Lead management software for CCTV and security installers
Security buyers are cautious and ask a lot of questions before committing, so the installer who follows up properly usually wins. Adeptike.com Leads & Workflow Management keeps every enquiry alive until it is quoted, followed up and closed.
- Enquiries from site surveys and alarm notifications tracked
- Site survey enquiries scheduled without delay
- Multi-property quotations managed in one pipeline
How cctv & security installers lose work before it starts
Almost none of this is about the quality of the work. It is about enquiries being captured inconsistently, owned ambiguously and followed up unreliably.
The response time is what loses the job
Security buyers contact several installers quickly. Whoever surveys first usually has the strongest position.
01Multi-property clients get fragmented
A client with shops, offices and a home generates separate enquiries that nobody connects.
02Proposals are never followed up
A proposal is issued and left. The customer goes quiet and assumes interest has moved elsewhere.
03Specification details are forgotten
When the customer calls back in four months, nobody can recall exactly what was quoted and why.
04What Leads & Workflow Management does for cctv & security installers
It is a standalone product. It is not a FieldPro module, and a business with a lead problem does not need dispatch software.
Coverage-based enquiries
Record the property and what needs covering, so the survey is properly prepared before arrival.
Multi-site clients
Enquiries for several properties handled together for clients managing more than one site.
Follow-up discipline
Every proposal carries follow-up tasks, which is the deciding factor in this trade.
Ownership
One named owner per enquiry, with colleagues able to see status without duplicating contact.
Pipeline by stage
Outstanding proposal value visible at all times, by stage and by owner.
Proposal records
What was quoted, what was specified and when, retained for the whole customer relationship.
From first contact to signed order
Each stage has an owner and a next action. That is what stops enquiries stalling between people.
Enquiry logged
Client, property, coverage requirement and threat concern recorded.
Site survey scheduled
Survey booked quickly, because security buyers decide fast about responsiveness.
System proposal
Camera coverage plan, equipment and price issued from the survey.
Proposal follow-up
Agreed follow-up points arranged so the proposal is not left unanswered.
Installation booked
Accepted proposals moved to installation scheduling without losing the customer record.
This is a different product from FieldPro
FieldPro runs the work after a job exists: dispatch, job sheets, site evidence and reporting. Leads & Workflow Management runs the commercial process before it: the enquiry, the survey, the quotation and the follow-up. Many businesses need one. Some need both. We will tell you which.
- Enquiries captured from calls, WhatsApp, forms and walk-ins
- One named owner per enquiry
- Follow-up tasks scheduled instead of remembered
- Pipeline value and stage visible at all times
- Lost reasons recorded so you can see why you lose work
Questions from cctv & security installers
Can it track enquiries across several properties?
Does it help us win on response time?
Can we stop it generating unnecessary contact?
See how much work you are currently losing
Tell us roughly how many enquiries you receive in a month and how many turn into work. We will tell you what the gap looks like and whether this product is the right answer to it.
Related pages
Leads & Workflow Management
The standalone lead management product.
ExploreLead Management solution
How the lead management process works for a service business.
ExploreFieldPro
For businesses that also need dispatch and job management after the sale.
ExploreBusiness Workflow Automation
Connecting the enquiry process to the operations behind it.
ExploreCustom Software
When the standard product genuinely does not fit.
ExploreMobile Applications
When your sales and field teams need a dedicated mobile tool.
Explore