FAQ: Tag

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.

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, absolutely. Each client can have their own preferred currency for invoicing and financial tracking. Corcava handles the currency conversion automatically and maintains accurate records in both the client's currency and your base currency.