CRM

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.

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.

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.

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.

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.

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.

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.

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.

Yes, Corcava supports contact segmentation for email campaigns. You can create segments based on custom fields, contact properties, deal stages, or activity history, then send targeted campaigns to specific segments. This enables personalized marketing and higher engagement rates.

Proposal generation is planned for Q1 2026. The feature will transform CRM deals into professional proposals automatically using AI-powered writing, customizable templates, automatic pricing from deals, e-signature integration, proposal tracking and analytics, and version history. This will dramatically speed up your sales process.

Yes, Corcava's outreach tracking includes social media integration. You can connect social media accounts, monitor interactions across platforms like LinkedIn, Twitter, Facebook, and keep all customer touchpoints in one place alongside email, calls, and other communications.

Yes, through the landing page builder and website chat widget, you can capture form submissions that automatically create contacts in your CRM. This turns website visitors into trackable leads with full activity history and pipeline management.

You can add notes to contacts through the contact management interface. Notes appear in the contact's activity timeline alongside communications, meetings, and other interactions. This provides a complete history of your relationship with each contact.

Yes, deals include fields for both amount and probability. This lets you calculate weighted pipeline value and forecast revenue more accurately. Combined with deal stage tracking, you can see realistic revenue projections based on where deals are in your sales process.