What it does
Coevera, formerly Pipeliner CRM, manages deals through configurable sales stages and several visual views. It combines guided selling, reports, automation and the Voyager AI assistant. A no-card 14-day trial is available; standard subscriptions are aimed at teams of at least 15 users.
A Coevera opportunity can be viewed as a Kanban card, a list entry, a chart, a bubble or a point on a map. Those views answer different questions about the same sales work. Configurable stages and linked account information give the deal its process and relationship context.
Guided selling and no-code automation support the recurring work around those stages. Voyager is the product's AI assistant.
Team size and access
Business, Enterprise and Unlimited are paid per-user editions billed annually. The standard minimum is 15 users, although Coevera invites smaller teams to discuss an exception when they expect to expand. Higher editions add reporting, customization and services. Start Free Trial creates a 14-day account without requiring a card.
Coevera is the current Pipeliner CRM brand. Existing references to Pipeliner refer to this product family.
Strengths
- Several visual views use the same underlying opportunities
- Configurable stages connect with guided selling and automation
Watch out for
- Standard plans have a 15-user minimum
- Smaller-team subscriptions require a discussion with sales
Best for
- B2B sales teams using visual pipeline review
Sources
- Coevera pricing and access (Oct 27, 2026)
- Coevera | Visual Pipeline and AI-Powered Sales CRM (Oct 25, 2026)