Getting Started

Basic navigation and first steps

15 articles

Introduction

Welcome to Piraja CRM: Your Complete Guide

Welcome to Piraja CRM, your comprehensive business management platform. This guide will help you understand what Piraja CRM is, explore its key features, navigate the system, and get started on your journey to better customer relationship management.

Setup

Setting Up Your Account: Initial Configuration

Complete guide to setting up your Piraja CRM account. Learn how to configure your business profile, set up currency and VAT settings, manage users, enable modules, and configure security settings for optimal system performance.

Modules

Understanding the Module System

Learn how Piraja CRM's module system works. Understand the two-level access system, how to enable and disable modules, module dependencies, and best practices for module management.

Contacts

Your First Customer: Adding and Managing Contacts

Learn how to add your first contacts in Piraja CRM. This guide covers adding individuals and organizations, linking contacts to companies, using BRREG to import Norwegian companies, and best practices for contact management.

Sales

Managing Your Sales Pipeline: From Lead to Deal

Learn how to manage your sales pipeline in Piraja CRM. This guide covers creating opportunities, moving deals through pipeline stages, tracking revenue, linking to customers, and using the visual Pipeline module for better sales management.

support

Handling Support Tickets: Customer Service Basics

Learn how to manage support tickets in Piraja CRM. This guide covers creating tickets, managing priorities and statuses, assigning tickets to team members, linking to customers, and resolving customer issues effectively.

onboarding

First Day in Piraja CRM

Get the most out of your first day: tour the app, add a contact, and see your pipeline.

Understanding Your Dashboard

Get to know the Piraja dashboard: widgets, quick actions, and how to see your pipeline and activity at a glance.

Your First Invoice

A short guide to creating and sending your first invoice in Piraja using Finance and Stripe.

Your First Support Ticket

Create and handle your first support ticket in Piraja so customer requests are tracked and never lost.

Your First Deal

Create your first opportunity and move it through the pipeline. A short guide to logging a deal in Piraja CRM.

Your First Contact

Add your first person (Individual) and optionally their company (Organization) in Piraja CRM.

Quick Wins in Your First Week

A short checklist to get value from Piraja CRM in your first week: contact, deal, task, invoice or ticket.

team

Invite Your Team

Add team members to your Piraja CRM business so everyone can use the same contacts and pipeline.

integrations

Connect Your First Integration

Connect Gmail, Outlook, Stripe, BRREG, or Companies House to Piraja CRM. Step-by-step from first integration.