Case Study: HEROS Security streamlines client data and online contract signing with Raynet CRM

HEROS security Starting with CRM software after 30 years in business

HEROS Security, a family-owned group with more than 30 years in the security services industry, needed a better way to manage growing volumes of client inquiries, active jobs, and contract data. Their previous system was web-only, lacked a mobile app, and made it difficult to keep track of projects, staff coordination, and customer records, so they turned to Raynet CRM.

Raynet implemented a multifunctional CRM with mobile access, centralized records, custom fields, maps for planning technician routes, and DigiSign electronic signatures. As a result, HEROS Security now has one place for all client and service data, can sign contracts online quickly, and has better visibility into sales work and deal stages; the integration reportedly took about a month to fully roll out.

HEROS Security

Milan Soukup

Chief Executive Officer