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Pipeliner CRM

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Pipeliner CRM now trades as Coevera. It is a visual-pipeline B2B sales CRM founded in 2011, built around drag-and-drop deal management with several alternate views (Kanban, list, chart, bubble, map), a Voyager AI assistant, and a no-code automation engine called Automatizer. Its stated positioning is adoption over capability: no full-time CRM admin, live in two to four weeks, roughly 30 minutes to onboard a user.

Vendor's own claim
CRM/authoritative state

Status: The product is live and actively sold.

Core capabilities

Vendor's own claim
  • Visual pipeline management with drag-and-drop stages and Kanban, list, chart, bubble and map views
  • Voyager AI assistant - deal prediction, email assistance, call intelligence and customer insights; the vendor describes it as showing its reasoning and asking before acting
  • Automatizer - no-code workflow automation
  • Key account management: account hierarchy, account and contact relationship mapping, visual org charts, account matrix view, whitespace analysis (Unlimited tier)
  • Unlimited accounts, contacts, leads and opportunities on every tier
  • Custom document and spreadsheet templates for Office 365 and Google Docs
  • The Collaborator - an in-deal coaching layer the vendor says draws on 1,600+ Sales POP! expert episodes
  • Web, iOS and Android clients
  • 200+ integrations (Microsoft, Google, Zapier and others, per the vendor)

Pricing

From official docs
PlanPriceIncludedNotable
Starter£45 per user/month billed annually
Minimum 3 users
Basic sales management, tracking and collaboration, Voyager I AI, Account and contact management, unlimited accounts and contacts
Business£65 per user/month billed annuallyFull CRM functionality, customization and productivity features, Account hierarchy and account/contact relationship mapping, Visual account and contact org chart
Enterprise£90 per user/month billed annuallyFull CRM functionality with advanced reporting, customization and services
Unlimited£115 per user/month billed annuallyAdvanced CRM functionality, Whitespace analysis, Account Plans
Voyager II (paid add-on)Paid add-on on every tier including Unlimited; price not published on the pricing pageAdvanced Voyager AI capabilities beyond the included Voyager I

Checked 2026-08-07 against their pricing page. Vendors change pricing without notice.

What is Pipeliner CRM

Vendor's own claim

Coevera's argument is a total-cost-of-ownership one aimed squarely at Salesforce: same enterprise sales motion, without the consultants and the admin headcount. The product design follows from that - heavy investment in visual representations of account structure (org charts, relationship maps, account matrix, buying centres) so that a rep can read a complex account without a report builder, and no-code automation so that changing process does not mean a change request. The AI is positioned as advisory rather than autonomous, and the vendor states customer data is never used to train AI models.

Ideal customer profile

Vendor's own claim

B2B sales organisations running multi-stakeholder, relationship-led deals - the kind that need account hierarchies and buying-centre maps - but that do not want to fund a CRM administrator or a six-figure implementation. The vendor claims customers in 47+ countries and offers the interface in English, German and Spanish.

Who should look elsewhere

Our read

The floor is high and stacked: Starter is £45/user/month billed annually with a three-user minimum, and it is stripped of the features the product is actually known for - account hierarchy, relationship mapping, org charts and the account matrix all start at Business (£65/user/month annual). Whitespace analysis and Account Plans are Unlimited-tier only (£115/user/month annual), and Voyager II is a paid add-on on every tier including Unlimited, so the AI story is never fully included in the seat price.

Tools in the same layer

Our read

No curated rival set covers this tool yet, so these are simply other tools in the same architectural layer and product form. Treat it as a starting point, not a shortlist.

Pipeliner CRM FAQ

Is Pipeliner CRM still called Pipeliner?

No. It now trades as Coevera. The rename is incomplete in the infrastructure: the api. and help.

From official docs
What does it cost?

Four per-user tiers billed annually on the vendor's pricing page: Starter £45, Business £65, Enterprise £90, Unlimited £115, with annual billing saving about 15% versus monthly. Starter carries a three-user minimum. Note the vendor's own llms.txt quotes a different range in a different currency ($65 - $150/user/month) - we have recorded the pricing page's figures and flag the contradiction.

From official docs
Which tier do I need for the account-mapping features?

Business (£65/user/mo annual) and above. Account hierarchy, account and contact relationship mapping, the visual org chart and the account matrix view are all absent from Starter. Whitespace and Account Plans are Unlimited-only.

From official docs
Is the AI included in the price?

Partly. Voyager I is included on all four tiers; Voyager II is marked as a paid add-on on all four, including Unlimited. The pricing page does not publish what the add-on costs.

From official docs
Does Coevera train AI models on my data?

The vendor states "Data never used to train AI models" in its own summary. We have not verified this against a contract or DPA, and did not retrieve the security page.

Vendor's own claim
How long does implementation actually take?

The vendor gives two figures: pipeline import and stage setup "ready in under 10 minutes", and full go-live in two to four weeks with about 30 minutes to onboard a user. Both are vendor claims; we did not test either.

Vendor's own claim
What certifications does it hold?

The vendor lists ISO/IEC 27001:2022, ISO 9001:2015, GDPR compliance and HIPAA compliance. We did not retrieve certificates or the underlying security page.

Vendor's own claim
Does it have a documented API or MCP server?

We could not find either. and developer. That is a gap in our evidence rather than proof of absence - the vendor claims 200+ integrations, which normally implies an API - but nothing about it is documented where we could read it.

Our read

Verify before you buy

  • Any API or MCP documentation: endpoints, auth, base URL, rate limits
  • The price of the Voyager II add-on, and of the other features marked 'Paid' in the comparison table (Account Health on Starter/Business/Enterprise)
  • Which currency the headline plan cards are in - the comparison table is explicitly in £, the cards show bare numbers, and the vendor's llms.txt quotes a $65 - $150 range that matches neither
  • The full per-tier feature comparison beyond the AI and Key Account Management sections
  • Security page, certification evidence and the AI data-handling terms
  • Official social accounts and any vendor-published SDK or agent-skill repositories

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