Pipeliner CRM (AI)
by Coevera
Visual, AI-powered CRM now rebranded as Coevera.
Score
Score
Our verdict
Coevera, the rebranded Pipeliner CRM, keeps its hallmark visual approach while adding credible AI through Voyager Gen II. The pricing is straightforward but annual-only, starting at $65/user/month with a 3-seat minimum, which may deter very small teams. Strengths include the offline-capable desktop app, clear pipeline visualizations (bubble and Gantt-style views), and robust enterprise controls on higher tiers like sandbox environments and audit logs. The Unlimited plan stands out for large accounts with 100 automation processes and whitespace analysis. Support and governance get stronger as you move up tiers, with an account manager on Business and prioritized support on Enterprise. The drawbacks are lack of monthly billing and the fact that some advanced capabilities (sandbox, audit, higher automation counts) are gated to pricier plans. Overall, it’s a solid fit for sales organizations that value visual clarity, AI summaries, and controlled rollouts.
Overview
Screenshot
Score breakdown
Overall score
Scores are editorial assessments by the Compare Best AI team on a 0–10 scale.
Expert review
CBAI Editorial Team
Compare Best AI · Editorial Team
## Overview
How we tested
Days tested
7 days
Tasks evaluated
- ·Build and track opportunities across multiple visual pipelines
- ·Generate AI Smart Fields for deal summaries and estimates
- ·Create an account plan and run whitespace analysis
- ·Validate sandbox change flows and audit logging (Enterprise)
Method
Compared against Pipedrive and Salesforce Sales Cloud using identical inputs
Reviewer
CBAI Editorial Team
Plans & pricing
Starter
Small teams needing basic pipeline tracking
- Basic sales management and tracking
- Visual pipeline views
- 3-user minimum
- Annual billing only
Business
Growing teams needing full CRM and forecasting
- Full CRM functionality
- Forecasting
- Navigator dashboards
- Assigned account manager
- Annual billing only
Enterprise
Organizations needing governance and controls
- Everything in Business
- Sandbox environments
- Audit logs
- Prioritized support
- SSO/SAML
- Annual billing only
Unlimited
Advanced teams scaling automation and account growth
- Everything in Enterprise
- 100 automation processes
- Account plans
- Whitespace analysis
- Annual billing only
Pricing may vary by region. Always verify on the vendor's website.
Feature comparison
| Feature | Pipeliner CRM (AI) | Pipedrive | Salesforce Sales Cloud |
|---|---|---|---|
| Core | |||
| Visual pipeline (Kanban/bubble views) | |||
| Platform | |||
| Offline-capable desktop app | |||
| Admin | |||
| Built-in sandbox environments | |||
| Security | |||
| SSO/SAML | |||
| Developers | |||
| API access | |||
| AI | |||
| AI-assisted deal summaries/estimates | |||
| Accounts | |||
| Relationship/org-chart mapping | |||
| Automation | |||
| High-volume automations (100 processes) | |||
Is it right for you?
Good fit for
SMB sales teams
Gain clear, visual pipeline oversight with forecasting without heavy admin overhead.
Account managers
Use org charts, account hierarchies, and whitespace analysis to expand key accounts.
Governed enterprises
Sandbox and audit logs support change control and compliance needs.
Field sellers
Offline-capable desktop app maintains access when connectivity is unreliable.
Less suited for
Teams needing monthly billing
All plans are annual only; there is no month-to-month option.
Budget-constrained startups
Entry price is $65/user/mo billed annually with a 3-user minimum.
User reviews
Editorial score
Distribution is estimated from our editorial score. Verified user reviews coming soon.
Use cases
Typical ways teams rely on this tool — from everyday tasks to specialized workflows.
- Pipeline visibility and management
- Forecasting and reporting
- Account planning and whitespace analysis
- Governed CRM deployments
Details
Category
Price
- Starter $65/user/mo (annual billing only
- 3-user minimum)
- Business $85/user/mo (annual billing only)
- Enterprise $115/user/mo (annual billing only)
- Unlimited $150/user/mo (annual billing only)
Free version
Best for
- Visual pipeline forecasting for SMB and enterprise teams
- Account hierarchies and org charts for key accounts
- Governed deployments with sandbox and audit logs
- Advanced automation and whitespace analysis for account growth
Frequently asked questions
Pipeliner CRM (AI)
Sales & CRM
Ready to get started?
Visit the Pipeliner CRM (AI) website to explore plans and pricing.
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