Covve is a mobile-first personal CRM app that you can use to keep in touch with contacts, get smart reminders and better manage friendships and business opportunities. A simple personal CRM with the main features you need to stay connected.


Building a Personal CRM with Covve CRM: A Comprehensive Guide

Why Use Covve CRM for a Personal CRM?

Covve CRM is a powerful tool designed to help you build and maintain meaningful relationships in your personal and professional life. It serves as a personal CRM (Customer Relationship Management) system, helping you manage your contacts, stay in touch with them, and even build new relationships. Here are some reasons why Covve CRM is an excellent choice for a personal CRM:

  1. Relationship Co-Pilot: Covve CRM acts as your relationship co-pilot, reminding you to stay in touch with your contacts and helping you build new relationships.
  2. Digital Business Card: Covve CRM offers a digital business card feature, allowing you to make a great first impression without the need for physical cards. It’s a contactless, paperless solution that’s perfect for the digital age.
  3. Business Card Scanner: With Covve CRM, you’ll never lose a business card again. The platform includes a business card scanner, allowing you to digitize all your business cards with high accuracy.
  4. Insights & Research: Covve CRM also provides insights and research to help you become an expert in networking.

Steps to Building Your Personal CRM in Covve CRM

While the exact steps to set up your personal CRM in Covve CRM may vary depending on your specific needs, here’s a general guide:

  1. Sign Up: Visit the Covve website and sign up for an account.
  2. Import Contacts: Import your contacts into Covve CRM. You can do this manually or by syncing with your existing contact lists on your phone or email.
  3. Organize Contacts: Use Covve CRM’s features to organize your contacts. You can add notes, tags, and locations to each contact.
  4. Set Reminders: Set up reminders to stay in touch with your contacts. Covve CRM can remind you when it’s been a while since you last contacted someone.
  5. Use Digital Business Card: Create your digital business card in Covve CRM and share it with new contacts.
  6. Scan Business Cards: Use Covve CRM’s business card scanner to digitize any physical business cards you receive.
  7. Analyze Insights: Use the insights provided by Covve CRM to improve your networking and relationship-building skills.

Covve CRM Costs

Covve CRM offers different pricing options for its services, including a free and $9.99 per month plan.

For the Covve Scan, which is the business card scanner, there are three pricing tiers:

  1. Free Trial: You can scan up to 10 cards for free.
  2. Unlimited (annual): For $59.99 per year, you can scan an unlimited number of cards.
  3. Unlimited (one-off): For a one-time payment of $119.00, you can scan an unlimited number of cards forever.

For the digital business card feature, Covve CRM charges $55 per card as a one-time payment. Bulk discounts apply for orders of more than 10 cards.

Creating a Free Personal CRM in Covve CRM

Yes, you can create a free personal CRM in Covve CRM. The platform offers a free trial that allows you to scan up to 10 business cards. However, to access unlimited scanning and other premium features, you’ll need to choose one of the paid options.

What Personal CRM Features Are Missing When You Use Covve CRM

While Covve CRM offers a robust set of features for managing your contacts and building relationships, it may not include some features found in other CRM systems. For instance, it may not have extensive sales pipeline management tools or advanced marketing automation features that some business-oriented CRM systems offer. However, for personal use, Covve CRM provides a solid solution.


User Reviews of Covve Personal CRM

Covve, a mobile-first personal CRM app, has become a go-to platform for many professionals seeking to better manage their contact lists and networking opportunities. After a careful analysis of numerous user reviews, we’ve gleaned insights into Covve’s strengths, weaknesses, ideal user base, and comparison to other competitors in the market. Here’s what we found:

Key Strengths of Covve

Covve’s key strengths lie in its simplicity, easy-to-use interface, and its ability to seamlessly organize contacts. The app’s scanning feature is highly accurate, making it an indispensable tool for anyone who handles a lot of business cards. Users also appreciated the “In touch” feature, which provides regular reminders to reconnect with certain contacts, preventing relationships from going stale.

Ideal Users of Covve

Covve is ideal for professionals who frequently network and handle a significant volume of contacts. The user base seems to include those in the fields of internet, investment banking, education, marketing, advertising, accounting, and entertainment, among others.

Weaknesses of Covve

Despite its robust features, Covve has some drawbacks. The app squishes non-square profile pictures, a minor but notable issue for some users. Some users also pointed out that Covve does not consistently update changes made to contact details across all databases. Lastly, the free version of the app imposes limitations on the number of contacts one can scan per month, requiring a subscription for heavier use.

Top 5 Features Users Love About Covve

  1. Business Card Scanning: This is highlighted as a game-changer, enabling easy and accurate digitization of physical business cards.
  2. ‘In Touch’ Feature: This feature is well-loved for its reminder system to stay connected with contacts.
  3. Ease of Use: The user-friendly interface makes the app accessible and intuitive, even for first-time users.
  4. Organizational Features: Users can categorize their contacts by tags and add notes to individual contacts, providing a convenient way to manage contact lists.
  5. Contact Book Integration: Covve integrates seamlessly with the phone’s contact book, providing an additional layer of convenience.

Good Use Cases for Covve

Covve is ideal for sales roles where tracking prospects is crucial. It is also suitable for entrepreneurs, students, or anyone dealing with a substantial number of professional contacts on a daily basis. For those dealing with stacks of business cards, Covve provides an efficient solution for digitizing and managing that data.

Covve’s Learning Curve

Reviews indicate that Covve is incredibly easy to learn, with its interface lauded for its intuitiveness and easy navigation. Even users with no prior experience with personal CRM software have found Covve straightforward to use.

Opinions on Covve Pricing

Users find value in Covve, but there is some criticism concerning the limitations of the free version, which caps the number of contacts you can scan per month. This suggests that to get the most out of Covve, an upgrade to the paid version might be necessary.

Covve vs Competitors

Compared to competitors, Covve stands out for its ease of use and seamless integration with the user’s contact book. The scanning feature is a significant advantage over other platforms. However, some reviews suggest Covve could improve the sync between the app and other databases.

Covve Alternatives

While specific alternatives were not mentioned in the reviews, potential users looking for similar functionality could explore other personal CRM apps like Contacts+, Close, or Sansan.

Types of People Using Covve

Covve caters to a wide array of professionals from various industries. Reviews suggest its use by entrepreneurs, students, and professionals from industries like Internet, Investment Banking, Higher Education, Marketing & Advertising, Accounting, and Entertainment.

Features Missing from Covve

Users have mentioned a few features that could enhance the Covve experience. These include better sync with other databases, more customization options for the home screen, and improved photo upload capabilities.

In conclusion, Covve is a reliable, easy-to-use personal CRM app suitable for professionals dealing with a significant volume of contacts. Despite some minor issues, the app’s user-friendly interface, business card scanning feature, and effective contact management make it a popular choice. However, to unlock its full potential, upgrading to a paid version may be necessary.

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