Customers & contacts
Maintain client relationships and commercial context.
Explore Customers & contactsPixie CRM for security providers, guarding businesses and security-service coordinators
CRM for Security Services
Security-service businesses coordinate commercial enquiries, site instructions and client requests across office and field teams. Pixie can organise the relationship and administrative work surrounding those services, helping the team find the agreed scope, responsible contact and next action.
Security Services · A connected workflow
Make client service responsibilities clear at every handover.
Illustrative process · configured around your team
- 01Qualify the requirement
- 02Agree the service
- 03Coordinate administration
- 04Review the account
How Pixie fits your business
Make client service responsibilities clear at every handover.
A revised site instruction or unresolved client query needs deliberate ownership. Connecting the request to the account and service agreement helps prevent an administrative handover from relying on a personal message.
For security providers, guarding businesses and security-service coordinators, the value of a CRM is the working context it gives the next person. Start with customer and contact records, then connect the delivery and service activities that matter to your team. An account owner should be able to find the current commitment, the open question and the person taking it forward.
A practical starting point
Walk through one real example from qualify the requirement to review the account. Use your own documents and handovers to decide which fields, roles and modules the first release needs.
The work, step by step
A shared thread from enquiry to the next conversation.
Give each stage a clear owner and an agreed handover. These are example steps for security services; the final process should reflect your service model and the systems you already use.
- 01
Qualify the requirement
Record the client service need and decision contacts.
- 02
Agree the service
Keep scope, locations and commercial responsibilities together.
- 03
Coordinate administration
Assign client requests, review tasks and approved updates.
- 04
Review the account
Connect open service questions, billing and renewal conversations.
Build around the work you do
Relevant modules for security services.
Use these capabilities as a focused shortlist. Module availability, configuration and any integration work are confirmed for your proposed setup; you can review the complete module catalogue for additional requirements.
Contracts & e-signatures
Keep the agreed service scope available.
Explore Contracts & e-signaturesService workflow management
Coordinate service requests and owners.
Explore Service workflow managementStaff, roles & permissions
Assess access to the administrative workflow.
Explore Staff, roles & permissionsRecurring invoices
Plan regular service billing.
Explore Recurring invoicesTasks & workflows
Allocate account and site-administration follow-up.
Explore Tasks & workflowsAcross the workflow, assess staff roles and permissions, automation rules and reporting together. Agree who can act, which reminders are useful and how exceptions will be reviewed.
A considered rollout
Make the first release useful to the people doing the work.
Assess incident management, monitoring, guard scheduling, licensing and security-critical operations separately. Do not place operationally sensitive site information in the CRM without an agreed access model.
Review the integration directory and security information against the scope you actually need. Ask for a demonstration of the handover that currently causes the most friction.
- Map one real journey. Identify the contacts, documents, decisions and exception that make the example representative of your business.
- Agree data ownership. Decide which system owns each record, what moves between systems and who reviews an update that fails.
- Configure and validate. Test roles, field requirements, communication and the billing handover using representative information before a wider rollout.
- Support adoption. Give the workflow an internal owner, provide practical team guidance and review whether the setup helps colleagues complete their next action.
Use the CRM implementation guide and migration checklist to prepare the first discussion.
Specialist workflows to explore
These additional capability pages are available on request. Review their stated scope with Pixie before selecting a configuration or assuming a specialist requirement is covered.
Useful answers
Questions from security services teams.
Use these answers to shape the conversation about your proposed configuration.
Can Pixie coordinate contract renewals?
Plan review tasks around the agreed contract dates and account owner. Use the review to bring together open service questions and commercial requirements before proposing a renewal.
Which modules should our team start with?
Start with the relationship record and the most important handover in your security services process. The module shortlist above explains the role of each suggested capability. Select the smallest useful first scope, then review permissions, data preparation and any specialist connection before rollout.
How do we connect the systems we already use?
List the systems involved in qualify the requirement and review the account. For each connection, agree the record owner, supported interface, matching rules and exception process. The integration planning guide explains what to prepare before a live sync.
How can we review pricing and implementation scope?
Use the current pricing page as your starting point and discuss the modules, users, data and connections your workflow needs. Confirm the proposed configuration and implementation work with the Pixie team before treating an example industry workflow as a complete deployment.
Let’s map your next better working day.
Bring one real security services customer journey, your existing tools and the handovers you want to improve. We’ll help define a practical first scope.