Commercial CRM
Track sites, contacts, opportunities, requirements, appointments, proposals, and customer history.
Manage door projects and commercial customer relationships with connected sales, scheduling, field operations, equipment, invoicing, service, and reporting.
Keep the information created by sales useful to operations, technicians, finance, and long-term service.
Track sites, contacts, opportunities, requirements, appointments, proposals, and customer history.
Build proposals that combine controllers, readers, credentials, locking hardware, labour, and recurring services.
Assign technicians, schedule project work, coordinate priorities, and retain completion notes.
Track stock quantities, equipment cost, technician holdings, and reorder needs.
Connect invoices, balances, service agreements, hosted services, and recurring account value.
Maintain a single customer history for expansion, repairs, credentials, maintenance, and future projects.
Connect projects, recurring services, billing, support, and future opportunities so your team can grow the account after installation day.
DEFENDR OS helps teams see project status, financial status, service activity, and account growth without losing context between departments.
See how DEFENDR OS can connect commercial sales, field delivery, recurring services, and support.