Works alongside major CRM systems, the most basic systems, or standalone

Works alongside major CRM systems, the most basic systems, or standalone. Nobody has to give up a tool the office already runs on: if your office presents or builds in another program, such as SalesPro, keep doing it. Praxion Exterior Edition works alongside it, and the job still lands on one card with the quote check, the paperwork, the install date and the commission. Salesforce, CompanyCam, Spiff, DocuSign status and the referral rewards app are connected today.

No open API? It can still connect. Some tools don't offer a way in for other software. The app can still integrate with them through a secure watcher running in a browser session the rep is already signed in to — on the rep's iPad, for example — so what happens there reaches the card without anyone typing it twice. It works inside that rep's own session and sees only what that rep can already see. That is how SalesPro, or any other tool an office relies on, can be connected even without a back-end connection.

SalesforceQuotes, results and install dates, read backConnected
CompanyCamJob photos, order sheets and the cover sheetConnected
SpiffYour pay record, checked against each jobConnected
DocuSign statusThe signed contract, on the cardConnected
Referral rewards appAdvocates filed for you (the advocate worker)Connected
SalesProWorks alongside it; connects through the watcherOn request
HubSpot, Zoho, Pipedrive, Microsoft DynamicsOther CRMs, through their API or the watcherOn request
Zapier, Make, n8nThousands of apps, through a simple webhookOn request
JobNimbus, AccuLynx, Jobber, ServiceTitanHome-improvement job softwareOn request
Google Sheets, QuickBooks, Slack, TeamsReports, books and team chatOn request

Honestly? You may not need the big-name software at all. Praxion Exterior Edition connects to the tools above when an office wants it — but nothing beats one standalone product built for the job, at a fraction of what name-brand software costs.

How a tool is added for an office

The office names the tool and what should reach the card.
A tool with an open API connects directly. One without connects through the watcher, in the rep's own signed-in browser session.
Test jobs are compared with the card, field by field, until they match.
It is switched on for the reps who use that tool.

What it does, step by step

Works alongside major CRM systems, the most basic systems, or standalone. If the office presents or builds in another program, such as SalesPro, keep doing it.
Salesforce, CompanyCam, Spiff, DocuSign status and the referral rewards app are connected today.
A tool with an open API connects directly.
A tool with no open API can still connect, through a secure watcher running in a browser session the rep is already signed in to, such as on the rep's iPad. It works inside that rep's own session and sees only what that rep can see.
Test jobs are compared with the card, field by field, until they match. Then it is switched on for the reps who use that tool.

Time it saves Estimates

Task	By hand, typically	With the app, typically
Typing the same job into two systems	10–15 min a job	Once
Waiting for a vendor to open an API	Months, or never	Not needed

Typically 1–3 hours a week once a second tool is connected.

Typical estimates, not guarantees.

Errors it prevents Guesstimates

Salesforce build doesn't match the sheetEvery connected tool is compared with the same card, field by field.Guesstimate: about 1 kickback a month avoided
A job re-keyed with a typoWhat happens in the other tool reaches the card without anyone typing it twice.Guesstimate: re-keying errors close to zero

Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.

Who it helps

The repKeep your tools; work from one card.
Office & installersNo new system to force on anyone.
The customerOne set of facts about their job, whichever tool it started in.
The managerEvery tool's work on one card.