Win more access control and CCTV work, and keep the monitoring revenue
HelloGrowthCRM tracks commercial security bids, proposals and recurring monitoring renewals for US integrators. Your estimating and project tools stay exactly where they are.
Quick answer
Is this an estimating or design tool for security systems?
Responding to bid invitations from general contractors quickly
Tracking Division 28 spec jobs through long design phases
Renewing monitoring and managed access control agreements on time
Quoting camera and access control upgrades for existing customers
Recording referrals from electricians, architects and property managers
Turning technician site observations into quoted upgrade work
Why this page exists
Commercial security integration runs on two clocks. Project work moves fast and unpredictably: a walkthrough, a scope, a bid, a general contractor who needs numbers by Thursday. Recurring revenue moves slowly and quietly: monitoring, managed access control, video verification, fire alarm inspection agreements that renew whether or not anyone calls the customer. Most integrators manage the first clock in a bid folder and the second in a spreadsheet, and lose money on both. HelloGrowthCRM gives you one pipeline for the deals and one place for the renewals. Enquiries from your site, your phone line and your messaging channels land in a single queue with the referral source recorded. Proposals go out from the quote builder. Reminder sequences make sure the annual inspection call and the renewal conversation actually happen on time.
The honest limits: HelloGrowthCRM is not an estimating package and it is not a CAD or design tool. It does not price panels, readers, cameras and cabling from a parts database, it does not produce riser diagrams or device layouts, and it does not do takeoffs from a Division 28 spec. It is also not a project management system for installs. There is no crew scheduling, no job costing, no change-order workflow, no punch list and no material tracking. Keep your estimating software, your project tool and your accounting system. What HelloGrowthCRM covers is the sales side around them: capturing the enquiry, qualifying it, getting a proposal out, chasing the answer, tracking the referral relationship, and making sure recurring monitoring and inspection agreements come up for renewal on schedule.
Common search intent
Why teams evaluating CRM for security integrators want a simpler system
Bid invitations arrive by email from general contractors and get buried. By the time someone opens the folder, the walkthrough date has passed and the job is quoted by a competitor.
Monitoring and inspection agreements renew on dates nobody tracks. A customer cancels or gets picked off by another integrator, and the first anyone notices is when the recurring revenue stops.
Spec-driven jobs sit dormant for months between design and award. Without a cadence, the architect and the GC forget you were the integrator who helped write the requirements.
Referrals from electrical contractors, GCs, architects and property managers bring in real work, but nobody records the source, so the relationships that matter never get maintained.
Proposals for access control and camera upgrades get rebuilt from old files each time. Nobody can say which quotes are outstanding, or which ones have gone quiet for weeks.
Field techs spot upgrade opportunities on site, an obsolete panel or a failing camera run, and the note dies in a text message that never becomes a sales conversation.
Common Security System Integrators problems — and how this CRM solves them
Map your workflow to the CRM instead of rebuilding it in spreadsheets
Bid work, renewal work and referral work each need a different follow-up
A bid invitation needs a same-day phone call, because the GC is calling three integrators and the first credible response usually sets the tone. The dialer handles that, with recording and AI summaries so the scope discussion is captured rather than half-remembered. A spec job that will not be awarded for eight months needs a slow email sequence that keeps your name attached to the requirements you helped shape. A monitoring agreement coming up for renewal needs a reminder that fires weeks ahead, not a scramble after the customer has already talked to someone else. A referral from an electrical contractor needs the source recorded so the relationship gets attention. Same platform, four different rhythms, all visible in one pipeline and on the mobile apps your team already carries into buildings.
Best next step
See how email, SMS, tasks, and billing fit your workflow in one demo.
How it works
Bring every enquiry into one queue
Connect your website forms, phone number and messaging channels. Bid invitations, service calls and referrals from general contractors all land in the same place, tagged with the source that produced them.
Set stages for how you really sell
Build a pipeline that matches commercial security work: site walk booked, scope agreed, proposal sent, submitted through the GC, awarded. Each stage shows value and how long a job has been sitting there.
Put renewals and long bids on autopilot
Attach recurring reminder sequences to monitoring, managed access and inspection agreements. Attach email and SMS sequences to spec jobs in design. Both keep moving without anyone maintaining a spreadsheet of dates.
Quote, close, and hand off to delivery
Send the proposal from the quote builder and track whether it has been opened or answered. Once the job is awarded, your estimating, project management and accounting systems take over as they do today.
Pricing
$12 per user per month, or $10 on annual billing
One flat per-user price. Monthly billing is $12 per user per month and annual billing brings it down to $10 per user per month. The dialer, AI lead scoring, sequences, quote builder, invoicing, mobile apps and dashboards are all included rather than sold as tiers. A free forever plan is available, which is often enough for an owner-operated integrator doing their own selling. Setup takes about 15 minutes, and Growth Engine is there if you want a managed RevOps team running the pipeline instead.
What a security integrator needs from a CRM versus what a generic CRM offers
Useful next steps
CRM for security companies
The wider security build, covering guarding, alarm response and residential-led operations.
ExploreCRM for contractors
For low-voltage and trade contractors quoting project work through general contractors.
ExploreCRM for facility management
Useful when your buyer sits on the facilities side rather than in construction.
ExploreLead management
How capture, AI lead scoring and referral-source tracking work in practice.
ExploreHelloGrowthCRM in the USA
The US overview: supported channels, pricing and how teams get started.
ExploreUS pricing
Per-user pricing, the free forever plan and what is included at each level.
ExploreFrequently asked questions
One pipeline for bids, renewals and referrals
Keep your estimating package, your project management tool and your accounting system. Add the sales layer around them. Capture bid invitations the day they land, keep spec jobs warm through design, put monitoring and inspection renewals on a schedule, and see which referral partners actually send work. Setup takes about 15 minutes, the free forever plan costs nothing, and paid seats are $12 per user per month or $10 annually.
AI Features Built for Security System Integrators
HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.
Voice Agent for Follow-Up
AI calls Security System Integrators prospects a day after the first conversation, answers the obvious questions, and books the next step so nobody has to chase manually.
Smart Compose for Client Messages
AI writing assist for inquiry replies, proposal covering notes, and follow-up messages — consistent wording, sent faster.
Automated Follow-Up Sequences
Trigger SMS, WhatsApp, and email reminders on a schedule you set once, so every open opportunity gets worked until it is won or closed out.
AI Lead Scoring
Rank incoming security system integrators inquiries by value, source, and response speed so the team works the best ones first.
All AI features included on every paid plan. No add-ons.