Pipeliner CRM
AI-Powered B2B CRM — Where Technology and People Transform·pipelinersales.com
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
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
Integrations
Complianceself-reported
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.
$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
$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
$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
$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.