Cove CRM

6.3easy start · #15of 27
in Insurance CRM Software

Free to practise onno
Free trialyes
Well documentedyes
Runs where you workno

Runs on Web. Paid plans from $100/mo.

Cove CRM is ranked #15 of 27 in insurance CRM software on The Geeks Club. 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: No
Sales pipelines: Yes
Agent management: Yes

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The record

Purpose: CoveCRM is a workspace built for life insurance agents and teams.
Lead management: Agents can organize leads into folders and view lead source and details in one workspace.
Communication: The workspace supports calls, two-way texts, and drip campaigns for lead follow-up.
Appointments: Agents can manage appointments and connect Google Calendar.
Lead imports: The site says users can import leads from CSV, connect Google Sheets, or use Facebook Lead Ads workflows.
Production tracking: Agents can record a sold lead’s annual premium and view daily, weekly, and monthly production on Home.
AI calling: The AI plan includes Kayla voice calling, transcripts and summaries, appointment booking, and live transfers.
Separate charges: Tax and call/SMS usage are additional to the subscription, and dialer calls are billed on connected talk time.
Security: CoveCRM describes cloud-hosted infrastructure, HTTPS-encrypted data transmission, and account-level data separation.
Communication compliance: The security page lists A2P 10DLC compliant messaging workflows and built-in opt-out and unsubscribe handling.
Support: The site lists [email protected] as its support contact.
Operator: CoveCRM says it is operated by Vault Commerce Group LLC.
Price from: $100/mo

Where it ranks on The Geeks Club

Best Insurance CRM Software in 2026#15 of 27

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Sources

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