Coevera vs. Microsoft 365 Copilot

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.

I highly recommend its usage in Teams meetings to prepare a session transcript, meeting minutes,
next steps and recognize speech by person. Also within the meeting recording, there is separation between the people talking at the time. The Copilot image creation is very accurate and useful to
customize my PowerPoint presentations and other documents

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

• Good analysis of the ticket system at the service desk, so that this can be anticipated properly
• For the management of IT environments, quick examples of scripting for desired solutions
• For consultants and managers, they co-pilot a technical report into language understandable to a non-technical client, including a visual summary.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

• 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.

• The quality of image generation in Microsoft Copilot could be improved. Compared to other AI platforms, Copilot's images often fall short in quality and frequently contain typos.
• When generating agents and chatbots, Microsoft Copilot currently doesn't appear to support file download functionality.
• The email reply function is useful, but the responses can sometimes be overly elaborate. It would be helpful to have more options for adjusting the tone.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

Absolutely!!! I have a high regard for the product and will use it for years to come.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

I give this rating because of the utilization I do with the product and the level security it provides which is very good. In our organization it is best suited as we have all other Microsoft tools with us. The offering made by Microsoft is great, I gave 9 out of 10 as sometimes it hallucinates as well.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

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.

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We needed a tool where secure data was not submitted to servers to process as we have some health care related data to keep private. We also needed to be able to test this tool without committing first to see if it is a fit and Microsoft provided this easily to us.

• 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.

• It is too early to tell at the moment but I can see it as a positive moving forward
• The amount of time saved in creating content will be a huge asset for faculty
• The same holds true for students as they to will be able to safe a lot of time

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info