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Recent update
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› › › › From Coevera
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Coevera
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› › › › Feature Spotlight
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New
Email Inbox - Draft Emails Support
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Write it now - send it when it’s ready.
Drafts get their own view, with their own count in the Coevera Inbox. Half-written emails are a normal part of selling and now they have a home. Two people cannot overwrite each other. It's one draft per email, per inbox.
The Create Email window autosaves three seconds after your last edit. Drafts survive an email account Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. being deactivated and reactivated. The only way to lose any work is to use Discard, just closing the email saves it.
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Enhancement
Email Inbox - Create Records With Voyager AI
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Voyager AI fills out the form, you approve it, and Coevera links it.
Selected records are linked to each other automatically, which you can see before creation. Cards show the same fields as the record detail, so you approve what you get. All three (Lead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity., Account, Contact). Just uncheck what you do not want.
Required fields are relaxed on create, so a record creation is never blocked. The infobox automatically states the AI credit cost to preserve transparency.
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FEATURED ARTICLE
Human-in-Command: Why the Best AI CRM Advises Instead of Overrides
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Human-in-command AI advises and the human decides.
Every few months the sales-technology industry rediscovers the same seductive idea: feed a model enough pipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. data Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. and it will tell you which deals will close, which customers are at risk, and what the rep should do next.
The dream is a "headless" sales process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology., one where judgment is automated away and the human is left to execute.
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Coevera • NEWS
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› › › › Coevera CEO featured in Forbes
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The New Leadership Challenge: Managing Humans And Machines Together
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Nikolaus Kimla is CEO of Coevera, an innovative sales CRM solution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. designed by sales professionals for sales professionals.
For decades, leadership has fundamentally been about people. Organizations succeeded by recruiting talent, building teams, developing skills and creating accountability. Underlying every management philosophy was a simple assumption: work was performed by humans.
That assumption has gone out the window. AI has become part of the workforce across nearly every industry. It drafts content Content refers to a material or document released in various forms (such as text, image, audio, and video) and created to inform, engage or influence specific audiences., analyzes data, identifies patterns and completes tasks that once required human effort. Yet most organizations still think of AI as software.
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WEBINAR REPLAYS
Weekly Webinars of Business Use Cases in Coevera
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A series of videos presented by Coevera Executives who use the platform hands-on every day to generate business outcomes – in these videos, they share best practices and innovative ways of using the CRM which can be applied to your specific business.
Access recordings of our webinar series including:
- Transform your Sales Performance with Data
- Unlocking the Power of Custom Entities
- Mastering & Managing Sales Activities
- How to Setup an Event using Coevera
- Account Management & Farming Accounts
- Product Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. Catalog & Document Management
- Mastering Tags & Views
- Transform Reporting with Coevera’s Revolutionary Voyager Reporting Agent
- Master Email Sequences
- Automate Workflows
- Online Forms with Voyager AI
- Bringing Your Sales Process Alive with Voyager AI
- Admin Part One & Part Two
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* Coevera User User means a person who uses or consumes a product or a service, usually a digital device or an online service. Credentials Required
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our knowledge digital platform
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› › › › SALES POP! HIGHLIGHTS
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VIDEO INTERVIEW
Why the System Around Your Sales Reps Beats Raw Talent
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Which performs better - experienced reps or well implemented systems?
Do sales systems matter more than sales talent? Josh Troy, Founder & CEO of Curvion Blue, says the system around a rep drives more revenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. than talent alone. Josh builds RevOps and sales augmentation engines for mid-market Mid-Market is a classification of business organizations in terms of scale (revenue, number of employees, etc.), occupying the segment between the small companies and large multinational enterprises serving the same market. companies. Across 300-plus reps in 17 industries, he has watched strong systems turn average reps into top performers, and weak systems waste great ones.
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Coevera • NEWS
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› › › › Where does Coevera rank among other comparable CRMs?
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Why take our word for it?
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See what some independent analysts have to say.
If I told you we were the best overall CRM, you might doubt me. What if a bunch of software analysts told you the same thing? They comb through our product and features, they interview our clients, and they read what users are posting in the public domain.
So, what is the result? Read for yourself!
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FEATURED ARTICLE
AI CRM pricing in 2026: what you're really paying for
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As more and more of the top CRM firms introduce AI to their solutions, buyers need to be aware of the unknown costs that can destroy your budgeting.
Take a look at this article from CIO.com that addresses this issue.
Talk to us about how Coevera prevents this from happening to you.
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Champions Program
You already champion Coevera. Time we returned the favor.
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A recognition and referral Referral means the act, process, or technique of generating sales leads wherein a third party shares information about a new prospect. program for the customers who make us look good!
You've put in the work, mastered the platform, and told people about it. Champions gives that advocacy a stage: a credential in your name, a seat at our Customer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. Summit, and 10% of a referred peer's Year 1 license — paid to your company, to you, or to a charity you choose.
No quotas. No selling. Just introductions, and a thank-you that means something.
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Nikolaus Kimla
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CEO Pipelinersales Inc.
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A serial entrepreneur, Nikolaus is the driving force behind Coevera with a singular vision to deliver the most effective CRM solution possible. He is dedicated to helping salespeople and sales leaders to be more efficient, productive and ultimately, more successful.
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