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.

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.

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.