Security Company CRM

End-to-end platform for guard management, live patrol tracking, compliance and audit reporting

Core modules
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Features
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SIA

Licence verified

GDPR

Compliant data

Shift & scheduling management

Plan, assign, and monitor all guard shifts in one calendar

Drag-and-drop shift builder

Visual weekly/monthly calendar with instant drag-to-assign

Multi-site scheduling

Manage shifts across unlimited client sites simultaneously

Recurring shift templates

Save shift patterns and auto-populate future rotas

Clock-in / clock-out with GPS pin

Guards check in from the mobile app; location is captured automatically

Late / no-show alerts

Real-time push notifications when a guard misses a start time

Shift swap & cover requests

Guards request swaps; supervisors approve in-app

Overtime & gap-fill engine

Auto-suggests available guards when shifts are uncovered

SMS & email shift notifications

Automated reminders sent 24 h and 1 h before each shift

Live location tracking

Real-time GPS map of all guards on duty

Live GPS map dashboard

See every on-duty guard's position updated every 30 s

Patrol route playback

Replay a guard's exact route for any completed shift

Geofence zones

Draw perimeters; instant alert if a guard enters or exits

Lone worker monitoring

Automated welfare check pings with escalation if unanswered

Checkpoint scanning

NFC / QR tags at key points confirm guards visited each location

Speed & idle detection

Flags unusual movement patterns for supervisor review

Proof of presence & evidence capture

Timestamped, geotagged evidence guards collect on patrol

Geotagged photo uploads

Guards take photos from the app; GPS + timestamp auto-attached

Short video evidence clips

Record and upload up to 2-min clips directly to incident records

Voice note logs

Hands-free audio observations attached to patrol entries

Digital occurrence book (DOB)

Replaces paper occurrence books; fully searchable and auditable

Client sign-off

Clients digitally countersign patrol reports on-site or remotely

NFC / QR checkpoint proof

Tamper-evident scan log proves guard reached each checkpoint

SIA licence management

Automated checks ensuring every deployed guard is licenced

SIA licence database

Store licence number, type, sector, issue & expiry for every guard

Live SIA register verification

API call to the SIA public register confirms licence is valid before shift starts

Expiry countdown alerts

Automated warnings at 90, 60, 30, and 7 days before expiry

Deployment block on expired licences

System prevents scheduling a guard with an expired or revoked licence

Licence document vault

Upload front/back scans of physical licences with version history

Right-to-work & vetting tracker

Track DBS checks, right-to-work docs, and training certificates

Multi-licence type support

Door supervisor, CCTV, close protection, cash-in-transit, and more

Incident & task management

Log, escalate, and resolve incidents from the field

Incident report builder

Guided form with custom fields per site; mandatory photo evidence option

Priority & severity grading

P1–P4 scale with colour-coded dashboard indicators

Real-time escalation workflow

Auto-routes incidents to supervisors, clients, or emergency services

Dynamic task assignment

Dispatch ad-hoc tasks to nearest available guard via the map

Incident timeline view

Full chronological audit trail of every action taken per incident

Client incident portal

Clients view and comment on incidents raised at their sites

Guard & client profiles

Central records for staff and client accounts

Guard profiles

Contact details, employment history, skills, certifications, and notes

Client & site management

Client accounts linked to unlimited sites with specific post orders

Post orders & SOPs

Site-specific instructions available to guards in the mobile app

Guard performance scores

Auto-calculated from punctuality, checkpoint completion, and incidents

Role-based access control

Admin, supervisor, guard, and client roles with granular permissions

Guard mobile app

iOS & Android app for shifts, patrol logs, check-ins, and evidence

Reporting & audit suite

Comprehensive reports for internal review, clients, and regulators

Daily activity reports (DAR)

Auto-generated per site; includes patrol log, checkpoints, and incidents

Executive dashboard

KPIs: shifts filled, SIA compliance %, incidents by severity, attendance

SIA compliance report

Full list of deployed guards vs licence status at any point in time

Patrol coverage heatmaps

Visual density map of guard activity across a site over any period

Attendance & punctuality report

Per-guard late / absent / early-leave stats with trend charts

Incident trend analysis

Breakdowns by type, site, time of day, and guard for root-cause review

Regulatory audit export

One-click export of all records in SIA / BS 7499 audit-compatible format

Scheduled report delivery

Auto-email daily, weekly, or monthly reports to clients and management

Custom report builder

Drag-and-drop field selector to create bespoke reports for any audience

Full immutable audit trail

Every login, edit, and deletion permanently logged with user and timestamp

Platform & integrations

Infrastructure, security, and third-party connectivity

Cloud-hosted, 99.9% uptime SLA

Redundant UK-based servers; auto-failover and daily backups

AES-256 encryption

All data encrypted in transit (TLS 1.3) and at rest

Open REST API

Integrate with payroll, HR, CCTV, and access-control systems

Payroll export

Export shift hours in Xero, QuickBooks, and Sage-compatible formats

In-app messaging

Encrypted 1-to-1 and broadcast messaging between staff and supervisors

Multi-device support

Full-featured web app + iOS/Android guard app + manager tablet view

GDPR compliance tools

Data retention policies, right-to-erasure workflows, consent management

See It In Action

Explore the interface and discover how easy it is to use

How It Works

Get started in three simple steps

Import Your Data

Upload your existing contacts and deals from CSV files or connect your current tools for seamless data migration.

Customize Your Workflow

Set up your sales pipeline, create custom fields, and configure automation rules that match your business process.

Start Closing Deals

Begin managing your customer relationships with powerful tools and watch your sales productivity soar to new heights.

Why Choose CRM Pro

Transform your sales process and boost team productivity

Increase Productivity

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