From first contact to recurring contract, every step of your sales and client management process streamlined to single clicks. Get found by buyers and AI, capture leads from anywhere, and run your entire workflow in one place.
Each step takes time that costs contracts and creates opportunities for mistakes.
Client name, site address, hours, rate. Typed into a lead tool, then a quote doc, then a contract, then QuickBooks.
Generic CRMs don't understand post orders. Word docs don't know what a patrol schedule is. You adapt around them, every day.
Quotes sit in email. Contracts wait on a scanned signature. By the next day the lead has already called the next company on the list.
Your customers are starting to ask Google AI Overviews and ChatGPT instead of Googling. Generic websites and Yelp listings don't show up there. You're disappearing from search and don't know how to fix it.
Stop running your pipeline across spreadsheets, Word docs, sticky notes, and three different tools that don't talk to each other. Every lead — from any source — lives in one place, in one format, worked the same way.
Referral, website form, inbound call, marketplace, paste-from-email — every lead lands as the same lead card, with the same fields, the same workflow, the same actions.
Stop reconciling a CRM, a spreadsheet, an email folder, and a notebook. One feed, one source of truth, one place to work from.
The lead card understands post orders, armed vs. unarmed, hours and rate, service type, site address. Generic CRMs don't. You stop adapting around the tool.
Screenshot a lead from any marketplace or referral platform you already use, upload it, and TrustGuard parses it into a lead card automatically. Every lead — wherever it came from — works the same way once it's in your feed.
Search has changed. Buyers now ask Google AI Overviews and ChatGPT as often as they Google. Every Business subscriber gets a public profile page built to be found by both — with a built-in quote request that lands directly in your lead feed.
Schema markup, NAP consistency, structured data, and verified business details — your company gets indexed by Google and ingested by Google AI Overviews and ChatGPT.
Your profile has a "Request a Quote" button. Every submission creates a lead in your dashboard, in the same format as every other lead, ready to be worked.
Published A2A agent card at a verified machine-readable address. Procurement bots and AI agents can discover and qualify your company directly. The next wave of B2B buying runs through agents — you're ready before your competitors know it's happening.
Six stages, all connected. Client data entered once at the lead stage carries straight through to recurring billing.
Capture from any source. Import existing pipelines.
One-click proposal in minutes. Hours, rate, scope.
eSign in the browser. No printing, no scanning.
Generated from the contract. Paid inside the app.
Site-specific instructions built from the contract.
Auto-billed. Auto-renewed. Just monitored.
Purpose-built for how you actually run the business. Not a generic CRM with guard-flavored templates bolted on.
Capture leads from any source — referrals, your website, inbound calls, the TrustGuard marketplace. Track every one to close.
Quote becomes contract becomes invoice. Send a signed agreement in minutes, not hours.
No extra software, no extra logins, no extra subscriptions.
Every client's contracts, invoices, post orders and contacts on a single timeline.
Generate from the contract. Set the cadence. Get paid on time without chasing.
Site-specific post orders built automatically from the contract terms.
Licenses, COIs, training records, and bonds. Send any document to a client in one click. Every send tracked in the activity timeline.
The TrustGuard marketplace is currently in early access as we scale traffic and lead volume. Every subscriber gets in ahead of the curve — before this becomes the dominant lead source in the security market. The platform works fully with your existing leads from day one, regardless of marketplace volume or source.
Every plan includes access to the lead marketplace, credits that never expire, and max 3 buyers per lead.
Stop running your operation on spreadsheets and software built for someone else. Streamline everything. Close faster. Get paid sooner.
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