Custom Views
Instantly create, save, and share views tailored to any sales role or goal. Filter deals by team, target, and status. Stop sifting, start selling.
Instantly create, save, and share views tailored to any sales role or goal. Filter deals by team, target, and status. Stop sifting, start selling.
Bulk Operations: Instantly update hundreds of CRM records. Reclaim hours, ensure data accuracy, and accelerate your sales team's productivity.
Unleash Coevera data! Export to Tableau, Power BI (Business Intelligence), & more for custom reports. Fast, secure, and refreshed daily.
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.
Stop switching between apps. Coevera and Microsoft 365 integrate seamlessly, unifying your email, calendar, tasks, and documents for peak productivity and faster deal closing.
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.
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.
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.
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.