CooVex is a 24/7 AI business agent for SMBs and agencies. It autonomously monitors competitors, scores leads, optimizes your website for AI search engines (GEO), generates content, tracks revenue, and sends you a personalized daily brief — replacing 10+ separate business tools.

What is GEO (Generative Engine Optimization)?

GEO stands for Generative Engine Optimization — the practice of optimizing your business to be cited and recommended by AI search engines like ChatGPT, Perplexity, Google AI Overviews, and Claude. Unlike traditional SEO which targets Google blue links, GEO targets direct AI-generated answers. CooVex automates GEO with content gap analysis, llms.txt generation, structured data, and entity optimization.

How is CooVex different from a CRM or analytics tool?

CooVex is not a passive dashboard you check — it is an autonomous AI agent that acts proactively. It monitors, analyzes, and surfaces only what needs your attention each day, across leads, competitors, website, revenue, and market trends. It covers what would otherwise require a CRM, SEO tool, competitor tracker, review manager, content planner, and analytics platform combined.

How much does CooVex cost?

CooVex starts at $29/month (Starter plan). Growth is $79/month, Scale is $149/month, and Agency is $299/month. All plans include a 14-day free trial with no credit card required. Annual billing saves approximately 20%.

Does CooVex work for agencies?

Yes. CooVex has an Agency Mode that lets you manage unlimited client workspaces from one account, generate branded reports for each client, and white-label the entire platform under your own domain and branding. The Agency plan includes multi-client dashboard, full white-label, and unlimited team members.

What integrations does CooVex support?

CooVex integrates with 30+ tools including HubSpot, Salesforce, Pipedrive, Shopify, Slack, Google Analytics, Google Search Console, WordPress, Zapier, and more. It also provides a REST API and webhook system for custom integrations.

Is CooVex GDPR compliant?

Yes. CooVex is GDPR compliant with EU data center options, AES-256 encryption at rest, TLS in transit, signed Data Processing Agreements available, and a dedicated privacy@coovex.com contact for data requests.

CRM Integrations — sync leads with HubSpot, Salesforce, and more

Connect CooVex with your existing CRM to keep lead data in sync automatically — no manual export/import, no data gaps.

CooVex works best as the intelligence layer on top of your existing tools. If you already use HubSpot, Salesforce, Pipedrive, or another CRM, you do not need to replace it. Connect it to CooVex and the AI enriches your leads with scores, signals, and insights — while your team continues working in the tool they know.

Supported CRMs

HubSpot — full two-way sync: contacts, companies, deals, and notes
Salesforce — leads, contacts, opportunities, and accounts (Scale and Agency plans)
Pipedrive — persons, deals, and activities
Zoho CRM — leads, contacts, and deals
Any CRM with a REST API — via the Custom CRM Integration API

What syncs

From your CRM to CooVex

New contacts or leads created in your CRM appear in CooVex automatically
Updates to contact properties (email, company, job title) sync to CooVex
Deal stage changes update the lead’s pipeline stage in CooVex

From CooVex to your CRM

AI lead score is written back to a custom field in your CRM
Agent Signals relevant to a lead are added as notes or activities
Pipeline stage changes in CooVex update the deal stage in your CRM
Proposal status (sent, opened, signed) is logged as an activity

Setting up HubSpot

Go to Settings → Integrations → HubSpot
Click Connect HubSpot — you will be redirected to HubSpot OAuth
Approve the permissions (read and write access to contacts, companies, and deals)
Choose which properties to sync and map them to CooVex fields
Select initial sync direction: import existing HubSpot contacts into CooVex, export existing CooVex leads to HubSpot, or both
Save — the first sync runs within 5 minutes

After setup, syncs run every 15 minutes in both directions.

Field mapping

CooVex maps standard fields automatically (name, email, company, phone, job title). For custom fields in your CRM, use the field mapping table to define which CooVex attribute corresponds to each CRM property. Any unmapped fields are stored in the lead’s notes in CooVex.

Conflict resolution

When the same field is updated in both systems between syncs, CooVex uses the most recently updated value by default. You can change this to “CRM always wins” or “CooVex always wins” in the integration settings.