A CRM that remembers every sensor in the house and every monthly charge on the account.
A security customer is an address with a panel, a list of zones, cameras, locks, a monitoring agreement, a call list and a renewal date. Field software built around one-time jobs loses most of that. We build a CRM that keeps the account whole for as long as the homeowner stays.
The install closes, the account never does
A plumbing call ends with an invoice. A security install starts a monthly account that may run for many years and change several times along the way: a camera added after a package theft, a lock added when the kids get older, a communicator swapped when a cellular network goes away, a new call list when a spouse moves out. Each change touches billing, the device list and, often, the central station. A CRM that treats the install as the end of the job leaves the office rebuilding the account from memory every time the customer calls.
Security work also carries records other trades never handle: zone lists, panel firmware, the central station account, passcodes, the emergency call list and local alarm permit numbers. Some of those are sensitive and need restricted access. Most small installers keep them in a mix of spreadsheets, the panel programming software and the monitoring station's dealer portal, which means nobody sees the whole picture.
We build the CRM around the account rather than the job, with the house, the equipment, the agreement and the people attached, so a service call, a renewal and an upgrade all start from the same record.
What an installer's CRM has to hold
If these sit in separate tools, the account is only as good as whoever remembers it.
The house as a device map
Which panel is in the closet and its firmware, how it reports to the station, each sensor with its zone number and room, cameras with their storage, locks and thermostats with the app account they belong to, and photos of the panel wiring.
Agreements with recurring billing
Plan, rate, start date, term, renewal terms and the payment method, with autopay, retries on failed cards, and rate change notices sent on the schedule your agreement promises. Our recurring billing guide covers the basics.
Central station link
The monitoring account number for each home, the date of the last signal test, and the call list, with sensitive fields such as verbal passcodes stored under restricted access or left with the station entirely.
Service cycles from the equipment on file
Battery replacements, annual tests, camera storage checks and warranty dates scheduled from the device list, so the office calls before a sensor starts chirping.
Survey to proposal to signed agreement
A survey on the tech's phone counts openings and sightlines, builds a proposal with good, better and full options, and sends the homeowner one link to choose, sign the agreement and pay the install deposit.
Attrition and growth reporting
Accounts added, cancelled and upgraded each month, the reason recorded for each cancellation, and which lead source produces accounts that stay.
How we build it for a security company
Our own companies run on software we wrote ourselves; for an installer, the build centers on the accounts and the station you partner with.
Access by role
Sales sees surveys and proposals, techs see device maps and work orders, billing sees agreements, and only named people see sensitive call list fields. Every view of those fields is logged.
Install day checklist
Scan serial numbers to the account, photograph the panel and wiring, record the signal test with the station, enroll the homeowner in the app and capture the signature on the agreement before the tech leaves.
Upgrade triggers
When a carrier announces a network retirement or a camera model reaches end of support, a filter finds every account with that equipment and starts a notice and booking campaign.
Partner attribution
Builder, agent, insurance office or locksmith partner on each account, with what you owe under each referral arrangement and how long their referrals stay on monitoring.
Your data, in your accounts
The database and payment processing sit in accounts your company owns, so the customer list and agreements stay with you whatever happens to any vendor relationship.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
Custom CRM for home security & smart home, answered.
Can it replace the dealer portal from our monitoring station?
No, and it should not try. The station's portal stays the system of record for signals. The CRM holds the account, billing, devices and service history, and links to the station account for each home.
Can we move accounts from our current software?
Yes. We bring over customers, agreements, payment tokens where the processor allows a transfer, device lists and service history, then check them against the station's account list before switching.
How does it handle cancellations?
Each cancellation records the reason, the agreement terms, any equipment to be collected and the date monitoring stops at the station, so nobody is billed after the station has been told to stop.
Is it worth it for a small installer?
If most of your income is monthly monitoring, the account record is the business. Our recurring plan calculator helps you see what your accounts are worth over time.
Custom CRM for home security & smart home. Owned by you.
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