Sales
How do I track sales outreach activities?
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.
Can Corcava generate proposals automatically?
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.
Can I track deal probability and expected value?
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.