01
Invoices that get paid
Send the invoice from the client's record. When it is paid, the deal is marked won.
Explore Invoices that get paid
CRM
CRM for security companies
Track site enquiries and contracts, keep every client and site on one record, and send quotes and monthly invoices from the same place.
Free plan, no card needed. Or book a demo.
Contracts, sites and monthly billing
Security firms sell guarding and installation contracts that run for months or years, often with several sites per client. Keeping track of who signed what, which sites are covered and who has paid this month is harder than it should be.
startbuddi gives each client a company page with their contacts, sites (as custom fields or linked records), contracts and invoices. A pipeline tracks new contracts, and monthly billing can run as a subscription.
What it does and does not do
- It does: enquiries, quotes, contracts, a pipeline, monthly invoices and client communication.
- It does: projects for installations, with tasks and dates.
- It does not do guard scheduling, patrol tracking or incident reporting.
- Client and site recordsCompany pages with contacts and custom fields for each site.
- Contract pipelineTrack tenders and renewals with your own stages.
- Monthly billingInvoices or subscriptions charged through Paystack or Stripe.
- Installation projectsTasks, dates and time for each install.
Companies
One page per client company.
Every contact, site, deal and invoice for the client in one place. Add your own fields for site details.
- Add company: "Start with the website"
- Sync brand details for many companies at once
- Find lookalikes: ask Chip for companies like your best ones
Pipelines
Tenders and renewals, tracked.
Run one pipeline for new contracts and another for renewals, each with its own stages and owner.
- Purposes like "Manage renewals and extensions"
- Stage Builder with colours for every stage
- Private or shared with everyone, and a default deal currency
Create a plan
Monthly contracts billed for you.
Create a monthly plan and send the subscribe link. Your payment provider charges each renewal.
- Monthly or Annually billing
- The plan is created in your Paystack or Stripe account
- See each plan's active subscribers, and whether it's Active or Paused
Same workspace
Your CRM is already connected to the rest of the business.
The same client record is used by your invoices, bookings, projects and follow-ups, so nothing is typed twice.
02
Online bookings
Clients book from your link and land in your contacts with the booking on their page.
Explore Online bookings
03
Follow-ups that run themselves
Follow-ups, reminders and tasks that start when a form, booking or deal changes.
Explore Follow-ups that run themselves
04
Projects your team can follow
Won the work? Start the project, track tasks and share progress with the client.
Explore Projects your team can follow
05
Dashboards and reports
A ready-made Leads and sales dashboard in Analytics: leads by source, form conversion, bookings, pipeline and deals won.
More about Analytics
Plans
A CRM on every plan, including Free
The CRM is on every plan. Free keeps 250 contacts, Starter 2,500, Growth 15,000 and Scale 75,000. The shared inbox, WhatsApp, SMS and automations unlock on Starter.
- Free Included, free forever $0
- Starter Included, 30-day trial $29/mo
- Growth Included, 30-day trial $79/mo
- Scale Included, 30-day trial $199/mo
Keep reading
ProductSubscriptions
ProductEstimates, proposals & contracts
ProductCustomers
ProductContacts & companies
ProductSales pipeline & deals
ProductInbox
CompareBest CRM Software for Small Business
GuideHow to organise your customers: from WhatsApp chats to a real pipeline
BlogCRM vs spreadsheet: why agencies are switching in 2026
Questions people ask
Can startbuddi schedule guards or track patrols?
No. It covers clients, contracts, quotes, projects and billing. Keep a dedicated workforce tool for rostering and patrols.
Can I bill clients every month?
Yes. Send a monthly invoice or set up a subscription plan that Paystack or Stripe charges automatically.
Can I keep several sites under one client?
Yes. Use the company page for the client and custom fields or linked contacts for each site.
Is there a free plan?
Yes. The CRM is on Free with 250 contacts. Starter ($29 a month) adds the shared inbox and automations.
Put every client in one place.
Start with your contact list and your WhatsApp chats. Add deals, invoices and follow-ups when you are ready.
Free plan available. Every paid plan starts with a 30-day trial.