Get the most out of your first day in Piraja CRM. Tour the app, add a contact, and see your pipeline.
Introduction
Your first day in Piraja is about getting oriented and doing one full loop: add a contact, create an opportunity, and see it in the pipeline. That gives you a clear picture of how the CRM works before you bring in more data or your team. The app is module-based: your business administrator enables modules (e.g. Individuals, Organizations, Opportunities, Pipeline), and you turn on the ones you use in your sidebar so they're easy to reach.
Step 1: Check your modules
What to do first
Open the main menu and see which modules are available. At minimum you'll want Individuals, Organizations, Opportunities, and Pipeline for the lead-to-deal workflow. Enable them in your sidebar so you can reach them quickly without digging through settings.
Tip
If a module you expect isn't listed, it may not be enabled for your business. Ask your business administrator to enable it, or see the FAQ below.
Step 2: Add a contact and company
Add your first contact
- Go to Individuals and create a new contact with at least name and email.
- If they belong to a company (B2B), create or find an Organization and link the individual to it. That way the contact appears under the right account.
Import companies quickly
If you have BRREG (Norway) or Companies House (UK) enabled, use the search in Organizations to look up and import the company so you don't type name and address by hand. See Norwegian CRM with BRREG for the workflow.
Step 3: Create an opportunity and use the pipeline
Create a deal
- Create an Opportunity linked to that contact (and organization if relevant). Add a value and stage if prompted.
- Open the Pipeline. You'll see the opportunity in a stage (e.g. Lead, Qualified, Proposal).
- Move it between stages (e.g. drag and drop or change stage) as the deal progresses. That's the core loop: contact → opportunity → pipeline.
What this gives you
You now have one contact, optionally one company, and one deal visible in the pipeline. From here you can add Tasks for follow-ups and, when you connect email, link conversations to the contact.
What to do next
Recommended next steps
- Invite your team so others can use the same CRM and pipeline.
- Connect your first integration (e.g. Gmail, Outlook, Stripe, BRREG) so email and company data flow into Piraja.
- Read How to Track Leads from First Contact to Deal for the full workflow from first contact to closed deal.
Frequently asked questions
I don't see a module I expect
Module availability is set by your business administrator. Ask them to enable the module for the business, or contact support at support@piraja.io if you need help.
Do I need Organizations on day one?
Not necessarily. If you only sell to individuals, you can start with Individuals and Opportunities. For B2B, Organizations give you the account view (company + contacts + deals), so it's worth adding them early.
Who can I contact for help?
Contact support at support@piraja.io.
Conclusion
Your first day: enable the modules you need, add a contact and optional company, create an opportunity, and use the Pipeline. That completes one full loop. For more, see Welcome to Piraja CRM and Understanding the Module System.