Available on Pro and Business. The portal is where admins manage users and licenses, and see everything the team has captured.
Sharing cards between teammates is a separate feature, set up in the app.
What you can do
Invite team members and set what each one can access.
See every lead your team has captured, in one place.
Decide what information the team captures on each lead.
Manage custom fields.
Connect a CRM so leads land where your sales work happens.
Track activity and manage licenses and billing.
Explore each feature
Team and management
Purchase and activate licenses
Buy seats, and turn them into working accounts
Invite and manage team members
Add people, and manage them as they come and go
Team roles
Assign roles to your team for full control: Admin, Viewer, and Member
Overview of your leads and team
View, search, and filter leads
Find what your team has captured, across everyone
Export leads to CSV
Pull your team's leads out as a spreadsheet
Reports and analytics
Overview, Analytics, and the Activity log
Customize to your needs
Create custom fields
Define the extra information the team should capture
Integrate to your CRM
Make Covve part of your workflow: Salesforce, HubSpot, Zoho and more
Map custom fields to your CRM
Line your fields up so nothing lands in the wrong place
New to the app itself?
See The Covve app at a glance for scanning, organizing, and sharing.
Need support?
Contact your dedicated Customer Success Manager, or reach us at support@covve.com.