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Tech riderRev. 9 Oct 2026

Cove CRM

Ch 186.3of 27Insurance CRM Software
  1. 1Runs onWeb
  2. 2Costsfree trial · paid from $100/mo
  3. 3Sales pipelinesYes
  4. 4Agent managementYes
4 lines stated Written from the maker's own pages: covecrm.com
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The Cove CRM homepage

Overview

Cove CRM is ranked #18 of 27 in insurance CRM software on Specifiction. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $100/mo.

Cove CRM plans and pricing

All plans
CoveCRM Base $100/mo Billed monthly · Plus tax & call/SMS usage Lead management · Power dialer & two-way SMS · Drip campaigns & appointments · AP tracking · Team management · 1 phone number covecrm.com · 9 Oct 2026
CoveCRM + AI $150/mo Billed monthly · Plus tax & call/SMS usage Everything in Base · Kayla AI voice dialer · AI auto-calling · AI transcripts & summaries · Live transfers covecrm.com · 9 Oct 2026

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

Best Cove CRM alternatives

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All accessCh 01 Bitrix24 CRM Free planFree trialAndroid from $49/mo7.9 All accessCh 02 Zoho CRM Free planFree trialAndroid from $14/mo7.8 All accessCh 03 Freshsales Free planFree trialAndroid from $9/mo7.7 All accessCh 04 Odoo CRM Free planAndroidAPI from $24.90/mo7.5 All accessCh 05 Caspian Free planFree trialAPI from $49/mo7.0 All accessCh 06 AgencyZoom Free trialAndroidiOS from $99/mo6.9

Where it ranks on Specifiction

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Sources