Sales and CRM
Capture, assign, qualify, and convert leads while keeping every conversation, appointment, opportunity, and customer detail connected.
'One connected workspace for sales, field operations, monitored accounts, partners, billing, websites, integrations, and business intelligence.'
Capture, assign, qualify, and convert leads while keeping every conversation, appointment, opportunity, and customer detail connected.
Keep central-station information, account numbers, panel details, communicators, rates, contracts, permits, and activation status organized.
Coordinate installations and service work with technician assignments, priorities, schedules, notes, equipment, and completion history.
Run field-sales teams with reps, territories, knocks, dispositions, appointments, sales, MRR, and commission visibility.
Create a transparent pipeline for submitted deals, installation, funding, holdbacks, compensation, and partner production.
Track equipment cost, selling price, stock location, quantities, movements, and reorder needs across the organization.
Manage invoices, balances, due dates, payment status, and supported provider connections from the same operating environment.
Create a professional public website, connect a domain, publish services and service areas, and route leads into CRM.
Measure recurring revenue, pipeline, close rates, workload, receivables, commissions, payouts, cancellations, and growth.
Connect supported accounting, payment, automation, alarm-industry, API, and webhook providers through dedicated setup experiences.
Give owners, managers, dispatchers, salespeople, technicians, billing staff, and partners appropriate access.
Centralize company information, branding, teams, operational preferences, support, and platform configuration.
DEFENDR OS connects this capability to the broader customer lifecycle. The information created by sales, operations, technicians, billing, leadership, and partners remains useful to the next team instead of becoming trapped in another application.
That shared context helps companies reduce duplicate data entry, improve accountability, identify exceptions earlier, and build repeatable processes as the organization grows. Teams can begin with the workflows they need today while maintaining a platform structure that supports additional departments later.
Walk through your current process and explore a more connected workflow.