The break-in scare fades fast, and so does the proposal you sent
Puffly keeps every survey, proposal, and install in one pipeline, and Puff points out who to call before the urgency fades. Free to start.
Where security system company leads come from
After a neighborhood incident
A break-in on the street, a package stolen from a porch, or a scary post in a neighborhood group. Homeowners call within days, while the worry is fresh.
New homeowners
People who just moved in and want cameras and door sensors before the first night. Real estate agents and movers often mention you.
Small business owners
A shop owner after a break-in, or a landlord who wants cameras in a common area. They often need several sites and a quick answer.
Referrals from installers and neighbors
Locksmiths, electricians, and insurance agents pass your name along, and neighbors ask who put in the cameras next door.
What slow follow up costs a security system company
The push to buy a security system often comes from a scare, and the urge to act fades within a couple of weeks. A proposal that waits without a call may get shelved until the next incident. Homeowners also compare a couple of companies, and the one who follows up after the site survey usually gets the install.
A pipeline that fits a security system company
Puffly’s pipeline is yours to name. Here is one way a security system company could lay it out.
- InquiryA homeowner or business asked about cameras, alarms, or monitoring.
- Site surveyYou walked the property and noted entry points, camera locations, and wiring needs.
- Proposal sentThe customer has a system layout and price and is thinking it over.
- Install scheduledThey said yes and you have a day on the calendar for the crew.
- Installed and walked throughThe system is live, the customer knows how to use it, and you ask for a review.
Follow up moments worth a reminder
A homeowner got a proposal after a break-in on their street and has not replied
"Hi Mr. Dawson, checking in on the proposal for the cameras and door sensors. Happy to adjust the layout if anything feels like too much."
An install finished last week and the customer might have questions
"Hi Angela, how's the system treating you? If anything's confusing in the app, I'm glad to walk you through it. Also, a review helps a lot."
A customer with a two-year-old system might want an extra camera
"Hi Paul, it's been a couple of years since we set up your system. Want an extra camera on the side gate or the back door? Happy to take a look."
Puff, your AI teammate, can draft these messages and line up who to call next. Outreach waits for your approval unless you choose otherwise.
The shape of the year
Summer vacations and the holidays bring more worry about empty homes and porch theft, and moving season sends new homeowners your way. Long dark winter evenings can also raise interest in outdoor lighting and cameras. Keep in touch with older proposals, since a new incident nearby can bring a stalled customer back.
Questions from security system installers
Does Puffly monitor alarms or cameras?
No. Puffly is a CRM for your leads, proposals, and follow up. Keep using your monitoring and camera platforms for the systems themselves.
Can I send quotes for a system?
Yes. Puffly includes quotes, so you can send a price and see which proposals are still open and which need a call.
Will Puff contact customers without my say?
No. Puff drafts the message, and outreach waits for your approval by default, so nothing goes out that you have not seen.
Puffly for related trades
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