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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
Email Tracking
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.
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.
August 17th, 2018
User Access Permissions
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.
August 17th, 2018
Template Designer
Automate workflows, craft personalized emails, and generate instant proposals. The Coevera Template Designer streamlines your sales operations so you can focus on closing deals.
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.
August 16th, 2018
Sales Task Management
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.