Welcome to Piraja CRM: Your Complete Guide

Q: General Questions

What is Piraja CRM? Piraja CRM is a comprehensive, multilingual business management platform that helps you manage customer relationships, sales, support, and business operations in one place. Is Piraja CRM free? Piraja CRM offers a Free plan with basic features, plus Pro and Enterprise plans with advanced features. See the Plan Tiers section for details. What languages are supported? Currently: English, Norwegian, and Swedish. More languages are planned. Do I need technical knowledge to use Pir

Q: Module Questions

How many modules are there? There are 20+ modules covering different business functions. You can enable only what you need. Can I customize which modules I see? Yes! You can hide modules you don't use. Business administrators can enable/disable modules for their organization. Do modules cost extra? Core modules are included in all plans. Some advanced modules may require Pro or Enterprise plans.

Q: Data and Security

Where is my data stored? Your data is stored securely in Supabase (PostgreSQL) with complete data isolation per business. Is my data secure? Yes! Piraja CRM uses Row Level Security (RLS), encryption, and follows enterprise security best practices. Can I export my data? Yes, data export features are available. Contact support for assistance.

Q: Getting Help

How do I get help? - Search the Knowledge Base - Use in-app help - Contact support via email - Join community forums Are there video tutorials? Yes! Video tutorials are available in the Knowledge Base and on our support channels. Can I request new features? Yes! Feature requests are welcome. Contact support or use the feedback channels.

What is Piraja CRM?

Overview

Piraja CRM is a comprehensive, multilingual business management platform built with modern technology to help you manage customer relationships, sales pipelines, support tickets, and business operations all in one place. It's designed for businesses of all sizes, from startups to enterprises, and supports multiple languages including English, Norwegian, and Swedish.

Key Characteristics

Multi-Tenant Architecture

Each business operates in its own isolated environment
Complete data separation and security
Customizable settings per business

Module-Based System

20+ specialized modules for different business functions
Enable only what you need
Flexible module combinations based on your workflow

Multilingual Support

Full internationalization (i18n)
Currently supports: English, Norwegian, Swedish
All content, interfaces, and documentation available in multiple languages

Enterprise-Grade Features

Advanced security with Row Level Security (RLS)
Comprehensive audit trails
Activity tracking across all modules
Real-time data synchronization

Modern Technology Stack

Built with Next.js 15 and TypeScript
Powered by Supabase (PostgreSQL)
Real-time capabilities
Responsive design for all devices

What Makes Piraja CRM Different?

Unlike traditional CRMs that force you into rigid workflows, Piraja CRM offers:

Flexibility: Enable only the modules you need
Scalability: Grows with your business
Integration: Connect with Google Calendar, Outlook, BRREG, and more
AI-Powered: Aiden AI assistant for intelligent data queries
Privacy-First: Your data stays yours, never used for training

Core Features Overview

Customer Management

Individuals Module

Store and manage personal contacts
Track communication history
Link individuals to organizations
Custom fields for your specific needs

Organizations Module

Manage company and business entity information
Multi-contact organization support
Business relationship tracking
BRREG integration for Norwegian companies

Sales & Revenue Management

Opportunities Module

Track sales opportunities from lead to close
Revenue forecasting
Deal progression management
Integration with contacts and organizations

Pipeline Module

Visual sales pipeline
Custom pipeline stages
Performance analytics
Revenue tracking

Agreements Module

Contract and agreement templates
Digital signature integration
Version control
Renewal reminders

Billables Module

Invoice and transaction management
Multi-currency support
VAT calculation and reporting
Financial reporting

Services Module

Service catalog management
Multi-language service descriptions
Multi-currency pricing
Service categories and organization

Support & Operations

Tickets Module

Support ticket creation and management
Priority and status tracking
Assignment and escalation workflows
Knowledge base integration

Tasks Module

Task creation and assignment
Due date and priority management
Progress tracking
Integration with all modules

Notes Module

Context-aware note management
Rich text editing
Public and private notes
Universal notes system

Storage Module

Cloud file management
Module-based access control
Multi-entity attachments
Quota management

Calendar & Communication

Calendar Module

Event scheduling and management
Google Calendar integration
Outlook Calendar integration
Time zone support

Communication Module

Multi-channel messaging platform
Email integration
Communication history tracking

Content & Marketing

CMS Module

Content creation and management
Social media post scheduling
AI-powered content generation
Multi-platform publishing

Facebook & Instagram Integration

Social media management
Post scheduling
Engagement tracking
Content calendar

Analytics & Intelligence

Performance Module

Business performance tracking
System health monitoring
Analytics and insights

Aiden AI Module

AI-powered CRM assistant
Natural language queries
Data visualization
Document generation
Multi-modal support (files, images)

Understanding the System Architecture

Module System

Piraja CRM uses a flexible module-based architecture:

Two-Level Access System

Business Level: Business administrators enable/disable modules for their organization
User Level: Individual users can hide modules they don't use

Module Categories

Core Modules: Essential CRM functionality (Individuals, Organizations, Tickets, Opportunities)
Financial Modules: Billing and revenue management (Billables, Services)
Productivity Modules: Task and activity management (Tasks, Notes, Calendar)
Integration Modules: Third-party connections (Google Calendar, Outlook, BRREG)
Advanced Modules: AI and analytics (Aiden, Performance)

Plan Tiers

Free Plan

Basic CRM functionality
Core modules available
Limited users
Community support

Pro Plan

All core modules
Advanced features
More users
Priority support
Advanced integrations

Enterprise Plan

All modules and features
Unlimited users
Custom integrations
Dedicated support
Advanced security features

Data Structure

Multi-Tenant Isolation

Each business has isolated data
Complete data separation
Business-scoped queries
Secure data access

Entity Relationships

Individuals can link to Organizations
Tickets link to Individuals/Organizations
Opportunities link to Organizations
Tasks link to any entity
Notes link to any entity

Activity Tracking

Automatic activity logging
Complete audit trails
Change history
User action tracking

The main navigation sidebar provides quick access to all enabled modules:

Dashboard

Overview of your business
Key metrics and widgets
Recent activity
Quick actions

Module Links

Each enabled module appears in navigation
Click to access module features
Modules you've hidden won't appear

Settings

User profile settings
Business settings (for admins)
Module preferences
Notification settings

Dashboard (/dashboard)

Your home base
Customizable widgets
Quick access to common tasks

Modules (/modules)

Manage your personal module visibility
Enable/disable modules for your view
See module descriptions

Knowledge Base (/knowledge-base)

Help articles and guides
Searchable documentation
Module-specific guides

Profile (/dashboard/profile)

Your user settings
Personal preferences
Module preferences

Global Search

Search across all entities
Quick access to contacts, tickets, opportunities
Keyboard shortcut: Ctrl+K (or Cmd+K on Mac)

Module-Specific Search

Each module has its own search
Filter by various criteria
Advanced filtering options

Ctrl+K / Cmd+K: Open global search
/: Focus search in current module
Esc: Close modals and dialogs

Getting Started Checklist

First Steps

1. Complete Your Profile

Add your profile information
Set your language preference
Configure notification settings
Set your timezone

2. Explore the Dashboard

Review dashboard widgets
Customize widget layout
Understand key metrics
Set up quick actions

3. Configure Your Modules

Review available modules
Enable modules you need
Hide modules you don't use
Understand module dependencies

4. Set Up Your Business (Admins)

5. Add Your First Data

Add your first contact (Individual)
Add your first company (Organization)
Create your first opportunity (if applicable)
Create your first ticket (if applicable)

Recommended Learning Path

Week 1: Foundation

Complete account setup
Add initial contacts and organizations
Explore core modules
Set up basic workflows

Week 2: Core Workflows

Create your first opportunity
Set up your service catalog
Create your first ticket
Learn task management

Week 3: Advanced Features

Set up calendar integrations
Configure billables
Explore Aiden AI
Set up custom fields

Week 4: Optimization

Review and optimize workflows
Set up reporting
Train team members
Explore advanced integrations

Where to Get Help

Knowledge Base

The Knowledge Base is your primary resource for learning:

Getting Started Articles

Step-by-step guides for new users
Common workflows explained
Best practices and tips

Module Guides

Comprehensive guides for each module
Feature deep-dives
Integration guides

How-To Articles

Specific task instructions
Troubleshooting guides
FAQ sections

Search the Knowledge Base

Use the search function to find relevant articles
Filter by category or module
Browse by topic

Support Channels

In-App Help

Click the help icon (?) in the interface
Context-sensitive help
Quick links to relevant articles

Community Support

User forums
Community discussions
User-contributed tips

Email Support

For technical issues
Account questions
Feature requests

Priority Support (Pro/Enterprise)

Faster response times
Dedicated support channels
Advanced troubleshooting

Learning Resources

Video Tutorials

Step-by-step video guides
Module walkthroughs
Best practices demonstrations

Webinars

Live training sessions
Q&A sessions
Feature announcements

Documentation

Technical documentation
API references
Developer guides

Next Steps

Explore Modules

Based on your role, explore these modules:

For Sales Teams:

For Support Teams:

For Administrators:

Start Using Piraja CRM

You're now ready to start using Piraja CRM! Remember:

Start Simple: Begin with core modules and expand as needed
Explore Gradually: Don't try to learn everything at once
Use the Knowledge Base: Search for help when you need it
Ask Questions: Use support channels when stuck

Welcome to Piraja CRM - we're here to help you succeed!

Frequently Asked Questions

General Questions

What is Piraja CRM? Piraja CRM is a comprehensive, multilingual business management platform that helps you manage customer relationships, sales, support, and business operations in one place.

Is Piraja CRM free? Piraja CRM offers a Free plan with basic features, plus Pro and Enterprise plans with advanced features. See the Plan Tiers section for details.

What languages are supported? Currently: English, Norwegian, and Swedish. More languages are planned.

Do I need technical knowledge to use Piraja CRM? No! Piraja CRM is designed to be user-friendly. The Knowledge Base provides comprehensive guides, and our support team is here to help.

Module Questions

How many modules are there? There are 20+ modules covering different business functions. You can enable only what you need.

Can I customize which modules I see? Yes! You can hide modules you don't use. Business administrators can enable/disable modules for their organization.

Do modules cost extra? Core modules are included in all plans. Some advanced modules may require Pro or Enterprise plans.

Data and Security

Where is my data stored? Your data is stored securely in Supabase (PostgreSQL) with complete data isolation per business.

Is my data secure? Yes! Piraja CRM uses Row Level Security (RLS), encryption, and follows enterprise security best practices.

Can I export my data? Yes, data export features are available. Contact support for assistance.

Getting Help

How do I get help?

Search the Knowledge Base
Use in-app help
Contact support via email
Join community forums

Are there video tutorials? Yes! Video tutorials are available in the Knowledge Base and on our support channels.

Can I request new features? Yes! Feature requests are welcome. Contact support or use the feedback channels.