CRM for Security & Alarm

Protect Your Revenue as Well as Your Clients' Properties

Missed monitoring renewals and disorganized service calls cost alarm companies thousands. Smarfle keeps installations on track, contracts renewed, and technicians dispatched efficiently.

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Smarfle CRM - Security & Alarm Dashboard
Active Contracts

142

Installs This Week

6

Monthly Monitoring Revenue

$8,520

Inspections Due

9

Recent Jobs

Riverside Office Park

24-Zone Alarm Installation

In Progress

Torres Residence

Motion Sensor Replacement

Scheduled

Gateway Mall

Annual Fire Alarm Inspection

Completed

Hillcrest Medical

Camera System Upgrade

Pending Parts

Sound familiar?

Monitoring Contracts Expire Without Renewal

Recurring monitoring fees are your most predictable revenue stream. But when hundreds of contracts have different renewal dates tracked in spreadsheets, some lapse quietly. The client stops paying and you find out months later.

Installation Projects Lack Documentation

Alarm installations require wiring diagrams, sensor placement records, and panel programming notes. When this information lives in a technician's notebook, the next service call starts from scratch because nobody can find the original specs.

Service Calls Get Dispatched Without History

A client calls about a faulty sensor. Your dispatcher sends a tech who has never been to the property and has no record of what equipment is installed. The tech spends the first thirty minutes just figuring out the system layout.

Built for security & alarm businesses

Not a generic CRM. Every feature is tailored to how security & alarm companies actually work.

Monitoring Contract Management

Attach monitoring agreements to client records with billing cycles, renewal dates, and contract terms. Automatic alerts flag expiring contracts so your team reaches out before the client lapses.

Installation Documentation per Site

Store wiring diagrams, sensor maps, panel configurations, and equipment serial numbers on each client record. Technicians pull up the full site profile on their phone before arriving.

Dispatch with Equipment History

When a service call comes in, the dispatcher sees the client's installed equipment, past service history, and any open issues. The assigned technician arrives with full context and the right parts.

Inspection Scheduling and Compliance

Schedule annual inspections and fire alarm tests as recurring work orders. The system generates them automatically so no property misses its required compliance check.

Client Portal for Monitoring Clients

Clients log in to view their contract details, service history, upcoming inspections, and invoices. They can submit service requests directly through the portal instead of calling.

Is Smarfle the right fit for your security & alarm business?

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Top feature for security & alarm

Equipment Records That Follow Every Client

Every installed sensor, panel, camera, and controller is logged on the client record with model number, serial number, installation date, and warranty status. When a service call comes in, your technician knows exactly what is on site before they leave the shop.

Equipment TrackingInstallation RecordsService HistoryWarranty Status

Everything your security & alarm business needs

Three ways Smarfle transforms how you operate, get paid, and grow.

1

Installation Work Orders with Site Specs

Each installation job includes sensor placement plans, wiring notes, panel configuration, and equipment lists. Technicians see everything on their phone.

2

Equipment Inventory per Client

Log every installed device with model, serial number, and warranty date. When a service call comes in, the tech knows exactly what is on site.

3

Inspection Scheduling

Create recurring inspection templates for annual alarm tests and compliance checks. Work orders generate automatically so no property gets missed.

4

Dispatch with Full Service History

Dispatchers see the client's equipment, past service notes, and open issues before assigning a technician. The tech arrives prepared with the right parts.

Plans that grow with your security & alarm business

All plans include a 7-day free trial. No credit card required.

Starter

Solo operators & small teams

$99/mo
  • Up to 3 users (1 owner + 2 techs)
  • Up to 100 clients
  • 1 GB storage
  • Unlimited work orders & invoices
  • Client portal
  • Scheduling calendar
  • Reports & analytics
  • Review requests
  • Voice AI receptionist (usage-based)
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Most Popular

Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 500 clients
  • 3 branch locations
  • 5 GB storage
  • Everything in Starter
  • AI email & SMS drafts
  • GMB rank tracking
  • Voice AI receptionist (usage-based)
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Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 1,000 clients
  • 10 branch locations
  • 20 GB storage
  • Everything in Professional
  • Priority support
  • Voice AI receptionist (usage-based)
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SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

Security & Alarm CRM questions

Yes. Each client record includes an equipment section where you log device type, model, serial number, installation date, and warranty status. Technicians access this from their phone on service calls.
You attach a monitoring agreement to each client with billing cycle and renewal date. The system sends you alerts as contracts approach expiration so you can send renewal proposals proactively.
Yes. Set up a recurring work order template for each client site that needs annual inspections. Smarfle generates the inspection work orders on schedule and assigns them to your technicians.
Yes. When a technician opens their assigned work order, they see the client's equipment list, prior service notes, and any open issues. They arrive with full context on the property.
Yes. Each monitoring client gets a portal login where they can describe their issue and submit a request. The ticket appears in your dispatch queue with the client details attached.
Monitoring fees bill automatically on a recurring schedule. Service calls generate a separate invoice when the technician marks the job complete, with parts and labor itemized.
Yes. The renewal dashboard shows all contracts by expiration date. You can filter by month, territory, or contract value to prioritize your renewal outreach.
No. Smarfle handles client management, scheduling, invoicing, and communication. You would continue using your central station platform for alarm signal processing and monitoring dispatch.

Ready to run your security & alarm business from one place?

Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.

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