SmartOps automates every step — from your first lead call to guard payroll — in one connected Salesforce system. Zero manual work. Zero missed renewals. Zero excuses.
Most agencies are stitching together 5–7 tools — spreadsheets, WhatsApp groups, paper timesheets — and leaking revenue at every step.
Last-minute callouts managed over WhatsApp, no visibility into who's covering what site, and zero audit trail if something goes wrong.
Manually calculating hours from paper sheets, chasing timecards, fixing mistakes. Hours of admin work every single pay cycle — every single time.
Renewals slip by unnoticed. Leads go cold with no follow-up. Upsell opportunities get missed. These silent losses compound month after month.
Every stage automatically triggers the next — no manual handoffs, no data re-entry, no cracks to fall through.
Built from the ground up for security agencies — not adapted from a generic CRM template.
Guard hours, shift differentials, and contract terms feed directly into payroll. Payment triggers automatically on shift completion status. No manual calculation ever.
See every guard's real-time status across all client sites on one screen. Drag-and-drop reassignment during callouts. A custom UI you won't find in any off-the-shelf product.
Guards clock in/out, mark shifts complete, and upload incident photos from their phone. Payment triggers automatically. No paper. No calls. No excuses.
Auto check-ins at Day 1, Week 1, Month 1, and Quarterly. Catch service issues before they become churn — without anyone having to remember to follow up.
Automated 30/60/90-day notices to your account managers and clients. Never lose a contract to a forgotten renewal date again. Zero revenue left on the table.
Clients submit issues 24/7 via a direct link. Automatic ticket creation, SLA timers, and escalation workflows. Every complaint is tracked, resolved, and auditable.
Monitor contract expansions, site additions, and incident history. Turn your best existing clients into your most reliable revenue growth channel.
Automated satisfaction surveys and referral tracking. Identify promoters and convert them into advocates with built-in incentive management and one-click referral links.
Security agencies running on manual processes spend thousands per month in hidden labor costs. SmartOps replaces most of that overhead with automation — at a fraction of the price.
See the Full ROI in Your Demo →One setup fee, one flat monthly fee. Your Salesforce licenses are separate and paid directly to Salesforce — you never overpay us.
All plans include white-glove implementation (2–4 weeks). Salesforce licenses sold separately and paid directly to Salesforce.
Get a free 30-minute walkthrough built around your agency's size, workflows, and the specific problems costing you time and money every week.
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