Coevera

Coevera, formerly Pipeliner CRM, is a visual-pipeline customer relationship management platform for B2B sales organizations with 15 to 2,500 sellers. It helps teams make their sales process visible, teachable, and repeatable through drag-and-drop pipeline management, guided selling, built-in AI, and no-code automation. Users can track deals across custom stages and view pipelines as Kanban boards, lists, charts, bubbles, or maps, with real-time collaboration and reporting.

The platform includes Voyager AI, a sales assistant that can support research, email and document work, opportunity and call summaries, report creation, and contextual guidance. Its AI tools explain their reasoning and ask before taking action. Coevera also offers an MCP Server, which connects the CRM with Claude, ChatGPT, and other compatible AI assistants within existing permissions.

Coevera provides migration and onboarding support, helping most teams get started in about four weeks, with user onboarding taking around two hours. The company also offers product tours, demos, a free trial, customer resources, and sales knowledge drawn from its Sales POP! library.