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rocket_launchAI-Powered B2B CRM

Your sales process,
visible, teachable
and repeatable

The CRM your sales organization actually runs on. Visual pipelines, guided selling and AI — without a six-figure implementation or a year of custom build.

Start Free Trial

· Formerly Pipeliner CRM · Built for teams of 15+ sellers · Live in four weeks

Trusted by sales organizations across North America, the UK, Europe and Australasia

The Transformation

COEVERA

01
CO
Collaboration

Technology and humans working as partners, not as tools and users.

02
EV
Evolution

A platform that learns, adapts, and grows with your business.

03
ERA
New Era

The shift from CRM as data capture to CRM as transformation engine.

What is Coevera?

Coevera, formerly Pipeliner CRM, is a visual-pipeline B2B sales CRM with built-in AI. It’s designed to be adopted fast: most teams go live in four weeks, onboard a user in about two hours, and run with no full-time CRM admin. Coevera combines drag-and-drop pipeline management, the Voyager AI assistant, and no-code automation — at a dramatically reduced total cost of ownership versus enterprise CRMs like Salesforce.

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“While other CRM platforms struggle with adoption. We focus on transformation.”

— The Coevera Difference

How It Works

Live in four weeks, not two quarters

Three steps, run with our migration team.

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01

Import & Set Up

We map your existing pipeline stages and import your data. Most teams see their own process running in the first week.

Worked example: importing contacts without silent data loss.

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02

Automate & Optimize

Set up no-code workflows. Let Voyager AI handle research while you build relationships.

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03

Close & Grow

Track every deal visually. Measure results, refine your process, and scale what works.

See Coevera in Action

Click to see the user benefit of each capability.

Visual Pipeline Management — Coevera CRM
Voyager AI Assistant — Coevera CRM
Automatizer — Coevera CRM
Account & Contact Intel — Coevera CRM
Reporting & Analytics — Coevera CRM
Open Architecture — Coevera CRM
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Visual Pipeline Management

Intuitive drag-and-drop, real-time visibility, no-admin setup. See your entire sales process at a glance — Kanban, list, chart, bubble, and map views.

check_circleDrag-and-drop deal management across custom stages
check_circleMultiple pipeline views — Kanban, list, chart, bubble, map
check_circleReal-time collaboration with zero sync delays
check_circleNo code automation — set up in minutes
Learn morearrow_forward
Product Tour

Built for the way your organization sells

Your reps get visual clarity and guided next steps, so they use it. You get a pipeline that reflects what is actually happening, so you can coach it.

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60-second product walkthrough

auto_awesomeVoyager AI

AI That Collaborates, Not Just Automates

The opposite of black-box AI. Voyager shows its reasoning, asks before it acts, and learns when you correct it.

Voyager AI — Customer Insights and Deep Visibility
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Sales Intelligence

Voyager 1

A collection of free AI tools — Email creation, Document searches, Opportunity Summary, Call Summary to assist your team and free-up your time

Agent Collaboration

Voyager 2

A collection of Agents for Call Preparation, Contextual Guidance, creating Reports, Automations, and Forms

AI Assistant

Voyager 2

Full function, interactive AI Super Agent — coordinates all Agents and crosses all entities

Real Time Sales Assistant

Voyager 2

1,600+ Sales POP! episodes powering contextual advice

See Voyager AI in Actionarrow_forwardplay_circleWatch Demo
descriptionRead Voyager AI Business Model & Strategy Whitepaper
Coevera MCP Server

Bring the AI You Already Use

Connect Coevera to your AI assistant and let it do real work across your CRM — always within your permissions, never beyond them.

Public beta · Claude and ChatGPT connectors · any other MCP-compatible assistant through the Custom MCP Connector

Explore the Coevera MCP Serverarrow_forwardcalendar_monthBook a Demo

    Illustrative conversation — names and figures are fictional.

    Proven Results

    Results that speak for themselves

    speed
    Dramatically reduced
    TCO
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    4
    Weeks to Implement
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    0
    Full-Time Admins Required
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    2
    Hours to Onboard a User
    The Collaborator

    The Only CRM That Teaches You How to Sell

    Most CRMs store data. Coevera transfers knowledge. We took a decade of Sales POP!—1,600+ expert episodes, ranked in the top 2% of podcasts globally—and wired it directly into Voyager AI.

    The result: real-time assistance that meets your reps exactly where they are—inside the deal, during the call, at the moment it matters. Not a training portal they’ll forget. A knowledge engine embedded in every workflow.

    auto_awesomeAI surfaces the right insight at the right moment
    record_voice_overBuilt on real conversations, not generic templates
    trending_upReps improve with every deal, not just every training cycle
    Meet The Collaboratorarrow_forward
    Sales POP! — Purveyors of Prosperity
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    1,600+Episodes
    Top 2%Globally
    21M+Views
    01podcasts

    Knowledge

    Sales POP! content is indexed and embedded

    02smart_toy

    AI Assistant

    Voyager AI delivers it contextually

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    Impact

    Reps get coached at the point of action

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    “Other CRMs have training portals. Those teach you the software. The Collaborator teaches you the craft of selling.”

    — The Coevera Difference

    Transformation Stories

    Show, Don't Tell

    Real companies. Real transformations. Three stories that show what's possible when sales teams get the right platform.

    ORGANIZATIONAL

    EMCS Industries

    Transformed Coevera from data repository into unified sales, production, and service platform. Built automations without IT support — putting configuration power directly in the hands of end users.

    “I love that I’m not stuck to whatever a CRM company built.”

    Tenille VillebrunGeneral Manager, ShipCarePro at EMCS Industries Ltd.
    VISIBILITY

    Tenaska Marketing Ventures

    Coevera unified cross-company communication and streamlined processes, giving every team one place to look for the same information.

    “We can now collaborate more effectively across teams, regions and accounts, as we have a single source of truth for all our information.”

    Kathleen McClungDirector, BI Team, Tenaska Marketing Ventures
    PROCESS

    Mactech Onsite

    On-site machining for power plants, refineries, mining and shipbuilding. Coevera made the team examine the sales process it already had — and the steps inside those steps that keep changing.

    “Coevera has made us analyze our own sales process. We had steps in our sales process but never really thought about them.”

    Luke WittenbrakerSales and Marketing Director, Mactech Onsite
    ORGANIZATIONAL

    EMCS Industries

    Transformed Coevera from data repository into unified sales, production, and service platform. Built automations without IT support — putting configuration power directly in the hands of end users.

    “I love that I’m not stuck to whatever a CRM company built.”

    Tenille VillebrunGeneral Manager, ShipCarePro at EMCS Industries Ltd.
    VISIBILITY

    Tenaska Marketing Ventures

    Coevera unified cross-company communication and streamlined processes, giving every team one place to look for the same information.

    “We can now collaborate more effectively across teams, regions and accounts, as we have a single source of truth for all our information.”

    Kathleen McClungDirector, BI Team, Tenaska Marketing Ventures
    PROCESS

    Mactech Onsite

    On-site machining for power plants, refineries, mining and shipbuilding. Coevera made the team examine the sales process it already had — and the steps inside those steps that keep changing.

    “Coevera has made us analyze our own sales process. We had steps in our sales process but never really thought about them.”

    Luke WittenbrakerSales and Marketing Director, Mactech Onsite
    ORGANIZATIONAL

    EMCS Industries

    Transformed Coevera from data repository into unified sales, production, and service platform. Built automations without IT support — putting configuration power directly in the hands of end users.

    “I love that I’m not stuck to whatever a CRM company built.”

    Tenille VillebrunGeneral Manager, ShipCarePro at EMCS Industries Ltd.
    VISIBILITY

    Tenaska Marketing Ventures

    Coevera unified cross-company communication and streamlined processes, giving every team one place to look for the same information.

    “We can now collaborate more effectively across teams, regions and accounts, as we have a single source of truth for all our information.”

    Kathleen McClungDirector, BI Team, Tenaska Marketing Ventures
    PROCESS

    Mactech Onsite

    On-site machining for power plants, refineries, mining and shipbuilding. Coevera made the team examine the sales process it already had — and the steps inside those steps that keep changing.

    “Coevera has made us analyze our own sales process. We had steps in our sales process but never really thought about them.”

    Luke WittenbrakerSales and Marketing Director, Mactech Onsite
    Why Switch

    Replace it, or run alongside it

    Whether you’re coming from Salesforce, HubSpot, or a CRM your team stopped trusting — our migration team handles the heavy lifting, including rebuilding your stages and criteria in Coevera. We map your data, rebuild your pipelines, and configure automations before day one. Most teams are fully operational within four weeks, not months. Most teams migrate. Where Salesforce or Microsoft is entrenched company-wide, the Coevera Booster runs alongside it for the sales team only.

    Talk to Migration Teamarrow_forward

    Why teams switch to Coevera

    tune

    Complex setup & IT/admin overhead

    No IT resources necessary

    payments

    Expensive per-seat pricing

    Transparent, scalable plans — dramatically reduced TCO

    psychology

    Generic AI bolt-ons

    Purpose-built Voyager AI with approval-based autonomy

    speed

    Months-long implementation

    Live in weeks — fast user onboarding

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    Salesforce & Microsoft replacement

    Coexist with the Coevera Booster

    Seamlessly connects with your stack

    mailcalendar_monthdescriptionboltcallbar_chartapiwebhook

    200+ integrations available — see all

    FAQ

    Questions, answered

    What Coevera is, where it came from, and what it takes to run it.

    What is Coevera?
    Coevera is a visual-pipeline B2B sales CRM with built-in AI, formerly known as Pipeliner CRM. It helps sales teams manage deals through a drag-and-drop pipeline, automate work without code, and get AI assistance from Voyager — with fast onboarding and no dedicated admin required.
    Is Coevera the same as Pipeliner CRM?
    Yes. Pipeliner CRM was renamed Coevera in 2026. It’s the same company (Pipelinersales Corporation), the same platform, and the same customer base under a new name. Existing accounts, integrations, and data carry over unchanged.
    Who is Coevera for?
    Coevera is built for B2B sales organizations of 15 to 2,500 sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. The platform is industry-agnostic; historically our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining.
    How long does it take to implement Coevera?
    Most teams are fully operational within four weeks. Individual users can be onboarded in about two hours, and setup requires no IT resources or full-time CRM administrator.

    For worked examples of real configurations, see Coevera Blueprints.

    What is Voyager AI?
    Voyager is Coevera’s built-in AI assistant. It drafts emails, summarizes calls and opportunities, prepares you for meetings, scores deal risk, and builds reports — with contextual coaching drawn from 1,600+ episodes of the Sales POP! sales-education library. Unlike black-box automation, Voyager shows its reasoning and asks before it acts.
    Can I connect Claude or ChatGPT to Coevera?
    Yes. The Coevera MCP server connects Claude, ChatGPT and other MCP-compatible AI assistants to live CRM data, within each user’s own permissions. It is in public beta and is activated on request in the Automation Hub.

    More on the Coevera MCP Server.

    How is Coevera different from Salesforce or HubSpot?
    Coevera emphasizes fast adoption and low total cost of ownership — most teams go live in four weeks with no full-time admin, at a dramatically reduced TCO. Voyager AI shows its reasoning and asks before acting, rather than operating as a black-box automation.
    Can I migrate from my current CRM?
    Yes — we support automated migration from Salesforce, HubSpot, Pipedrive, Zoho, and most major CRMs. Our dedicated migration specialists handle the heavy lifting, and your data stays intact.
    Is my data secure?
    Absolutely. Coevera is ISO/IEC 27001 certified, hosted on AWS with end-to-end encryption. We comply with GDPR, and your data is never used to train AI models. You own your data, always.
    Do you offer a free trial?
    Yes — 14-day free trial with full access to all features including Voyager AI. No credit card required. You can also book a personalized demo with our team.
    Get Started

    Ready to Transform Your CRM?

    Choose the path that fits your buying stage. Every option leads to a better way to sell.

    PRIMARYgroups

    See it on your pipeline

    A 30-minute working session using your stages, your deals and your team structure.

    Book a Demo
    SECONDARYrocket_launch

    Start a free trial

    Best if you have fewer than 15 sellers, or you’d rather look before you talk.

    Start Free Trial
    TERTIARYsmart_toy

    Explore Voyager AI

    Product tour and interactive demo for researchers not yet ready to commit. Discover what makes our AI different.

    Explore Voyager AI
    groupsTrusted by sales organizations across North America, the UK, Europe and Australasiaverified_userISO 27001 CertifiedshieldGDPR CompliantblockData never used to train AI