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Pipeliner CRM

AI-Powered B2B CRM — Where Technology and People Transform·pipelinersales.com

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Pipeliner CRM (now branded Coevera) is a visual-pipeline B2B sales CRM with built-in AI. It combines drag-and-drop pipeline management, an AI assistant called Voyager, and no-code workflow automation, and is positioned for fast adoption without a dedicated CRM administrator. It also includes account/contact management, reporting and forecasting tools, and a knowledge library (The Collaborator) built from the Sales POP! sales-education content.

What it's for

managing B2B sales pipelines visuallyautomating repetitive sales admin tasks with no-code workflowsAI-assisted email drafting and call/deal summarizationtracking key accounts and stakeholder relationships in complex B2B dealssales forecasting and revenue reportingmigrating data from other CRMs (Salesforce, HubSpot, Pipedrive, Zoho)

Features 20

  • 200+ third-party integrations
  • 360-degree account/contact view
  • Analytics engine with targets, forecasts, quotas and insights
  • Automated CRM migration from Salesforce, HubSpot, Pipedrive and Zoho
  • Automatizer no-code workflow automation engine
  • CSV/Excel import and export of accounts, contacts, leads and opportunities
  • Custom fields, entities, pipeline stages, and user roles/permissions
  • Duplicate checker and advanced filtering
  • Email automation, sequencing and personalization
  • In-app notifications and internal messaging (Feeds)
  • Key Account Management (org charts, relationship mapping, account health scoring, whitespace)
  • Mobile apps for iOS and Android with calling integration
  • Multiple currencies support
  • Multiple pipeline views (Kanban, list, chart, bubble, map)
  • Project engine with Gantt and objective views
  • Reporting engine with standard and pivot table reports, custom dashboards, advanced/scheduled reports and audit
  • REST and GraphQL API
  • Task and appointment management with calendar views
  • Visual drag-and-drop pipeline management
  • Voyager AI assistant (email drafting, call/opportunity summaries, meeting prep, deal risk scoring, report building)

At a glance

free trialAPI
TypeWeb app
DeploymentCloud
PlatformsWeb, iOS, Android
LanguagesEnglish, Deutsch, Español
Forsmall and mid-sized B2B sales teams
CompanyPipelinersales Inc. · 2011

Integrations

MicrosoftGoogleZapierOffice 365SalesforceHubSpotPipedriveZoho

Complianceself-reported

ISO/IEC 27001ISO 9001:2015GDPRHIPAA

Resources

Pricing

Prices are per user per month. The lower headline price on each plan is billed annually; a higher per-user rate applies if billed monthly, and monthly billing is available only upon approved credit and subject to finance terms.

Starter$75/user/mo

$65/user/month billed annually; $75/user/month if billed monthly (monthly billing subject to credit approval)

Minimum 3 users; Automatizer not available; API not available

Business$100/user/mo

$85/user/month billed annually; $100/user/month if billed monthly (monthly billing subject to credit approval)

Automatizer not available; API limit 100,000 calls/month

Enterprise$130/user/mo

$115/user/month billed annually; $130/user/month if billed monthly (monthly billing subject to credit approval); labeled 'Most Popular'

Automatizer: 25 processes/month (max 10,000 runs); API limit 150,000 calls/month

Unlimited$165/user/mo

$150/user/month billed annually; $165/user/month if billed monthly (monthly billing subject to credit approval)

Automatizer: 100 processes/month (max 100,000 runs); API limit 350,000 calls/month

Save ~15% when billed annually versus monthly billing.

Last checked 20 days ago·