CRM Built for the work after the sale
Everything a CCTV and alarm installer needs to look after customers for years, not just until the invoice is paid.
Every customer, every site, the whole history
One record per customer with their contacts, installation addresses and everything that has happened since the first visit.
- Residential and commercial customers, each with contacts and sites
- A dated notes log, with pinned notes shown on every job
- A map of every customer, filtered by area, plan or source
- Merge duplicates in a couple of clicks, with a Data quality page that finds them
- Send a "check your details" link by text and review the changes
A diary that fills itself in
Bookings made through Calendly or added to Google Calendar become jobs against the right customer, ready for your engineers.
- Calendly bookings and Google Calendar entries turn into jobs
- Drag to move a job, with working hours for each engineer
- Text a customer a booking link from the Book job window
- Photos and videos from site, plus full screen customer signatures
- Job types so installs, services and callouts stay separate
Know who has paid, and who has stopped
CRM Ground reads your payment providers and matches every payment to the customer it belongs to.
- GoCardless Direct Debit status on every customer
- Lapsed service plans flagged before the income disappears
- Stripe card payments and bank transfer invoices, plus WooCommerce orders
- Payments with no matching customer wait in a review list
- Branded VAT invoices from GoCardless payments, ready to email
The right message, at 8am, without you
Service reminders, texts and emails go out from CRM Ground under your name, through the accounts you already have.
- Service invites with a booking link, scheduled for 8am on the day you pick
- Texts through TextMagic, starting from your own templates
- Email through your own Google mailbox, with separate Accounts, General and Support senders
- Every message kept on the customer’s Messages tab
Finish the job before you leave site
Engineers complete a report on their phone and the customer has a branded PDF in minutes.
- Checklist, free text or general report templates
- Photos and the customer’s signature included
- Your logo and brand colours on every report
- Sent by email or text; texted links open without a login and expire after 7 days
A support desk built into your CRM
Customer emails to your support address become numbered tickets on the right customer, answered from your own mailbox.
- Every support email becomes a numbered ticket
- Replies stay on the same email thread
- An automatic acknowledgement so customers know you have it
- A dashboard banner when something new is waiting
The details that make it work
On your phone
Add CRM Ground to your home screen and it works like an app, with a Call button on every customer.
Your team, your roles
Owners, office staff and engineers each see what they need. Add or remove people any time.
Your brand
Your logo and colours on screen, on invoices and on every report.
Activity log
See who changed what and when, across the whole account.
Be first in when we open the doors
Join the waitlist and we'll let you know the moment CRM Ground is ready for your team.