Coevera Newsletter (October 29th, 2026)

Coevera

Inside track newsletter

Recent update

› › › › From Coevera

Coevera

› › › › Feature Spotlight

New
Customizable Bottom Main Menu: Your modules and tools, one click away

The bottom menu is now a sticky bar you can make your own.

Pin and reorder the modules and tools you use most.

Searchable Create and More Tools sheets keep everything else one click away. Admins set each role's default order and grouping, and whether users can rearrange their own bar.

Learn More

Enhancement
Email Inbox - Sync Past Emails

Missed emails? Bring them back on demand.

Sync past emails on demand, from the last 3 days up to the last year.

Works with Office 365, Gmail, IMAP and MS Exchange. IMAP and Exchange setup no longer asks for your password each time.

LEARN MORE

Enhancement
Email Access in Feeds per UserUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. Role

Admins decide which emails each role sees.

Limit a role to emails owned by or shared with selected users and sales units. The Inbox is not affected: users always see the full contents of any mailbox they have rights to.

Set email linking for a whole role, so accountAccount 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. history no longer depends on each user's setup. Seeing an email templateTemplate Template is a generic file with a framework showing the standard sections or features of a specific kind of document, used to create a new document of the same type faster and easier. no longer gives access to the emails sent with it.

LEARN MORE

Coevera • NEWS

› › › › Sales CRM Trends on LinkedInLinkedIn LinkedIn is a social network for the business community.

90% of RevenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. Leaders Use AI in Sales. Only 8% See It in QuotaQuota Quota is a predefined benchmark indicating the amount of sales a selling unit such as a sales rep or a regional sales team should achieve within a given period, often used as a measure of success, performance and eligibility for commissions and other rewards. Attainment.

A new BCG survey shows where AI in sales is paying off, and where it is not.

Most revenue leaders report meaningful AI use, but only 8% name higher quota attainment as an AI impact.

AI mostly takes over admin work, while buyers want proof.

Read article

FEATURED ARTICLE
Nobody Is Born a Salesperson. Not Even the Best Ones.

By Nikolaus Kimla

Anyone who says you have to be born to sell is discouraging talented people from getting started.

Nikolaus argues that sales is a craft, and a craft can be learned. Hundreds of thousands of people have walked this path before you, and the best of them wrote down what works.

When did you start taking yours seriously?

Read Article

Enhancement
Small Improvements

Opportunity value now recalculates when productProduct 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. line items change through Automatizer, the API, Online Forms or sequences.

Opportunity import can match products by SKU.

User Lookup fields search by email as well as by name. Google Tasks sync no longer deletes your lists.

Send Report and Schedule Report gain an Email Templates button.

LEARN MORE

EVENT
Weekly Webinar Series

Weekly Webinars of Business Use Cases in Coevera

Join us for the next Weekly Webinar on Wednesday, November 4th at 8:00 am Pacific. Each week, Coevera executives who use the platform hands-on share best practices and innovative ways of using the CRM.

This episode will cover all that is new in Coevera 6.6, which was released on 10/29/26. Here is the link to join the webinar. We hope you can join us!

Join the Webinar

📅 ADD TO CALENDAR

Coevera • FEATURED FEATURE

› › › › MCP Server

Ask Your CRM in Plain Language

Connect Coevera to the AI assistant you already use.

The Coevera MCP Server connects Claude, ChatGPT and other MCP-compatible assistants to live CRM dataData 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., always within each user's own permissions.

Search, summarize, create and update records just by asking.

The MCP Server is in public beta: an admin requests it in Automation Hub and the Coevera team activates it.

Explore the MCP Server

Setup guide

Release notes

Coevera • NEWS

› › › › Coevera Wins Gold at the 2026 Merit Awards for Technology and a SourceForge Leader Award

Why take our word for it?

See what judges and customers have to say.

Coevera won Gold at the 2026 Merit Awards for Technology in the AI for Operations, Business Intelligence and MarketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. category.

CustomerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. reviews also earned us the SourceForge Fall 2026 Leader Award in CRM, placing Coevera in the top 5% of favorably reviewed products on SourceForge.

Merit Awards

SourceForge

Your Voice
Share your experience on G2 and get $25

Tell other teams what working with Coevera is really like.

Our SourceForge award came from customer reviews. If you have about 10 minutes, share your honest experience on G2, and G2 will send you a $25 gift card once your review is verified.

First come, first served. The gift card is sent for any verified review, whatever the rating, while supplies last. One per person.

Write my G2 review

Nikolaus Kimla

CEO Pipelinersales Corporation

A serial entrepreneur, Nikolaus is the driving force behind Coevera with a singular vision to deliver the most effective CRM solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. possible. He is dedicated to helping salespeople and sales leaders to be more efficient, productive and ultimately, more successful.

Let Us Introduce You To Coevera

We look forward to showing you how Coevera helps empower sales to maximize revenue.

We will guide you through the product and present all the benefits.

Schedule a Free Demo

Coevera Newsletter

Coevera Inside Track Newsletter from October 29th, 2026

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