One sign-in, the right portal for each person
Praxion runs four portals of its own: one for consultants, one for the companies they build for, one for a company’s own managers on sponsored seats, and one for Praxion’s admins. Further down: the leadership portals built into a tailored CRM.
Independent 1099 consultant role. No income guarantees.
Four portals, each scoped to the person using it
Each portal shows its people what they are responsible for, and nothing they are not.
Consultant portal
The working desk for a Praxion consultant: your companies on one board, discovery questionnaires, pitches and plans, proposals, the build pipeline from plan approval to release, the training library, marketing for each company, and developer credits earned from verified work.
How to get in: apply on the careers page. You can follow your application in the applicant portal; once you are approved, you receive an invitation link to set up your sign-in. Independent 1099 consultant role. No income guarantees.
Company portal
Where a company works with its consultant: review and accept the proposal, answer discovery questions, request changes, open support tickets, and keep every exchange on one record.
How to get in: your company’s Praxion consultant invites your contact by email. New to Praxion? Book a consultation and we will connect you with a consultant.
Manager seats (sponsored)
A company can put one of its own managers to work as a consultant-developer on its own needs. The manager uses the consultant tools, with the same training and build pipeline, sponsored by the company’s consultant.
How to get in: the company’s consultant requests a seat for the manager by name and work email. Praxion reviews every request; once approved, the manager receives a one-time invitation link.
Admin portal
Runs the platform: consultant onboarding and screening, seat approvals, build reviews, connector testing, house marketing and listening, the support line, and the full activity record.
How to get in: Praxion staff only. Admin access is granted by the owner; there is no sign-up.
Same sign-in page, different doors
Consultants
Apply on the careers page, follow the application, then accept the invitation once approved. Independent 1099 consultant role. No income guarantees.
Companies
Book a consultation. Your consultant sends your contact an invitation.
Managers
Your company’s consultant requests a seat. Praxion approves it and the invitation follows.
Everyone
Sign in at praxioncrm.com/portal/login. Your role opens the right portal.
One for each layer of the business
Each portal shows its layer exactly what it needs to oversee, with a tap down to the detail underneath. Together they are Praxis Command. Try the demo → Forecast: the pipeline outlook by rep, office and region, in the demo today.
Manager portal
Every rep at once: today’s appointments; run, sit and close; sales and pipeline; each rep’s job cards; jobs needing attention; approvals waiting; coaching flags; the office leaderboard. Plus Praxis TruePair and time off.
Regional portal
Every office side by side: each manager’s numbers, trends and escalations, with a tap down to any office’s reps and any rep’s jobs.
Install portal
A crew board of its own: jobs ready to schedule, named installers on every sold job — a lead installer and helpers, matched by trade skill, office and time off — paperwork-complete checks, requests to reps that land on the job card, and verified completed installs with photos. Each installer sees only their own job packet and checklist; managers see every assignment and can reassign.
Watch Praxis Command in action
Managers, regionals and install in one portal, working the same leads as the reps. Every name and figure shown is fabricated sample data. Try the Praxis Command demo
The right lead to the right rep, without a manager juggling it
New leads are scored for each available rep and offered to the manager with the reasoning shown. One tap assigns; the rep’s dashboard and the office are updated in the same moment. Praxis TruePair extends this with the Praxis TrueEdge score — training-manual mastery and sales performance — and customer communication preferences, never protected characteristics.
- Drive time from the rep’s last appointment
- Availability — reps on approved time off are skipped automatically
- Close rate for that lead type and product line
- Workload balance across the office
Request, approve, and the schedule already knows
A rep requests time off from their own dashboard. The manager approves it in the portal. From that moment the rep is unavailable to lead assignment for those days, and the office calendar shows it — no spreadsheet, no group text.
One rep, one office, one region, or everybody
Leadership can message at whatever scope the moment needs, from the portal, with acknowledgement and read receipts — so “did everyone see it?” has an answer.
- To one rep — lands on their dashboard and their phone
- To an office — every rep under that manager
- To a region — every office under that regional
- Company-wide — the entire workforce at once
- Acknowledged and read — who has seen it, who has tapped “got it”
Granted by an admin. Scoped by one switch.
The portals are not reachable from the rep dashboard or its settings. An admin grants management access to a person, and an admin decides how far each portal can see.
Hierarchy
Operations managers see only their own reps. Regionals see only their managers’ offices. Install sees only jobs in its install region. Installers see only the jobs assigned to them. Updates from outside your hierarchy are counted, not shown.
Company-wide
Everyone on a manager, regional or install portal sees every office in the company — useful for small companies and for leadership that covers everything.
In both modes, reps never see each other’s leads, customers or commission. Visibility widens what leadership sees; it never widens what a rep sees.
What the rep does, leadership sees. What leadership asks, the rep gets.
Rep submits
A sale, a cancellation, a photo, a time-off request — from the rep dashboard.
Portals update
Manager, regional and install see it as it lands, scoped by the visibility mode.
Leadership acts
Assign a lead, approve time off, request a photo, send a message.
Rep is notified
It appears on the job card and the phone, and closes when done.
Oversee exceptions, not everything
Leadership portals are tailored to each company’s layers, titles and rules. Tell us how your leadership is organized and we’ll show you what yours would look like.