How consultants use a CRM: track clients, projects, proposals, and follow-ups. Piraja supports contacts, pipeline, tasks, and billing.
Why consultants need a CRM
Consultants work with multiple clients, proposals, and deliverables. Without a central place to track them, it's easy to lose follow-ups, forget who said what, or miss billing. A CRM keeps contacts and companies in one place, lets you track opportunities (e.g. proposals or engagements) in a pipeline, and reminds you with tasks. When you bill for time or deliverables, Finance and Stripe help you invoice and get paid.
Getting started
Step-by-step
- Add Individuals and Organizations for clients and key contacts. Link each person to the right company so you have a clear account view.
- Create Opportunities for proposals or new engagements. Move them through the Pipeline (e.g. Lead → Proposal → Won) as they progress.
- Use Tasks for follow-ups, deadlines, and next steps (e.g. "Send proposal by Friday", "Call back in two weeks"). Assign them to yourself or your team so nothing slips.
- Connect Mailbox so email is linked to the right contact. That way every conversation stays with the client record.
- When you're ready to bill, use Finance and Stripe for invoicing. See How to Get Paid Faster for tips.
Best practices
- One organization per client – Keep each client company as one organization and link all contacts to it. That gives you a single view of the account.
- Use the pipeline for proposals – Every proposal or potential engagement should be an opportunity so you can see what's in play and what's won or lost.
- Task every "I'll do it later" – If you promise to send something or follow up, create a task with a due date. That prevents dropped follow-ups.
Frequently asked questions
Can I track time or projects?
Use Tasks for deadlines and follow-ups. For detailed time tracking or project management, check the application for available modules.
Do I need Organizations if I only work with individuals?
If you sell to companies (B2B), use Organizations and link Individuals to them. If you only work with individual clients, you can use Individuals alone; the pipeline and tasks still work the same way.
Who can I contact for help?
Contact support at support@piraja.io.
Conclusion
A CRM for consultants centralizes clients, pipeline, tasks, and billing. Piraja gives you that with Individuals, Organizations, Opportunities, Pipeline, Tasks, and optional Mailbox and Stripe. See How to Track Leads from First Contact to Deal and How to Get Paid Faster for workflows.