AI, modern experience, and end-to-end workflow automation are unified in a single system of record purpose-built for the security industry.

SecurityTrax, a wholly owned subsidiary of Alarm.com, has launched a modern, mobile-first, AI-assisted platform designed to help security dealers manage their entire business in one place, from lead generation and contract execution to technician scheduling, billing, and customer retention. The new platform is available now.

Simplifying Security Dealership Operations

Security dealers often rely on disconnected systems to manage leads, credit qualification, contracts, consumer financing, technician scheduling, inventory, central station connections, recurring billing, and customer retention. These fragmented workflows can increase costs, introduce errors, and limit business growth.

Founded in 2004, SecurityTrax was developed to bring these capabilities together in a single platform without the extensive customization costs associated with conventional CRM and ERP solutions.

“The dealers who struggle are often the ones spending more time managing disconnected systems than serving their customers,”

said Jeff Hansen, President of SecurityTrax. “SecurityTrax was built to change that.”

Alarm.com acquired SecurityTrax in March 2015. Today, the platform serves security dealers and central stations of various sizes, including SafeHaven Security, Skyline Security, and a.p.i. Alarm.

Major Platform Enhancements

The latest release introduces a comprehensive update to the SecurityTrax platform, combining a modern user experience, AI capabilities, and expanded business management tools.

Modern User Experience

The redesigned interface features mobile support, dark mode and theming, site-wide search through a command palette, and guided workflows with onboarding checklists. These enhancements help teams follow consistent processes and adopt the platform more quickly.

AI-Powered Workflow Automation

AI is integrated throughout the platform to reduce manual work and automate routine tasks through three core capabilities:

• AI Assistant: A conversational assistant available on customer and lead records that answers questions using data the logged-in user is authorized to access.
• AI Assists: One-click tools and administrator-curated prompts embedded in workflows, including the ability to summarize a customer’s note history.
• Automations: Rules that trigger AI-powered actions in response to account events, such as summarizing new web leads and routing them to the appropriate representative.

SecurityTrax designed these AI features with permission controls to ensure the system only accesses information the logged-in user is authorized to view.

“We’re layering in AI in a way that’s practical, permission-safe, and genuinely useful,”

said Hansen. “There’s real value being created for dealers here – not just in efficiency, but in their ability to grow and retain accounts in a competitive market.”

Billing, Accounting and Digital Documents

The platform adds parent-child roll-up billing for multi-location operators, a unified accounting engine with a new journal system, do-it-yourself payroll calculations, and SecurityTrax eDocs, a native electronic document and e-signature solution.

Operations, Integrations and Reporting

Additional enhancements include a unified calendar, address and property-owner verification, a license catalog and government regulation management tool, a new Brinks integration, OpenID Connect (OIDC) single sign-on support, and improved reporting capabilities.

Security Dealer Highlights Platform Benefits

Michael Auerbach, President of Alamo Smart Home, described the benefits of adopting SecurityTrax after years of using another platform.

“It’s a genuinely modern platform: clean, fast, and intuitive enough that our team was up and running almost immediately, with every tool we need — from lead to install to billing — under one roof,”

said Auerbach. He also highlighted the platform’s API, which enables data to flow between SecurityTrax and other business systems.

SecurityTrax is a CRM and ERP platform purpose-built for the security industry and a wholly owned subsidiary of Alarm.com. Founded in 2004 and headquartered in Provo, Utah, the company provides tools for managing leads, contracts, technician scheduling, inventory, monitoring connections, billing, and customer retention, with integrations across central stations and internet service providers. Website: securitytrax.com

Alarm.com provides an intelligently connected property platform used by millions of homeowners and businesses to secure, monitor, and manage their properties. Its solutions include security, video surveillance, access control, active shooter detection, automation, energy management, wellness, and fire safety, delivered through a network of professional service providers and commercial integrators. Alarm.com trades on Nasdaq under the ticker symbol ALRM. Website: alarm.com

Frequently Asked Questions (FAQs)

Source: securitytrax.com