Can I customise the pipeline for site surveys and quotes?

Yes, fully. You can name your stages anything: Enquiry, Called, Site Survey Scheduled, Survey Done, Quote Sent, Negotiation, PO Received, Installation Done, AMC Due. Set up your exact workflow during onboarding.

How does it capture leads from my Meta ads?

Connect your Meta Instant Form to Trace CRM (takes about 30 minutes). Every business that fills your form appears in the CRM within seconds, name, phone, and all form fields captured automatically.

Can my sales team and engineers have separate logins?

Yes. The Sales Rep role sees only assigned leads. Admins see every deal across the branch. You decide who has access to what, so two reps never end up quoting the same client.

Does it track what the engineer found on the site survey?

Yes. Move a lead to "Survey Done" and log notes, camera count, cable runs, DVR placement and the budget discussed. Every note is timestamped and visible in that client's full history, so the quote is never rebuilt from memory.

What CAPI event fires when a purchase order comes in?

You configure which Meta event maps to which stage. Typically "Lead" when the enquiry qualifies and "Purchase" when the PO is received. That teaches Meta which businesses actually buy systems rather than collect quotes.

Can I track AMC renewals and repeat business?

Yes, using a pipeline stage and a follow-up task. Add an AMC or renewal stage, set the follow-up date when the installation completes, and the task is flagged in the dashboard when it comes due. There is no separate contracts module — it is the same lead record and task system.

Is there a free trial?

Yes, 14-day free trial, no credit card required. Full access to all features. If you subscribe and it doesn't work as described within 14 days, we refund in full.

How long does setup take?

Most installers are live in under 15 minutes. Connect your Meta form, set your pipeline stages, invite your team. An onboarding wizard walks you through each step.

CRM for CCTV & Security Installers

You did the site survey.
They bought from someone else.

Capture Meta Instant Form leads, track every site survey and quote through to the purchase order, and automatically send conversion signals back to Meta.

14-day free trialNo credit card neededSetup in 30 minutes₹1,499/month all-in

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 three 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.

Features

Everything your installation business needs

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

CCTV Installation Pipeline

Custom stages built for how installations actually close, New Enquiry → Called → Site Survey Scheduled → Quote Sent → Negotiation → PO Received → Installation Done. Not generic CRM stages.

Meta Instant Forms Integration

Connect your Meta Instant Form directly to Trace CRM. Every lead who submits your form appears in the CRM within seconds, no manual copy-paste from Facebook.

Meta CAPI Feedback Loop

When a purchase order lands, Trace fires a server-side CAPI event to Meta. Your ads start finding businesses that actually buy systems, not people collecting three quotes for comparison.

Email Quote Notifications

Auto-send emails when a survey is scheduled, a quote goes out, or a follow-up task is due. The client hears from you on the day you said, without anyone remembering to check a list.

Sales & Engineer Roles

Sales assigns enquiries, engineers pick up the surveys. Each rep sees only their own accounts. Admins see every deal across the branch. Full accountability, no two people chasing the same client.

Survey-to-PO Analytics

Which campaign brings businesses that actually buy? How many surveys turn into purchase orders? Track it by source, campaign and stage in one dashboard instead of guessing at month end.

Click-to-Call & Recordings

Call an enquiry in one click. It rings your rep's own mobile, then connects them, no desk phone, no app. Works with Exotel, Tata SmartFlo and TeleCMI. Every call logged with duration, recording and outcome. Telephony is a paid add-on — we activate it for your account.

Automatic Lead Assignment

Every new enquiry is routed the moment it lands, round-robin, load-balanced to whoever has the fewest open enquiries, or fixed by source or form. No enquiry sits unclaimed while your reps work out who takes it.

Full Marketing Attribution

See which campaign, ad set and ad produced each enquiry. A four-camera shop install and a sixty-camera factory install come out of the same ad budget and are worth very different amounts. Full UTMs, GCLID, click-to-WhatsApp, landing page and referrer on every record.

Connect Any Lead Source

Dealer referrals, AMC renewals, walk-ins and your website form land in the same pipeline as your Meta leads, through one secure per-account endpoint. Works with Pabbly, Zapier, your website, or anything that can send a webhook. Activated on request.

Auto-Captured Form Fields

Your form's questions become CRM columns automatically. Add a question in Meta and it appears here, no manual field setup, ever. Filter enquiries by any answer they gave.

Works on Your Phone

Install Trace on any phone or desktop and it opens like a native app, own icon, full screen, no app store. Your engineers update leads from the site, not back at the office in the evening.

Pipeline

A pipeline built for how
CCTV deals actually close

Not just "New → Converted". Trace tracks the real journey, from first enquiry through the site survey, the quote, the negotiation, the purchase order and the finished installation.

New Enquiry

Called - Not Reached

Site Survey Scheduled

Quote Sent

Negotiation

PO ReceivedCAPI fires

Installation Done

All stages are fully customisable to your exact workflow.

Lead Detail, Rakesh Shah

Arjun Mehta

+91 98765 43210 · Meta Ads · 3 days ago

New Enquiry

Called - Not Reached

Site Survey ScheduledCurrent

Quote Sent

Negotiation

PO Received

Installation Done

Latest note

“Grade 3 baldness. 2,500 grafts recommended. Budget ₹85,000. Treatment plan shared, waiting on confirmation.”

How it works

From Meta ad to signed purchase order

Four steps. Fully automated. Your team just moves deals through the pipeline, the rest happens on its own.

Connect your Meta Instant Form

Point your Meta Instant Form at Trace CRM during onboarding, about 30 minutes. Every enquiry arrives with every field your form asked already on the record, so the engineer knows the site before the survey is booked.

Survey, quote, follow up

Assign the enquiry, schedule the site survey, log what the engineer found, and attach the quote. Set the follow-up date while it is still fresh.

The purchase order lands

Move the lead to PO Received. Trace CRM fires a CAPI conversion event to Meta automatically, so Meta optimises toward enquiries that ended in a purchase order rather than a site survey.

Meta finds more buyers like them

Meta's algorithm learns which businesses actually sign. It finds more like them. Fewer price-checkers, better quality enquiries.

30 min

Time to go live

₹1,499

Per month, GST incl.

14 days

Free trial, no card

Pricing

Simple, transparent pricing

One plan that covers everything. Start free, subscribe when you're sure.

Frequently asked questions

Specific to how CCTV and security businesses use Trace CRM.

Still have questions?

Free demo

See Trace CRM set up
for your CCTV business

We'll show you how CCTV and security businesses use Trace CRM to turn Meta enquiries into signed purchase orders, and set it up for your workflow in the same call.

30-minute personalised walkthrough

Pipeline configured for installations

Meta CAPI setup guidance included

No sales pressure. Cancel anytime.

Book your free demo

We'll reach out within 24 hours.

Start turning enquiries
into signed purchase orders today.

14-day free trial. Full access. No credit card required.

You did the site survey.They bought from someone else.