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On the recordRead 9 Oct 202612 facts
Cove CRM
Plans and prices
CoveCRM Base
$100a month
Lead management · Power dialer & two-way SMS · Drip campaigns & appointments · AP tracking
Read 9 Oct 2026 · covecrm.com
CoveCRM + AI
$150a month
Everything in Base · Kayla AI voice dialer · AI auto-calling · AI transcripts & summaries
Read 9 Oct 2026 · covecrm.com
On the record
- AI calling
- The AI plan includes Kayla voice calling, transcripts and summaries, appointment booking, and live transfers.covecrm.com · read 9 Oct 2026
- Appointments
- Agents can manage appointments and connect Google Calendar.covecrm.com · read 9 Oct 2026
- Communication
- The workspace supports calls, two-way texts, and drip campaigns for lead follow-up.covecrm.com · read 9 Oct 2026
- Communication compliance
- The security page lists A2P 10DLC compliant messaging workflows and built-in opt-out and unsubscribe handling.covecrm.com · read 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 · read 9 Oct 2026
- Lead management
- Agents can organize leads into folders and view lead source and details in one workspace.covecrm.com · read 9 Oct 2026
- Operator
- CoveCRM says it is operated by Vault Commerce Group LLC.covecrm.com · read 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 · read 9 Oct 2026
- Purpose
- CoveCRM is a workspace built for life insurance agents and teams.covecrm.com · read 9 Oct 2026
- Security
- CoveCRM describes cloud-hosted infrastructure, HTTPS-encrypted data transmission, and account-level data separation.covecrm.com · read 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 · read 9 Oct 2026
- Support
- The site lists [email protected] as its support contact.covecrm.com · read 9 Oct 2026
