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October 14th, 2025
Custom Fields
Tailor Coevera with Custom Fields. Capture unique data, automate calculations, and enforce your specific sales process.
May 5th, 2022
Opportunity Fitness
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.
February 18th, 2021
Web Clipper
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.
February 18th, 2021
Bulk Operations
Bulk Operations: Instantly update hundreds of CRM records. Reclaim hours, ensure data accuracy, and accelerate your sales team's productivity.
February 18th, 2021
BI Feeder
Unleash Coevera data! Export to Tableau, Power BI (Business Intelligence), & more for custom reports. Fast, secure, and refreshed daily.
February 18th, 2021
Microsoft
Stop switching between apps. Coevera and Microsoft 365 integrate seamlessly, unifying your email, calendar, tasks, and documents for peak productivity and faster deal closing.
February 18th, 2021
Importing Leads
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.
February 18th, 2021
Automatizer
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.
August 17th, 2018
Sales Process
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.