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I will setup pipedrive CRM for security guard company with contract and scheduling s
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Still tracking client contracts in a spreadsheet, hoping someone catches the renewal date in time?
Most security guard companies lose money two ways: a contract expires quietly, or a client account goes cold with no follow-up after the sale. Both are completely avoidable.
I set up Pipedrive CRM built specifically for security guard and protective services companies not a generic sales template.
What you will get:
- A pipeline mapped to your process: Lead, Site Assessment, Contract Sent, Active Client, Renewal Due
- Automated reminders before contracts expire, so renewals never slip through
- A lead capture form for new RFPs and quote requests from your website
- Custom fields for contract value, site address, coverage hours, and guard count
- A simple dashboard showing which accounts need attention and what is coming up for renewal
You do not need to be technical. Just tell me how your team currently handles clients and contracts, and I will build the rest.
Ready to stop chasing renewals from memory? Message me and let us get your CRM set up this week.
Software:
PipeDrive
FAQ
Do I need to already have a Pipedrive account?
No — you can sign up for a free trial before ordering, or I can guide you on which paid plan fits your team size (needed for automations and lead forms). I'll walk you through this in the requirements step.
Do you handle guard scheduling and dispatch too?
This gig covers client accounts and contract management, not shift scheduling. If you also need a scheduling tool connected (like Deputy or When I Work), let me know — I can scope that as an add-on.
Can you import my existing client list from a spreadsheet?
Yes. Send me your spreadsheet after ordering and I'll import your client and contract data into the new pipeline (up to 500 records included; larger lists available as an extra).
I'm not technical at all — will I be able to use this once it's set up?
Yes. I build it to be simple for your team from day one, and Standard/Premium packages include a short training session so you're comfortable using it before I hand it off.
How long until I see results?
The CRM and automations are live and working by your delivery date. The real payoff — fewer missed renewals, more organized follow-up — shows up over the following weeks as your team uses it day to day.
What if I need changes after delivery?
Each package includes revisions (see package details). For ongoing support beyond that, I offer a monthly management add-on to keep automations optimized as your business grows.
