How B2B sales teams use Piraja: companies, contacts, pipeline, and follow-up in one place.
What B2B sales teams need
B2B sales means selling to companies and building relationships with people inside them. You need Organizations and Individuals linked together so each account shows all contacts and deals, a pipeline for deals so you can see what's in play and what's stuck, and tasks so follow-up never slips. The Mailbox keeps email tied to the right contact and deal so the team has full context.
How Piraja supports B2B sales
Account view
Each organization shows all linked contacts and opportunities. That gives you one place to see who you know at the account and what deals are open—no more switching between spreadsheets or inboxes.
Pipeline
See all deals by stage and move opportunities as they progress (e.g. Lead → Qualified → Proposal → Won). The Pipeline view makes it easy to prioritise and forecast.
Import companies
Use BRREG (Norway) or Companies House (UK) to add companies quickly with official name and address. See Norwegian CRM with BRREG for the workflow.
Tasks and email
Tasks let you assign next steps to team members so everyone knows what to do. Mailbox (Gmail or Outlook) keeps conversations on the contact record so the whole team sees the latest communication.
Best practices
- One organization per company – Don't create duplicate orgs for the same account; link all contacts and opportunities to a single organization.
- Move deals when they progress – Update the opportunity stage when the deal moves (e.g. from Proposal to Negotiation). That keeps the pipeline accurate for forecasting.
- Task every next step – For every "I'll follow up" moment, create a task with a due date and assignee so it doesn't get forgotten.
Frequently asked questions
Can multiple people work the same account?
Yes. Link individuals and opportunities to the same organization. Everyone with access can see the account and its deals, so the team stays aligned.
Do I need to use Organizations?
For B2B, yes. Organizations give you the account view (company + all contacts + all deals). For individual consumers, you can use Individuals only; for B2B, Organizations are central.
Who can I contact for help?
Contact support at support@piraja.io.
Conclusion
B2B sales teams need accounts, pipeline, and follow-up in one place. Piraja provides that with Organizations, Individuals, Opportunities, Pipeline, Tasks, and Mailbox. See B2B CRM: Contacts, Companies, and Pipeline and How to Track Leads from First Contact to Deal for details.