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 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.
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.
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.
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.
While individual recurring tasks aren't a standalone feature, you can use board automations and pipeline workflows to create task patterns that repeat based on triggers or schedules. For repeating project work, you can also duplicate boards and tasks as needed.
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.
A Zapier connector is planned for Q2 2026 and beyond, which will enable unlimited integrations with thousands of apps through Zapier's platform. Currently, Corcava offers direct integrations with Slack, Telegram, Google Calendar, Stripe, email providers, and job boards.
Yes, Corcava sends automated daily performance summaries to team members. The reports are timezone-aware so everyone receives them at the right local time. They show what was accomplished, what's in progress, and where help is needed - all compiled automatically without manual work.
Yes, Corcava supports webhooks for custom integrations and external triggers. You can configure webhooks to fire on specific events like task movements, deal stage changes, invoice payments, and other actions. This enables integration with any external system that accepts webhook data.
