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Pipeliner CRM

SaaS

Visual-pipeline CRM for B2B sales teams, now branded Coevera, with guided selling, an AI assistant and no-code automation.

pipelinersales.com
Pipeliner CRM homepage screenshot

About Pipeliner CRM

Pipeliner CRM is a visual-pipeline sales CRM for business-to-business sellers, and the vendor has rebranded it as Coevera. It is positioned for organizations with roughly 15 to 2,500 sellers that want a clear, repeatable sales process without a full-time administrator or a long implementation.

Capabilities include drag-and-drop pipeline management, guided selling, an AI assistant called Voyager and automation that needs no code. The vendor says most teams go live in about four weeks and onboard a new user in around two hours, and it presents the product as a lower-cost option than enterprise CRMs. A knowledge base, release notes and resource center support customers. The product is proprietary and delivered as a hosted service. A free trial is offered, and plan pricing is listed on the vendor's pricing page.

Key features

  • Drag-and-drop visual pipelines
  • Guided selling playbooks
  • Voyager AI assistant
  • Automation without writing code
  • Quick onboarding for new users
  • Release notes and knowledge base

Good fit for

  • →Mid-size B2B sales teams standardizing their process
  • →Replacing a heavy enterprise CRM with a simpler one
Tags
crm
sales
visual-pipeline
b2b
ai
automation
saas

Pipeliner CRM: questions and answers

What is Pipeliner CRM used for?
Pipeliner CRM is a visual-pipeline CRM for B2B sales teams, now branded Coevera, with guided selling, an AI assistant and no-code automation. It is a good fit for mid-size B2B sales teams standardizing their process and replacing a heavy enterprise CRM with a simpler one.
How much does Pipeliner CRM cost?
Paid plans for Pipeliner CRM start at $100 per seat per month, and there is no free plan. A free trial is available.
Is Pipeliner CRM open source?
No. Pipeliner CRM is proprietary (closed-source) software and can't be self-hosted. Open-source alternatives to Pipeliner CRM include Twenty, Krayin CRM and SuiteCRM.
What are some alternatives to Pipeliner CRM?
Pipeliner CRM competes with Pipedrive, Salesforce and Zoho CRM. For open-source options, see Enlisted's ranked list of open-source Pipeliner CRM alternatives.

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