Question 1

What is Corcava?

Accepted Answer

Corcava is an all-in-one platform for digital teams that combines project management, CRM, time tracking, invoicing, team communication, hiring, and automation tools. It's designed for agencies, dev shops, design studios, consultants, and freelancers who deliver billable client work.

Question 2

How much does Corcava cost?

Accepted Answer

Corcava offers a Pro plan at $9 per seat per month. The Pro plan includes a 14-day free trial and provides access to all features including time tracking, project management, CRM, analytics, role permissions, customer support, video calls, and weekly feature updates. Pricing is per team member.

Question 3

Is there a free trial available?

Accepted Answer

Yes! Corcava offers a 14-day free trial on the Pro plan. You can try all features with no commitment and cancel anytime during the trial period.

Question 4

How does the desktop time tracker work?

Accepted Answer

Corcava's desktop application integrates with your account to provide automatic time tracking. Once connected via API authentication, you can select projects and tasks, then use start/stop/continue functionality to track time. The app can optionally capture screenshots during tracking for work verification and supports both automatic and manual time entry modes.

Question 5

Can I control who sees my time tracking screenshots?

Accepted Answer

Yes, Corcava has comprehensive screenshot privacy controls. You can configure role-based access to screenshots, control whether screenshots are captured at all, and decide which team members or clients can view them. Screenshots can optionally be shared with clients through the client portal, but this is entirely configurable.

Question 6

Can I add time manually instead of using the tracker?

Accepted Answer

Yes, you can add time entries manually through the MyWork interface. Simply select the project, specify start and end times, add optional notes and context, and save. The system includes validation to prevent overlapping time entries and enforces a 10-minute minimum interval.

Question 7

Can I track time from the browser?

Accepted Answer

Yes. When you have permission to add manual time, a time tracker chip appears in the top header of the app. Click it to start or stop tracking, choose a project and optional task, and add notes—no desktop app or API required. Perfect when you're already working in the browser.

Question 8

Where does the web time tracker appear?

Accepted Answer

The web time tracker appears as a chip in the top header of the Corcava app. It is only visible when your account has permission to add manual time (controlled by your team admin). When not tracking it shows "Start tracking"; when tracking it shows the project name and elapsed time.

Question 9

What if I was away while tracking in the browser?

Accepted Answer

When you return after being away, you may see a reconcile dialog. You can choose to stop the interval at the last time activity was detected (recommended), keep the timer running, or split the idle period. This keeps your time data accurate without requiring you to remember to stop before stepping away.

Question 10

How are projects and boards organized?

Accepted Answer

Corcava uses a hierarchical structure: Projects → Boards → Columns → Tasks. Each project can have multiple boards (for different workflows), each board has customizable columns (Kanban-style), and each column contains tasks. Projects are linked to clients, and team members are assigned to projects for access control.

Question 11

Can I have multiple boards within a single project?

Accepted Answer

Yes! Corcava allows you to create multiple boards per project. This is perfect for managing different workflows, sprints, or phases within the same project. Each board can have its own column structure and task organization while remaining under the same project umbrella.

Question 12

How do I organize tasks with labels?

Accepted Answer

You can create color-coded task labels to categorize and organize work. Labels can be used to indicate priority, task type, department, or any custom categorization you need. You can filter tasks by labels and create custom label palettes that work across your projects.

Question 13

Can I archive completed projects and restore them later?

Accepted Answer

Yes, Corcava provides full archive and restore functionality. You can archive completed projects and boards to keep your workspace clean while preserving all data, including tasks, comments, time tracking, and file attachments. Archived items can be restored at any time with complete history intact.

Question 14

What can clients see in the client portal?

Accepted Answer

The client portal gives your clients read-only access to their projects through a Project Viewer role. They can view project progress, review task status, see time reports, access screenshots (if enabled), view and pay invoices, communicate through the chat hub, and access shared documents. You have full control over what each client can see.

Question 15

How does contact and client management work?

Accepted Answer

Corcava's CRM provides a comprehensive contact database where you can manage both individual contacts and client companies. Contacts can be linked to companies in a hierarchical structure, and you can add custom fields to tailor forms to your needs. The system includes import/export functionality, activity tracking, and integrates with projects, deals, and invoicing.

Question 16

How do I manage sales deals and pipelines?

Accepted Answer

Corcava includes a visual deal pipeline with customizable stages. You can create deals associated with contacts, track deal amounts and probability, attach supporting documents, and move deals through your sales process using drag-and-drop. The system also supports pipeline automation for automatic follow-ups and nurturing.

Question 17

Can I import contacts from a CSV or Excel file?

Accepted Answer

Yes! Corcava supports bulk contact import from CSV and Excel files. The import process includes intelligent field mapping where you can map your file columns to Corcava contact fields, data validation to catch errors, and comprehensive logging. You can also import data from Pipedrive including contacts, organizations, and deals.

Question 18

How do I create and send invoices?

Accepted Answer

Create professional invoices through Corcava's invoicing module. You can add line items, apply taxes, set custom prefixes and numbering, brand with your logo and colors, and generate PDF invoices. Invoices can be sent directly to clients via email, and you can accept online payments through Stripe. The system also supports time-to-invoice conversion from tracked hours.

Question 19

How do I add or edit line items on an invoice?

Accepted Answer

Open a draft invoice and click Line items (or Edit line items) to open the line items modal. There you can add, edit, reorder, or remove lines—each with a description, quantity, unit price, and a quantity type (e.g. hours for time-based work, units for deliverables). The invoice total updates automatically. You can change line items and quantity types anytime before the invoice is sent.

Question 20

Does Corcava support multiple currencies?

Accepted Answer

Yes, Corcava has comprehensive multi-currency support. You can set a base currency for your team and create invoices in different currencies for international clients. The system handles automatic currency conversion, supports multi-currency payment tracking, and provides financial reporting across different currencies.

Question 21

Can I set up recurring invoices for retainer clients?

Accepted Answer

Yes! Corcava supports automated recurring invoice generation. You can configure billing schedules (monthly, bi-weekly, weekly), set client-specific recurring settings, and have invoices automatically generated and emailed to clients. The system also supports time-based invoice generation from tracked hours.

Question 22

How do clients pay invoices online?

Accepted Answer

Clients can pay invoices online through the secure invoice portal. Corcava integrates with Stripe for card payments and PassimPay for cryptocurrency payments. Each invoice has a unique secure link, and payment status is automatically updated via webhooks. Clients receive payment confirmations and receipts automatically.

Question 23

Can I track business expenses and bill them to clients?

Accepted Answer

Yes, Corcava includes expense management where you can record business expenses, categorize them, associate them with specific projects, and mark expenses as billable. Billable expenses can be added directly to client invoices, and you can attach receipts and supporting documents to expense records.

Question 24

Can I send email marketing campaigns through Corcava?

Accepted Answer

Yes! Corcava has a built-in email campaign platform. You can create email templates with dynamic content, segment contacts for targeted campaigns, schedule email sends, and track opens, clicks, and responses. The system also supports automated drip campaigns for lead nurturing and can connect multiple email accounts.

Question 25

What can I automate in Corcava?

Accepted Answer

Corcava provides extensive automation capabilities including: pipeline automation for lead nurturing, task automation for auto-assigning and moving tasks between columns, email automation for follow-ups and reminders, board automations triggered by task movements, webhook support for custom integrations, and notification automation for Slack and Telegram.

Question 26

How do board automations work?

Accepted Answer

Board automations let you set up automatic actions that trigger when tasks move to specific columns. You can auto-assign team members, send notifications, update task status, trigger webhooks, or perform other actions automatically. This reduces manual work and keeps everyone informed about project progress.

Question 27

How does the Slack integration work?

Accepted Answer

Corcava's Slack integration allows you to chat with the AI assistant directly in Slack. Connect your Slack account in Settings > Integrations, then send direct messages to the Corcava bot or mention @Corcava in channels to ask questions about your business data. The AI assistant provides the same capabilities as the web chat, including natural language queries about time tracking, projects, deals, invoices, and team performance. Available for organization managers and super administrators.

Question 28

Can I use the AI assistant in Slack?

Accepted Answer

Yes! Connect your Slack account in Settings > Integrations to chat with Corcava's AI assistant directly in Slack. You can send direct messages to the bot or mention @Corcava in channels. The AI assistant maintains conversation history and provides the same intelligent insights as the web chat, answering questions about time tracking, projects, deals, invoices, and more. This feature is available to organization managers and super administrators.

Question 29

What features are available through Telegram?

Accepted Answer

Corcava's Telegram integration lets you receive notifications directly in Telegram with granular control over each notification type. Choose to receive task assignments, meeting invites, daily summaries, team reports, and feature updates via Telegram, email, or both. Simply connect your Telegram account in Settings > Integrations, then configure your preferences in Settings > Notifications. Perfect for teams that live in Telegram and want instant updates without switching apps.

Question 30

How does the Cursor integration work?

Accepted Answer

When you connect Cursor to Corcava you get two things. (1) Coding Report—add your Cursor Admin API key in Settings > Integrations > Cursor; then in Reports > Coding Report you'll see Cursor usage and spend alongside time tracking and Git activity. (2) Task context and time tracking in the editor—add the Corcava MCP server and your Corcava API key to ~/.cursor/mcp.json; your AI assistant in Cursor can then read tasks, create or update tasks, start and stop time tracking, and add comments without leaving the editor.

Question 31

Does Corcava sync with Google Calendar?

Accepted Answer

Yes, Corcava offers two-way Google Calendar synchronization. Meetings and events created in Corcava automatically appear in Google Calendar, and updates in either platform reflect everywhere. This prevents double-booking and ensures your schedule is always synchronized.

Question 32

Can I conduct video calls within Corcava?

Accepted Answer

Yes, Corcava includes built-in video conferencing. You can schedule meetings with calendar sync, handle timezones automatically, create meeting rooms, and conduct video calls with your team and clients without leaving the platform. Meetings can be scheduled from chat conversations and include automatic reminders.

Question 33

How do I add a chat widget to my website?

Accepted Answer

Corcava provides an embeddable chat widget that you can add to your website with a single line of code. The widget is customizable to match your brand, includes AI-powered automatic responses, and allows website visitors to chat directly with your team. All conversations are tracked in Corcava.

Question 34

What is the AI chat assistant and how does it work?

Accepted Answer

Corcava's AI chat assistant provides intelligent response suggestions and automated customer support through your website chat widget. The AI learns from your conversations to provide better responses over time, handles common inquiries automatically, and seamlessly hands off to your team for complex questions.

Question 35

Can I use Corcava for hiring and recruitment?

Accepted Answer

Yes — Corcava includes hiring tools for digital teams filling dev, design, and delivery roles. Create vacancies, track candidates on a kanban board, schedule interviews, store resumes, and optionally publish openings to Career Habr. AI-assisted job descriptions help draft postings. This is for agencies hiring their own team, not staffing-firm placement workflows.

Question 36

How do I post jobs to Career Habr?

Accepted Answer

Corcava integrates with Career Habr for publishing vacancies. Create a job posting in HR → Vacancies, optionally enable "Publish to Career Habr," fill the required fields (salary, skills, team description), and submit. Applications can flow back into your candidate board in Corcava.

Question 37

What user roles and permissions are available?

Accepted Answer

Corcava includes role-based access control with several built-in roles: Super Admin, Organization Manager, Project Manager, Sales Manager, Sales Representative, Project Viewer, and User. Each role has specific permissions and capabilities. You can assign roles to team members to control what they can see and do within the platform.

Question 38

How do I add and manage team members?

Accepted Answer

Team owners and Organization Managers can add team members by inviting them via email. Once invited, you can assign roles, add them to specific projects, set billing and pay rates, and control their access to various parts of the platform. Team member seats are charged monthly based on your subscription.

Question 39

Can I white-label Corcava with my own branding?

Accepted Answer

Yes, Corcava offers white-label options where you can deploy the platform on your own custom domain with your company branding. This is perfect for agencies and service providers who want to offer the platform to their clients under their own brand.

Question 40

How do I add custom fields to contacts and forms?

Accepted Answer

Corcava has a flexible custom field system that allows you to add fields to contact forms tailored to your business needs. You can create different field types, add validation rules, organize fields by team and purpose, and use custom field data in workflows and reports.

Question 41

Can I customize invoice appearance with my branding?

Accepted Answer

Yes, you can fully customize your invoices with company logo, custom colors, custom prefixes and numbering systems, and professional templates. Each client can have unique invoice settings, and you can create different templates for different types of invoices or clients.

Question 42

What reports and analytics are available?

Accepted Answer

Corcava provides comprehensive reporting including: time and productivity reports with team analysis, financial analytics showing revenue and expenses, project performance metrics tracking completion and budgets, team performance reports with individual metrics, client reports for transparency, and custom dashboards with key KPIs. All reports can be exported to Excel.

Question 43

Can I export data to Excel?

Accepted Answer

Yes! All reports can be exported to Excel with one click. This includes time tracking data, financial reports, project metrics, team performance reports, and more. Excel exports allow you to perform additional analysis, share data with stakeholders, and archive reports.

Question 44

What information is shown on the dashboard?

Accepted Answer

The Corcava dashboard provides an at-a-glance view of your business with metric cards, interactive charts, financial summaries including revenue and outstanding payments, project health indicators, team productivity metrics, upcoming deadlines, warnings for missing bill rates, and real-time data with async loading for performance.

Question 45

How secure is my data in Corcava?

Accepted Answer

Corcava uses enterprise-grade security including encrypted data storage, secure API communications, role-based access control for granular permissions, automated backups with data recovery options, complete audit logs for compliance, and optional multi-factor authentication. All payment processing is handled through secure, PCI-compliant gateways.

Question 46

Does Corcava support two-factor authentication?

Accepted Answer

Yes, Corcava supports multi-factor authentication (MFA) to enhance account security. Users can enable 2FA on their accounts to require an additional verification step beyond their password when logging in.

Question 47

Are my projects and data backed up?

Accepted Answer

Yes, Corcava performs automated backups of all your data. This includes projects, tasks, contacts, time tracking records, invoices, and all associated files and attachments. Data recovery options are available if needed.

Question 48

Can I see a history of changes and user actions?

Accepted Answer

Yes, Corcava maintains comprehensive audit logs including task events for all changes, activity tracking for user actions, communication history, time tracking logs, and complete activity timelines. This provides full accountability and helps with compliance requirements.

Question 49

Is Corcava available in multiple languages?

Accepted Answer

Yes! Corcava's interface is available in multiple languages including English, Russian, Spanish, French, German, Portuguese, Italian, Dutch, Turkish, Swedish, Polish, Chinese, Japanese, and Korean. The platform includes automatic language detection, localized date and number formats, and team member language preferences.

Question 50

How does Corcava handle different timezones?

Accepted Answer

Corcava includes smart timezone support with automatic timezone detection, timezone conversion for distributed teams, local timezone display so everyone sees times in their timezone, and timezone-aware scheduling for meetings and reports. This makes it easy to work with global teams and clients.

Question 51

Is there a mobile app for Corcava?

Accepted Answer

Yes! Corcava has native mobile apps for both iOS and Android. Download the iOS app from the App Store (https://apps.apple.com/us/app/corcava/id6745815020) and the Android app from Google Play (https://play.google.com/store/apps/details?id=com.nomadicsoft.corcava). Both apps include time tracking with GPS, push notifications, offline mode, and mobile-optimized project boards. The web interface is also fully mobile-responsive.

Question 52

Can I use Corcava without an internet connection?

Accepted Answer

The iOS app (available on the App Store) includes full offline support. The desktop time tracker can also track time offline and sync when connection is restored. The web application requires an internet connection for full functionality.

Question 53

How does the meeting scheduler work?

Accepted Answer

Corcava includes a public meeting scheduler that lets clients book time with you directly. You can create public booking pages with your availability, handle timezone differences automatically, and have meetings automatically added to your calendar with room creation. This eliminates scheduling back-and-forth via email.

Question 54

Can I create landing pages for lead generation?

Accepted Answer

Yes, Corcava includes a landing page builder for lead generation. You can create custom landing pages with built-in form builders, track analytics, and have form submissions automatically create contacts in your CRM. This helps turn website visitors into trackable leads.

Question 55

How do I track sales outreach activities?

Accepted Answer

Corcava's outreach tracking system lets you monitor all customer interactions across different channels including email, phone calls, social media, and messaging platforms. The system provides data visualization, filtering by user and type, and activity cards showing your complete outreach history with each contact.

Question 56

Can I set time estimates for tasks?

Accepted Answer

Yes, you can add time estimates to tasks for budget tracking. Tasks include estimate fields that you can use to plan project timelines and compare estimated vs actual time spent. This helps with project profitability analysis and resource planning.

Question 57

How do I set billing rates for time tracking?

Accepted Answer

Corcava supports flexible billing rates at multiple levels. You can set default rates per team member, override rates for specific projects, track rate history over time, and apply different rates for different types of work. The system warns you about missing bill rates on the dashboard.

Question 58

Can I track team member pay rates separately from bill rates?

Accepted Answer

Yes, Corcava has a comprehensive pay rate system separate from billing rates. You can manage team member pay rates with full history tracking and project-specific overrides. This is essential for accurate cost tracking, profitability analysis, and payroll management.

Question 59

How do I see time that hasn't been billed yet?

Accepted Answer

Corcava tracks uninvoiced time across all projects, making it easy to identify work that hasn't been billed to clients yet. Financial reports show separate 'Spent' and 'Billed' columns so you can quickly spot revenue opportunities and ensure all billable time is invoiced.

Question 60

Can I set up approval workflows for team-generated invoices?

Accepted Answer

Yes! Corcava includes team invoice approval workflows. You can configure approval requirements for invoices generated by your team, set granular permission controls to determine who can approve, and receive automatic notifications when invoices need approval. This is perfect for agencies that need oversight on client billing.

Question 61

How do I search for projects, tasks, and contacts?

Accepted Answer

Corcava includes universal search functionality that works across projects, tasks, boards, clients, contacts, and deals. You can search from anywhere in the platform to find what you need in seconds. Search supports text-based queries and filters for more precise results.

Question 62

Can I attach files to tasks and deals?

Accepted Answer

Yes, you can upload files, documents, and images directly to tasks and deals. Supported formats include images, PDFs, and various document types. Files are organized per task/deal, include preview capabilities for images, and can be downloaded and shared. Task cards can show image thumbnails for visual reference.

Question 63

How does team collaboration work on tasks?

Accepted Answer

Tasks include a commenting system for team collaboration. You can add comments to discuss work, use @mentions to notify specific team members, and view a complete activity timeline showing all task events, assignments, and changes. This keeps all project communication in context.

Question 64

How do I link projects to clients?

Accepted Answer

When creating a project, you can associate it with a client from your CRM. This connection enables client-specific time tracking, allows you to generate invoices from project time, gives clients portal access to their projects, and helps organize all work by client for better reporting and relationship management.

Preguntas frecuentes

Primeros pasos

What is Corcava?

How much does Corcava cost?

Is there a free trial available?

Can I track time from the browser?

Is there a demo account I can try?

Does Corcava have a status page?

How do I check if Corcava is down or experiencing issues?

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