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.
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.
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.
