this platform is that every time the client requests something during the negotiation, they receive immediate notifications within all your devices and within your associated email, this notifications and alerts system helps to attend to the customers immediately when they request something specific.NegativePipeliner is an excellent software to optimize the sales process of your company, however I have also noticed several negative things about this software, such as:
Read More...
- One of the main negative things about this software is that it takes a long time to import a list of contacts, when importing a list of contacts of your potential client registered in your system, the process takes a long time, never before I had used a CRM platform that took so long in my portal the list of contacts that I had previously registered.
- Another of the negative things about this platform is that it does not allow you to make a direct call from the platform to a client with whom you are having a negotiation, so if you try to communicate with a client you will have to do it outside the platform, with any third party means.
- The prices of this platform may be a bit high for some companies, I recommend that it be used within small companies since it could affect their capitalization due to the high cost of the tools. -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Excellent business management with potential clients in our real estate company.
Date: Sep 21 2022SummaryPipeliner CRM has been able to enhance all of our company's CRM, making it possible for our clients to have greater satisfaction when negotiating with us. This platform is capable of receiving all kinds of requests from new potential clients obtained from social networks or of some advertising campaign, immediately receives the request of the potential client to register it in that system in an automated way, that platform has provided a fairly good experience, since it arrived at our company it has greatly improved the quality of our negotiations, providing a system that did not serve much to give primary attention to potential customers. I really loved the entire platform, I have no complaints as it has behaved excellently, I have been very comfortable using it and managing each of the negotiations of our real estate company.
PositivePipeliner gives us extensive administration of each of the sales and negotiations that are taking place around our company, one of the main things that I like about this platform is that it allows us to import a large number of customer contacts, In this way, to start using this platform on a new computer, all you have to do is import the list of contacts of our clients to start serving each one of them with the negotiations. Another thing that I like about this platform is that it allows you to view the number of negotiations that are taking place within your company, from the main panel you can see the number of negotiations that are taking place, you can see the progress of each of them and can know if there is any message pending to be read in any negotiation. Finally, I also loved how seamlessly this platform that allows me to communicate with customers, I can serve customers through Live Chat, sending email, calling the customer and many other ways, this diversity in the communication helps you to interact with the client and convince him to review the entire deal with us.
NegativeIt never presented any type of failure with this CRM service, since it arrived at our company it has brought very positive results, in addition, all the functions of administration of negotiations, registration of new potential clients, predictive visualization of statistics and much more are have behaved positively. I hope that this platform continues to behave like this, in addition, I have also been happy with the prices that we have acquired, and extremely satisfied with the support team that has touched us, since it has helped us throughout the journey of the platform.
Read More... -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Stable system to serve many potential customers.
Date: Mar 29 2022SummaryThe first week of using Pipeliner we had different doubts since we did not know how we had to link our campaign system with the CRM system, however, those doubts were answered by the support team in a very short time. For us, Pipeliner has had an incredible performance, our general experience was quite good because it is a software that makes us feel comfortable during the process of dealing with potential clients, it is a fairly organized software, with a very correct UI to get clients to they can easily obtain information about the business to be carried out. Pipeliner offers us several ways to communicate with the potential client, so communication will never be lacking.
PositiveThe CRM system is completely essential for us to have a fairly complete sales system. Pipeliner CRM has played a very important role for us. What I like the most about Pipeliner is that it sends me immediate notifications when a client has accepted a negotiation with us, this notification helps me to be attentive at the exact moment to serve the client and give him all the mechanisms that will be carried out in the negotiation. I love this notification system. Another thing that I like about Pipeliner is that the integration it has with our campaign system is incredible, this integration allows us to transfer the clients obtained in the campaign, to our main panel system in an automated way, we don't have to do no manual process to transfer to the client.
NegativeI had no problem with the Pipeliner service, I am satisfied with the results obtained, our CRM system has potentially improved thanks to this software that helped us generate sales on a constant basis, we are happy with the current operation and we will definitely continue it using in our company. The CRM system is essential to generate sales in our company, Pipeliner occupies that position perfectly.
Read More... -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
The worlds most visual CRM
Date: Jan 30 2021SummaryPipeliner is the world's most visual CRM, with sales friendly interface, simple, non-tech administration, integration with everything, and instant dynamic reporting, plus the mobile app is built-in with AI.
PositiveIt's easy to learn and use.
The awesome tech has a development environment, meaning it is poised to move to the future.
And you don't have to worry about security, it has all the security protocols and it is ahead of the US GDPR compliant.Negativeeverything about Pipeliner CRM is awesome! It was built by salespeople and used by salespeople, the only salesperson knows better the challenges we face so Pipeliner CRM is the best.
Read More... -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Scalable And Visual CRM.
Date: Feb 23 2021SummaryOverall, Pipeliner CRM helps you to gain visibility in your sales process. It has lots of features but it is not very user-friendly.
Positive-It is very easy to customize and individualize the tool.
-It is available both on desktop and smartphone.
-There are lots of useful features like - voice to text, latest sales information, scan business cards, etc.Negative-It is not user-friendly to use.
Read More...
-Customer Support is not fast. -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Supportive Application for CRM Purposes
Date: Apr 19 2021SummaryPipeliner CRM is a price sensitive solution for sales, adverts, and relationship planning and management. The marketing cost management is also attained by the program. Finally, Pipeliner CRM has a network of other integrated CRM and IT software, giving it a rational scope.
PositivePipeliner CRM is a sustainable requirement for companies to foster and manage the current means of marketing.
The authenticity of Pipeliner CRM is never ignored and the consultancy services from this program is vibrant.NegativePipeliner CRM is readily accessible, available, and cost manageable. The concerns and the details of consumers regarding the services or products they acquire have been fulfilled.
Read More... -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Pipeliner CRM is an Automated CRM Solution
Date: Mar 03 2021SummaryPipeliner CRM is a diverse CRM, accommodating the lead management problems for all users, in any place. The management of clients ideals and contacts is super good.
PositivePipeliner CRM is an advanced, automated, and convenient CRM.
The program demands no coding experience, as the developer has perfected its service.NegativePipeliner CRM has a problem with Android devices, which I think, the compatibility needs some perfection.
Read More... -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Admin
Date: Jan 28 2021SummaryMy experience with Pipeliner CRM is good.
I can't complain.
What I like more about Pipeliner CRM it's because it's AI (Artificial Intelligence).Positive• Sales Document Management
• Geolocation
• Bulk Update Feature
• History Log: Tracking Changed Data In CRM
• Auto-Profiling: Saving Hours of Admin WorkNegativeEverything is perfect about Pipeliner CRM.
Read More...
Pipeliner CRM, the best CRM on the market. -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Advanced and I Automated CRM
Date: Feb 26 2021SummaryPipeliner CRM sees companies makes huge impact regarding how they used to relate with their consumers.
The cost of sale is also lowered.PositivePipeliner CRM helps for lead management, which makes customers trust our operations. Also, Pipeliner CRM has multiple potential, for instance, sales automation, marketing, and managing contacts of stakeholders.
NegativePipeliner CRM monthly fee is hefty, and since companies are financially crippled, the lowering should be done.
Read More... -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Correct and the Updated CRM
Date: Feb 25 2021SummaryPipeliner CRM is the secure and safest way for managing the leads or the relationships of customers. Again, Pipeliner CRM goes global through emails and social networking advertising.
PositivePipeliner CRM has full capacity to foster growth of our clients through adequate relationship management.
Sales, and marketing concerns are well developed and strategized by Pipeliner CRM.NegativePipeliner CRM has less challenges, and the developer is readily available to offer change to the complaining groups.
Read More... -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
My Experience With Pipeliner CRM
Date: Apr 20 2021SummaryWith my experience using Pipeliner CRM, I can say it is one of the best not only because of cost of implementation but also capabilities. It is one software that has never disappointed me.
PositiveThere are a few things I like about Pipeliner CRM. First, the tool is comfortable to use thanks to the UI.
Secondly, the tool is easy to customize as well as scale.
The tool also comes with great features for all our CRM needs.NegativeNothing to hate about Pipeliner CRM because it has always worked.
Read More... -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Advanced and Remarkable CRM
Date: Feb 23 2021SummaryPipeliner CRM helps in three major roles. One, marketing/adverts, which creates solid foundation to clients concerning our products. Secondly, Pipeliner CRM supports sales, through automation and transaction recording. And in the end, the lead or CRM role, which brings clients even closer to the firm.
PositivePipeliner CRM portrays unique features for sales, marketing, and even lead so different from the ancient/traditional CRM. Also, Pipeliner CRM requires no coding, which means, easy it is simplified and rational. There is proper documentations for the products, and all contacts that concerns clients are well kept and accessible when there is proper authorization.
NegativePipeliner CRM attracts satisfaction, which is far better than what old CRM versions used to issue. There is proper utilization of customers information and decisions.
Read More... -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Friendly, Robust and Intuitive CRM
Date: Apr 20 2021SummaryPipeliner CRM is an industrious program, for customer management and business progress. The audience segmentation and consumer trend analysis have been achieved by the assistance of Pipeliner CRM.
PositivePipeliner CRM has crucial features for marketing, for instance email ads, social sites analysis, among others.
The support and the advice from Pipeliner CRM developers are essential.
Lastly, Pipeliner CRM helps is demographic segmentation of customers.NegativePipeliner CRM is a coordinating application, which calls for proper marketing mechanisms for companies. Also, Pipeliner CRM bugs were initially eliminated, leaving the software error-free.
Read More... -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Affordable and Stable CRM for Organizations.
Date: Feb 03 2021SummaryPipeliner CRM is a tool that coordinate the demands and the needs of customers ASAP, and it makes it possible to keep and even manage the information of clients.
Moreover, the installation and maintenance fee is fairly attainable.PositivePipeliner CRM captures the information and the demands of clients easily, and ensures they are well locked.
Furthermore, Pipeliner CRM attracts lasting relationship between a company, with all the consumers of their products.NegativePipeliner CRM helps in sales, marketing, and even CRM purposes, and since the developer is innovative enough, the product is still blameless.
Read More... -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Excellent Tool for Sales Forecasting and Automation
Date: Feb 09 2021SummaryPipeliner CRM works for us by forecasting on our market segments and sales progress. Also, Pipeliner CRM increases the general amount of products we sell through automation and proper planning.
PositivePipeliner CRM aims at high increase in the number of sales a company make.
The unique sales automation feature guarantees us significant profits.
Also, the marketing and planning mechanism the developer employs are remarkable.NegativePipeliner CRM has all spheres supporting sales, through automation, and marketing making it an acceptable CRM.
Read More... -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Great CRM
Date: Jan 28 2021SummaryGreat application. Very sales friendly and sales focused with right amount of marketing features. Mobile app a must have.
PositiveUser friendly, easy to learn and use application, wide unique features, makes data input fast and seamless.
Mobile app is attractive and great to use. With voice to text feature.NegativeArray of Features may overwhelm a small organization.
Read More... -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Suitable and Accessible CRM
Date: Feb 19 2021SummaryPipeliner CRM is a stable, friendly, and intuitive CRM tool, and there is extensive guideline concerning the CRM features. Also, Pipeliner CRM is a tool remarkable for activity planning.
PositivePipeliner CRM is a tool for activity management, and it has effective automatic features that increases the amount of sales, and the awareness that customers have concerning our products. Also, Pipeliner CRM helps in planning, where there is even calendars, suitable for business management.
NegativePipeliner CRM design is slightly complex, and this challenges some people who want to easily execute the program.
Read More...