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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Coevera

    Score8 out of 10
    Mid-Size Companies (51-1,000 employees)
    Coevera (formerly Pipeliner CRM) is a sales enablement tool focusing on pipeline management, sales processes, and analytics designed to empower sales professionals. It provides a visual sales process, profiles, and charts, all of which aim to help users take the right actions with their buyers and even helps identify key contacts within an organization. The CRM is available in three versions: Starter, Business & Enterprise. The vendor offers…

    $65

    Trello

    Score8.2 out of 10
    N/ATrello from Atlassian is a project management tool based on a Kanban framework. Trello is ideal for task-management in a to-do list format. It supports sharing boards and cards across users or teams. The product offers a free version, and paid versions add greater automation, collaboration, and administrative control.

    $6

    per month per user

    Pricing
    CoeveraTrello
    Editions & Modules
    STARTER - Basic sales management, tracking and collaboration
    $65.00 per user per month
    STARTER - Basic sales management, tracking and collaboration
    $65 per user per month
    BUSINESS - Full CRM functionality, customization and unique productivity features.
    $85 per user per month
    ENTERPRISE - Full CRM functionality with advanced reporting, customization and services.
    $115 per user per month
    UNLIMITED - Full CRM functionality with advanced reporting, customization and services.
    $150 per user per month
    UNLIMITED - Advanced CRM functionality including advanced features
    $150 per user per month
    Standard
    $6
    per month per user
    Premium
    $12.50
    per month per user
    Enterprise
    $17.50
    per month per user
    Free
    Forever Free
    Offerings
    Pricing Offerings
    CoeveraTrello
    Free Trial
    YesNo
    Free/Freemium Version
    YesYes
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—A discount is offered for annual billing and for larger numbers of users.
    More Pricing Information
    Features
    CoeveraTrello
    Sales Force Automation
    Comparison of Sales Force Automation features of Coevera and Trello
    Feature
    Coevera
    9.0
    18 Ratings
    14% above category average
    Trello
    -
    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 Trello
    Feature
    Coevera
    9.3
    2 Ratings
    19% above category average
    Trello
    -
    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 Trello
    Feature
    Coevera
    8.6
    19 Ratings
    11% above category average
    Trello
    -
    Ratings
    Lead management8.919 Ratings00 Ratings
    Email marketing8.22 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Coevera and Trello
    Feature
    Coevera
    8.8
    19 Ratings
    13% above category average
    Trello
    -
    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 Trello
    Feature
    Coevera
    8.3
    19 Ratings
    8% above category average
    Trello
    -
    Ratings
    Forecasting9.019 Ratings00 Ratings
    Pipeline visualization8.319 Ratings00 Ratings
    Customizable reports7.519 Ratings00 Ratings
    Customization
    Comparison of Customization features of Coevera and Trello
    Feature
    Coevera
    8.3
    19 Ratings
    8% above category average
    Trello
    -
    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 Trello
    Feature
    Coevera
    8.2
    18 Ratings
    2% below category average
    Trello
    -
    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 Trello
    Feature
    Coevera
    8.4
    17 Ratings
    11% above category average
    Trello
    -
    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 Trello
    Feature
    Coevera
    8.5
    17 Ratings
    12% above category average
    Trello
    -
    Ratings
    Marketing automation7.917 Ratings00 Ratings
    Compensation management9.11 Ratings00 Ratings
    Platform
    Comparison of Platform features of Coevera and Trello
    Feature
    Coevera
    8.2
    17 Ratings
    7% above category average
    Trello
    -
    Ratings
    Mobile access8.217 Ratings00 Ratings
    Project Management
    Comparison of Project Management features of Coevera and Trello
    Feature
    Coevera
    -
    Ratings
    Trello
    8.4
    223 Ratings
    9% above category average
    Task Management00 Ratings9.5223 Ratings
    Resource Management00 Ratings9.2186 Ratings
    Gantt Charts00 Ratings7.374 Ratings
    Scheduling00 Ratings8.8169 Ratings
    Workflow Automation00 Ratings8.1143 Ratings
    Team Collaboration00 Ratings8.8219 Ratings
    Support for Agile Methodology00 Ratings8.9148 Ratings
    Support for Waterfall Methodology00 Ratings7.8116 Ratings
    Document Management00 Ratings8.2160 Ratings
    Email integration00 Ratings7.4147 Ratings
    Mobile Access00 Ratings9.2193 Ratings
    Timesheet Tracking00 Ratings8.989 Ratings
    Change request and Case Management00 Ratings8.6103 Ratings
    Budget and Expense Management00 Ratings7.374 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Coevera and Trello
    Feature
    Coevera
    -
    Ratings
    Trello
    6.6
    73 Ratings
    15% below category average
    Quotes/estimates00 Ratings7.250 Ratings
    Invoicing00 Ratings6.643 Ratings
    Project & financial reporting00 Ratings6.859 Ratings
    Integration with accounting software00 Ratings5.845 Ratings
    Best Alternatives
    CoeveraTrello
    Small Businesses
    Salesflare
    Score10 out of 10
    Any.do
    Score8 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    KanbanFlow
    Score7.3 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Microsoft To Do
    Score7.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    CoeveraTrello
    Likelihood to Recommend
    9.0
    (20 ratings)
    9.3
    (223 ratings)
    Likelihood to Renew
    9.1
    (1 ratings)
    9.9
    (6 ratings)
    Usability
    9.7
    (10 ratings)
    9.3
    (61 ratings)
    Availability
    -
    (0 ratings)
    10.0
    (1 ratings)
    Performance
    -
    (0 ratings)
    10.0
    (1 ratings)
    Support Rating
    8.9
    (10 ratings)
    9.9
    (81 ratings)
    In-Person Training
    -
    (0 ratings)
    10.0
    (1 ratings)
    Implementation Rating
    -
    (0 ratings)
    8.0
    (2 ratings)
    Configurability
    -
    (0 ratings)
    5.0
    (1 ratings)
    Product Scalability
    -
    (0 ratings)
    10.0
    (1 ratings)
    Vendor post-sale
    -
    (0 ratings)
    10.0
    (1 ratings)
    User Testimonials
    CoeveraTrello
    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
    Atlassian
    For teams or individuals with lots of individual tasks/details to track, Trello is perfect! It basically removes the need for a paper checklist. For those that need an overall project management tool that requires less tasks and more overarching goals, collaboration amongst various teams, and gantt charts I would suggest monday.com
    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
    Atlassian
    • Helps track employees "to do before hire", "to do after hired," and "to do when employee leaves"
    • Provides important information on each employee like personal information along with data collected during the time of hire and during employment time
    • Allows more than one person to be assigned to a task per employee and will remain open until everyone involved has completed their task
    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
    Atlassian
    • I use colour coding a lot so I would like a wider range of colour options.
    • Also as a visual thinker I would like to be able to easily add images to cards.
    • I would like to be able to attach a wider range of file formats to cards.
    Incentivized
    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
    Atlassian
    I am very likely to renew Trello, because it doesn't cost anything to do so. I am also very likely to use Trello's upgraded features in the future because a lot of my team's data is stored on there and they have already gotten used to the platform. Trello is very easy for new team members to pick up, making the onboarding and usability very streamlined.
    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
    Atlassian
    Trello is incredibly intuitive, both on desktop and mobile right away. It is also full of helpful features that make it even easier to use, and is flexible enough to suit almost any organizational need. Onboarding for the software is thorough, but concise, and the service is frequently updated with even more QOL improvements.
    Incentivized
    Read full review
    Reliability and Availability
    Coevera
    No answers on this topic
    Atlassian
    yes always support available when I need it!
    Read full review
    Performance
    Coevera
    No answers on this topic
    Atlassian
    Never experienced issues with the above!
    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
    Atlassian
    I haven't reached out to their support very often and their support is very limited anyway for the free users. They do have tons of great articles and videos in their Help Center and constantly send emails with updates and add-ons to the product. The fact that I've barely ever had to contact their support team means that they've developed a great product.
    Incentivized
    Read full review
    In-Person Training
    Coevera
    No answers on this topic
    Atlassian
    It was helpful and informative! It was back before the pandemic in 2019 so I'm not sure if they still do it but I really enjoyed the experience
    Read full review
    Implementation Rating
    Coevera
    No answers on this topic
    Atlassian
    For our small business, getting a few of us started well on Trello was the key, I think. As long as a couple of us were really comfortable with the interface, we could lead others and help them with any questions. From now on, anyone who works with us just naturally uses Trello for information sharing - it's just part of what we do.
    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
    Atlassian
    Trello is more simple and not as "robust" as the other tools, but it's easier to use and manage and understand and ACTUALLY get stuff done with. It's simplicity is part of the beauty of using it. You don't need a million options that nobody uses, you just need to get stuff done.
    Incentivized
    Read full review
    Scalability
    Coevera
    No answers on this topic
    Atlassian
    Feels like anyone across the org (no matter their location) can use the tool easily!
    Read full review
    Professional Services
    Coevera
    No answers on this topic
    Atlassian
    Not sure if we use those
    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
    Atlassian
    • Trello keeps me organized, focused, and on track. I could filter the Trello board to only see my issues and understand what I needed to work on and when.
    • Trello helped our team implement an agile structure. It's a very simple kanban method of viewing all of your team's tasks and statuses. You can completely customize the columns to your team's specific workflow and create tags relevant to your work.
    • Trello helps reduce unnecessary communications between teams. When I want to request translations, I simply create a card on the localization Trello board -- no need to directly message anyone on the team, and I can watch the status of the card change from "in progress" to "in review" to "translated," all without having to directly ask for updates.
    Incentivized
    Read full review
    ScreenShots

    Coevera Screenshots

    Screenshot of Pipeliner 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 Pipeliner 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)