Pipeliner CRM

What do you like best about the product?

I like the overview and the clearly structured pipeline. It makes everything easy to follow up on.

What do you dislike about the product?

We work with a German version, and up to now some things still aren’t translated properly, which isn’t great. I also have an issue with recurring appointments that keep coming back in my calendar every day. It may sound OK, but it’s not OK when, for example, birthdays that are in my calendar show up every single day. It might make people happy to have daily reasons to celebrate, but in the context of a CRM, this is not acceptable.

What problems is the product solving and how is that benefiting you?

It solves my problem of forgetting to stay in touch with prospects. It supports me in sending mailings to leads, and it makes it easy to build a "history" of my interactions and follow-ups.

What do you like best about the product?

Customization, interface, reporting, API, and overall UX/UI.

What do you dislike about the product?

No significant issue to my knowledge. A great platform with no drawbacks.

What problems is the product solving and how is that benefiting you?

I found other platforms too cumbersome to customize and to use. It's possible to start small and grow with the platform.

What do you like best about the product?

I like Coevera’s advanced, intuitive UX, especially the interface. It gives me constancy and precision, and the initial setup was really easy.

What do you dislike about the product?

Nothing

What problems is the product solving and how is that benefiting you?

I use Coevera to follow opportunities with constancy and precision.

What do you like best about the product?

It’s the flexibility for me. There are so many options for managing Sales, and I can adjust the forms and templates exactly to my expectations.

What do you dislike about the product?

Some sophisticated mechanisms are difficult to understand, e.g. Lead scoring.

What problems is the product solving and how is that benefiting you?

It helps me manage every step of the sales process and handle after-sales service as well.

What do you like best about the product?

I like being able to organize my day by tasks

What do you dislike about the product?

It can be difficult to search for accounts

What problems is the product solving and how is that benefiting you?

Helping me plan my day with their tasks. Allows me to be more efficient

What do you like best about the product?

easy to use, detailed information, reports

What do you dislike about the product?

Opportunity number could also be included in report tabs

What problems is the product solving and how is that benefiting you?

A good tool for CRM, sales stages are visible

What do you like best about the product?

it helps keeping track of every move in the sales process

What do you dislike about the product?

It can take some time to get used to the filters engine

What problems is the product solving and how is that benefiting you?

it helps me see my team's activity as well as mine. The benefit, less reporting from them and better meetings

What do you like best about the product?

I love the Voyager AI smart fields in Coevera that auto-fill stakeholder context for our industrial component deals, which cuts down tedious manual note work. The MCP AI connector is also a favorite since it allows us to query CRM datasets without needing bulky CSV exports. I value the custom dashboards that support our quarterly forecasting, and being able to track opt-out logs and audit trails helps us manage prospect PII under CCPA privacy rules effectively.

What do you dislike about the product?

I find that during our busy quarterly forecasting windows, the MCP AI connector sometimes returns lagged dataset responses, which can be frustrating. Also, certain complex lead-routing logic lacks fine-tuning controls, making it difficult to optimize. I've noticed that Zapier syncs occasionally drop partial deal metadata, which disrupts our workflow.

What problems is the product solving and how is that benefiting you?

I find Coevera’s Voyager AI auto-populates fields, reducing my manual note-taking and messy records. It simplifies our B2B sales pipelines and forecasting while ensuring CCPA compliance with my management of opt-out logs and audit trails.

What do you like best about the product?

I've used enough CRMs over the years to develop a bit of a love-hate relationship with them. Most of the time they end up feeling like an administrative chore: updating opportunities, filling out fields, logging activities, and generating reports for someone else. Coevera is different. The information is easy to access, and the UI is straightforward enough that I never felt like I was fighting the system to find what I needed. The workflow automation tools were also a pleasant surprise. Not because I wanted to automate everything, but because they helped me stop wasting time on repetitive tasks that added very little value. I found out through research that Coevera is not just a CRM. The company invested in merging business management with professional development for salespeople via content, training, and continuous support tools. Not something I see frequently in this market.

What do you dislike about the product?

Coevera brings a lot more value to active sales teams than to companies that simply need a place to store contacts. If all you're looking for is a digital address book, you're probably not going to take full advantage of what the platform offers.

What problems is the product solving and how is that benefiting you?

For a long time, there was a strange disconnect between our technical team and the sales team. When customer requests came through, we often received only the final summary without really understanding the account history, previous conversations, or how the need had originated in the first place. It wasn't a major problem, but it did create situations where we were building solutions without having the full picture. As we started using Coevera more consistently, I found myself checking it more and more before getting involved in certain initiatives. What I originally saw as a sales tool gradually became a valuable source of context. More than once, I came across important account details, recurring customer needs, or previous conversations that had never made it into tickets or technical meetings. That's what I ended up valuing the most. It didn't help me write better code or develop features faster. What it did help me do was better understand why we were building certain things, and when you understand the business problem behind a request, you usually make better technical decisions.

What do you like best about the product?

I appreciate Coevera's simplified, field-friendly design built specifically for small service teams like ours. Its straightforward client profile layout is my top favorite feature, as it only includes fields we actually need without unnecessary sales automation modules. I love how easily it pairs with my field survey workflow, allowing me to quickly add concise result notes into Coevera from my mobile device during travel breaks. There's no complicated import setup required. Another big plus is its customizable reminder functionality tied to individual client accounts, which helps keep my team on track with follow-up reminders for medical device compliance.

What do you dislike about the product?

As part of our standardized compliance workflow for US medical device servicing, we roll out updated annual re-inspection timelines across dozens of regional healthcare clinics every year. Currently, I’m forced to access each client’s profile separately to revise follow-up reminder deadlines and service classification tags one entry at a time. For instance, when refreshing the yearly inspection calendar for roughly 30 scattered outpatient facilities across Indiana and Illinois, this one-by-one manual adjustment eats up several hours of repetitive admin work that could otherwise go toward on-site field data collection with ArcGIS Survey123. Introducing native bulk editing for scheduled tasks and client labeling would drastically cut redundant manual updates and streamline our recurring compliance planning tasks.

What problems is the product solving and how is that benefiting you?

Coevera centralizes our client records, eliminates follow-up gaps, prevents missed re-inspection deadlines, and simplifies quarterly reporting. It saves time on visit preparation, connects field surveys to CRM, ensures compliance, and streamlines data aggregation.