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.

不需要。Praxion 与您现有的 CRM 协同工作。我们围绕它定制界面、工作流、审核与连接器，记录原地保留，销售代表也能更快地保持记录更新。

您的产品线、价目表、文书规则、交接与通知，都按照您的要求和销售代表的实际需要来布局。没有任何通用模板：完成“发现”与“梳理”两个阶段后，您将先签署书面范围说明，之后才开始构建。

通过 API 连接贵公司已在使用的 CRM、自动化平台、外勤应用和办公工具。即使工具不提供开放 API，也可在每位销售代表本人已登录的会话中安全连接，写入哪些内容事先约定。

未经您开启，不会向客户发送任何内容。发给客户的消息以及对重要记录的修改，都需一键批准后才会执行，除非贵公司开启了某项特定的自动消息，例如安装当日提醒。发给内部团队的通知完全由您设定，范围可以是一位销售代表，也可以是整个办公室。

减少监督是 Praxion 方案的设计目标，而非保证；实际效果因企业而异。系统每晚审核所有未结工单，在提交前标记并修正文书问题，并自行分派请求，经理只需处理系统提出的例外情况，无需逐一人工监督每项工作。“解决方案”页面上的 ROI 计算器可用您自己的数据运行这一模型。

可以。16 个 PAC 现已提供可体验的演示。 每个演示都基于一家虚构公司，人物与数据均为示例。打开在线演示。

每个方案都单独确定范围，因此没有统一价目表。完成“发现”与“梳理”阶段后，您将收到书面范围说明和提案：构建内容、所需费用及相关条款。在您同意之前，不会开始任何构建。详见定价方式。

只要您的团队需要接听来电、预约工作、派人上门、跟进客户或保存记录，同一套“先批准”构建模块就同样适用。行业页面列出了 21 个类别下的 280 多个行业，每个方案都会根据贵公司的实际运作方式确定范围。

归您所有。数据仅用于运行您已开启的功能，仅限获准人员查看，绝不出售、出租或挖掘。详见安全与数据。

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.