In Piraja CRM a lead is a contact plus an opportunity in the Lead stage. Capture every lead as an Individual (and Organisation if B2B), create an opportunity, use assignment to route, and tasks for follow-up.
What a lead is in Piraja
Contact + opportunity
In Piraja there is no separate "lead" entity. A lead is: a contact (Individual and optionally Organization) plus an Opportunity in the Lead stage. Once you create the contact and the opportunity and link them, the lead is in the system and visible on the Pipeline.
Why this matters
When a lead exists only in email or in someone's head, it doesn't appear in the pipeline or in reports. Capturing them as a contact and opportunity makes the lead visible to the whole team and trackable from first contact to won or lost.
Capture leads as soon as they arrive
Step by step
- Create an Individual with at least name and email (and phone if you have it). If they work for a company you care about, create or find the Organization and link the individual to it. You can use BRREG or Companies House to import companies quickly.
- Create an Opportunity and link it to that individual (and organisation). Give it a clear title and set the stage to Lead.
- The lead is now in the CRM and visible on the pipeline. Everyone can see it.
Don't leave leads in email
If the lead stays only in your inbox, it won't be in the pipeline or in reports. Make it a habit: new inquiry → create contact + opportunity (Lead) → add a task for the first follow-up.
Routing leads with assignment
Piraja doesn't use numeric lead scoring. Instead you assign opportunities and tasks to the right person:
- When you create an opportunity, set Assigned to to yourself or a teammate. That way everyone knows who owns the lead.
- When you create a Task for follow-up, assign it to the person responsible. The task list then shows each person what they need to do.
To prioritise, use the pipeline and task list: look at stage, value, and next due date. High-value deals or overdue tasks can be tackled first.
Follow-up cadence with tasks
There are no built-in email sequences or automatic cadences. You manage follow-up with tasks:
- As soon as you create the opportunity (or right after first contact), create a Task linked to the opportunity or contact.
- Set a due date for the next step (e.g. "Call back tomorrow", "Send proposal by Friday").
- Use a clear title (e.g. "Call re demo", "Send quote").
- Assign the task to the person responsible if you work in a team.
You and your team see what's due in the Tasks list and on the contact or opportunity. Without a task, follow-up is easy to forget; with one, it's on the list until it's done. See How to Avoid Lost Leads for more.
Review the pipeline regularly
- Open the Pipeline view to see all opportunities by stage.
- Move deals as they progress (Lead → Qualification → Proposal → Negotiation → Won or Lost).
- Look for opportunities that have been in Lead (or any stage) for too long. Those are candidates for a new follow-up task or a call.
- A quick weekly or daily review keeps the pipeline accurate and helps you prioritise who to contact next.
Best practices
One opportunity per lead
Create one opportunity per lead so nothing is left off the pipeline. Don't group multiple leads into one opportunity.
Add a task when you create the opportunity
Don't leave the opportunity without a task. The moment you create the opportunity, add a task with the first follow-up date.
Connect Mailbox for email context
When you connect Gmail or Outlook via Mailbox, emails are synced and matched to contacts. When a lead replies, the email appears on their contact record so you have full context.
Frequently asked questions
Is there lead scoring?
Piraja doesn't have a numeric lead score. You prioritise by stage, value, and task due date, and use assignment to route leads to the right person.
Can I assign leads to different team members?
Yes. Set Assigned to on the opportunity and on tasks so everyone knows who owns each lead.
Who can I contact for help?
Contact support at support@piraja.io.
Conclusion
Manage leads by capturing every one as a contact and an opportunity in the Lead stage, using assignment to route, and tasks for follow-up with due dates. Review the pipeline regularly and connect Mailbox so email is in the CRM. See How to Avoid Lost Leads and How to Track Leads from First Contact to Deal for more.