Smart CRI · Relationship Intelligence

Know Every Client Relationship, Not Just Every Contract

Grow and retain security clients with relationship intelligence built into your operation. Smart CRI links contacts, conversations, opportunities, follow-ups, sites, quotes, contracts, and billing context around each client organization, with visibility limited to authorized users.
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Operational

Schematic of linked records. Not a product screenshot.

Organization 360

The whole client on one page

Every linked record in context

Organization 360 gathers what your team knows about a client so account managers and operations leaders work from the same picture.

Organization 360

  • Contacts and conversations
  • Sites served
  • Opportunities, quotes and contracts
  • Billing context

Inside Smart CRI

Everything your account team needs, connected to the work you deliver

Contacts and relationship history

Know who you work with and what has happened

Every contact sits within the organization they belong to, so a change of account manager does not mean a loss of client knowledge.

Relationship record

  • Contacts linked to each client organization
  • History of interactions over time
  • Shared view for account and operations teams

Conversations and follow-ups

No relationship goes quiet by accident

Record what was discussed and assign the next step, so commitments made to clients are tracked rather than remembered.

Next actions

  • Conversations recorded against the relationship
  • Follow-ups assigned to named users
  • Outstanding actions visible to the team

Opportunities and quotes

Track new work from first interest to proposal

Potential work is tracked alongside the relationship it came from, so sales activity and client history stay in one place.

Commercial pipeline

  • Opportunities linked to the client organization
  • Quotes recorded with the opportunity
  • Status visible to authorized users

Contracts, sites, and billing context

Agreed services tied to the sites you protect

Contracts connect the commercial relationship to the sites and billing context your operation already manages.

Service context

  • Contracts linked to the organization
  • Sites served under each contract
  • Billing context alongside the relationship

Connected security operations

Relationship intelligence that knows what happens on site

Because Smart CRI lives inside Shield Spire Ops, account conversations can reflect the service actually delivered at each site. Your team reviews and advances each step; not every transition is automated.

Linked to operations

  • Sites shared with scheduling and field operations
  • Client Portal visibility for service activity
  • Invoice preparation from verified time records

Relationship lifecycle

From first contact to ongoing service

  1. Contact

    People at each client organization, linked to the organization.

  2. Conversation

    Interactions recorded against the relationship.

  3. Opportunity

    Potential work tracked through to a quote.

  4. Contract

    Agreed services tied to sites and billing context.

  5. Follow-up

    Next actions assigned so relationships do not go quiet.

Connected and controlled

Linked to operations, scoped to your organization

Tenant authorization and privacy boundaries

Relationship records connect to the sites and contracts your operation already runs, and only authorized users in your organization can see them.

Access

  • Records stay within your organization
  • Visibility follows user authorization
  • Relationship data connects to sites and contracts in operations
Planned enhancement

Governed import of client data from spreadsheets and PDF documents is a planned enhancement. It is not currently available, and imported records will require review rather than automatic merging.

Smart CRI in 15 seconds

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Smart CRI film (15 seconds)

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