Residential CRM
Capture website, referral, campaign, and field-sales leads with ownership, notes, appointments, and follow-up context.
Manage intrusion, video, smart-home automation, monitoring, technicians, inventory, customer communication, and recurring revenue without splitting the account across disconnected systems.
Keep the sales promise, installation scope, equipment, monitoring details, invoices, support history, and future upgrade opportunities connected.
Capture website, referral, campaign, and field-sales leads with ownership, notes, appointments, and follow-up context.
Build itemized proposals for equipment, installation, recurring services, and optional upgrades with digital acceptance.
Schedule technicians, priorities, site addresses, job notes, equipment requirements, and completion workflows.
Organize panel, communicator, central-station, contract, activation, permit, and recurring-rate information.
Give customers a branded place to review invoices, proposals, monitored accounts, and service requests.
Use service history, reviews, campaigns, and AI-assisted follow-up to keep relationships active after installation.
Connect projects, recurring services, billing, support, and future opportunities so your team can grow the account after installation day.
Give sales, field operations, billing, and customer service the same account context from first enquiry through years of recurring service.
See how DEFENDR OS connects the workflows that create and protect recurring customer value.