SecurityTrax Launches Updated CRM and ERP Platform
The release combines sales and service tasks into one system and adds AI tools, consolidated billing and electronic document signing for security dealers.
Updated on Nov. 4, 2026 in Software
SecurityTrax has launched an updated CRM and ERP platform for security dealers, now available. The software combines sales and service tasks into a single system and adds a redesigned mobile interface, sitewide search and guided workflows.
Why it matters
The update brings AI-driven assistance and automated account actions into daily dealer operations, which may reduce manual steps in managing customers and sales. Consolidated billing for multi-location operators and electronic signature support address administrative tasks that dealers handle across multiple sites.
The release adds a chat assistant that answers plain-language questions from lead or customer records, rule-based AI actions triggered by account events, and OpenID Connect single sign-on. The announcement did not provide performance benchmarks or details on how the AI models are trained or hosted.
The players
SecurityTrax
SecurityTrax is a software company founded in 2004 and headquartered in Provo, Utah, that provides CRM and ERP tools for security dealers.
Alarm.com
Alarm.com is a publicly traded provider of cloud-based security and smart home platforms that acquired SecurityTrax in March 2015.
Brinks
Brinks is a global security company known for alarm monitoring and security services, and the updated SecurityTrax platform adds an integration with it.
The details
The updated platform adds dark mode, themes, onboarding checklists, a unified calendar, address and property-owner verification, and a license catalog. Administrators can set AI prompts, such as summarizing a customer's note history, and the new SecurityTrax eDocs feature handles electronic documents and signatures.
Timeline
2004: SecurityTrax was founded.
March 2015: Alarm.com acquired SecurityTrax.
November 4, 2026: The updated platform launched and became available.
The Tech Race
The update extends SecurityTrax's existing dealer platform by merging sales and service into one system and adding AI assistance, placing the company among vendors adding conversational tools to vertical business software. The move comes after Alarm.com's 2015 acquisition, which folded SecurityTrax into a larger security technology provider.
Security dealers using the platform can manage leads, customers and sales from one system and sign documents electronically. Multi-location operators can receive consolidated billing, which may simplify monthly administrative work.
The takeaway
Dealers evaluating dealer management software can review whether a combined sales and service system, with AI assistance and consolidated billing, fits their multi-location or single-site operations. Checking integrations such as Brinks and single sign-on support before switching platforms can help avoid workflow gaps.
Further reading
Explore more software news and analysis for the United States.
Source note: This article includes information reported by Security Info Watch.
