Speak with a Security Operations Specialist: 844-571-5323
Speak with a Security Operations Specialist: 844-571-5323
AegisLead is an all-in-one security guard management software platform built for security companies that need more than a scheduling or guard-tour application.
Connected Platform — Sales CRM, field operations, and invoicing unified in one system.
Sales & Shift Intelligence — Automated lead scoring, research playbooks, and shift recommendations.
Branch & Role Scoping — Dedicated access for admins, supervisors, guards, and clients.
Contract to Invoice — Verified attendance data feeding billing without manual re-entry.
Capture and manage leads, create deals, organize sales stages in a pipeline, maintain notes and activities, and connect sales information with service delivery.
Manage sites, guards, compliance, shifts, assignments, and attendance with AI guard-shift recommendations to optimize open-shift coverage.
Execute patrol routes with checkpoints, manual verification, optional geofencing, live tracking, and digital incident reporting with photo/video evidence.
Link field activity directly to revenue with contracted rate cards, timesheets generated from attendance, and invoice generation with dispute management.
AegisLead is designed around the realities of physical security businesses: prospects become leads, leads move through a deal pipeline, proposals are prepared and delivered, guards are assigned to client sites, attendance creates timesheet data, approved hours support invoicing, and clients can access relevant reports and documents through a dedicated portal.
Step 01
Capture inbound leads or use AI Prospect Search to generate research playbooks, value propositions, sales angles, and buyer personas before reaching out.
Step 02
Move opportunities through deal stages, prepare AI-drafted security proposals, manage versions and client comments, and export professional PDFs.
Step 03
Convert won contracts into operational sites, establish contracted rate cards (hourly, overtime, holiday), and configure required guard compliance.
Step 04
Assign guards to client sites with AI shift recommendations, monitor attendance check-ins, conduct patrol runs, and file real-time incident reports.
Step 05
Generate timesheets from approved attendance, convert approved timesheets to invoices, and provide clients with a dedicated self-service portal.
Security companies often search for security guard company software because their daily work crosses many departments. AegisLead addresses that broader requirement with security guard business management software that connects commercial activity and field operations rather than treating them as separate workflows.
The central idea behind AegisLead is connection. Security companies do not operate in isolated modules: sales affects staffing, staffing affects attendance, attendance affects timesheets, timesheets affect invoices, and client communication depends on information from several parts of the operation. AegisLead brings those workflows together.
Shift scheduling and timesheet approval workflows unified without manual spreadsheets.
Guards, sites, active patrols, and compliance statuses monitored from a single platform.
Winning contracts is only part of running a security company. AegisLead includes sites, guards, guard compliance, shifts, assignments, attendance, patrols, incidents, emergency alerts, and daily service reports. Security guard scheduling software helps teams assign guards to client sites and manage attendance data.
AegisLead connects field activity with financial workflows. Rate cards store contracted hourly, overtime, and holiday rates by client or site. Timesheets can be generated from approved attendance data, and invoices can be generated from approved timesheets. Clients can also raise invoice disputes directly through the client portal.
Keeps tenant data separated through robust application-level filtering and security permission controls.
Allows regional offices to operate autonomously while maintaining uniform corporate operational standards.
Pre-configured roles for Super Admins, Branch Admins, Schedulers, Supervisors, Finance, Guards, and Clients.
AI supports lead scoring, discovery capture, deal-risk triage, proposal drafting, and guard-shift recommendations.
Includes API access, webhooks, HubSpot CRM contact import, custom-domain verification, and white-label branding.
AegisLead is an all-in-one software platform for physical security guard companies. It combines CRM, sales, field operations, RFP/vendor management, finance, client portals, and AI-assisted workflows.
Yes. AegisLead includes leads, deals, pipeline management, notes, activities, clients, AI lead scoring, proposals, and sales-assistance workflows.
AegisLead connects scheduling and field operations with CRM, sales, proposals, RFP/vendor management, finance, and client-facing workflows instead of focusing only on guard tours or scheduling.
Yes. AI features include proposal drafting, lead/deal assessment, sales coaching, prospect research, call transcription and analysis, and other supported workflow assistance.
Yes. The platform includes rate cards, timesheets, invoices, invoice disputes, and finance reporting.
Yes. Client users have a dedicated portal for proposals, invoices, incident reports, daily reports, shared documents, and compliance information that is made available to them.
The platform includes branches, tenant isolation, role-based access, and branch scoping for organizations operating across locations.
Field guards have access to a dedicated mobile Guard Portal for viewing assigned shifts, recording check-in and check-out, following patrol checkpoints, filing incident reports, and offline synchronization.