Features
One product.
Every moving part of your team.
Prax CRM is six tools pretending to be one: leads, sales, projects, marketing, HR and payments — sharing a single schema, a single audit trail, a single admin panel.
A sales pipeline that respects your process.
Capture leads from forms, calls, emails or CSV. Assign, qualify, and convert with customer-ID auto-numbering and per-lead remarks history. Visual Kanban, list, and forecast views — pick your style.
- ✓Customer ID (YYYY/MM/NNN) auto-numbering
- ✓Per-lead remarks timeline
- ✓Dedupe by email or phone
- ✓Convert lead → sale in one click
- ✓CSV import with sample template
Leads
+ Add leadMarketing your team will actually fill in.
Daily entries, weekly reviews, and a colourful analytics panel derived straight from your own marketing data — not from sales tables. Track CTR, CPC, CPL and ROAS per channel.
- ✓Daily + Weekly marketing entries
- ✓Auto-calculated CTR, CPC, CPL, ROAS
- ✓Leads / calls / chats split per channel
- ✓Expected GP on every entry
- ✓Summary rollups across periods
Marketing analytics
Attendance, leaves and payslips — already wired.
Check-in/out with a top-bar widget, per-day break logs, paying-entity snapshots on payslips, leave balances, and salary slips that print the way they preview. Because HR shouldn't live in Excel.
- ✓Check-in / check-out + break logs
- ✓Leaves with manager approvals
- ✓Multi-entity payroll (paying entities)
- ✓Print-perfect payslips
- ✓Frozen entity snapshots for historical accuracy
My attendance
Projects, updates, and client access.
Every project has its own timeline, updates feed, assigned team, and optional client portal. Granular permissions decide who sees what.
- ✓Project timelines & updates
- ✓Client portal access toggle
- ✓Per-project task lists
- ✓Document & file library per project
Active projects
Invoices and payments, end to end.
Generate invoices, track paid vs outstanding, and connect Stripe, Razorpay or PayPal — whatever your customer expects.
- ✓Branded invoices with line items
- ✓Stripe / Razorpay / PayPal integrations
- ✓Partial payments & receipts
- ✓Dunning reminders
Invoices
Email, chat, calls — all on the record.
Live chat widget for your website, internal team chat, and call/email logs threaded to the right deal or lead.
- ✓Embeddable live chat widget
- ✓Internal team chat
- ✓Call logs & voicemail
- ✓Threaded emails per deal
Live chat
Admin controls
Security and access, built in — not bolted on.
Every tab, every button is gateable. Pick a designation, flip a switch — done.
Feature gates
Hide entire tabs for a role. Or keep the tab, hide just the Delete button.
Per-user permissions
Override any designation default for a single user — great for managers.
Audit trail
Every create, edit, delete — who did what, when, on which record.
Frozen snapshots
Payslips & invoices freeze their context so historical records stay accurate forever.
Session control
See every login, every device. Revoke with one click.
Custom domain
Enterprise plans run at crm.yourco.com with SSL we manage.
Integrations