How can we get access to tutorials of each thing? | Corcava

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Q: How can we get access to tutorials of each thing?

Im struggling to understand the Tasks, how do I create that? Also do you guys offer a pipeline layout, where I can track cards for each customers

111242411236348539184May 1, 2025

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I visited your website to try out your software, but I noticed that it requires credit card information to access the trial. I personally avoid purchasing anything on AppSumo without first trying it out, as I don’t want to buy something only to request a refund and leave a negative review — which I feel isn't fair to the founders. I’m unsure of your strategy and reasoning behind requesting credit card details for a trial, but I believe it could discourage potential subscribers, leading to lower retention. In the long run, it might even cause issues with unauthorized payment claims. My suggestion would be to offer a true trial experience first, allowing users to see the value of your software before asking for their payment info. That said, would it be possible to arrange a 1-on-1 demo session since you don't give a true trail?
My company currently uses Salesforce as a comprehensive case management platform. Its primary purposes are: Managing Referrals – Accept, decline, re-refer cases. Handling Client Cases – View contact info, session notes, history. Recording Activity – Log notes, sessions, assessments, time. Sending Communications – GDPR-safe emails and internal posts. Submitting Reports – Risk, safeguarding, discharge, RFAS. Tracking Progress – Monitor case status, outcomes, and surveys. In summary, Salesforce serves as a centralised, secure, and auditable platform for managing all digital therapy operations — from referral intake to case closure — ensuring efficiency, compliance, and client safety. I want to know if Corcava can do these things for me? I would use Corcava instead of Salesforce then.
I run different companies. While I might use the same crm and project management within the scope of work I do, I have different invoicing and stripe accounts. Is this possible with different branding in invoice details? EG logos, addresses and stripe accounts. Thank you

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