Get value from your CRM in the first 30 days: add contacts and deals, use the six-stage pipeline and tasks, and build a simple daily habit. Piraja-specific.
Who this is for
For small businesses that have just started with a CRM. We focus on the first 30 days and quick wins. See CRM for Small Business and How to Choose a CRM if you are still choosing.
Day 1: Contacts and first deals
Add key contacts in Individuals and Organizations. Use BRREG or Companies House to import companies. Create Opportunities for each deal; link to contact; set value and stage. Add a Task for each opportunity with next step and due date.
Week 1: Make it a habit
New lead: create Individual (and Organisation if B2B), create Opportunity in Lead stage, create Task with first follow-up date. Check the Pipeline and task list daily; move deals and do at least one follow-up.
Weeks 2-4: Quick wins
Move deals as they progress. Create a task for every follow-up. Optionally connect Gmail or Outlook via Mailbox.
Six stages (no configuration)
Piraja has six fixed stages: Lead, Qualification, Proposal, Negotiation, Won, Lost. See What Are Sales Pipeline Stages?.
Best practices
One opportunity per deal. Add a task when you create an opportunity. Review pipeline and tasks weekly.
Frequently asked questions
You do not need all modules; start with contacts, pipeline, tasks. Add Tickets or Stripe when needed. Contact support at support@piraja.io.
Conclusion
Add contacts and deals from day one; use "new lead to contact + opportunity + task"; check pipeline and tasks daily. See CRM for Small Business, How to Avoid Lost Leads, and Your First Deal.