One Platform. Everything Connected.
No modules to bolt together. Every component works as part of a single, unified system.
The Most Visual CRM on Earth — Now with AI
For 15 years, Coevera has been perfecting what no one else has even attempted: making your entire sales pipeline visible, intuitive, and actionable at a glance.
shield_personNo dedicated admin required — Set up your pipeline in minutes. Customize it yourself.
Drag-and-drop deal management that feels natural. Move opportunities between stages, update values, and reassign owners — all from the visual pipeline. No forms, no page reloads.
Multiple pipeline views — Kanban, list, compact, chart, bubble, and map — all showing live data. Switch between views instantly to match how you think, whether you’re in a deal review or a board meeting.
Custom stages, fields, and workflows that adapt to how you actually sell. Build multiple pipelines for different products, regions, or teams — each with its own logic and automation.
Real-time collaboration with zero sync delays. Shared views, activity feeds, and deal notes keep everyone aligned — from reps in the field to managers reviewing the forecast.
“I love that I’m not stuck to whatever a CRM company built.”
— EMCS
AI That Collaborates, Not Just Automates
Meet Voyager — your team’s AI sales partner. It doesn’t replace your judgment. It sharpens it.
Sales Intelligence
Voyager IA collection of free AI tools — Email creation, Document searches, Opportunity Summary, Call Summary to assist your team and free-up your time.
Agent Collaboration
Voyager IIA collection of Agents for Call Preparation, Contextual Guidance, creating Reports, Automations, and Forms.
AI Assistant
Voyager IIFull function, interactive AI Super Agent — coordinates all Agents and crosses all entities.
Real Time Sales Assistant
Voyager II1,600+ Sales POP! episodes powering contextual advice.
Voyager shows its reasoning. It asks before it acts. It learns when you correct it.
Automate 80% of Your Admin Work — Without Writing a Line of Code
Example: When a deal moves to Stage 3, auto-assign tasks, notify the team, and update the forecast. No developer needed.
Drag-and-drop logic: trigger → action → result. Build automations visually without touching code.
Connects Coevera to email, calendar, API, Webhooks, marketing tools, and 200+ apps without middleware.
The same visual, no-code automation builder, with no separate developer tier and no middleware required.
Auto-assign tasks, update forecasts, notify stakeholders, and trigger follow-ups based on real deal activity.
“Rich in features and yet so adaptable… usually requires a full staff to maintain. Not the case with Coevera.”
— Crestcom
Know Every Relationship. See Every Connection.
Not just contacts — relationship intelligence. See who influences whom inside a target account and navigate complex B2B deals.
Org charts, relationship maps, account health scoring, white space, and multi-stakeholder tracking for complex deals.
Activity history, deals, communications, notes, and AI-enriched insights — all in a single screen.
See the decision-making structure inside enterprise accounts at a glance. Know who holds the power.
AI-powered contact and company data enrichment keeps records current without manual entry.
“We now have a single source of truth for all our information.”
— Tenaska
Real-Time Intelligence. Predictable Revenue.
Everything you need to run your revenue team — built in. No need for Tableau. No additional licenses. No data warehouse.
Real-time pipeline health, activity tracking, team performance — what’s happening right now across your entire organization.
Win/loss analysis, cycle time trends, conversion rates by stage, rep, and source — the intelligence behind why things are happening.
AI-powered revenue forecasting, deal risk scoring, pipeline coverage analysis — know what’s going to happen before it does.
“It allowed us to understand what we should focus on and how we should allocate our resources.”
— Choice Hotels
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The Only CRM That Teaches You How to Sell
1,600+ episodes of world-class sales expertise. Sales POP!, evolving to The Collaborator under Coevera — integrated directly into the CRM workflow through Voyager AI.
When a rep is stuck on a deal, preparing for a call, or learning a new methodology — Voyager draws on The Collaborator’s knowledge base to deliver expert assistance at the point of impact.
Content dimensions: Strategy, psychology, negotiation, AI adoption, leadership, storytelling — every facet of modern selling.
“Other CRMs have training portals. Those teach you the software. The Collaborator teaches you the craft of selling — and Coevera is where that knowledge comes alive in your daily work.”
— The Coevera Difference
Integrations, Mobile & Platform
Your data processed in your secure AWS environment. Never used to train AI models.
200+ Apps. Zero Middleware.
Connect Coevera to your existing stack without IT overhead. Microsoft, Google, Zapier, and vertical-specific tools — all with bi-directional sync.
- Automation Hub for easy discovery and one-click activation
- Bi-directional sync keeps data consistent across platforms
- Email, calendar, and marketing tool integration out of the box
- Zapier and open API for anything custom
Ready to See What 15 Years of Innovation Looks Like?
No credit card. No admin setup. Your pipeline running in 30 minutes.
Every plan includes Voyager I and full platform access. Voyager II and Automatizer are available as add-ons.
