Connect ChatGPT to your Coevera (formerly Pipeliner CRM) and work with your sales data conversationally. Search accounts, contacts, leads, opportunities, tasks, and appointments using natural-language queries, then create follow-up tasks or update deal stages directly from chat. The server supports standard fields, custom fields, and custom entities, with filters for precise queries. Useful for sales reps preparing for calls, managers reviewing pipeline health, and ops teams running ad-hoc reports without exporting to CSV.
How to use
- 1Add it in ChatGPT
Open Coevera in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick Coevera, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.