What's New in Corcava: Monthly Feature Updates + How-To Guides

Oct 21, 2025

What's New in Corcava (Monthly): Feature Demos + Practical Use Cases

Software that doesn't improve is software that's dying. At Corcava, we ship new features, improvements, and refinements every week based on real feedback from agencies, consultancies, and service businesses using the platform daily.

But release notes are boring. A bullet point saying "Added time movement functionality" doesn't tell you how to use it, when you'd need it, or what problems it solves for your business.

This monthly roundup transforms our changelog into searchable, practical how-to guides with real-world use cases, step-by-step instructions, and visual demos. Learn not just what's new, but how to actually use it to improve your workflows.

October 2025: Latest Updates

Move Time Between Projects with Complete Audit Trail

Released: October 9, 2025

What It Does: Allows you to move time intervals from one project to another when someone accidentally tracks time to the wrong project, with complete audit trail showing who moved it, when, and why.

The Problem This Solves:

Common Scenario:

Developer starts working on "Client Website Redesign"
Accidentally has timer running on "Client Mobile App"
Tracks 4 hours to wrong project
Invoice generated from wrong project
Client confused why they're being billed for mobile app work

Before This Feature:

  • Had to delete time interval and re-create manually
  • Lost original timestamp data
  • No audit trail of the change
  • Compliance and billing dispute risks

After This Feature:

  • Click "Move Time" button on interval
  • Select correct project
  • Add reason: "Accidentally tracked to wrong project"
  • Time moved with complete audit trail
  • Original data preserved, change documented

Step-by-Step How to Use:

1. Find the Incorrect Time Entry

Dashboard → Time Tracking → Filter by date/project
Locate: 4 hours on Oct 9 under "Mobile App Project"
Should be: "Website Redesign Project"

2. Click Move Button

Click three-dot menu → "Move Time"
Modal appears: "Move Time Interval"

3. Select Correct Project

From: Mobile App Project
To: [Search and select] Website Redesign Project

4. Add Reason (Optional but Recommended)

Reason: "Developer accidentally tracked to wrong client project during context switch"

5. Confirm Move

Click "Move Time"
Success message appears
Time interval now shows "Moved" badge

6. View Audit Trail

Click "Moved" badge on time interval
Audit log shows:
- Who moved: John Developer
- When: Oct 9, 2025 3:47 PM
- From: Mobile App Project
- To: Website Redesign Project
- Reason: [as entered]
- IP Address: [logged]

Real-World Use Cases:

Use Case 1: Billing Accuracy Agency discovers 15 hours tracked to wrong client before invoicing. Moves all 15 hours to correct client project with audit trail. Invoice accuracy maintained, dispute prevented.

Use Case 2: Project Cost Analysis Quarterly review reveals developer tracked 40 hours to "Internal R&D" that should be billable to "Client Project." Moves time with justification. Recovers $4,000 in billable revenue.

Use Case 3: Compliance Audit External auditor questions why time entry was changed. Audit trail shows legitimate reason, who approved, complete transparency. Audit passes.

Who This Helps:

  • Finance teams ensuring billing accuracy
  • Project managers correcting mistakes
  • Compliance teams maintaining audit trails
  • Agencies with strict time tracking requirements

Pro Tip: Set permissions carefully. Only allow managers/admins to move time to prevent abuse. Set in Company Settings → Time Tracking → "Who can move time intervals."


Pipedrive Migration Made Easy

Released: September 24, 2025

What It Does: Direct import of Pipedrive Persons (contacts), Organizations (clients), and Deals into Corcava with intelligent field mapping and duplicate detection.

The Migration Challenge:

Traditional CRM Migration:

  1. Export data from old CRM
  2. Manually clean and format CSV
  3. Map every field manually
  4. Import and hope for the best
  5. Spend days fixing import errors
  6. Re-import multiple times until right

Total time: 40-60 hours for typical agency

With Pipedrive-Specific Import:

  1. Export from Pipedrive (5 minutes)
  2. Upload to Corcava
  3. Automatic field mapping (Pipedrive format recognized)
  4. Click import
  5. Done

Total time: 2-3 hours

Step-by-Step Migration:

1. Export from Pipedrive

Pipedrive → Contacts → Persons → Export
Pipedrive → Contacts → Organizations → Export  
Pipedrive → Deals → Export

Save all three CSV files

2. Access Corcava Import

Corcava → Contacts → Bulk Upload/Import
Tab: "Pipedrive: Persons"

3. Upload Persons File

Drag and drop: Persons_export.csv
System detects Pipedrive format
Automatic field mapping applied:
  - Name → first_name
  - Email → email
  - Organization → company_name
  - etc.

4. Review and Import

Review automatic mapping
Adjust if needed
Click "Start Import"

Result:
✅ Created: 487 contacts
⚠️ Updated: 12 (duplicates)
❌ Skipped: 3 (missing names)

5. Repeat for Organizations

Clients → Bulk Upload/Import
Tab: "Pipedrive: Organizations"
Upload: Organizations_export.csv
Import

Result:
✅ Created: 124 clients

6. Import Deals (Optional)

Setup: Create deal pipeline first
Upload deals file
Map stages to pipeline columns
Import

Result:
✅ Created: 67 active deals

Real-World Impact:

"We migrated 3,200 contacts and 400 clients from Pipedrive in under 3 hours. The automatic field mapping saved us days of manual work. Plus, now we have projects, time tracking, and invoicing integrated with our CRM—something we were paying 4 separate tools for before." — Digital Marketing Agency, Austin

Who This Helps:

  • Agencies migrating from Pipedrive
  • Teams consolidating tool stacks
  • Businesses wanting integrated CRM + operations

Full Guide: See our complete Pipedrive migration guide for detailed instructions, mapping templates, and troubleshooting.


AI-Powered Chat Assistant

Released: August 8, 2025

What It Does: Provides intelligent response suggestions for website chat and customer support conversations, powered by AI that learns from your business context.

The Customer Support Problem:

Without AI:

Support agent handles: 20 chats/day
Average response time: 3-5 minutes/response
Time spent: 60-100 minutes/day on repetitive questions

Common questions requiring same responses:
- "What are your hours?" (asked 5x/day)
- "How much does it cost?" (asked 8x/day)
- "Do you integrate with X?" (asked 3x/day)

With AI Suggestions:

Support agent handles: 40 chats/day
Average response time: 1-2 minutes/response
Time spent: 40-80 minutes/day (AI drafts responses)

AI recognizes common questions:
- Instantly suggests proven responses
- Agent reviews and sends (1-click)
- Or edits for personalization

Result: 2x more chats handled in less time

How to Set Up AI Chat:

1. Enable AI for Chat Widget

Settings → Chat Widgets → Select widget
AI Assistant: Enable
AI Mode: Suggests (recommended to start)

2. Train AI on Your Business

Settings → AI Knowledge Base → Add FAQs

Example entries:
Q: What are your hours?
A: We're available Monday-Friday, 9 AM-6 PM EST. 
   For urgent issues outside these hours, email 
   [email protected] and we'll respond within 4 hours.

Q: How much does it cost?
A: We have three plans:
   - Starter: $9/user/month
   - Professional: $19/user/month  
   - Enterprise: Custom pricing
   
   What features are most important for your team?

3. Review AI Suggestions

When customer asks question:
1. AI analyzes message
2. Suggests response based on knowledge base
3. Agent reviews (appears in draft box)
4. Agent clicks "Send" or edits first
5. AI learns from edit for future suggestions

4. Monitor Performance

Analytics → AI Performance

Metrics:
- Suggestion acceptance rate: 78%
- Average response time: 1.2 minutes (vs 3.5 before)
- Chats handled: +95%
- Customer satisfaction: 4.7/5 (unchanged)

Real Use Cases:

E-Commerce Support:

Customer: "Do you ship to Canada?"

AI suggests (instantly):
"Yes! We ship to Canada. Shipping options:
• Standard: $12.99 (7-14 business days)
• Express: $24.99 (3-5 business days)
Free shipping on orders over $75!"

Agent: Clicks send
Time: 5 seconds vs 2 minutes typing

SaaS Technical Support:

Customer: "How do I integrate with Slack?"

AI suggests:
"Great question! Here's how to connect Slack:
1. Go to Settings → Integrations
2. Click 'Connect Slack'
3. Authorize in Slack
4. Select channel for notifications

Full guide: [link to docs]

Need help with a specific step?"

Agent: Sends as-is or personalizes

Who This Helps:

  • Customer support teams handling repetitive questions
  • Small teams without 24/7 coverage (AI never sleeps)
  • Businesses wanting faster response times
  • Companies scaling support without hiring

Project Board Automations

Released: August 13, 2025

What It Does: Automates actions when tasks move between columns—auto-assign team members, send notifications to Slack/Telegram, trigger webhooks, or update task properties.

The Manual Work Problem:

Before Automation:

Task moves to "In Review" column
Project manager must:
1. Manually assign to QA team member
2. Send Slack message to QA channel
3. Add "Ready for QA" label
4. Set due date (2 days from now)
5. Notify original developer

Takes 2-3 minutes per task
With 20 tasks/day = 40-60 minutes of manual work

With Automation:

Task moves to "In Review" column
Automation triggers instantly:
1. Auto-assigns to QA rotation
2. Posts to Slack QA channel
3. Adds "Ready for QA" label
4. Sets due date automatically
5. Notifies developer

Takes: 0 minutes (automatic)
Saves: 40-60 minutes daily

How to Create Automation:

1. Access Board Automations

Open project board
Click "Automations" button (top right)
Click "Create New Automation"

2. Configure Trigger

When: Task moves to column
Column: "In Review"

3. Configure Actions

Action 1: Assign Task
  Assign to: QA Team (rotation)

Action 2: Send Notification  
  To: Slack channel #qa-review
  Message: "New task ready for QA: {{task_name}}"

Action 3: Update Task
  Add label: "Ready for QA"
  Set due date: +2 days from now

Action 4: Notify User
  Notify: Task creator
  Message: "Your task is now in QA review"

4. Save and Test

Save automation
Move test task to "In Review"
Verify all actions triggered correctly

Automation Templates:

Template 1: Client Approval Workflow

When: Task moves to "Client Review"
Actions:
- Assign to account manager
- Send email to client with task link
- Set due date: +5 days
- Add label "Awaiting Client"

Template 2: Development Handoff

When: Task moves to "Development"
Actions:
- Assign to developer rotation
- Post to #development Slack channel
- Start time tracking automatically
- Set priority based on task labels

Template 3: Completion Celebration

When: Task moves to "Done"
Actions:
- Post celebration to Telegram team chat
- Notify client via email
- Update deal progress (if linked)
- Add task to team performance report

Real Impact:

"We set up 5 automations across our main project boards. Saves our PMs about 90 minutes daily in manual task management. That's 7.5 hours per week—a full work day—freed up for actual project management instead of administrative task shuffling." — Software Development Agency


Export Everything to Excel

Released: September 12, 2025

What It Does: One-click export of any report to Excel format for analysis, sharing, or archiving.

The Reporting Gap:

Before: To share time report with client:

  1. Take screenshots of report
  2. Copy/paste into email
  3. Client can't analyze data themselves
  4. No way to import into their accounting

After:

1. Configure report filters
2. Click "Export to Excel"
3. Download XLSX file
4. Email to client or import to accounting

What You Can Export:

Time & Productivity Reports:

Dashboard → Reports → Time & Productivity
Configure filters:
- Date range: Last month
- Group by: Team member
- Project: Client Website

Click "Export to Excel"

Download includes:
- All filtered data
- Charts and visualizations
- Totals and summaries
- Multi-currency breakdowns

Financial Analytics:

Reports → Financial Analytics
Filter by:
- Client
- Date range
- Billable vs non-billable

Export shows:
- Revenue by client
- Cost analysis
- Profit margins
- Invoice status

Team Performance:

Reports → Team Performance
Group by: Member
Date: This quarter

Export includes:
- Hours by person
- Billable utilization
- Project allocation
- Productivity trends

How to Use Exports:

Use Case 1: Client Reporting

1. Filter to specific client
2. Export time report for last month
3. Email Excel file to client
4. Client reviews in their own tool
5. Client sees detailed breakdown

Result: Transparent billing, fewer questions

Use Case 2: Financial Planning

1. Export quarterly revenue report
2. Import to financial modeling tool
3. Analyze trends and projections
4. Make data-driven budget decisions

Result: Better financial planning

Use Case 3: Investor Reporting

1. Export team performance data
2. Export revenue analytics
3. Export project profitability
4. Combine into investor deck

Result: Professional data-driven updates

Who This Helps:

  • Project managers creating client reports
  • Finance teams doing analysis
  • Executives presenting to stakeholders
  • Anyone needing data outside the platform

September 2025: Highlights

Dashboard Performance & Intelligence

Released: September 27, 2025

What's New:

  • Real-time alerts for missing bill rates (prevent revenue loss)
  • Async loading (faster dashboard load times)
  • Financial summaries front and center
  • Sales metrics and pipeline health
  • Project status warnings

Practical Use:

Morning Dashboard Review:

9:00 AM - Open dashboard

Alerts section shows:
⚠️ 3 team members missing bill rates
   → Click "Fix Now" → Set rates → Save
   
⚠️ Project "ClientCo Website" 90% over budget
   → Click project → Review time → Discuss with client

⚠️ Invoice #1234 overdue 15 days
   → Click invoice → Send reminder

All critical issues visible in 30 seconds

Who This Helps:

  • Busy managers needing quick status checks
  • Finance teams monitoring billing setup
  • Project managers tracking project health

Enhanced Outreach Tracking

Released: September 17, 2025

What's New: Redesigned outreach tracking with better visualization, filtering by user and channel type, improved activity cards.

How to Track Outreach:

1. Record Outreach Activity

CRM → Outreach → New Outreach

Type: LinkedIn
Contact: John Smith
Description: "Sent connection request with personalized message about their recent article on SaaS metrics"
Date: Today

2. Track Follow-Up

When John accepts connection:

Outreach → New Outreach
Type: LinkedIn Message
Contact: John Smith  
Description: "Discussed their pain points with current project management tools, mentioned Corcava as solution"
Date: 3 days later

3. Convert to Deal

When opportunity identified:

Outreach → Create Deal from Outreach
Auto-populates:
- Contact: John Smith
- Source: LinkedIn outreach
- First contact: 3 days ago

4. Analyze Outreach ROI

Reports → Outreach Performance

Filter by:
- Channel: LinkedIn
- Team member: Sarah
- Date range: This quarter

View:
- Outreach attempts: 150
- Contacts created: 45
- Deals created: 12
- Conversion rate: 8%
- Revenue: $84,000

Real ROI Tracking:

See our complete guide: Outreach ROI: A Simple Model to Attribute Pipeline per Channel


August 2025: Feature Highlights

Task Labels & Organization

Released: August 15, 2025

What It Does: Color-coded labels for categorizing and filtering tasks across projects.

Use Cases:

Use Case 1: Priority Management

Labels Created:
🔴 Urgent - Red
🟠 High Priority - Orange
🟡 Medium - Yellow
🟢 Low Priority - Green

Usage:
- Apply to tasks as they're created
- Filter board: "Show only Urgent and High"
- Focus team on critical work first

Use Case 2: Task Type Categories

Labels:
🎨 Design Work - Purple
💻 Development - Blue
✍️ Content - Green
📊 Analytics - Orange

Usage:
- Filter by skill type
- Assign specialists to matching labels
- Track time by task category

Use Case 3: Client Priority

Labels:
⭐ VIP Client - Gold
💼 Standard Client - Blue
🆕 New Client - Green

Usage:
- Identify VIP work quickly
- Prioritize accordingly
- Report time by client tier

How to Use:

Create Label

Project Board → Settings → Labels
Click "Add Label"
Name: Urgent
Color: Red
Save

Apply to Task:

Open task
Labels section
Click + → Select "Urgent"
Label appears on task card

Filter by Label:

Board view → Filter → Labels
Select: Urgent, High Priority
Board shows only matching tasks

Project Board Automations (Deep Dive)

Released: August 13, 2025

Advanced Automation Examples:

Client Onboarding Automation:

Board: Client Onboarding
Column: "New Client"

When task moves here:
1. Auto-assign to account manager
2. Create subtasks:
   - Schedule kickoff call
   - Send welcome email
   - Request brand assets
   - Create project timeline
3. Send Slack notification to team
4. Email client welcome packet
5. Set 48-hour deadline for kickoff

Development Workflow:

Column: "Code Review"

When task moves here:
1. Auto-assign to senior developer (rotation)
2. Post to #code-review Slack channel
3. Add "Needs Review" label
4. Set 24-hour SLA
5. Notify original developer when review complete

Invoice Follow-Up:

Column: "Invoiced"

When task (invoice) moves here:
1. Send invoice to client automatically
2. Set payment reminder for +30 days
3. Update CRM deal stage to "Invoiced"
4. Notify finance team
5. Add to cash flow forecast

Conditional Automations:

Column: "Done"
Condition: If task has label "Client Deliverable"

Then:
1. Notify client of completion
2. Request feedback/approval
3. Move to "Client Review" if feedback needed
4. Auto-close if approved

How to Stay Updated on New Features

Monthly Feature Digest

Subscribe to Feature Updates:

Settings → Notifications → Product Updates
Enable: "Monthly feature digest"

You'll Receive:

  • New feature announcements
  • How-to guides and demos
  • Use case examples
  • Video walkthroughs
  • Beta feature access

Changelog Page

Access Anytime:

Dashboard → Help → What's New
Or visit: /changelog

Filter by:

  • Date range
  • Feature category (CRM, Projects, Time, Invoicing)
  • Impact level (Major, Minor, Fix)

Feature Request Process

Have an Idea?

Dashboard → Feedback → Request Feature

Describe:
- What you need
- Why you need it
- How you'd use it
- Impact on your workflow

We review weekly and often implement within 2-4 weeks!

Practical Use Case Library

Use Case: Agency Time Tracking Revolution

Problem: Agency was losing 15% of billable hours to poor tracking.

Features Used:

  • Desktop time tracking with screenshots
  • Time movement with audit trail (fix mistakes)
  • Export to Excel (client reporting)
  • Client portal (transparency)

Implementation:

Week 1: Rolled out desktop time tracking
Week 2: Trained team on tracking everything
Week 3: Used time movement to fix Week 1-2 mistakes
Week 4: Shared first client time report via Excel export

Result:
- Billable hours captured: +18%
- Revenue recovered: $12,000/month
- Client disputes: -75%
- DSO: 90 days → 45 days (portal transparency)

Use Case: Consultancy CRM Migration

Challenge: Moving from Pipedrive + separate project management + FreshBooks invoicing.

Features Used:

  • Pipedrive import (contacts and organizations)
  • Deal pipeline setup
  • Project creation from deals
  • Integrated invoicing

Implementation:

Day 1: Exported from Pipedrive
Day 2: Imported to Corcava (2 hours)
Day 3: Set up deal pipeline
Week 2: Trained team
Week 3: Parallel running
Week 4: Full switch, canceled old tools

Result:
- Tools consolidated: 5 → 1
- Annual savings: $6,400
- Setup time: 15 hours total
- Team productivity: +20% (no context switching)

Use Case: Support Team AI Scaling

Challenge: Support team drowning in repetitive questions, considering hiring.

Features Used:

  • AI chat assistant
  • Chat widget on website
  • Automated responses
  • Helpdesk ticket integration

Implementation:

Week 1: Enabled AI with 20 common FAQs
Week 2: Monitored and refined responses
Week 3: Added 15 more FAQ entries
Week 4: Measured impact

Result:
- Chats handled: 400/month → 950/month
- Same 2-person team (no hiring needed)
- Response time: 4.2 min → 1.3 min
- Satisfaction: 4.5/5 → 4.7/5
- Cost avoided: $60,000/year (didn't hire third person)

Coming Soon: Feature Roadmap Preview

November-December 2025:

  • Advanced reporting dashboards
  • Mobile app enhancements
  • Additional integration options
  • Invoice automation improvements
  • Enhanced AI capabilities

Q1 2026:

  • Resource planning tools
  • Advanced capacity management
  • Enhanced client portal features
  • Additional payment gateway options
  • Expanded automation rules

Q2 2026:

  • Advanced analytics and BI
  • White-label enhancements
  • API expansion
  • Integration marketplace
  • Custom workflow builder

Want to influence the roadmap? Share your feature requests and vote on what matters most to you.


How to Maximize New Features

Best Practices for Staying Current

Weekly Review (5 minutes):

Friday afternoon:
1. Check "What's New" section
2. Read new feature announcements
3. Identify 1-2 features to try next week
4. Share relevant updates with team

Monthly Deep Dive (30 minutes):

First Monday of month:
1. Review full changelog for month
2. Watch demo videos
3. Test new features in sandbox
4. Plan implementation for relevant features
5. Train team on high-impact features

Quarterly Optimization (2 hours):

Every 3 months:
1. Audit how you're using platform
2. Identify underutilized features
3. Learn about features you missed
4. Optimize workflows with new capabilities
5. Measure productivity improvements

Getting Maximum Value

You're Paying $9/User/Month: Make sure you're using everything included:

Checklist of Features to Enable:

□ Time tracking (desktop app + manual entry)
□ Project management (all projects in platform)
□ CRM (contacts, clients, deals)
□ Email campaigns (marketing automation)
□ Invoicing (time-to-invoice workflow)
□ Client portal (transparency and self-service)
□ Team chat (reduce Slack dependency)
□ Video calls (reduce Zoom usage)
□ AI assistant (support and efficiency)
□ Automations (reduce manual work)
□ Integrations (Gmail, calendar, Slack, Telegram)
□ Mobile apps (iOS, Android)
□ Reports and analytics (data-driven decisions)

If you're only using 3-4 of these, you're leaving value on the table.


Conclusion: Continuous Improvement

Since launching in March 2025, we've shipped 100+ features, improvements, and refinements. That's an average of 3-4 updates per week—and we're just getting started.

Our Commitment:

  • Weekly feature releases
  • Monthly major feature updates
  • Quarterly infrastructure improvements
  • Continuous based on your feedback

Your Benefit:

  • Platform improves while you use it
  • No cost for new features (included in $9/user)
  • Regular productivity enhancements
  • Growing capability without tool switching

The Corcava Difference: Most software gets worse over time. Features stagnate. Bugs accumulate. Support declines.

Corcava gets better every week. New features. Enhanced workflows. Improved performance.

Recent Highlights:

  • Time movement with audit trails (October)
  • Pipedrive migration tools (September)
  • AI chat assistant (August)
  • Board automations (August)
  • Excel exports (September)
  • Multi-language support (July)

Coming Soon:

  • Even more automation
  • Enhanced mobile apps
  • Additional integrations
  • Advanced analytics
  • Workflow enhancements

Ready to Experience Continuous Improvement?

Start your free trial of Corcava and get access to a platform that improves every week, not every year.

With Corcava, you get:

  • 100+ Features and growing weekly
  • All-in-One Platform (CRM, projects, time, invoicing, chat)
  • Regular Updates with new capabilities
  • No Extra Costs for new features (all included)
  • Practical How-Tos for every update
  • Responsive Support implementing your feedback
  • Migration Tools from other platforms
  • Modern Workflows built for today's businesses

All for $9 per user per month. Everything included. New features added regularly. No upgrade fees.

Start Free Trial → Explore Latest Features → Improve Your Workflow

No credit card required. 14-day free trial. 100+ features included.

Bookmark our changelog: Stay updated on new features, watch demo videos, and get practical how-tos delivered monthly.


Want software that actually improves over time? Join Corcava today and experience continuous feature development that makes your business better every week.