Revolutionize your CRM with Coevera AI Automatizer. Use natural language to instantly build, refine, and deploy complex workflows. Speed up automation with AI precision and total human control.

Maximize ROI with Coevera AI. Automate call transcription and summaries with Voyager AI to eliminate manual data entry, boost sales productivity, and uncover actionable customer insights.

Maximize your pipeline management with the Coevera AI Coach. Powered by Voyager AI, get instant sales expert advice and "how-to" guidance directly within your CRM workflow.

Stop typing, start selling! Voyager AI is your CRM-integrated assistant. It crafts, polishes, and personalizes professional emails using your Coevera data, all for free. Max efficiency.

Turn every meeting into intelligence with Coevera. Automatically transcribe and summarize video or audio files into actionable insights with Voyager AI. Stop note-taking and start selling.

Coevera Online Forms instantly capture leads, update CRM records, and trigger sales automation. Fuel your pipeline with real-time, accurate data and zero manual entry.

Voyager AI Reports in Coevera transforms data analysis. Use natural language input to generate smart, visual AI reports instantly. Simplify your workflow and make data-driven decisions effortlessly.

Transform email noise into sales intelligence. Coevera’s Voyager AI categorizes messages and analyzes sentiment automatically, helping you prioritize high-value deals and at-risk accounts.

Maximize productivity with Coevera’s AI Speech. Reclaim hours by instantly transcribing notes and emails, using AI to refine content for total data accuracy and seamless sales workflows.

Map out who influences B2B deals with Coevera’s Buying Center. Identify decision-makers, assign custom roles, and visualize relationships to target outreach effectively, shorten sales cycles, and boost win rates.

Stop switching apps! Call and text prospects directly from Coevera. Enjoy one-click dialing, business texting, and automatic activity logging for flawless sales reports. Close deals faster.

Coevera transforms Opportunities, Leads, Accounts, Contacts, and Activities from disconnected lists into a unified 360° sales command center. Achieve total team alignment, accelerate decision-making, and close more deals faster.

Coevera’s Duplicate Checker uses LSH matching and proactive widgets to prevent, find, and auto-merge duplicate records, ensuring a single, accurate customer view.

Dynamic Target is a real-time sales performance tracker that uses 5 precision Target Types (Weighted, Ranked, Balanced) to show you exactly where you stand against your quota, right in your Pipeline View. Stop guessing and start hitting your goals.

Coevera Insights: Stop guessing, start growing. Transform raw CRM data into actionable sales intelligence to eliminate bottlenecks.

Stop juggling tabs. Coevera's Navigator Dashboard is your Sales Command Center, consolidating all data, tasks, and intelligent suggestions into one actionable view for absolute clarity every morning.

Coevera’s Custom Product Catalog: Precision pricing, complex configuration, and strategic Whitespace analysis to find hidden revenue. Simplify, accelerate, and grow.

Coevera's Reporting Engine, powered by Voyager AI, revolutionizes sales operations. Instantly create visual, flexible reports from any screen. Use the AI agent for effortless report generation and schedule automated delivery.

Stop searching! Sales POP! (Purveyors of Prosperity) delivers expert sales articles, videos, and tools daily, directly inside Coevera. Instantly sharpen your skills and stay ahead of the curve. Get your competitive edge now.

Automate workflows, craft personalized emails, and generate instant proposals. The Coevera Template Designer streamlines your sales operations so you can focus on closing deals.

Master key accounts with Coevera's visual management suite. Get proactive Account Health scores, map complex relationships via Org Charts, and drive predictable revenue with measurable Account Plans.

Accounts Relations: Visualize complex company connections (like partners & suppliers) with the Relation Graph. Gain strategic account intelligence.

Master your sales process with precise activity tracking. AI-powered Fitness scores highlight neglected deals. Close more, faster.

Coevera transforms the way you interact with your data through two powerful innovations: Intelligent Global Search and the Power Panel.

Connect your schedule directly to your pipeline. Coevera Appointments offers two-way sync with Google/Outlook, linking every meeting to the customer journey for a complete, centralized sales history. Never miss a beat!

Automate high-stakes decisions with Coevera Approvals. Use conditional logic, lock records for compliance, and accelerate sign-offs with instant notifications & automatic expiration rules.

Coevera's Archive feature cleans your CRM by moving inactive Accounts, Leads, and Opportunities out of active views. Preserve historical data, sharpen reports, and instantly reactivate old records.

Gain complete control and accountability with the Coevera Audit Log. Securely track every administrative change, user permission update, and data export activity for perfect security, data integrity, and regulatory compliance.

Stop guessing. Start knowing. Coevera's Audit Log provides 100% transparency on who did what, when, across all CRM administrative changes.

Coevera’s Automation Hub: Unify your sales apps. Gain full control, automate tasks, and accelerate your time to revenue.

Coevera Automatizer is a no-code engine that automates repetitive sales tasks, eliminating manual data entry and ensuring timely follow-ups. Focus on selling, not on busywork.

Coevera Autoprofiler is the AI engine that eliminates manual research. Enter an email or website to instantly enrich records with professional titles, logos, addresses, and social profiles. Get complete, accurate data automatically, without overwriting anything.

Unleash Coevera data! Export to Tableau, Power BI (Business Intelligence), & more for custom reports. Fast, secure, and refreshed daily.

Stop staring at rows! Coevera's Bubble Chart View instantly transforms your pipeline into a visual landscape. Value, stage, and close date, all at a glance.

Bulk Operations: Instantly update hundreds of CRM records. Reclaim hours, ensure data accuracy, and accelerate your sales team's productivity.

Transform event connections into actionable CRM records. The Coevera Business Card Scanner boosts field productivity and data quality.

Coevera Business Units: Segment data by team/region for security & custom workflows. Specialized sales cycles, unified control. Scale smart!

Coevera’s Mobile Calling Integration is the seamless bridge between your desktop workflow and your mobile phone, ensuring you stay focused, productive, and compliant—no matter where you are.

Stop hunting for data. Coevera’s Compact View consolidates leads, accounts, and history into one interactive screen. Eliminate clicking, see the full story instantly, and close deals faster.

Go beyond basic lists. Visualize your network with Org Charts & Relation Graphs, map influence, track every interaction, and automate workflows to build deeper connections and close more deals with Coevera.

Stop selling blind. Coevera's Relation Graph maps complex B2B networks, helping you visualize influence, find hidden advocates, and take action immediately. Gain the sales intelligence you need to accelerate every deal.

Seamlessly manage global sales with Coevera Currencies. Automate conversions, ensure accurate reports, and empower international teams with personalized, local-currency views. Drive clear, precise forecasts globally.

Transform your pipeline into a dynamic, mandatory sales playbook. Coevera’s Step Activities ensure every rep follows the optimal path, accelerating deal velocity, and guaranteeing sales process consistency.

Coevera Custom Dashboards deliver dynamic, real-time sales intelligence. Stop guessing. Build personalized views, drill down to actionable data, and use running totals to drive instant, informed decisions.

Tailor Coevera with Custom Fields. Capture unique data, automate calculations, and enforce your specific sales process.

Design unlimited custom pipelines for sales, HR, service, and more. Unify every business process in Coevera. Achieve process excellence.

Coevera's Custom Products Catalog gives sales teams instant, accurate product and pricing data, driving smarter upsells, faster deals, and maximized revenue.

Architect efficiency: Control fields, cut clicks with QuickView & Preview for laser focus. Tailor the entire sales workflow.

Instantly create, save, and share views tailored to any sales role or goal. Filter deals by team, target, and status. Stop sifting, start selling.

Coevera Email Templates: Send perfectly personalized mass emails with speed. Use rich text, drag-and-drop, or full HTML. Includes AI content assistance, sharing controls, and real-data testing.

Turn data into action. Coevera Dashboards provide customizable, real-time views of sales performance and trends. Drill down instantly to update records and drive results.

Stop hunting for files! Coevera links every contract, proposal, and client document directly to your sales records. Secure storage, seamless integration, and instant access. Close deals faster.

Coevera’s Email Domain Restrictions feature solves this by acting as an intelligent gatekeeper between your email provider (like Office 365 or Exchange) and your pipeline.

Send personalized, trackable emails & automated sequences directly from Coevera. Seamlessly integrates with Microsoft 365 & Google Workspace for smart sales outreach.

In modern sales, generic outreach is the enemy of revenue. Coevera’s Email Personalization uses your customer data to craft one-to-one messages, even when sent to the masses.

Tired of lost leads? Coevera Email Sequencing automates personalized nurture campaigns right inside your CRM. Eliminate manual follow-up, ensure perfect timing, and protect your sales reputation with "smart" sequences.

Turn emails into intelligence. Coevera tracks every open & click across single and mass emails. Optimize templates, filter leads by engagement, and drive sales with data-backed follow-ups.

Unlock limitless CRM customization with Coevera Custom Entities. Stop trying to shoehorn data—build a CRM that speaks your company’s language.

Unlock your Coevera data. Effortlessly export leads, accounts, and reports to CSV/XLSX for seamless integration and powerful offline analysis.

Coevera Feeds: See every email, activity, and team message in one real-time stream. Gain 360° context on every deal and collaborate instantly. Stop searching, start selling.

Coevera Fields & Forms: Stop adapting to generic CRMs. Customize every field, enforce your sales process with mandatory actions, and get instant Rollup insights. Build the CRM your business needs.

Coevera Geolocation: See your pipeline geographically. Prioritize high-value deals & optimize sales routes with our visual CRM heat map.

Stop wasting time switching apps. Coevera syncs seamlessly with Google Calendar, Contacts, and Tasks. Get real-time, bi-directional updates and a unified sales workflow.

Stop searching and start selling. The Coevera + Google Drive integration links your critical sales documents instantly to your CRM records. Achieve superior document integrity and collaboration for every deal.

Embed your sales playbook in Coevera. Guided Selling turns your process into a dynamic checklist, ensuring every rep follows best practices, boosts velocity, and closes deals faster.

Stop searching for answers and start closing deals. With instant in-app guidance, a vast knowledge base, and direct access to CRM experts, Coevera provides the support you need to focus on your customers.

Coevera's Intelligent Importer stops manual data entry. Import Leads & Opportunities fast. Auto-link to Accounts/Contacts, instantly deduping & validating data. Save templates for recurring lists. Maximize sales time, guarantee data accuracy.

In-App Notifications: Never miss a critical deal update. Get hyper-relevant, real-time alerts instantly when team members change a record you own or watch. Act faster, collaborate better, and close more.

Gain centralized control over integrations with the Automation Hub, complete with analytics and run logs for peak performance.

Stop losing leads! Coevera automates lead capture, qualification, and conversion. Design unlimited custom processes to ensure every inquiry follows an optimized path to sale.

Coevera's Map View transforms your data into an interactive geographic visualization. Instantly see where your revenue lives—and where high-value opportunities are hiding. Beyond lists, beyond charts.

Master your data. Merge duplicate records with Advanced Mode, choosing the best value for every field. Effortlessly unify Accounts & Contacts in Coevera.

Stop switching between apps. Coevera and Microsoft 365 integrate seamlessly, unifying your email, calendar, tasks, and documents for peak productivity and faster deal closing.

Manage your pipeline, contacts, and opportunities with Coevera Mobile for iOS/Android. Access KPIs, scan business cards, log activities, and sync data instantly—even offline. Close deals anywhere.

Coevera’s Multiple Accounts feature lets you map complex corporate hierarchies. See parent-child ownership, aggregate data, and understand the real decision-makers to close bigger, more strategic deals.

Coevera solves the challenge of "Data Overload" with Multiple Form Views. This feature lets you move beyond the static "one-size-fits-all" record layout and create dynamic, role-specific interfaces that adapt to your specific tasks.

Multiple Pipelines: Tailor every workflow. Get custom forms, enforced steps, and specific automation for sales, support, and implementation.

Stop losing deals to lost notes! Coevera’s Voyager AI instantly summarizes communications, extracts action points, and identifies key insights. Reclaim selling time with secure, enterprise-grade AI.

Stop switching apps. Coevera offers deep, bi-directional sync with Microsoft 365 (Outlook, To Do, Word/Excel). Unify your Calendar, Contacts, Tasks, and Email tracking to boost sales efficiency and data accuracy.

Engineer your revenue with Coevera Opportunities. Define custom stages, accelerate sales velocity with time limits, and use accurate Weighting for predictable forecasting.

Opportunity Fitness is a powerful Coevera tool that uses AI (Voyager) and color-coding to assess deal health. It highlights overdue activities (Red), neglected deals (Yellow), and well-managed opportunities (Green), helping sales teams prioritize and managers coach effectively.

Coevera’s Opportunity Tracking is your Deal Command Center. Get a 360-degree view of every deal, forecast revenue accurately, and use Opportunity Fitness to instantly check deal health. Stop guessing, start winning.

Stop guessing! Coevera's Organization Chart gives you a visual blueprint of any account, mapping decision-makers, hidden influencers, and the fastest path to 'Yes.'

Close deals faster. Automate proposals, quotes, & contracts directly from Coevera with the PandaDoc integration.

Stop guessing! Coevera Performance Management delivers unmatched, real-time insights to optimize your pipeline. Boost accountability, identify bottlenecks, and unlock revenue potential with data-driven sales leadership.

Stop flying blind. The Pipeline View gives you a crystal-clear visual map of your sales process. Manage opportunities with drag-and-drop ease, spot stalled deals instantly, and crush your targets with total clarity.

Transform complex sales data into actionable insights instantly. Coevera Pivot Tables offer cross-dimensional analysis, real-time metrics, and drill-down functionality. Analyze opportunities by step, industry, and value—all in one place.

Stop scrolling and start selling. Coevera Profiles let you build custom views, precise filters, and dynamic lists. Gain instant clarity and turn your data into a strategic advantage today.

Coevera Projects integrates delivery and strategy directly into your CRM. Gain total clarity with the Objective and Gantt views. Manage post-sale implementation, Account Plans, and internal initiatives flawlessly. Stop juggling tools.

Quote with precision. Coevera’s Quotes feature streamlines proposal management, controls revisions, and instantly syncs winning products to your Opportunity, accelerating deal closure and ensuring data accuracy.

Reminders automate your sales follow-up system. Get real-time, customizable alerts for tasks and appointments on desktop & mobile. Ensure 100% activity compliance and boost productivity.

Stop guessing your future income. Coevera's Revenue Recognition schedules opportunity and product revenue over time (monthly, quarterly, yearly), giving you unparalleled accuracy for forecasting and reporting.

Coevera + RingCentral: The essential CRM telephony integration. Activate Click-to-Dial via the Automation Hub and close deals faster.

Gain crystal-clear revenue insight with Coevera Forecasting. Stop guessing & start growing! Predict sales with AI-driven confidence.

Coevera's Sales Process is your repeatable path to profit. Build custom pipelines, enforce crucial steps with checklists, and track deal velocity. Stop guessing and start closing with a crystal-clear sales roadmap.

Stop losing deals to missed steps. Coevera’s Sales Task Management gives you a visual command center to automate your sales workflow, guide every action, and close more business.

Identify bottlenecks and spot stalled deals instantly. Coevera’s Sales Velocity tools let you define your ideal pace, visualize momentum, and automate follow-ups to shorten your sales cycle and close more revenue.

Instantly save email attachments and documents to the correct CRM record (Account, Contact, Opportunity). Centralize all vital sales files for maximum efficiency and context without leaving your inbox.

Total Control & Confidence. Coevera offers AES-256 encryption, SAML 2.0 SSO, and granular access controls. Define user roles & data residency to secure your critical sales pipeline and scale without risk.

Send, track, and manage all sales emails directly inside Coevera. Get real-time alerts for opens and clicks. Use Mass Email Reports to instantly follow up with hot leads.

End the file-hunt hassle. Coevera's seamless SharePoint & OneDrive integration lets you attach and access the latest documents directly from any record, ensuring accuracy and boosting team productivity.

Coevera's Calendar and Task Board Views create fully interactive sales workspaces, eliminating missed appointments and lost revenue with real-time alerts and inline editing.

Coevera solves this with Unlimited Custom Fields and advanced Lookup Functionality. We don’t just let you store data; we let you map the dynamic relationships that actually drive your business forward.

CRM Security. Coevera Roles define exactly who sees what and how they interact with it. Set read-only access, restrict shared assets, and mirror your org chart for perfect data integrity and compliance. Scale confidently.

Transform raw CRM data into instant, actionable insights. Build dynamic dashboards, track running totals, and drill down from charts to editable records in real time. Stop guessing. Start leading.

Instantly turn any webpage (like LinkedIn) into actionable CRM data. Web Clipper accelerates prospecting with Smart Clipping, duplicate detection, and direct-to-opportunity creation. Stop manual data entry and start closing deals faster.

Boost sales prep. Integrate live web data (news, reviews, financials) directly into your CRM records. Instant context. Zero tabs.