Cove CRM

About

Cove CRM is ranked #27 of 27 in insurance CRM software on Inferse. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $100/mo.

Compared on insurance CRM software

Free plan

Nocovecrm.com

Sales pipelines

Yescovecrm.com

Agent management

Yescovecrm.com

Facts

Purpose

CoveCRM is a workspace built for life insurance agents and teams.covecrm.com · 9 Oct 2026

Lead management

Agents can organize leads into folders and view lead source and details in one workspace.covecrm.com · 9 Oct 2026

Communication

The workspace supports calls, two-way texts, and drip campaigns for lead follow-up.covecrm.com · 9 Oct 2026

Appointments

Agents can manage appointments and connect Google Calendar.covecrm.com · 9 Oct 2026

Lead imports

The site says users can import leads from CSV, connect Google Sheets, or use Facebook Lead Ads workflows.covecrm.com · 9 Oct 2026

Production tracking

Agents can record a sold lead’s annual premium and view daily, weekly, and monthly production on Home.covecrm.com · 9 Oct 2026

AI calling

The AI plan includes Kayla voice calling, transcripts and summaries, appointment booking, and live transfers.covecrm.com · 9 Oct 2026

Separate charges

Tax and call/SMS usage are additional to the subscription, and dialer calls are billed on connected talk time.covecrm.com · 9 Oct 2026

Security

CoveCRM describes cloud-hosted infrastructure, HTTPS-encrypted data transmission, and account-level data separation.covecrm.com · 9 Oct 2026

Communication compliance

The security page lists A2P 10DLC compliant messaging workflows and built-in opt-out and unsubscribe handling.covecrm.com · 9 Oct 2026

Support

The site lists [email protected] as its support contact.covecrm.com · 9 Oct 2026

Operator

CoveCRM says it is operated by Vault Commerce Group LLC.covecrm.com · 9 Oct 2026

Where it ranks on Inferse

• Best Insurance CRM Software in 2026#27 of 27

Sources

• covecrm.com· checked 9 Oct 2026
• covecrm.com/security· checked 9 Oct 2026