Leads and quotes slip
Sales follow-up depends on memory, and promising prospects go cold before a quote turns into a contract.
For Security Agencies
Run your security agency from one control system.
SmartOps helps security agencies manage CRM pipeline, contracts, guard assignments, shift records, incidents, complaints, surveys, renewals, payroll review records, and dashboards without relying on spreadsheets or WhatsApp.
Renewal visible
2 contracts renewing in 30 days — tasks created automatically.
Client issue captured
Complaint logged, assigned, and tracked to resolution.
Surveys & feedback
Capture client feedback, complaints, and follow-up actions before issues grow.
The Problem
What slows down security operations the fastest.
Security agencies lose time and visibility when sales, staffing, incidents, and client issues are split across disconnected tools.
Guard coordination stays manual
Managers jump between messages, sheets, and calls to track assignments, coverage, and open posts.
Incidents and complaints get buried
When issues live in email or text threads, there is no clean audit trail or clear owner.
Renewals appear too late
Contract dates, client follow-ups, and review tasks are easy to miss without one shared system.
Workflow
From lead to live operations.
A connected workflow means your team spends less time chasing updates and more time running accounts well.
01
🎯
CRM pipeline
Lead captured and follow-up started
02
📄
Proposal & contract
Quote accepted and service terms stored
03
👥
Guard assignment
Qualified guards mapped to active accounts
04
🕒
Shift record
Shifts created with status and site details
05
⚠️
Issue handling
Incidents or complaints logged and owned
06
⭐
Survey
Client feedback captured after service milestones
07
🔁
Renewal
30/60/90-day renewal tasks triggered automatically
Solutions
What SmartOps manages for security agencies.
From the first conversation to guard operations and client retention, SmartOps keeps the workflow connected.
CRM pipeline
Track leads, stages, tasks, proposals, and follow-ups so your sales pipeline stays visible.
Contracts & renewals
Store service terms, start and end dates, renewal reminders, and change history in one place.
Guard registry
Keep guard records, availability, certifications, and assignment readiness organized.
Shift records
Record location, date, assigned guard, status, and completed work for each shift.
Incidents
Capture site incidents with severity, actions taken, and follow-up requirements.
Complaints
Turn client complaints into owned records with status, notes, and resolution tracking.
Survey
Capture client surveys, NPS responses, and service feedback tied to each contract.
Dashboards
Give owners visibility into pipeline, staffing, issues, renewals, and client health.
Outcomes
What owners and operations managers gain.
The result is clearer control over the business without stitching together five disconnected systems.
Sales visibility
Know where every prospect sits, which quotes are pending, and what needs follow-up next.
Operations clarity
See active contracts, shift records, incidents, and client issues without chasing updates.
Client retention
Use surveys, complaints, and renewal reminders to protect accounts before they churn.
Pricing
Simple pricing with a path for custom builds.
Start with SmartOps Core on our own platform, choose a Salesforce build when you need deeper customization, or request a custom quote for integrations.
SmartOps Core
Our own business operations system for shift-based teams that want one place for clients, staff, shifts, payroll, invoices, reports, and tasks.
$199setup
then $99 / month — includes 2 admin users + up to 20 employees
- ✓Accounts, contacts, leads, and pipeline tracking
- ✓Employees, shifts, assignments, and employee portal
- ✓Payroll review, invoices, reports, and dashboards
- ✓Auto-generated tasks and follow-up reminders
- ✓Industry terminology and modules configured for your team
Best starting option for most small businesses. Extra users, advanced modules, and paid integrations can be added as your business grows.
SmartOps Salesforce Build
For businesses that want SmartOps built directly inside Salesforce with custom objects, automations, reports, dashboards, and admin support.
$800setup
then $250 / month — support, admin help, and small changes
- ✓Salesforce-based CRM and operations configuration
- ✓Custom fields, objects, flows, reports, and dashboards
- ✓Best if you already use Salesforce or need it as your source of truth
- ✓Monthly support, improvements, and workflow adjustments
- ✓Salesforce licenses are separate and purchased directly
This option is best when Salesforce is required or when the business needs deep CRM customization.
Custom Build & Integrations
For businesses that need third-party tools connected, advanced workflows, or a custom version of SmartOps built around their process.
Quoteafter demo
Scoped once we understand your current systems
- ✓QuickBooks, Connecteam, JotForm, website forms, or API work
- ✓Advanced automation and custom dashboards
- ✓More complex role-based workflows
- ✓Industry-specific workflows, field sets, and modules
- ✓Quoted clearly before any custom work begins
Already using other tools? SmartOps can work alongside them first, then connect integrations when the business is ready.
Book a Demo
See SmartOps running your workflow — live.
We will walk through your current process, show where SmartOps fits, and outline what setup would look like for your business.
- ✓Focused on your real workflow, not a generic sales pitch
- ✓We review CRM pipeline, operational tracking, and reporting needs
- ✓You leave with a practical implementation direction
Request your free demo
We will reply within 1 business day. No obligation.
FAQ
Questions security agency owners usually ask.
SmartOps is built to give security agencies better control over sales, contracts, guards, shift records, client issues, surveys, and reporting.
Is SmartOps a full guard scheduling app?
SmartOps tracks shift records, guard assignments, completed work, open shifts, and operational visibility. If you already use a scheduling tool, SmartOps can work alongside it and integrations can be scoped separately.
Can SmartOps track incidents and complaints?
Yes. Incidents and complaints can be logged, assigned, tracked, and resolved in one place. This gives your agency a clear audit trail instead of relying on phone calls, emails, or WhatsApp messages.
Can I see which contracts are renewing soon?
Yes. SmartOps can track contract start dates, end dates, renewal status, and follow-up tasks. Owners and managers can see upcoming renewals before they become urgent.
Can SmartOps help with guard payroll records?
Yes. SmartOps can track payroll review records based on completed shift records. Payroll processing can still happen in your existing payroll or accounting system.
What if we already use QuickBooks or Connecteam?
No problem. SmartOps can work alongside your existing tools. If you want those systems connected directly, integrations can be scoped and quoted after the demo.
How long does setup take for a security agency?
Most setups take 2–4 weeks depending on your workflow, number of users, reporting needs, and whether any integrations are required.