Free CRM for Security Alarm & System Installers – Track Clients, Sites, Zones and Service Contracts
Security alarm and system installers juggle surveys, device layouts, panel programming, monitoring handovers and ongoing maintenance – often across hundreds of sites and panels. You’re tracking zones, keyholders, codes, communication paths, cameras, NVRs and access control hardware, usually through a mix of paper job sheets, spreadsheets and emails. A simple, free, mobile-first CRM gives you one place to track every client, site, zone list and contract so your security installs and service visits stay organised from first survey to annual inspection.
A Free CRM Built for Security Alarm & System Installers
Organise Clients, Sites and Key Contacts
Use the Companies module to store residential clients, small businesses, retail chains, warehouses, schools and multi-site corporate accounts. Link owners, facilities managers, IT contacts and keyholders as Contacts. Every enquiry, site survey, install booking, handover and service call can be logged as an activity, so you always know who you spoke to, what was agreed and which panel or site it relates to.
Custom Fields That Match Real Alarm & Security Work
Generic office software doesn’t understand zones, partitions or communication paths. With flexible custom fields, you can shape the CRM around your security workflow. Track panel make and model, firmware, number of zones and partitions, zone list summaries (perimeter, interior, fire, 24-hour), sensor types (PIRs, door contacts, glass-breaks, smokes, CO, flood), and communication paths (PSTN, IP, cellular, dual path). For CCTV, capture camera count, types (fixed, PTZ, dome, bullet), resolution, NVR specs, storage retention and critical views. For access control, record door count, controller type, reader format, lock hardware and schedule notes. You can also store monitoring account numbers, monitoring station details, keyholder lists, user code ranges and service-level agreements so the technical picture for each site is always at your fingertips.
Advanced Search, Filters and a Clear, Fast Dashboard
When you’re managing installs, takeovers and service contracts, you need quick visibility. Use advanced search and powerful filtering tools to find monitored sites with contracts renewing soon, clients with IP-only signalling, high-risk sites with duress/panic zones, or customers with active service issues. The built-in dashboard gives you a clean snapshot of how many companies and contacts you’re managing and what’s been happening recently, without bloated sales charts or complex pipelines getting in the way.
Keep Sales, Engineers and Monitoring Handovers in Sync
Mobile-First and Fast for Surveys and Installs
Surveyors and engineers spend their day on roofs, in plant rooms and above ceiling tiles, not behind a desk. This CRM is built with mobile-first technology and designed to be fast, so it works brilliantly on phones and tablets. On site, they can pull up the client record, see previous system notes, review device lists and keyholder details, then add new survey findings, zone comments and photos right after the visit. Everyone – sales, engineering and admin – sees the same up-to-date information, which means smoother monitoring handovers and fewer “what’s actually installed there?” moments.
Free for Up to 30 Users – Ideal for Growing Security Teams
Whether you’re a small alarm company or a growing security integrator with multiple engineers and sales staff, the CRM is completely free for up to 30 users. Sales can log new opportunities and site surveys, project managers can track installs and commissioning notes, and engineers can update site details and service history from the field. You get the benefits of a shared, organised system without subscription costs cutting into monitoring and maintenance revenue.
API Access to Connect Forms, Leads and Other Systems
As your security business scales, you can connect the CRM to the tools you already use. With full API access, you can plug in website quote forms so new enquiries automatically create Companies and Contacts, or integrate with other systems where you manage tickets, monitoring accounts or billing. New opportunities flow straight into your CRM, ready to be qualified, surveyed and turned into installed systems and recurring service contracts.
Support, Stability and a Focus on US Security Companies
Built-In Support Tickets for CRM Users
If you ever need help using the CRM, there’s a built-in ticketing feature that lets you contact the CRM support team directly. You can ask questions, report issues or suggest improvements and track responses in one place. The ticketing is for you as a CRM user – it’s not intended to replace your own helpdesk or monitoring tickets – so the system stays focused on keeping your CRM data clean and your team efficient.
A Free, Fast CRM Platform Exclusively for US Companies
This free CRM platform is available to companies in the US only, making it a strong fit for American security alarm and system installers who want a modern, mobile-first CRM without monthly subscription costs. You get one central place to manage clients, sites, zones, devices and service contracts, backed by a fast, reliable system that grows with your installed base and your recurring revenue.