
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:
- Export data from old CRM
- Manually clean and format CSV
- Map every field manually
- Import and hope for the best
- Spend days fixing import errors
- Re-import multiple times until right
Total time: 40-60 hours for typical agency
With Pipedrive-Specific Import:
- Export from Pipedrive (5 minutes)
- Upload to Corcava
- Automatic field mapping (Pipedrive format recognized)
- Click import
- 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:
- Take screenshots of report
- Copy/paste into email
- Client can't analyze data themselves
- 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.