Sales Pipeline & CRM for SMEs
Updated
Close deals and handoff delivery without switching tools
Pipeline Visibility
See where every deal stands and what needs follow-up.
Lead Capture
Record an enquiry on a contact and create a linked deal for qualification.
Follow-up Planning
Record contact notes and tasks so the next conversation has a clear purpose.
Task Management
Track follow-ups, meetings, and next steps for every deal.
Sales Reporting
Understand what's working with pipeline and conversion reports.
Seamless Handoff
Create delivery work explicitly from an accepted estimate, then set dates and assignments.
Built for Owner-Led Sales Teams
Small sales teams and owner-led businesses need pipeline clarity and follow-through—without the complexity of enterprise CRMs. You need to see where every deal stands, know what needs follow-up, and seamlessly hand off closed deals to delivery. Corcava gives you the sales tools you need, integrated with project delivery, so you can close deals and deliver work in one platform.
Learn More About Our CRM Features
Follow the worked lead-to-invoice workflow to see estimate acceptance, project creation and draft invoicing as separate actions. For pipeline capabilities, visit our CRM feature page and deal management page.