Enquiries taken on a job
A new enquiry rings while you are up a ladder, and the number is forgotten by evening.
CRM for cctv and security installers
CRM for CCTV and security system installers
CCTV, access control and alarm jobs are won on the site survey and a clear, itemised quote, then lost when nobody calls back. WTS CRM books the survey, holds the quotation and its revisions, runs the installation as tasks and tracks every payment until the job is paid for.
Sound familiar?
Quotes rebuilt every time
Cameras, recorder, hard disk, cabling and labour typed out again for every customer, with a fresh chance of a mistake.
No chase after the quote
The quotation goes out on WhatsApp and nobody knows whether it was opened, or calls back.
Annual maintenance forgotten
The AMC renewal date passes, and so does the repeat business.
How WTS CRM works for cctv and security installers
Capture the enquiry
Website and ad forms through lead sources; calls added in a few taps from the phone.
Book the site survey
A follow-up with the date and owner, and the site type, camera count and address in custom fields.
Quote line by line
Each camera, recorder, accessory and installation charge with its HSN or SAC code and GST, shared as a link.
Install, invoice and collect
A project with tasks for the installation, an invoice from the accepted quote, and each payment recorded.
What cctv and security installers use most
Itemised GST quotations
Hardware and labour as separate lines with quantity, unit, rate, discount and GST, and every revision kept as a new version.
Installation as tasks
Cabling, mounting, configuration and handover as tasks with owners and due dates.
Advances and balances
Record the advance before hardware is ordered and the balance at handover, by any method.
Renewal follow-ups
Book a follow-up for the AMC renewal date on the client, so it shows up in your 9:00 email when it is due.
Everything included
Most cctv and security installers start on the Solo plan at ₹999 a month, after a free trial. Compare plans.
- Lead management — Every enquiry in one pipeline, with its status, temperature and notes kept together.
- Follow-ups and tasks — The next call or message is scheduled, prioritised, and waiting for you each morning.
- Clients and projects — When a lead is won, the relationship carries on in the same place.
- GST invoices and payments — Bill the work you won and see exactly what is still owed.
- Teams and roles — Share one workspace, and give each person only the access their job needs.
- Reports and your data — See how the pipeline is doing, and keep full control of what is in it.
Guides for cctv and security installers
CRM with quotations
Create GST quotations right from your CRM
CRM with project management
CRM with projects and tasks built in
Payment tracking software
Client payment tracking software for small businesses
CRM for solar installers
CRM for solar installers: enquiry, site survey, quotation, installation
Guide
How to Follow Up on a Quotation: Message Templates for WhatsApp and Email
WTS CRM for other teams
Questions from cctv and security installers
Does it manage stock or serial numbers?
No. There is no inventory, stock or serial-number tracking. It covers enquiries, quotations, installation tasks, invoices and payments.
Can it bill AMC contracts automatically?
No. There are no recurring invoices. Book a follow-up for each renewal date and raise the AMC invoice from the client record when it is due.
Is there a complaint or service-ticket desk?
No. Log an after-sales visit as a task or follow-up on the client, so the history stays on one record.
Which plan do I need?
Solo (₹999 a month) for one person; Team (₹2499) for up to 5 people, with members seeing only the jobs assigned to them. Quotations, projects and invoices come with Solo and above; Starter covers leads and follow-ups only.