CRM & MORE
Specialized cloud-based platform built for security and interactive service providers to manage all critical operational tasks.
Simple site access. Begin in minutes.
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 customer Create leads & customers

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

service providers Connect monitoring services

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

customer service 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

Single Sign On

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

import sync

Sync & Import

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

create manage

Create & Manage

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

mobile app pay

Mobile App Pay

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

smarter reports

Smarter Reports

Automatically sync data from SecurityTrax to Alarm.com for delivery of enhanced Alarm.com technician reporting and customer risk scores.

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.
BOLD
MASterMIND
Proprietary
Stages
BOLD
MASterMIND
Proprietary
Alert 360
EQUIPMENT VENDORS
Submit equipment orders directly to the fulfillment department of industry leading equipment providers.
ADI
Alarm.com
Anixter
eDist Security
Qolsys
Tech Data
Wave Electronics
ADI
Alarm.com
Anixter
eDist Security
Qolsys
Tech Data
Wave Electronics
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.

DOOR KNOCKING

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

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