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