Step-by-step tutorials and workflows
43 articles
Add billables to opportunities or tickets, connect Stripe, and generate invoices. Step-by-step guide to CRM invoicing with Stripe.
Step-by-step: create and send your first invoice in Piraja using Finance and Stripe. Link to contacts, add line items, send, and track.
What to look for in invoicing software for small business: CRM-linked invoices, payment links, one place for contacts and billing.
Connect Gmail or Outlook to the Mailbox module for automatic email sync and contact matching. One-time OAuth setup.
Match emails to contacts and attach threads to opportunities or tickets so all communication stays in context in the CRM.
Why connect Gmail to your CRM: sync emails, match to contacts, and keep every conversation in context.
Connect Outlook to the Mailbox module for automatic email sync and contact matching. One-time OAuth setup.
Add a person as an Individual and optionally link them to an Organization. Foundation for deals, invoices, and support in Piraja CRM.
Archive and restore Individuals and Organizations. Keep records out of active lists without losing history.
Update opportunity stages as deals progress. Keep your pipeline accurate and use tasks for follow-up at each step.
Set up your sales pipeline in Piraja: enable Pipeline and Opportunities, create opportunities linked to contacts, use the pipeline view and tasks.