csgsecurity.ca — internal tool
Every lead, prospect and customer in one pipeline.
Track opportunities across video monitoring, cameras, alarms, wifi, access control and smart home — then quote and invoice through Square without leaving the page.
Drag-and-drop pipeline
Move deals between stages like a whiteboard, filtered to one product line or all six at once.
Residential & commercial
One customer record can be a prospect for several products at the same time.
Proposals & estimates
Build a quote from product line items and send it straight to the customer.
Square connected
Estimates become Square invoices, and payment status flows back into the deal.