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Security Services CRM

In private security the service is sold as sites and shifts; the contract sets out how many people will be on site and at what hours. When an officer's ID card expires or a shift handover goes wrong, the problem shows up at the customer first, not in the office.

Every customer site is an account record; the headcount in the contract, the shift pattern and the monthly fee sit in its fields. Certificate and ID card expiry are dates on the staff record.

Security Services CRM
  • Keep the customer sites and the number of people to work at each site on an account record, and build the shift plan with working hour definitions
  • Have patrols and site checks marked from the mobile app and confirm the location with GPS verification
  • Have the incident report written on site, attach it to the site record and send a push notification to the person responsible
  • Follow staff certificate, ID card and contract renewal dates and drop the ones coming up into the list
Service SiteEvery customer site is an account record; the headcount in the contract, the shift pattern and the monthly fee sit in the fields of that record.
Shift PlanThe guard duty is set up with shift and working hour definitions; who goes to which site is determined by the assignment rules defined during setup, and any change is read from the plan.
Patrol RecordThe patrol round is marked from the mobile app; the location is verified by GPS and spoofed location reports are detected.
Document Expiry DatesCertificate and ID card expiry are date fields on the staff record; the ones coming up drop into the list, and the renewal task is opened from there.

A security company's work turns in two places at once: the officers standing guard on site and the contract running in the office. When the two are kept in separate books, familiar failures appear — who stood in for the officer who did not turn up for their shift is only learned in the morning, the incident report written on site reaches the customer days later, and the fact that a private security ID card has expired is noticed during an inspection. The same happens on the contract side: the renewal conversation starts two weeks before the annual contract ends, because nobody sees the date in advance.

In Rapitek CRM the customer site is an account record; how many people will work on which shift at that site is planned with shift and working hour definitions, and the assignment rules defined during setup determine who goes where. Patrols and site checks are marked from the mobile app, the location is verified by GPS and spoofed location reports are detected. The incident report is written on site and attached to the site record, and a push notification is sent to the person responsible. Because staff certificate and ID card expiry dates and the contract renewal date are all date fields, the ones coming up drop into the list on their own.

What the plans cover and which items are priced separately are set out on the pricing page.

Frequently asked questions

Can I see from the CRM which officer is at which site and on which shift?
Yes. The site is an account record and the plan is built on shift and working hour definitions; the assignment rules defined during setup determine who goes where, and a change made during the day is read from the same plan.
Can patrols and incident reports be recorded on site?
The patrol round is marked from the mobile app and the location is verified by GPS, with spoofed location reports detected; the incident report is written on site and attached to the site record, and a push notification is sent to the person responsible.
Where do I see the staff whose certificate or ID card is about to expire?
Certificate and ID card expiry are date fields on the staff record; the ones coming up drop into the list on that field and the renewal task is opened from there. The contract renewal date is a date field in the same way.
Which is the best CRM software for security services?
When choosing a CRM for the security sector you should look at sector-specific workflows, integration capabilities, customisation options and the quality of support. You do not set Rapitek CRM up yourself, we set it up: we configure the fields, the stages and the reports around your security process, we migrate your data, and we train your team in Turkish. Before building our own platform our team completed more than 200 enterprise CRM projects in its Salesforce years; we carry out the setup with that experience.
How much does a Security CRM system cost?
On the security side, who stands guard at which site is determined by the assignment rules; it is this body of staff that uses the system. We keep current plan prices in a single place and publish them openly on our pricing page; we do not put figures on this page, so that you never read two different prices in two places. The price is set by the number of users and the plan chosen. The scope of setup, data migration and training is not the same in every project; the scope and the setup fee, if any, are worked out together in the discovery call and shared in writing. The Rapi artificial intelligence credit and the ERP integration are separately priced items.
How are CRM integrations done in the security sector?
If you use Logo, Netsis, Mikro or SAP, your CRM talks to it — we build the connection. There is no out-of-the-box module: because the access rights and the field structure on the ERP side change from one installation to the next, a single button does not work the same way everywhere. The connection is built specifically for the project over our REST API covering 183 business objects, OAuth2, webhooks and import/export. We work out the scope and the fee in the discovery call and share them in writing.
How does the move to a CRM system work in the security sector?
We start with a discovery call: together we work out your security process and which fields and which stages are needed. After the call we give you a date, not a range. We migrate your data, and we train your team in Turkish. There is no call centre on our support line. Your question is answered by the team that built and develops the product — this is a choice, not a matter of capacity.
Can a mobile CRM be used for security services?
In security the patrol round is marked from the mobile app; the location is verified by GPS and spoofed location reports are detected. The app is live on both the App Store and Google Play. The web interface works on tablets and phones as well. The app does not work offline; if the connection drops while you are filling in a form, what you have written is kept on the device for 24 hours.
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