How It Works

Live in four weeks, not two quarters

Three steps, run with our migration team.

cloud_upload
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.

auto_fix_high
02

Automate & Optimize

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

trending_up
03

Close & Grow

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

calendar_month

See Coevera in Action

We'd love to show you how Coevera transforms the way your sales team works.

In a personalized demo, our team will walk you through the visual pipeline, Voyager AI assistant, and no-code automation — tailored to what matters most to your business.

The more you tell us about your goals, the more relevant your demo will be. After you submit, we'll reach out to find a time that works.

schedule30-minute personalized walkthrough
tuneFocused on your specific use case
handshakeNo obligation, no pressure

Enter numbers only with no spaces, dashes or parenthesis

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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
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
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
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