Covve Scan Knowledge Base

What do you need help with?

Getting started

A quick tour of what the Covve app does, and where to go for each part.

A quick tour of the portal, where admins manage the team and everything it captures.

Capture

Getting a card, a QR code, or an event badge into Covve and what to do when there's nothing to scan at all.

Your contacts

Organize, annotate, share, export, and delete the contacts in your address book.

Your digital business card

Create your card, share it anywhere, and see who opened it.

Account and subscription

Update your account details, manage your subscription, and back up or delete your data.

Managing your leads

View, search, export, and push your scanned leads to your CRM.

Reports and analytics

Track scanning activity and team performance through analytics and the activity log.

Licenses and billing

Purchase and assign licenses, and manage payment details and invoices.

Integrations

Getting captured leads out of Covve and into the CRM your sales work already lives in.

Team Collaboration

Create or join a team so the leads your people capture sit together, with shared custom fields and CRM sync.

Custom Fields

Capture information the card doesn't carry and make sure it lands in the right place in your CRM.

Instant Bio - AI Powered

Covve's AI enrichment: the Instant Bio button and learn about the person and their company.

The contacts you capture are your business relationships. Here's how they're held.

The certifications Covve holds, where your data is processed, and the documents we can send your security or procurement team.