Vendor page — Pipeliner CRM

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Facts read from this source

• Positioning Report an error

  “Coevera, formerly Pipeliner CRM, is a visual-pipeline B2B sales CRM with built-in AI.”

• Pipeline views Report an error

  “Multiple pipeline views — Kanban, list, chart, bubble, map”

• Drag drop pipeline Report an error

  “Drag-and-drop deal management across custom stages”

• No code automation Report an error

  “No code automation — set up in minutes”

• Voyager AI tools Report an error

  “A collection of free AI tools — Email creation, Document searches, Opportunity Summary, Call Summary to assist your team and free-up your time”

• Voyager agents Report an error

  “A collection of Agents for Call Preparation, Contextual Guidance, creating Reports, Automations, and Forms”

• Voyager super agent Report an error

  “Full function, interactive AI Super Agent — coordinates all Agents and crosses all entities”

• Voyager approvals Report an error

  “Voyager shows its reasoning and asks before it acts”

• Mcp server Report an error

  “Public beta · Claude and ChatGPT connectors · any other MCP-compatible assistant through the Custom MCP Connector”

• Mcp activation Report an error

  “It is in public beta and is activated on request in the Automation Hub.”

• Sales pop integration Report an error

  “1,600+ Sales POP! episodes powering contextual advice”

• Target audience Report an error

  “Coevera is built for B2B sales organizations of 15 to 2,500 sellers”

• Rename Report an error

  “Yes. Pipeliner CRM was renamed Coevera in 2026. It’s the same company (Pipelinersales Corporation), the same platform, and the same customer base under a new name.”

• Trial Report an error

  “Yes — 14-day free trial with full access to all features including Voyager AI. No credit card required.”

• Demo available Report an error

  “You can also book a personalized demo with our team.”

• Count Report an error

  “200+ integrations available — see all”

• Migration sources Report an error

  “we support automated migration from Salesforce, HubSpot, Pipedrive, Zoho, and most major CRMs”

• Booster coexistence Report an error

  “Where Salesforce or Microsoft is entrenched company-wide, the Coevera Booster runs alongside it for the sales team only.”

• ISO 27001 Report an error

  “Coevera is ISO/IEC 27001 certified, hosted on AWS with end-to-end encryption.”

• GDPR Report an error

  “We comply with GDPR, and your data is never used to train AI models.”

• Data ownership Report an error

  “You own your data, always.”

• Entity Report an error

  “© 2026 Pipelinersales Corporation All rights reserved. Coevera™ is a trademark of Pipelinersales Corporation”

• Voyager capabilities Report an error

  “It drafts emails, summarizes calls and opportunities, prepares you for meetings, scores deal risk, and builds reports”

1 fact read from this page is not shown because it could not be confirmed on the page as captured.

Scores citing this record

• The Data Protection Officer Pricing transparency
• The Data Protection Officer Pipeline & forecasting
• The Data Protection Officer Automation & workflows
• The Data Protection Officer Integrations & API
• The Data Protection Officer European sovereignty
• The Data Protection Officer Import, export & exit
• The Migrator Pipeline & forecasting
• The Migrator Automation & workflows
• The Migrator Integrations & API
• The Migrator European sovereignty
• The Migrator Import, export & exit
• The RevOps Integrator Import, export & exit
• The Sales Ops Lead Pricing transparency
• The Sales Ops Lead Pipeline & forecasting
• The Sales Ops Lead Automation & workflows
• The Sales Ops Lead Integrations & API
• The Sales Ops Lead European sovereignty
• The Sales Ops Lead Import, export & exit
• The Skeptic Pricing transparency
• The Skeptic Pipeline & forecasting
• The Skeptic Automation & workflows
• The Skeptic Integrations & API
• The Skeptic Import, export & exit
• The Solo Seller Pricing transparency
• The Solo Seller Pipeline & forecasting
• The Solo Seller Automation & workflows
• The Solo Seller Integrations & API
• The Solo Seller European sovereignty
• The Solo Seller Import, export & exit