Cove CRM

What Cove CRM is

CoveCRM is a paid web workspace designed for life insurance agents and teams. It organizes leads into folders with source and detail views, then supports calls, two-way texts, drip campaigns, and appointment management through Google Calendar. Leads can be imported from CSV, connected through Google Sheets, or handled through Facebook Lead Ads workflows. Agents can record a sold lead’s annual premium and review daily, weekly, and monthly production on Home. The Base plan includes lead management, a power dialer, two-way SMS, drip campaigns, appointments, AP tracking, team management, and one phone number for $100 a month. The 150.00 USD monthly AI plan adds Kayla voice calling, auto-calling, transcripts, summaries, appointment booking, and live transfers. Tax and call/SMS usage are additional, and dialer calls use connected talk time. CoveCRM describes HTTPS encryption, cloud hosting, account-level separation, and compliant messaging workflows.

Who it suits

CoveCRM suits life insurance agents and teams managing leads, communications, appointments, and production tracking from a web workspace.

Limits

There is no free plan. The 7-day trial is the available trial period, and paid plans add tax plus call/SMS usage charges; dialer calls are billed on connected talk time.

Getting started

1. Open the CoveCRM website
2. Start the 7-day trial
3. Choose CoveCRM Base or CoveCRM + AI
4. Use the web workspace for leads, communication, appointments, and production
5. Import leads from CSV, Google Sheets, or Facebook Lead Ads
6. Connect Google Calendar for appointment management

Verdict

CoveCRM brings insurance lead handling, communications, appointments, and production reporting together. Buyers can choose a base plan or add AI calling capabilities, with usage charges beyond the subscription.