CRM for security companies
Run your security company without the admin.
Armed response contracts, monthly billing and site call-outs: bill every client automatically, chase what is overdue on WhatsApp and keep every visit on record.
Monthly, on repeat
Sign the client, bill every month, collect what is owed.
- 01
Sign up the client
Quote, contract and customer record, with the client’s details kept up to date by the client.
- 02
Bill automatically
Monthly plans bill each client on time, with card auto-debit for those who choose it.
- 03
Collect
Who owes what at 30, 60 and 90 days, with WhatsApp reminders, payment links and statements.
- 04
Act on arrears
Two-stage letters up to suspension of services, with every step on the record.
The security set-up uses the Subscriptions, WhatsApp Connect, Age Analysis, Field Service Reports and Debt Collection modules, each free for 30 days.
Built for security companies
Billing that runs itself, and every site on record.
Billing and collections
Recurring revenue, collected properly.
- Monthly plansBill each client monthly or yearly, automatically (Subscriptions module).
- Card auto-debitCharge a card on file each month, with a charge log and reconciliation.
- WhatsApp remindersOverdue reminders, payment links and statements on WhatsApp (modules).
- Debtors bookPromise-to-pay dates, payment arrangements, disputes and hand-overs in one list.
- Suspension lettersPending-suspension and final letters for accounts that stay overdue (Debt Collection).
- Monthly statementsStatements by email and WhatsApp, with the age analysis.
Clients, sites and call-outs
Every client, every site and every visit, on record.
- ContractsClient contracts with types, kept on the client’s record.
- Up-to-date client detailsClients update their own details through a private link (Update Your Details module).
- Site visits and reportsField reports for installations, call-outs and inspections (module).
- Support ticketsClient requests and complaints as tickets, with departments and priorities.
- WhatsApp broadcastsSend notices to all your clients, or to a marketing list, in one go.
- Login alertsAlerts when your own staff log in after hours or from a new IP address (Sentinel Security module).
Spreadsheets or a CRM?
Billing clients from a spreadsheet? Here’s the difference.
Pricing
One plan. Add what you need.
More staff
R287.50/ month per 5 extra staff
- Add five more staff logins at a time
- Switched on inside your CRM
- Billed monthly with your plan
- Remove it again when you no longer need it
CRM Online
R575/month
No VAT is added: CRM Online is not a VAT vendor at present.
- Up to 5 staff logins
- 10 GB of storage
- Your own web address: yourname.crmonline.co.za
- Customers, quotes, invoices, projects, tasks, expenses, reports
- Hosted in South Africa, backed up daily
- Month to month, cancel any time
- 24/7 customer support
Modules
From R20/ month per module
- Every module free for 30 days
- WhatsApp Connect: R1,000 / month
- Statement Manager: R20 / month
- Age Analysis: R20, or R50 with WhatsApp Connect
- Yoco payments & Subscriptions: free
US-dollar prices use one fixed rate:
Security company software questions
Straight answers.
Anything else? Email us at support@crmonline.co.za.
What software do security companies use for billing?
Security and armed response companies need recurring monthly billing, collections and client records in one place. CRM Online bills each client automatically on a monthly plan, follows up arrears on WhatsApp and keeps contracts, site visits and tickets on the client’s record.
Can clients be billed automatically every month?
Yes. With the Subscriptions module each client is on a plan that bills monthly or yearly, and clients can choose card auto-debit.
Can I send suspension letters for arrears?
Yes. The Debt Collection module sends two-stage letters, from a pending-suspension notice to a final suspension letter, and keeps every step on the account.
Can I message all my clients at once?
Yes. WhatsApp broadcasts send a notice to all your clients, or to a list, in one go, from your own WhatsApp number (WhatsApp Connect module).
Can I use it on my phone?
Yes. CRM Online works in any browser on a phone, tablet or computer, and you can add it to your phone’s home screen like an app.
What does it cost?
Nothing for the first 30 days, and no card is needed. After that it is R575 per month for up to 5 staff. No VAT is added: CRM Online is not a VAT vendor at present. The Subscriptions module is free; other modules start from R20 a month, each free for 30 days.
Start today, decide later
Your own CRM, live in minutes. Free for 30 days.
No card. No setup fee. Then R575 per month for up to 5 staff.