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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Coevera

    Score8 out of 10
    Mid-Size Companies (51-1,000 employees)
    Coevera is a CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, managers accountable for pipeline, and deals won through consultation. Formerly Pipeliner CRM, the company has built sales software since 2011. Coevera reports 4 weeks to implement, no full-time administrator required, 2 hours to onboard a user, and a lower total cost of ownership. Sales leaders get a forecast they can defend.…

    $1,500

    per month 15 users (minimum)

    Creatio

    Score9.4 out of 10
    N/ACreatio offers an agentic CRM and workflow platform. Its offerings include Creatio Studio, a no-code agentic platform to build applications and AI agents with natural language and visual designers, and a CRM suite with embedded AI agents across Creatio Marketing, Sales, and Service. The platform also includes industry workflows across 19 verticals and a range of marketplace add-ons. Creatio products can be purchased separately or as a unified CRM solution to…

    $10,000

    per year (minimum price for new users)

    Pricing
    CoeveraCreatio
    Editions & Modules
    Business - Full CRM functionality, customization and unique productivity features.
    $100
    per month per user
    Enterprise - Full CRM functionality with advanced reporting, customization and services.
    $130
    per month per user
    Unlimited - Full CRM functionality with advanced reporting, customization and services.
    $165
    per month per user
    Growth
    $25
    per month per user
    Enterprise
    $55
    per month per user
    Unlimited
    $85
    per month per user
    Offerings
    Pricing Offerings
    CoeveraCreatio
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details15 user minimum for all plans. 15% discount for annual billing.Creatio Sales, Creatio Marketing, and Creatio Service are available as add-ons for $15 per month, per user. Creatio AI is included in every tier of the Creatio platform (Growth, Enterprise, and Unlimited). Creatio AI starts at $5,000 per year
    More Pricing Information
    Features
    CoeveraCreatio
    Sales Force Automation
    Comparison of Sales Force Automation features of Coevera and Creatio
    Feature
    Coevera
    9.0
    18 Ratings
    14% above category average
    Creatio
    -
    Ratings
    Customer data management / contact management8.118 Ratings00 Ratings
    Workflow management8.918 Ratings00 Ratings
    Territory management8.916 Ratings00 Ratings
    Opportunity management9.018 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)9.717 Ratings00 Ratings
    Contract management8.816 Ratings00 Ratings
    Quote & order management9.62 Ratings00 Ratings
    Interaction tracking8.917 Ratings00 Ratings
    Channel / partner relationship management9.014 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Coevera and Creatio
    Feature
    Coevera
    9.3
    2 Ratings
    19% above category average
    Creatio
    -
    Ratings
    Case management9.11 Ratings00 Ratings
    Call center management9.11 Ratings00 Ratings
    Help desk management9.62 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Coevera and Creatio
    Feature
    Coevera
    8.6
    19 Ratings
    11% above category average
    Creatio
    -
    Ratings
    Lead management8.919 Ratings00 Ratings
    Email marketing8.22 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Coevera and Creatio
    Feature
    Coevera
    8.8
    19 Ratings
    13% above category average
    Creatio
    -
    Ratings
    Task management8.319 Ratings00 Ratings
    Billing and invoicing management9.11 Ratings00 Ratings
    Reporting9.018 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Coevera and Creatio
    Feature
    Coevera
    8.3
    19 Ratings
    8% above category average
    Creatio
    -
    Ratings
    Forecasting9.019 Ratings00 Ratings
    Pipeline visualization8.319 Ratings00 Ratings
    Customizable reports7.519 Ratings00 Ratings
    Customization
    Comparison of Customization features of Coevera and Creatio
    Feature
    Coevera
    8.3
    19 Ratings
    8% above category average
    Creatio
    -
    Ratings
    Custom fields8.219 Ratings00 Ratings
    Custom objects8.018 Ratings00 Ratings
    Scripting environment9.11 Ratings00 Ratings
    API for custom integration8.117 Ratings00 Ratings
    Security
    Comparison of Security features of Coevera and Creatio
    Feature
    Coevera
    8.2
    18 Ratings
    2% below category average
    Creatio
    -
    Ratings
    Single sign-on capability8.317 Ratings00 Ratings
    Role-based user permissions8.218 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of Coevera and Creatio
    Feature
    Coevera
    8.4
    17 Ratings
    11% above category average
    Creatio
    -
    Ratings
    Social data8.017 Ratings00 Ratings
    Social engagement8.717 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Coevera and Creatio
    Feature
    Coevera
    8.5
    17 Ratings
    12% above category average
    Creatio
    -
    Ratings
    Marketing automation7.917 Ratings00 Ratings
    Compensation management9.11 Ratings00 Ratings
    Platform
    Comparison of Platform features of Coevera and Creatio
    Feature
    Coevera
    8.2
    17 Ratings
    7% above category average
    Creatio
    -
    Ratings
    Mobile access8.217 Ratings00 Ratings
    Low-Code Development
    Comparison of Low-Code Development features of Coevera and Creatio
    Feature
    Coevera
    -
    Ratings
    Creatio
    8.5
    37 Ratings
    3% below category average
    Platform Security00 Ratings8.035 Ratings
    Platform User Management00 Ratings9.037 Ratings
    Reusability00 Ratings9.035 Ratings
    Platform Scalability00 Ratings8.036 Ratings
    Best Alternatives
    CoeveraCreatio
    Small Businesses
    Salesflare
    Score10 out of 10
    No answers on this topic
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Quixy
    Score9.9 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    No answers on this topic
    All AlternativesView all alternativesView all alternatives
    User Ratings
    CoeveraCreatio
    Likelihood to Recommend
    9.0
    (20 ratings)
    8.0
    (59 ratings)
    Likelihood to Renew
    9.1
    (1 ratings)
    9.9
    (4 ratings)
    Usability
    9.7
    (10 ratings)
    9.0
    (40 ratings)
    Availability
    -
    (0 ratings)
    9.1
    (1 ratings)
    Performance
    -
    (0 ratings)
    7.3
    (1 ratings)
    Support Rating
    8.9
    (10 ratings)
    10.0
    (38 ratings)
    Online Training
    -
    (0 ratings)
    8.2
    (1 ratings)
    Implementation Rating
    -
    (0 ratings)
    9.6
    (2 ratings)
    Configurability
    -
    (0 ratings)
    9.1
    (1 ratings)
    Ease of integration
    -
    (0 ratings)
    9.1
    (1 ratings)
    Product Scalability
    -
    (0 ratings)
    8.2
    (1 ratings)
    Vendor post-sale
    -
    (0 ratings)
    9.1
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    9.1
    (1 ratings)
    User Testimonials
    CoeveraCreatio
    Likelihood to Recommend
    Coevera
    Pipeliner CRM is very flexible, easy to work with, data capturing is at [its] best, its integration to other major software’s and it aids in the monitoring of the core work process. One distinctive feature is it is very easy to learn without extensive training. This really helps in the [execution] of the task in our organization.
    Read full review
    Creatio
    Creatio is well suited in following scenarios: Complex Business process modelling and automation, Low code No code development which is best for efficient timelines, customized reporting and dashboarding, seamless integration with other technologies. Scenarios where Creatio is less appropriate: Solutions which require high cutomizations on the frontend side as this can be done by javascript modifications but it increases the load on the page and slows it down.
    Incentivized
    Read full review
    Pros
    Coevera
    • Clear and easy visualisation of Sales Process
    • Great capability in reporting both in-app with 'filter' and reporting module built-in is easy to use
    • Reporting into pivot table is also easy and very useful
    • Mobile app has always been very good and easy to use since 2015
    Read full review
    Creatio
    • Creatio's client success team is super. The team is collaborative, solution-oriented, and client-driven. We have weekly meetings with the team. They show up prepared with solutions/ideas to business requests and they are clearly engaged.
    • Creatio's infrastructure team has been critical to our ability to execute our cloud strategy. They have worked with us to set up our testing and production environments within Azure, assisted in testing, and are responsive and flexible to our unique requirements.
    • Creatio has been very flexible to requests for customization. We have taken their low-code out-of-the-box solution and "Ringlerized" it. The benefit for us is an application that meets our niche business needs.
    Read full review
    Cons
    Coevera
    • The product development team at Pipeliner CRM always seems to be a step or two ahead of what I'm experiencing. Therefore they've already addressed improvements I could have suggested. They are really in touch with their users and overall user experience.
    Read full review
    Creatio
    • When we started using Creatio in 2022 the new user interface had just been released and did not include all the features we needed; however, we used a more classic user interface and were still satisfied with the results.
    • The ability to capture a digital signature directly within the application was missing in the base system; however, Creatio connected us with a partner that provided a solution for this specific situation.
    Read full review
    Likelihood to Renew
    Coevera
    Currently the company is using the Pipeliner CRM because we believe it is a tool that puts the customer as the main focus of business processes in order to understand and anticipate their needs, and then serve them in the best way.
    Read full review
    Creatio
    We have always used a CRM and Creatio has proven to be much more effective in meeting our needs than our previous provider. Its customizability will allow us to adapt this product as our business may change in the future.
    Incentivized
    Read full review
    Usability
    Coevera
    I gave that rating level because it reflects both my satisfaction and expectations about PipelinerCRM.Plus, the adoption rate of this software. I mean the usability rate is very low. It just takes, for learning, a couple of hours less than three days roughly. Return on time investment is low also.
    Read full review
    Creatio
    Because it is so easy to use and navigate through - even the most technophobic people in our company are using it on a regular basis. It is easy to change around and switch through different sections and keep neat and tidy.
    Read full review
    Reliability and Availability
    Coevera
    No answers on this topic
    Creatio
    Other than the daily maintenance window where the server may be inaccessible for a few minutes, there have been no issues with accessing our Creatio site. The daily maintenance window is outside normal business hours so it does not affect our Users - just myself when I am looking to implement changes.
    Incentivized
    Read full review
    Performance
    Coevera
    No answers on this topic
    Creatio
    Some Users have reported slow responses from the server at times which seems to be localized. Users are based across four different time zones and the issue is intermittent.
    Incentivized
    Read full review
    Support Rating
    Coevera
    The support from Pipeliner CRM is superb; they have instant customer support and they are on time. They also give enough knowledge of sales and other material for the knowledge. They also have AI in the support by talking with customer support directly from the web or app and so on.
    Read full review
    Creatio
    The people at the Creatio offices world wide are very friendly, patience and always happy to help. I have a huge respect for them, especially the people that were based in the Ukraine. Still in these strange times they always keep the focus on the customer, where we would have totaly understanded it if it was any different. So huge compliments to the whole team, keep up the energy and the good work
    Read full review
    Online Training
    Coevera
    No answers on this topic
    Creatio
    Most of the roadblocks to learning were not discovered until the users were actually in the system using it on a day to day basis. Our Customer Success Manager has offered to setup additional training sessions as needed to close the gaps in our learning. Some areas which required some additional training are setting up filters, dashboards, and generating reports.
    Incentivized
    Read full review
    Implementation Rating
    Coevera
    No answers on this topic
    Creatio
    The project manager for our implementation was great to work with and took the time to understand our business. We felt very comfortable going into the project with a reasonable scope of work to provide us with a functional version of Creatio to meet our needs. Unfortunately, we came across multiple challenges with this partner in their deliverables and timelines. Thankfully Creatio was able to provide support resources to ensure we were able to launch. We have since changed partners for our third-party support.
    Incentivized
    Read full review
    Alternatives Considered
    Coevera
    The most important reason for selecting pipeliner CRM:-exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly. Users can easily customize what they see to make the system their own. Best user interface & fast to learn.
    Incentivized
    Read full review
    Creatio
    The user-friendliness of Creatio was a big selling point along with the low-code initiatives, both of which were important to our business. With Salesforce, unlimited wasn't really unlimited. You couldn't deploy an on-site instance and the overall cost of the system far outweighed the ROI. These are all things Creatio offers, out-of-the-box.
    Read full review
    Scalability
    Coevera
    No answers on this topic
    Creatio
    I can see the promise of how it can be customized to other aspects of our business.
    Incentivized
    Read full review
    Return on Investment
    Coevera
    • As a VisualCRM tool, our clients sales teams seem to accelerate their deal closes.
    • The visual tools allow those "no good deals" to be spotted and resource usage limited.
    • A great tool to manage those "pipelines" within the company. A pipe is really a series of actions that constitute a planned result.
    Read full review
    Creatio
    • We went from manually processing Work Orders into Invoices once a day - representing significant impact to turn around speeds - to submitting automatically in real time, eliminating a great deal of human transcription errors and freeing up a great deal of operations time
    • Custom Implementation automation in Creatio has eliminated 4-6 hours of configuration work per sale in comparison to our old manual methods
    Read full review
    ScreenShots

    Coevera Screenshots

    Screenshot of Coevera CRM — A sales enablement tool focused  on pipeline management, sales process & analytics.Screenshot of Can be used with email such as MS Outlook, gmailScreenshot of The pipeline view, to review and forecast sales, manage revenue risk, collaborate with a sales teamScreenshot of Coevera CRM opportunity viewScreenshot of Analytics: analyse win/loss rates, review sales person/team/territory performance, set key sales metrics & goals, leading & lagging indicatorsScreenshot of Visual Sales Tool: designed to cut through the noise, focuses on high value activities, everything in one place (no need for multiple tools)

    Creatio Screenshots

    Product screenshotProduct screenshotProduct screenshotProduct screenshotProduct screenshotProduct screenshot