How agencies use a CRM: clients, projects, pipeline, and support. Piraja supports contacts, deals, tickets, and billing.
Why agencies need a CRM
Agencies manage multiple clients, leads, and ongoing work. Without a central system, it's easy to lose track of who said what, which requests are open, and who owes you money. A CRM gives you contacts and companies in one place, a pipeline for new business, tickets for client requests (so nothing falls through the cracks), and tasks for deadlines. When you bill clients, Finance and Stripe help you invoice and get paid.
Getting started
Step-by-step
- Add Organizations for client companies and Individuals for contacts; link each person to the right company so you have a clear account view.
- Create Opportunities for new business (pitches, proposals) and move them through the Pipeline as they progress.
- Use Tickets for client support or ad-hoc requests. Assign them, set priority, and track status so the team knows what's open and who owns it.
- Use Tasks for internal follow-ups and deadlines (e.g. deliverable due dates, internal reviews).
- Connect Mailbox so client email is linked to the right contact. That way every conversation stays with the client record.
- Use Stripe and Finance for invoicing. See How to Get Paid Faster for tips.
Best practices
- One organization per client – Keep each client as one organization and link all contacts and tickets to it. That gives you a single view of the account.
- Use tickets for every client request – Log support questions and change requests as tickets so they're assigned, tracked, and visible in the client's history.
- Pipeline for new business, tickets for ongoing – Use the pipeline for sales (new clients); use tickets for ongoing support and requests from existing clients.
Frequently asked questions
Can I track projects or retainers?
Use Opportunities for deals and Tickets for client requests. For project or retainer tracking, check the application for available modules.
Do I need both Pipeline and Tickets?
Yes for most agencies: Pipeline for new business (leads, proposals), Tickets for client support and requests once they're a client. That keeps sales and delivery visible in one place.
Who can I contact for help?
Contact support at support@piraja.io.
Conclusion
A CRM for agencies centralizes clients, pipeline, support, and billing. Piraja provides Organizations, Individuals, Opportunities, Pipeline, Tickets, Tasks, Mailbox, and Stripe. See How to Set Up Customer Support with Tickets and How to Invoice Customers with Stripe for workflows.