
Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining.
Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious.
Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses.
Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible.
Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document.
Automatizer — no-code workflow automation your own ops team builds and changes.
Reporting and forecasting built in — no BI licence required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data.
Three editions at three price points — $85, $115 and $150 per user per month. Implementations run in weeks, not quarters. Served markets: United States, Canada, the Un
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Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.
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Now Commerce
Now Commerce is a web-based B2B eCommerce portal seamlessly integrated with QuickBooks. It empowers wholesalers, manufacturers, and distributors to efficiently manage orders from their wholesale customers through a single, intuitive dashboard.
As orders are received, they are automatically synchronized with QuickBooks, eliminating the burden of manual order entry. Compatible with both QuickBooks Desktop and QuickBooks Online.
Now Commerce offers flexible modules that can be used independently or combined to craft a tailored B2B eCommerce solution.
B2B CUSTOMER PORTAL - Allow your wholesale customers to conveniently place orders online.
SALES REP PORTAL - Let your sales representatives enter orders online for their designated accounts and deliver exceptional customer service from any location.
SHIPMENTS MANAGER - Efficiently dispatch shipment requests from QuickBooks to your 3PL provider or in-house shipping software, while also recording confirmations of completed shipments.
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BizAutomation
BizAutomation automates your ENTIRE business without any of the "Good, Better, Best", "Sell by the App", or "Teaser Pricing" shinanigans so prevelant with Big Tech software these days.
If you like where this is going, take a look at our cloud business suite, the most comprehensive in the industry. It includes:
Operations management, ERP, Order Management with Shipping & Fulfillment, Procurement, Accounting (no need for QuickBooks), Warehouse Management, Inventory Management, Ecommerce, MRP, and Workflow Automation, all wrapped up in a single cloud suite designed exclusively for growing small businesses.
We're a transparent U.S. based family owned software company with old fashioned values that gets directly involved in our customer's success... Meaning we're a "customer" not "consultant partner" first advocate.
If you're a wholesale distributor, retailer, have a shop flor where you assemble or manufacture, or are some combination of all these, you just might find that we're the perfect fit.
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