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Coevera review

#47 of 238 in CRM Software

A visual sales CRM with AI assistance, workflow automation and offline mobile access.

4.7/10Editor score
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

Coevera, formerly Pipeliner CRM, organizes B2B sales work around visual pipelines for leads, accounts, contacts and opportunities. Its combination of deal management, Voyager AI assistance and mobile access is aimed at sales teams that want a CRM focused on moving opportunities forward. The product supports web, iOS, Android, a Chrome extension and an API, with small, mid-market and enterprise teams identified as company-size fits. Offline data access on mobile may suit sellers who need CRM information away from a reliable connection.

The feature set extends beyond pipeline views: Voyager AI can assist with email, summarize calls and opportunities, and surface sales insights. Automatizer provides no-code workflow automation, while reporting, analytics and forecasting help teams track sales activity. Gmail and Microsoft 365 synchronization, plus integrations including Google Workspace, Outlook and Zapier, support common business workflows; the vendor lists 200 integrations overall. For organizations considering adoption, the stated compliance and access features include ISO 27001, GDPR, HIPAA and SSO/SAML. Email and documentation are the listed support channels.

Pricing is paid-only, with a 14-day trial that does not require a card. Starter costs $65 per user per month on annual billing or $75 monthly, and includes visual pipeline management, guided selling and manager reporting; the current pricing page specifies a 15-user minimum. Business is $85 annually billed or $100 monthly, adding full CRM functionality, customization and productivity features. Enterprise costs $115 annually billed or $130 monthly, with advanced reporting and services; Unlimited is $150 or $165, respectively, for advanced CRM functionality and features. Monthly options are subject to approved credit and finance terms. Teams needing sales-focused AI, workflow tools and offline mobile access may find the scope appropriate; buyers seeking a free entry point or marketing automation should look elsewhere.

Coevera pros and cons

  • Where it wins
    • Kanban pipeline views organize leads, accounts, contacts and opportunities.
    • Voyager AI assists with email, call and opportunity summaries, and sales insights.
    • Mobile apps provide offline access; Automation Hub connects third-party tools.
  • Where it doesn't
    • Starter requires a 15-user minimum.
    • No free plan; annual Starter pricing begins at $65 per user per month.
    • Marketing automation is not included.

Coevera fact sheet, pricing and score →

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