Contacts & companies
Keep people and organisations together, with search, notes and an archive for records outside your active work.
PriceRiley AI Systems · PRAI
PRAI CRM
Keep the relationship. Know the next step.
Bring contacts, opportunities, projects and tasks into one workspace. Keep the context of each conversation and the work that follows it together.
Request an assessmentCurrently used and tested within PRAI. Customer access is not available yet.
Client relationships
Keep the context.
See the next step.
See the next step.
Inside PRAI CRM
Client work, kept together.
A connected workspace for the records and actions that support day-to-day relationships.
How PRAI works →Opportunity pipeline
Track each conversation through discovery and proposal to Won or Lost. Keep its stage and next action in view.
Projects & tasks
Turn a won opportunity into a linked project. Record the tasks, dates and follow-ups that need your attention.
Notes & activity
Keep context with each record and review the activity history when you return to a piece of work.
Import & export
Preview contact imports from CSV and export records when you need a copy for your own work.
Your working day
Start with a view of your pipeline, active projects, follow-ups and tasks due.
Work with PRAI
Start with your website.
Request an SEO and AI visibility assessment to discuss your website, your questions and the scope of the work.
Built around client work
Keep the context.
Follow through.
PRAI CRM is currently used and tested within PRAI. We are checking its workflows before offering access to other businesses. Customer subscriptions and self-service registration are not available yet.
Practical software. Human judgement.