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.

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.