Answers, videos and next steps

Use the booking page. You give a few details, pick the times that suit you and create a client account. Your first conversation covers how your team works today.

Yes. Answer the short questionnaire. You get an instant summary of the tools that match your answers, and what happens next.

The system drafts; people decide. 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

No. Every demo runs on an invented company with made-up people and sample data. Nothing you click is sent or saved, except the optional voice call on the Call Center demo, which runs only while you keep it open.

The company walkthrough is on the Live demo page, and most PAC demos have their own video under the demo. Portal tutorials are linked in Videos above.

Passwords are stored only as a one-way hash, connected-account secrets are encrypted at rest, every request is scoped to the signed-in rep, and every connection runs over HTTPS. See the Trust center.

No. A Praxion build runs in the browser on the phones and laptops your team already has, and installs to the home screen like an app.

Clients, consultants and applicants all use the same portal sign-in.

Only if you own it or are part of its upper management. Praxion builds for decision-makers. A build request has to come from someone who owns the company, or sits in its upper management with the authority to approve software, data access and automation. That covers three cases: a new company setting up its own system, a consulting or development firm building for its clients, and the two together, where a consulting firm builds for a company whose owner or leadership has signed off. If you work as a rep or employee at a larger company, you can’t commission a CRM or automation for that company on your own. Bring your owner or leadership in, and we’ll build with their written approval. Every build runs on company adoption. Nothing goes live until the company approves it, a full Discovery is complete and the go-live rollout phase is finished. See Who can request a build.

See Careers. Consultants are independent contractors who introduce companies to a tailored CRM. Independent 1099 consultant role. No income guarantees.

Email [email protected]. We confirm the request comes from you and answer within 45 days. The details are in our privacy policy.

See What’s new for the improvements we have shipped, newest first.

Use the contact page or email [email protected]. A person replies.