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. Whether you're new to CRM systems or an experienced user, this guide provides the foundation you need to succeed.
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, Swedish, Danish, Finnish, German, Dutch, French, and Spanish (9 locales).
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)
- Supports 9 locales: English, Norwegian, Swedish, Danish, Finnish, German, Dutch, French, Spanish
- 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 BRREG (Norwegian business registry) and other integrations
- 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
- Drag-and-drop stage management
- Pipeline analytics
- Revenue tracking
Finance 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
Email & Communication
Mailbox Module
- Unified email management (Gmail/Outlook/forwarding)
- Conversations (threads) and Messages (flat list) views
- Correlation to Individuals/Organizations and work items (Tickets/Opportunities/Tasks)
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 (Finance, Services)
- Productivity Modules: Task and activity management (Tasks, Notes, Storage)
- Integrations: Third-party connections (e.g. BRREG for Norwegian companies)
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
Navigation Basics
Main Navigation
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
Key Pages
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 (/profile)
- Your public profile (avatar, display name)
- Link to account settings
Account settings (/account/settings)
- Email, password, personal info
- Currency, language, timezone, theme
- Delete account
Search Functionality
Global Search
- Search across all entities
- Quick access to contacts, tickets, opportunities
- Keyboard shortcut:
Ctrl+K(orCmd+Kon Mac)
Module-Specific Search
- Each module has its own search
- Filter by various criteria
- Advanced filtering options
Keyboard Shortcuts
Ctrl+K/Cmd+K: Open global search/: Focus search in current moduleEsc: 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)
- Complete business profile
- Configure currency settings
- Set VAT rates
- Add team members
- Configure business modules
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
- Configure Finance (invoicing and billables)
- Set up custom fields
- Explore Mailbox and email workflows
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
Email Support
- For technical issues, account questions, or feature requests
- Contact: support@piraja.io
Next Steps
Recommended Articles
Now that you understand the basics, explore these articles:
-
- Complete account configuration
- Business setup
- User management
-
Understanding the Module System
- How modules work
- Module access hierarchy
- Best practices
-
- Adding contacts
- Managing organizations
- Relationship mapping
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.
What languages are supported? Piraja CRM supports 9 locales: English, Norwegian, Swedish, Danish, Finnish, German, Dutch, French, and Spanish.
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? Multiple modules cover different business functions. Available modules depend on your subscription; you can enable or hide modules as needed.
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 with your subscription. Module availability depends on your organization's subscription.
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.