Use cases
Built for the way
your team actually works.
Not a generic CRM with "verticals" stapled on. Every module ships ready for real workflows — these are the ones teams love it for.
Run your agency from a single roof.
Manage leads, sales, projects, HR and invoicing in one workspace — built by an agency that still uses it every day.
- ✓One system instead of five spreadsheets
- ✓Project + client + deliverable under the same ID
- ✓Timesheet-free attendance with payslips
- ✓Client portal for delivery updates
A pipeline your reps don't avoid.
Fast lead capture, a floating remarks pane that stays a click away, one-tap reminders, customer ID auto-numbering, and commission tracking that the finance team trusts.
- ✓Post remarks, set reminders and flip the disposition without opening the lead form
- ✓New lead to dashboard in under 30 seconds
- ✓Deals tied to real invoices — not guesses
- ✓Manager view across the whole team
- ✓Expected GP and forecast built in
- ✓Repeat orders pre-fill the customer's data in one click
Clean handoffs when leads change hands.
When a rep goes quiet on a lead, the system reclaims it. When you reassign it, the next rep sees a fresh slate — but you keep the full history. Management-controlled visibility, server-enforced.
- ✓Idle leads return to the queue automatically after 5 days of no activity (configurable)
- ✓Reassigned agents see the lead as fresh: default disposition, blank remark thread, assignment date
- ✓Managers + directors with the See full lead history Per-User Access toggle see every previous owner's notes and outcomes
- ✓Audit boundary markers in the remark thread show every reassignment + auto-unassign moment
- ✓Daily Lead Report exports the team's day directly to Excel
Leads, jobs and invoices — on one page.
For clinics, studios, repair shops and consultancies who need a fast workflow from enquiry to paid invoice.
- ✓Enquiry → booking → invoice in three clicks
- ✓Live chat + call + WhatsApp logged to the record
- ✓Recurring customers with full history
- ✓Team-level and per-user permissions
Start simple, grow without migrating.
Most 'CRMs for startups' force you out the moment you grow. Prax was built on a real schema — add modules, don't replace the tool.
- ✓Free to start, upgrade when you need more
- ✓All the tables, none of the setup
- ✓Add users without changing workflows
- ✓Your export is always one click away
Industry templates
Eight industries, one shared schema.
Pick the industry that matches yours at signup — the workspace lights up with the right tabs, the right labels, and the right defaults. Switch later if you outgrow it.
/autoparts
Auto Parts CRM
Vendor + supplier ledger, extra charges + leakage, external part search, full sales pipeline.
/manufacturing
Manufacturing CRM
Production-line orders, BOM and supplier tracking, RFQ pipeline with shipment events.
/realestate
Real Estate CRM
Property listings, site visits, broker assignments, booking → token → registration pipeline.
/retail
Retail CRM
Customer profiles, repeat-purchase tracking, store-level attendance + payroll.
/finance
Finance CRM
Application pipeline, KYC checklist, document-signing flows, audit-logged approvals.
/healthcare
Healthcare CRM
Patients + appointments, doctor schedules, billing and prescription notes — HIPAA-mindful by default.
/education
Education CRM
Student admissions, enquiry → counsellor → enrolment, fee schedules and follow-ups.
/leadmanagement
Lead Management CRM
Lean inbox: just leads + status + remarks + email + click-to-WhatsApp / Telegram. Nothing else.
Need a vertical we don't list? The platform admin can fork an existing template and tune feature gates per workspace — Enterprise plans get custom industry support out of the box.