The Customizable AI-Powered Simple CRM you can actually use!

Meet the simple AI-powered CRM that teams actually use. It simply manages deal flow for the whole team. Drives next steps, organizes accounts; and tells you exactly what to do next, and keeps records current, while real-time pipeline forecasts show where to focus. Set up in minutes. Features custom records, kanban, dashboards, dated alerts and more… no bloat, just results.

See Praxie in Action

See Praxie in Action

AI-Powered Sales CRM Overview

The Sales CRM streamlines lead intake and execution with one-click capture from web, email, and events; drag-and-drop pipelines from “New” to “Closed–Won/Lost”; capacity-aware round-robin routing with territory, ICP, and skill/tag rules; and automated sequences for emails, calls, and LinkedIn touches. A unified revenue dashboard delivers instant visibility into funnel health, SLA compliance (speed-to-lead, follow-up cadence), stage conversion, win rates, deal velocity, and forecast accuracy by rep, segment, and product. Built-in AI scores and prioritizes leads/opportunities, drafts outreach and call scripts, summarizes meetings, suggests next-best actions, and flags risk (stalling, single-threaded, pricing pushback), while forecasting models reconcile pipeline, historicals, and seasonality. Optional data connections sync with marketing automation, ERP/billing, support, and data enrichment (e.g., HubSpot/Marketo, NetSuite/SAP, Zendesk, Clearbit/ZoomInfo), log activities from email/calendar/phone, import CSVs from legacy CRMs, trigger quotes/orders, and enable SSO—useful on day one and expandable as your go-to-market scales.

Business Strategy Best Practices Library includes::

2 X 2 Matrix, ADL Matrix, Baker's 4 Strategies of Influence, Balanced Scorecard, Benchmarking, Bowman Strategy Clock, Build-Measure-Learn Feedback Loop, CAGE Distance Framework, Competitive Analysis, Competitive Landscape Analysis, Contingency Planning, Core Competence Analysis, Critical Success Factors, Discovery Driven Planning, First Mover Advantage, Five Forces Model, Gap Analysis, GE McKinsey 9-Box Matrix, Go To Market Strategy, Hambrick & Frederickson's Strategy Diamond, Hedgehog Model, Hook Model of Behavioral Design, Hoshin Planning System, Kay's Distinctive Capabilities Framework, Key Outcome Indicators, Kotler's Five Product Levels Model, Kotler's Pricing Strategies, Lafley & Martin's Five Step Strategy Model, McKinsey 7S Model, McKinsey's Seven Degrees of Freedom for Growth, Mission Statements, Mullin's Seven Domains Model, Ohmae's 3 Cs Model, PEST Analysis, PESTLE Analysis, Porter's Diamond, Portfolio Management, Purpose Statements, Pyramid of Purpose, Scenario Planning, Simonson & Rosen's Influence Mix, SMART Performance Metrics, SMART(ER) Goals, SOAR, Strategic Goals, Strategy Map, Strategy Roadmap, Strategy Uncertainty Map, SWOT Analysis, TOWS Matrix, Triple Bottom Line, Unique Selling Proposition (USP), Value Disciplines Model, Value Net Model, Values Statement, Vision Statement, VRIO Analysis and Weisbord's Six-Box Model.