Speak with a Security Operations Specialist: 844-571-5323
Speak with a Security Operations Specialist: 844-571-5323
AegisLead provides a connected software platform for security guard companies that need to manage sales, operations, clients, vendors, and finance from one system. Instead of purchasing separate tools for security guard scheduling, CRM, proposal creation, RFP management, incident reporting, and invoicing, teams can organize these workflows through a single platform.
From sales discovery to field guard tours and final invoicing, AegisLead connects every department into a unified operational platform. Eliminate data silos between sales reps, dispatch managers, field supervisors, and finance teams.
SALES CRM
AegisLead provides security guard sales software for companies that want a structured way to manage opportunities. Teams can capture leads, search and organize prospect records, manage deals, maintain notes and activities, and move opportunities through pipeline stages.
AI INTELLIGENCE
AegisLead includes AI-assisted prospecting and sales intelligence. Prospect Search lets a user enter a company name and generate a research playbook with information such as a business summary, value propositions, sales angles, key personas, and likely objections. The resulting research can be imported into the CRM as a lead.
PROPOSALS
AegisLead supports security proposal software workflows from draft to client decision. Teams can create AI-assisted security-services proposals, maintain versions, receive client comments, manage approval or rejection, send proposals by email, and export proposals as PDFs.
Security companies often need to manage two sides of the RFP process: responding to opportunities and procuring subcontracted services. AegisLead provides an RFP and vendor management workflow that supports drafting, AI content generation, security requirement analysis, vendor invitations, bid submissions, AI evaluation, comparison, award or rejection, and vendor performance tracking.
Generate security-focused RFP responses and service scopes quickly with built-in AI assistance.
Extract requirements, coverage hours, compliance thresholds, and guard certifications from incoming RFPs.
Invite subcontractors via secure direct links to submit bids without requiring full platform accounts.
Evaluate bids side-by-side with automated scoring, comparison matrices, and vendor tracking.
Sites, guards, compliance, shifts, availability, attendance, and AI guard-shift recommendations to evaluate open coverage.
Checkpoints, patrol routes, runs, confirmation, optional geofence verification, and live location during patrol runs.
Digital guard incident reports with photo/video attachments, administrator review, client visibility, and panic/duress alerts.
Track guard licenses, certifications, training, expiry dates, and check-in/out attendance for payroll and billing.
Dedicated client login for reviewing proposals, approved incident summaries, published daily reports, and shared documents.
Store client rate cards, convert approved timesheets directly into invoices, manage invoice disputes, and financial reports.
INTEGRATIONS & PLATFORM
AegisLead also supports platform-level capabilities including API access, webhooks, HubSpot CRM contact import, white-label branding, custom-domain verification, shared documents, and email notifications for supported workflows.These capabilities can be useful for security businesses that need to connect their operational platform to other systems or present a branded client experience.
Explore Industries for industry-focused use cases, learn about the company on About Us, review Pricing, or Request a Demo to discuss your workflow.
AegisLead provides CRM and sales management, AI prospect research, proposal management, RFP and vendor management, scheduling, patrols, incident reporting, guard compliance, client portals, finance, and related platform services.
The platform is designed to connect many workflows in one system, including sales, field operations, RFPs, finance, and client communication. The exact replacement fit depends on the tools and processes a company currently uses.
Yes. It supports AI-assisted proposal drafting, versioning, comments, approval or rejection, email delivery, bulk generation, and PDF export.
Yes. The Guard Portal supports assigned shifts, check-in/out, incidents, patrols, and offline synchronization.
Yes. Its RFP and vendor management capabilities support vendor invitations, bid collection, AI evaluation, award or rejection, and vendor performance tracking.
Yes. Rate cards, timesheets, invoices, invoice disputes, and finance reporting are included.