Your CRM, tailored to how your team sells.
Praxion connects to the CRM you already run and takes over the re-typing, checking and chasing. Leads reach the right rep, every open job is checked overnight, and nothing reaches a customer without your yes.
Illustration with fabricated sample data.
65-second overview
Presented by a digital avatar of founder James Donsing. Screens show fabricated sample data.
Praxion in 65 seconds
What a tailored build takes off your team’s plate, and how every customer-facing step waits for a yes.
- Busywork handed off. Re-typing, cross-checking and chasing done by a system that checks its work.
- The office kept informed. Sales, changes and requests reach everyone who needs to know.
- People stay in charge. Messages to customers wait for a one-tap approval.
Why teams trust Praxion
- Built by a field sellerFounder James Donsing spent seven years selling exterior home improvement in the field, and training and managing sales teams. About James
- 16 PACs, 16 demos to tryTry them now in your browser, with sample data. Open the demos
- Approve-first by defaultNothing reaches a customer without a yes, except the automatic messages you switch on, such as an install-day reminder. The system drafts; people decide.
Less time on paperwork and pushing buttons. More time selling. Praxion builds the CRM around your business — how you want it laid out, how your reps need it, and what makes your business more profitable.
Behind every build is a team of developers, troubleshooters and consultants who know the ins and outs of running a sales business — and exactly where everyday human error creeps in. Every build is designed for efficiency, ergonomics and profitability. Consultations are mostly by video call, and in person when it helps. Every build is self-diagnosing — when one of its own workflows fails, our diagnostics team is notified at once, the cause is pinpointed and developers make the fix behind approval gates. How it stays healthy →
Any style of CRM, any design, built around the way your company already sells.
The tedious, error-prone work is checked automatically and corrected with approval.
The connector you need for every tool your reps and office already use — even tools with no API.
Everyone who needs to know, knows — from the rep to the office to company-wide.
P·R·A·X·I·O·N: seven steps, one system
Every Praxion build follows the seven steps in its name, from the first lead to the whole company. Each step maps to work your team does by hand today.
- Step 1
Prospect
Every lead goes to the rep most likely to win it, the moment it arrives.
Automotive: an online lead for a specific model goes to the salesperson who sells it best and is on the floor now.
- The right rep matched to every lead: skill, product fit, schedule and drive time
- Time off and full calendars respected automatically
- Praxis TruePair
- Step 2
React
When something changes, everyone who needs to know hears it at once.
Cable and internet: a cancelled order reaches the rep, the manager and dispatch together, with a save offer drafted.
- Sales, cancellations, schedule changes and requests, office-wide
- Messages to one rep, a team, a region or the company
- Leadership portals
- Step 3
Automate
The re-typing, cross-checking and chasing get done without anyone doing them.
Pest control: renewals scheduled and confirmed before the route is built.
- Enter it once; the CRM, the paperwork and the record stay in step
- Every open deal audited overnight
- Auditing
- Step 4
Execute
Reps price, finish and submit at the table, correctly the first time.
Remodeling: measurements, quotes and change orders that always agree.
- Pricing locked to the approved sheet
- Paperwork checked before it moves
- Live demos
- Step 5
Integrate
Your CRM and tools stay; Praxion connects them and works beside, inside or instead of them.
Farm and equipment: spec sheets, financing applications and delivery dates tracked per unit, in the CRM you already run.
- Any CRM, any connector, including tools with no open API
- Ledger, remote-control and standalone modes
- Platform
- Step 6
Outreach
Follow-up goes out on time, in the rep’s own voice, and only with approval.
Landscaping: seasonal bids, crew routes and follow-ups on autopilot.
- A business line per rep: texts, calls and email in one thread
- Send windows and quiet hours; one-tap approval
- Praxis Virtual Sales Rep
- Step 7
Network
Every rep, office and region on one view, so managers coach instead of chase.
Boats and marine: every show lead, sea trial and delivery visible to the sales manager without a single status call.
- Leadership portals for every layer of the company
- Rep skill scoring and commission audits
- Portals
Built for any team that sells
The same building blocks — lead routing, quoting, follow-up, audits and portals — tailored to how each industry sells, in the field or from the office.
Measurements, quotes and change orders that always agree, inside and out.
Seasonal bids and crew routes planned; renewals confirmed before the route is built.
The plan sold matched to the order before commission posts.
Trade-ins, payoffs and incentives reconciled before the deal reaches finance.
Spec sheets, financing applications and delivery dates tracked per unit.
Rep visits, samples and follow-ups logged once; compliance-friendly approvals.
Client intake, engagement letters and document requests tracked to filed.
Leads, quotes, paperwork and a commission plan — it can be tailored.
What the manual way is costing you
Every hour your team re-types a quote is an hour a competitor isn’t. If a task is tedious, keeps going wrong, or needs someone to check it every day, it is a candidate for automation — in any industry.
The CRM, the paperwork and the record stay in step, so nobody retypes the same details.
Automotive: trade-in, payoff and incentives reconciled before the deal hits finance.
Prices, forms and CRM fields are checked against each other; fixes are proposed and applied once approved.
Remodeling: measurements, quotes and change orders that always agree.
Each morning starts with a short, true list of what is left — per rep, per office.
Tax and CPA firms: missing documents, unsigned engagement letters and rejected e-files listed each morning, per client.
Boats and equipment: spec sheets, financing applications and delivery dates tracked per unit.
Sales, cancellations, schedule changes and requests reach the rep, the manager and operations together.
Pest control: renewals scheduled and confirmed before the route is built.
CRMs, automation platforms and field apps — and even tools without an open API can be connected securely.
Cable and internet: the plan sold matched to the order before commission posts.
Leadership portals show every rep and office at once; the system does the watching, checking and chasing. See the ROI model.
Landscaping: seasonal bids, crew routes and follow-ups on autopilot, with only the exceptions on the manager’s screen.
A tailored CRM, the tools around it, or both
Each PAC is one agentic tool that does one job, like routing leads or checking paperwork.
Start with the Tailored Agentic CRM, add a standalone CRM tool to the system you already run, or take the full service with Praxis TrueEdge, Praxis EaveDrop, Praxis Virtual Sales Rep and the PACs you choose included.
Tailored Agentic CRM
Your CRM, your rules and your layout, with Praxis TruePair lead pairing, leadership portals, nightly audits and any connector.
Tailored CRMThe Praxion PACs
PACs — Praxis Agentic CRM Solutions — are the Praxis tools: finding leads, running every conversation, scoring and assigning reps, measuring the job and coaching the team. Each one works on its own and connects to the CRM you run; the products page shows where each stands.
CRM toolsThe tailored CRM, with the core tools built in
Praxis TrueEdge, Praxis EaveDrop, Praxis Virtual Sales Rep and the PACs you choose, included as part of your CRM customization and working on the same record.
Full serviceFlagship: Praxis TruePair. Praxis TrueEdge is the score; Praxis TruePair is the decision that uses it — the right rep for each customer, with the reasoning shown and never protected characteristics. How it works →
Run the same business with less oversight
A Praxion build is designed so that one system does the watching, checking and chasing that a layer of operations, install and overseeing managers does by hand today. In our model, the same volume of business is handled cleaner with less management time, because every rep, and the office, can see every job.
Managers oversee exceptions, not everything
- One system watches every job, every night. Each open job is audited while the office sleeps; the morning starts with a short, true list of what is actually left.
- Paperwork is flagged and fixed, not found later. Quotes, drawings and CRM fields are cross-checked before submission; corrections are drafted and applied with one approval.
- Requests route themselves. Install asks for a photo and it lands on the right rep’s job card; the rep answers and the request closes — no manager relaying it.
- The whole office is notified at once. Sales, cancellations, install dates and problems reach rep, manager, regional and install together, so nobody spends the day finding out.
- Every rep sees their own job data. Awareness of what is open, what is missing and what is next lifts throughput without anyone standing over them.
The result is designed to be a management team that handles the exceptions the system raises, instead of overseeing every job by hand.
Illustrative projection, not a guarantee or a typical result. Results vary. These are your own inputs run through a simple model: hours returned = admin hours × share handled; more leads worked = hours returned ÷ current selling hours; new close rate = close rate × (1 + lift); losses = today’s losses × (1 − share handled). Growth multiplies the three. Real results depend on your business, your workflow and how fully the build is adopted. Nothing you type here is stored or sent.
From the way you work today to a CRM that works for you
A clear, six-step engagement. You see the plan before anything is built, and nothing goes live until your team is ready.
Discover
We learn your business, your reps and where the time goes.
Map
Every step, system and hand-off, written down and agreed.
Build
Your CRM, your design, your rules — tailored, not templated.
Connect
The connectors your tools need, including tools with no API.
Launch
Rolled out to reps and office with training and support.
Improve
We keep tuning it as your business and your reps change.
Keep the tools you run on. We make them work together.
Praxion tailors any style of CRM, in whatever design you like, with whatever connector your reps need to work the field more easily. No rip-and-replace, and no retyping between systems.
- Your existing CRM
- Automation platforms
- Field photo apps
- E-signature status
- Commission platforms
- Field-service tools
- Email & calendar suites
- Accounting software
- Texting provider & team chat
- Your in-house tools
Beside your CRM, inside it, or on its own
Writing to your CRM is a switch per rep, so each team can start where it is comfortable.
Read, track and audit
Your CRM stays the system of record and nothing is written to it.
Work the CRM from one place
Results, builds and quotes are written to your CRM and read back to confirm.
The CRM itself
No CRM required; ready to sync the day one is connected.
We’re here for the long term
Praxion isn’t a one-off project. It’s a company I’m building for years.
Every client build, every consultant who joins and every new PAC makes the platform stronger for the next team. We’re starting with the teams we serve today and growing toward one goal: a sales platform that teams across the country, and eventually around the world, run their business on. When you work with Praxion, you’re working with a team that plans to be here when you need us next year and the year after. — James Donsing, founder
Your customers trusted you. We take that seriously.
Hashed passwords
Only a slow one-way hash is stored. Nobody can read a password back.
Encrypted secrets
Connected-account secrets are encrypted at rest with a server-held key.
Per-rep scoping
A signed token scopes every request. Reps only see their own book.
HTTPS everywhere
Every page and connection is encrypted in transit.
Common questions
Straight answers to what most companies ask first. Anything else, ask us.
Do we have to replace our CRM?
No. Praxion works with the CRM you already run. We tailor the screens, workflows, audits and connectors around it, so your records stay where they are and your reps get a faster way to keep them current.
What does “tailored” actually mean?
Your product lines, price sheets, paperwork rules, hand-offs and notifications, laid out the way you want and the way your reps need. Nothing is a generic template: after the Discover and Map steps you sign off on a written scope before anything is built.
Which systems can you connect?
The CRM, automation platform, field apps and office tools your company already uses, through their APIs. Tools that offer no open API can still be connected securely inside each rep’s own signed-in session, and what gets written is agreed up front.
Will the system send anything on its own?
Not to a customer unless you switch it on. Messages to customers and changes to important records wait for a one-tap approval, unless your company switches on a specific automatic message, such as an install-day reminder. Notifications to your own team are whatever you set them to be, from one rep to office-wide.
How does a Praxion build mean less oversight?
Less oversight is a design goal of a Praxion build, not a guarantee; results vary. One system audits every open job nightly, flags and fixes paperwork before it is submitted and routes requests itself, so managers handle the exceptions it raises instead of overseeing every job by hand. The ROI calculator on the Solutions page runs your own numbers through that model.
Can we see a working example first?
Yes. Sixteen PACs have a demo you can try today. Each one runs on an invented company with made-up people and sample data. Open the live demos.
How does pricing work?
Every build is scoped on its own, so there is no price list. After the Discover and Map steps you get a written scope and proposal: what will be built, what it costs and the terms. Nothing is built until you agree. See How pricing works.
Does Praxion fit our industry?
If your team takes calls, books work, sends people out, follows up or keeps records, the same approve-first building blocks apply. The Industries page lists 280+ industries in 21 categories, and each build is scoped to how your company actually works.
Who owns the data?
You do. It is used to run the features you turned on, scoped to the people allowed to see it, and never sold, rented or mined. See Security & data.
Tell us what slows your team down.
Every week of re-typing, chasing and double-checking is time your competitors may already have back. Share what you sell, the tools you use and the work nobody wants to do; we’ll tell you plainly what an agentic CRM can take off your team’s plate — before you spend a dollar.