CRM and Project Management in One Platform
Stop losing deals in the handoff between sales and delivery. Corcava connects your CRM pipeline directly to project management — so every won deal becomes a project automatically.
The Disconnect Between Sales and Delivery
Most teams close deals in one tool and deliver work in another. The gap between them is where clients fall through the cracks.
Client Info Gets Lost in Handoff
Sales closes the deal, then delivery scrambles to find requirements, contact details, and context scattered across emails and spreadsheets.
No Project Visibility from the CRM
Account managers can't see delivery status without logging into a separate PM tool. Clients ask for updates and no one has a quick answer.
Double Data Entry Across Tools
Client names, project details, and deadlines get typed into both your CRM and your PM tool. Errors creep in, and no one trusts either system.
Can't See Profitability per Client
Revenue lives in the CRM, costs live in the PM tool, and time lives in a tracker. Knowing whether a client is profitable requires a spreadsheet.
From First Contact to Final Invoice
Corcava keeps everything connected — one platform, one workflow, zero handoff gaps.
Contact Comes In
Capture leads via web forms, email, or manual entry. Every contact lives in your CRM from day one.
Convert to Deal
Move qualified contacts into your sales pipeline. Track deal stages, values, and expected close dates.
Win Deal → Create Project
One-click conversion from won deal to active project. Client info, scope, and context carry over automatically.
Assign Tasks
Break the project into tasks, assign team members, and set deadlines. Everyone knows what they're responsible for.
Track Progress
Kanban boards, timelines, and built-in time tracking per task. See exactly where every project stands.
Invoice Client
Generate invoices from tracked time and milestones. No copy-pasting hours from a spreadsheet into a billing tool.
Why CRM + Project Management Together Matters
No Data Silos
Client info, project history, and billing records live in one place. No syncing, no imports, no "let me check the other tool."
Client Lifetime Value
See total revenue per client across all projects and deals. Identify your most profitable relationships at a glance.
Faster Delivery
Won deals become projects instantly. No re-entering client details, no waiting for someone to set up a project in another tool.
Accurate Billing
Time tracked per task feeds directly into invoices. Every billable minute is accounted for — no leakage, no guesswork.
What's Included
Corcava isn't a CRM with PM bolted on, or a PM tool with a contacts list. Both sides are built into the same platform.
CRM Features
- →Contact management
- →Deal pipeline with stages
- →Email integration
- →Client portal
Project Management
- →Kanban boards
- →Task management
- →Milestones
- →Team collaboration
Bridge Features
- →Time tracking
- →Invoicing
- →Reporting
- →Client portal
See our comparison of CRM + PM tools for how Corcava stacks up against other platforms.
Frequently Asked Questions
What's the best CRM with project management?
Corcava combines CRM and project management natively — contacts, deals, projects, tasks, time tracking, and invoicing all live in one platform. Unlike tools that bolt on PM as an afterthought, Corcava was built from the ground up to connect sales and delivery. Plans start at $9/user/month.
Can Salesforce do project management?
Salesforce doesn't include native project management. You'd need third-party apps from the AppExchange (like TaskRay or Inspire Planner), which add cost and complexity. Corcava includes both CRM and project management out of the box, with no add-ons required.
Is Monday.com a CRM?
Monday.com offers a separate CRM product alongside their project management tool, but the two aren't deeply integrated the way Corcava combines both. In Corcava, a won deal can become a project in one click, with client details carrying over automatically.
Can I track time in Corcava?
Yes. Corcava includes built-in time tracking with optional screenshots. You can track time per task, per project, and per client — then generate invoices directly from tracked hours. No separate time-tracking tool needed.
Connect Your Sales and Delivery
CRM, project management, time tracking, and invoicing — one platform, one login, $9/user/month.
No credit card required • Free 7-day trial