Praxivara
Chrome extension
Follow up with every lead.
It writes a personal follow-up for each one, keeps your CRM up to date and books the next meeting. You choose what waits for your OK.
7-day free trial on every plan.
ConnectedAll 41 have heard from you this week. Here's where they are.
41 contactsOwen T. hasn't answered two notes. Want me to draft a last check-in?
A lead's first week.
Follow the Hendricks family from a Saturday home show to a Thursday site survey. Tariq sends one photo, taps Allow once and makes one call. Praxivara does the rest.
41 sign-ups. One photo.
As the show winds down, Tariq texts a photo of the sign-up sheet. Every name is in HubSpot before the booth is packed, and the ones who asked for a quote are flagged.
TariqSent one photo by iMessage
PraxivaraAdded 41 contacts to HubSpot, tagged them Home show, and flagged the 12 who asked for a quote
PraxivaraiMessage41 drafts, waiting at 8.
Each note picks up the conversation from the booth, and the 12 who asked for a quote are offered a site survey. The Hendricks draft mentions last winter's outages. These wait until Tariq says so.
TariqRead a few drafts over coffee and tapped Allow oncePraxivaraWrote 41 follow-ups in his voice and sent them from his Gmail at 8:14 AMHi Mr. Hendricks,
Thanks for stopping by our booth on Saturday. Since the power went out twice last winter, I've added a battery backup option to the estimate for your 2-story home.
Next is a free site survey, about 90 minutes. Would Thursday at 10 AM or Friday at 2 PM work?
Tariq B., Bluestem Solar
One call from the car. HubSpot is current.
Mr. Hendricks wrote back and wants the survey. Tariq calls him, then calls Praxivara on the drive home and says what happened. The deal, the notes and the booking are done before he parks.
TariqA two-minute call on the drive homePraxivaraMoved the deal, logged the notes, booked Thursday at 10 AM and emailed the confirmationPraxivaraCalled from Tariq's phoneHendricks home DealUpdated 4:53 PMSurvey day. Nothing slipped.
The survey is booked and accepted, the deal is in the right stage, and a short prep note lands before Tariq leaves. Five days from the booth to the roof.
TariqNothing. He read the prep note at 8:30 AMPraxivaraKept the booking, the deal and the notes in step, and sent what to check on the roofSite survey, Hendricks
Prep note · sent 8:30 AM- Two outages last winter, wants battery backup
- 2-story home, deciding by March
- Check the electrical panel and attic access
Deal stage Survey bookedQuote requests get a reply before you sit down.
Describe the job once. Every weekday at 8 AM, an agent reads the new quote requests, writes a personal reply to each and holds them in Deliveries for your OK.
Reply drafts
Every reply Quote request replies wrote, and whether it went out.
Quote for a 3-bedroom ranch
Hi Janelle,
Thanks for reaching out. A single-story ranch with a south-facing roof is a great fit for panels. I can give you a firm number after a free site survey, about 90 minutes. Would Tuesday or Wednesday morning work?
Tariq B., Bluestem Solar
Battery only, no new panels?
Hi Marcus,
Yes, we add batteries to existing systems. I'd want to check your inverter and electrical panel first, which we can do on a short visit. Does Thursday afternoon work?
Tariq B., Bluestem Solar
Is a 12-year-old roof OK?
Hi Ruth,
Good question. A 12-year-old roof is often fine, and our site survey includes a roof check, so you'll know before you decide anything. Would next Monday at 10 AM work?
Tariq B., Bluestem Solar
Financing options?
Hi Sam,
We have a few ways to pay, and I'll walk you through each one with real numbers once we've seen your home. Would a 15-minute call on Wednesday at 4 PM work to start?
Tariq B., Bluestem Solar
Flat roof on our garage
Hi Elena,
Yes, flat roofs work well with tilted mounts. I'd like to see the garage roof and where your power comes in. Would Friday at 9 AM work for a quick site survey?
Tariq B., Bluestem Solar
Every weekday at 8 AM, find new quote requests in HubSpot, write each person a reply that answers their question, and hold the drafts for my OK.
Your CRM, kept current.
Connect the CRM you already use. Tell Praxivara what happened in a chat, a text or a call, and it does the data entry.
- Adds new leads and contacts, with how you met
- Moves deals to the right stage
- Logs calls and notes in your words
- Sets the next task with a date
Gmail
Outlook
Google Calendar
Outlook Calendar
Zoom
Microsoft TeamsHubSpotConnected to Bluestem SolarConnected
SalesforceConnected to Bluestem SolarConnected
PipedriveConnected to Bluestem SolarConnected
Zoho CRMConnected to Bluestem SolarConnectedBefore you trust it with a lead.
Which CRMs does it work with?
HubSpot, Salesforce, Pipedrive and Zoho CRM, plus hundreds of other apps. It can look up records, move deals, log calls and notes, and set follow-up tasks.
Will it email my leads without asking me?
Only if you let it. In Auto it decides when to check with you, and always asks before sending an email. Manual asks before anything that sends, changes or deletes. Bypass permissions runs without asking, though a few high-risk actions may still check with you.
Can it write the way I do?
Yes. Tell it about your business and how you like to sound, and it remembers. Your clients, your prices and how you like things done carry into every draft.
Can it brief me before a call?
Yes. It searches the web, reads the company's site and pulls your past emails and CRM notes into a one-page brief, ready before the meeting.
Can I use it from the road?
Yes. Text it by SMS, iMessage, WhatsApp or Telegram, or call it and talk. It's the same assistant and the same conversation as the web app.
Can my whole sales team use it?
Yes. Create a business workspace and invite your team. Each person gets their own seat, a paid add-on, with their own chats, agents and connected apps, and the workspace shares one credit pool.
Give it this week's leads.
Try it free for 7 days. Connect your CRM and inbox, then ask for the first round of follow-ups.