Client Sites
Track this workflow with controlled records, ownership, status changes and reporting.
All solutions
Security Agencies CRM CRM
Security agency CRM for guard deployment, site monitoring, incident reports, attendance and monthly billing.
The category workflow uses the same customer, document, payment, permission and audit foundations as the rest of the platform.
Operational modules
Structure the work your team already performs.
Enable only the records and actions relevant to this business category.
Guard Deployment Logs
Track this workflow with controlled records, ownership, status changes and reporting.
Incident Reports
Track this workflow with controlled records, ownership, status changes and reporting.
Site Monitoring Reports
Track this workflow with controlled records, ownership, status changes and reporting.
Monthly Billing
Track this workflow with controlled records, ownership, status changes and reporting.
01
Capture
Add the customer, requirement and source record.
02
Assign
Give the work a responsible person and next action.
03
Transact
Create documents, payments and operational records.
04
Review
Use activity and reports to manage the next decision.
Review this workflow with your team.
Start a trial or discuss the modules, roles and integrations required for deployment.