Home | SecurityTrax an Alarm.com Company

CRM & MORE

Specialized cloud-based platform built for security and interactive service providers to manage all critical operational tasks.

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RUN YOUR ENTIRE BUSINESS WITH ONE LOGIN

Conveniently remain connected to all aspects of your company

MANAGE LEADS & CUSTOMERS

Oversee and guide the entire customer lifecycle

Create leads & customers

Assign and track leads, schedule sales appointments, check credit scores, and generate quotes.

Connect monitoring services

Onboard customers with monitoring, perform updates in SecurityTrax to automatically sync with monitoring services.

Service your customers

Schedule service appointments, assign and follow up on tasks, track and save At-Risk customers.

MANAGE TECHNICIANS & INVENTORY

Assign and track Work Orders, intelligently set appointments with slot-based scheduling, view on-hand inventory levels, utilize our growing Master Equipment List, manage equipment purchase requisitions and purchase orders.

TRACK MONEY IN & OUT

Generate quotes and invoices, leverage sales tax tables, process payments, issue refunds, identify and track customers ‘at-risk’, and audit funding.

DRIVE COMPANY PRODUCTIVITY

Access using any device, minimize training with an intuitive interface, enable real-time event driven notifications, set custom permission levels, create and assign tasks, establish processes, reduce errors using Workflows, templates, and more.

MAKE DATA DRIVEN DECISIONS

Gain critical insights with at-a-glance dashboards, build, run, and export several types of reports, integrate your reporting tools, audit customer interactions, utilize a variety of tag categories, and reference hierarchal company organization charts.

RECEIVE DEDICATED SUPPORT

Gain a dedicated account manager, utilize ‘Train the Trainer’ onboarding, phone and email support, and thorough platform documentation.

BUILD ON OUR FRAMEWORK

Build custom integrations using APIs, leverage nightly redundant backups on a PCI Level 3, SOC2, and HIPAA compliant backend located within the Alarm.com Data Center.

UNIQUELY INTEGRATED WITH ALARM.COM

Easily access exclusive Alarm.com functionality with SecurityTrax

Single Sign On

Seamlessly access Alarm.com Partner Portal, including Mobile Tech and Remote Toolkit.

Sync & Import

Real-time syncing of your Alarm.com Leads, tasks, and up sell opportunities. Bulk import existing users and customers.

Create & Manage

Activate Commitments and Customers. Monitor Best Practices and Trouble Conditions. Manage customer information and settings.

Mobile App Pay

Enable Alarm.com customers to pay their monthly bill and to manage their payment method within the Alarm.com mobile app.

Equipment Link

Link SecurityTrax equipment to Alarm.com equipment as programmed from the panel for quick zone entry into SecurityTrax.

INTEGRATIONS

Connect to a variety of key industry partners

MONITORING SERVICES

Push customer data to one or more of your central station or monitoring company accounts directly from within SecurityTrax.

MONITORING PLATFORMS

Significantly increase efficiency utilizing our connectivity with industry standard monitoring platforms or engage our ability to build custom solutions.

EQUIPMENT VENDORS

Submit equipment orders directly to the fulfillment department of industry leading equipment providers.

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ACCOUNTING

Eliminate redundant data entry by easily sending invoices, payments, refund receipts, and credit memos individually or in bulk to your QuickBooks Online account.

*Optional add-on required

CREDIT BUREAUS

Quickly request and store credit report data from your provider without additional data entry.

ELECTRONIC DOCUMENTS

Create and store professional, easy to manage documents using your existing templates or those created from scratch.

MERCHANT SERVICES

Capture and effortlessly process securely stored credit card or ACH payment information.

SMS MESSAGING

Create unlimited dynamic templates within SecurityTrax to easily send to your leads or customers.

DOOR KNOCKING

Significantly streamline your sales process through existing integrations with leaders in the doorknocking space.

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