Trace CRM
CRM for CCTV & Security Installers

30 enquiries. 25 quote collectors.
Meta keeps finding more of them.

Trace CRM follows every CCTV enquiry from your Meta ads through the site survey, the quote and the negotiation to the purchase order, with a follow-up date at every step. And it tells Meta which enquiries signed, so your ads bring more buyers and fewer quote collectors.

Under ₹50 a day · 2 users included · No setup fee

₹1,499/month, all-inLive in about 30 minutesAndroid & iPhone appCancel anytime, no lock-in
Real numbers, not rounded ones
1,086 paying customers, every month for the last 7 months

Because we build something real, and real businesses keep paying for it.

The problem

Does this sound familiar?

CCTV businesses rarely lose deals because the ads were wrong. They lose them in the gap between the site survey and the purchase order.

The survey happens, then silence

An engineer spends half a day measuring the site and mapping camera positions. The quote goes out. Nobody calls back to ask what the client thought, and the job quietly goes to whoever followed up first.

Quotes live in WhatsApp and memory

One quote is in a rep's chat, another in an email thread, a third in a notebook. When a client rings back weeks later asking about the 16-channel option, nobody can find what was actually offered.

Meta never learns who signed the PO

You close installations every month. Meta has no idea which enquiries became purchase orders, so it keeps optimising for whoever fills the form, not the businesses that actually buy.

Before vs after

What changes in your sales team

Shops, schools and factories: six moments from a normal week of CCTV sales, before and after Trace.

Moment 1 of 6

"Shop mein 4 camera lagwane hain, rate batao" at 8 pm

Before Trace

The enquiry waits in Meta's Leads Center until the office downloads the sheet next morning. The shop owner has already called two installers he found on Google.

With Trace

It reaches a salesperson's phone in seconds, assigned automatically. Not called within 15 minutes? They get an alert, and you do if it is still waiting.

Moment 2 of 6

Site survey at a three-floor school, 40 cameras

Before Trace

Camera positions, cable runs and the DVR room live in the engineer's gallery and memory. The quote goes out two days later with half the details wrong.

With Trace

The engineer opens the lead in the Trace app on site and notes camera count, cable length and storage on the record, so sales quotes from facts.

Moment 3 of 6

"What did you quote for the 16-channel NVR?"

Before Trace

The client rings back three weeks later. The quote is somewhere in a rep's WhatsApp, so the office gives a new price and loses his trust.

With Trace

The quote and every note sit on the client's timeline. Whoever answers sees exactly what was offered, at what price, and when.

Moment 4 of 6

Quote sent Monday, a competitor visits Wednesday

Before Trace

Nobody calls on Tuesday to ask what they thought. The installer who visits next walks away with the purchase order.

With Trace

Set the follow-up for Tuesday 11 am when the quote goes out. Trace reminds the salesperson on their phone, and it lands on the Overdue list if missed.

Moment 5 of 6

A 4-camera shop and a 60-camera factory in one sheet

Before Trace

Both wait in the same Excel list, so the factory gets the same junior call as the shop.

With Trace

Your form answers, like camera count or property type, become columns. Filter out the big projects and assign them to your senior salesperson.

Moment 6 of 6

Which ad brought the school order?

Before Trace

Ads Manager shows cost per lead. It cannot tell you which campaign brought the clients who actually issued a purchase order.

With Trace

Every enquiry carries its campaign and ad. Mark PO Received and Trace tells Meta, so you see which ad brings orders and Meta finds more buyers like them.

Swipe to see all 6

Pipeline

A pipeline built for
how CCTV deals close

Not just "New → Converted". Trace follows the real journey: enquiry, site survey, quote, negotiation, purchase order and the finished installation.

New Enquiry
Called
Site Survey Scheduled
Quote Sent
Negotiation
PO ReceivedMeta is told
Installation Done

Rename, add or remove stages to match how you work.

Lead Detail, Rakesh Shah
RS

Rakesh Shah

+91 98765 43210 · Meta Ads · 4 days ago

New Enquiry
Called
Site Survey Scheduled
Quote Sent
NegotiationCurrent
PO Received
Installation Done

Latest note

“8 cameras for a 2-floor showroom, night vision on the entrance. Quote shared with the 16-channel NVR option. Asked for a better price on the AMC.”

Follow-up call Wednesday, 5:00 PM, on the revised quote

Features

Everything your installation business needs

Built around how CCTV and security installers really sell, not adapted from a generic sales CRM.

CCTV pipeline, your stages

Enquiry, survey, quote, negotiation, PO, installation. Name the stages the way your team talks, and add sub-tags like Residential, Commercial or AMC.

Meta Instant Forms, live

Every lead from your Meta form appears in Trace within seconds, with every answer they gave. No copying from Facebook, no lost leads.

Tell Meta who signed

When a deal reaches PO Received, Trace sends that to Meta through its Conversions API. Your ads learn to find more businesses that actually buy.

Sales & engineer roles

Sales handles enquiries, engineers pick up surveys. Each person sees only their own leads; admins see every deal across the branch.

Follow-up reminders

Every call-back becomes a task with a date and time, with a reminder on the phone. Overdue follow-ups get their own list, so none are forgotten.

Automatic lead assignment

New enquiries go to the next salesperson in turn, to whoever has the fewest open leads, or by form or source. Nobody waits to be picked.

Know which ad works

Campaign, ad set and ad on every enquiry. See whether your shop ad or your factory ad brings clients who actually sign a PO.

On site, on your phone

The Trace app for Android and iPhone. Survey notes go on the record from the site, not typed up back at the office in the evening.

WhatsApp and calling, when you want them

Connect WhatsApp Business API (Interakt, Wati, AiSensy, Gupshup or Meta Cloud API), or click-to-call with recordings (Exotel, Tata Smartflo, TeleCMI). Both are add-ons we switch on for your account.

How it works

From Meta ad to signed purchase order

From sign-up to your first lead in the pipeline, the same day.

01

Buy and log in

Pay monthly or for 6 months, by UPI or card, then create your login on the next screen.

02

Connect your Meta form

The setup wizard connects your Meta Instant Form in about 30 minutes. Stuck? Our team helps.

03

Survey, quote, follow up

Enquiries are assigned automatically. Survey notes, quotes and the next follow-up all live on the client's record.

04

Meta finds more buyers

Mark a deal as PO Received and Trace tells Meta. Your ads learn which businesses actually buy.

The maths

₹1,499 a month. Under ₹50 a day.

One installation order that would have gone to the installer who called back first pays for Trace for many months. You have already spent the ad money and the engineer's half day; Trace makes sure the quote gets followed up.

  • 2 users included
  • Unlimited leads
  • No setup fee, no hidden charges
  • Or ₹8,094 for 6 months, save ₹900

Pricing

One plan. Everything your sales team needs.

₹1,499 a month, or ₹8,094 for 6 months (save 10%), for 2 users and unlimited leads. Add teammates at ₹499 each.

MOST POPULAR
2 users includedUnlimited leads

Professional

₹1,499

/month

  • Lead pipeline, all status stages
  • Direct Meta lead capture
  • Configurable Meta CAPI events
  • Task assignment & call logs
  • Admin + Sales Rep roles
  • Android & iPhone app

Setup takes about 30 minutes. Our team helps if you get stuck.

SAVE 10%
2 users includedUnlimited leads

6-Month Plan

₹8,094

for 6 months · ₹1,349/mo

Save ₹900 vs paying monthly

  • Lead pipeline, all status stages
  • Direct Meta lead capture
  • Configurable Meta CAPI events
  • Task assignment & call logs
  • Admin + Sales Rep roles
  • Android & iPhone app

Setup takes about 30 minutes. Our team helps if you get stuck.

Custom limitsDedicated support

Enterprise

Custom

For multi-branch installers and larger security integrators.

  • Everything in Professional
  • Custom integrations
  • White-label setup
  • Multi-location support
  • Custom onboarding session
  • Priority & dedicated support
Contact us

Setup takes about 30 minutes. Our team helps if you get stuck.

Secure payment

Through Razorpay

UPI or card

All-in, no hidden charges

Cancel anytime

No lock-in, no contract

Real people

Help if you get stuck

Not ready to pay? Try it free for 14 days, no card needed.

Start 14-day free trial

FAQ

Questions owners ask before buying

Straight answers for CCTV and security businesses.

Every site survey
deserves a follow-up.

Set up in about 30 minutes. Cancel anytime.

₹1,499/month · 2 users · Cancel anytime