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Theory Road.
For systems integrators

Marketing, websites and systems built for systems integrators.

Security, fire, cameras, access control, AV, VoIP, and structured cabling integrators sell to facility managers, property owners, and general contractors who need a permit pulled, a bid answered, and a system serviced for years.

Step 1 of 2

How can we help you get found?

What do you need help with?

Next: name, email and budget. That’s it.

Most integrator websites list logos of the manufacturers they carry and stop there. We have built for this type of company: a site that maps every system to every vertical it serves, permit and bid intake, a customer portal with the manufacturer services embedded, an employee lead desk on a single source of truth, and an AI front desk that announces itself. We add the paid and local search that bring commercial inquiries, and we keep customer data inside the integrator's own systems.

Questions this page answers

  • Who is the best marketing agency for a security integrator
  • Website design for low voltage and security contractors
  • How do I get more commercial security and fire bids
  • Customer portal for our access control and camera customers
  • Lead management system for a systems integrator
  • ClickUp or FieldHub integration with our website
  • AI receptionist for a security company
How this business works

Where growth is won or lost in integrators.

An integrator runs two businesses at once. Project revenue comes from installs won through bids: a plan set or RFP arrives, an estimator walks the site, a proposal goes out from the design tool, and the decision takes weeks or months. Recurring revenue comes from monitoring, hosted access control, service agreements, and managed video, which is what an acquirer actually pays for. The buyers are facility managers, property managers, IT directors, school districts, and general contractors, and each expects the integrator to know their codes. The phone is answered by an office manager who also dispatches, and a bid that costs three estimator days is one of three requested.

Permits and licenses shape the cycle: fire alarm and low voltage permits by jurisdiction, state alarm and fire licenses on every proposal, and inspections that gate the final invoice. Demand follows construction schedules and budgets rather than weather: school installs over summer break, municipal work at fiscal year end, bond programs, and tenant improvements when a lease turns. Growth is lost when the site shows manufacturer logos instead of the verticals served, when the installed base is never mined for analog to IP upgrades or cloud access migrations, and when monitoring accounts quietly attrit as tenants move. Prior vendors bought residential alarm leads for a commercial shop.

We build the site the buyer needs: every system crossed with every vertical, a bid intake that takes the plan set, and a permit and code guide that earns the search engine and AI answer citations facility managers rely on. Paid search runs on bid level intent by system and vertical, and every walkthrough is tied to its source. The customer portal takes access changes and service requests off the front desk, the lead desk gives the owner one pipeline, and the base gets a renewal and upgrade cadence. Recurring revenue grows on purpose instead of by accident, and customer data stays in the integrator's own systems.

What holds growth back

The problems we fix in systems integrators.

  • The site says what you install, not who you serve

    A wall of manufacturer logos tells a facility manager nothing about whether you handle a school, a warehouse, or a medical office. Without pages for each system and each vertical, the integrator never ranks for the searches that turn into bids.

  • Bids and permit requests arrive in the wrong place

    A general contractor sends a bid package to a personal inbox. A permit request comes through the contact form. Nothing is tagged, timed, or assigned, so a faster competitor gets the walkthrough scheduled first.

  • Customers call the office for things a portal should handle

    Access changes, camera access, alarm account questions, and service requests all run through the front desk. Every call is a cost, and every wait erodes the recurring revenue that makes the business valuable.

  • Lead data is scattered across tools nobody fully trusts

    Sales in one system, service in another, VoIP in a third, and a spreadsheet nobody admits to. Without a single source of truth with proper permissions, the owner cannot see the pipeline and the team cannot work it.

What we build

Web, marketing, creative and systems for systems integrators.

Built on your accounts, wired into the tools your team already runs, and measured to booked work.

The pages that sell for an integrators company
Home
  • System pages
  • Vertical pages
  • Request a bid with plan upload
  • Permit and code guide
  • Service plans and monitoring
  • Customer portal
  • Projects gallery
  • Technician careers

Each page answers one intent, carries one call to action, and lands the lead in your CRM with the page attached.

Web

Websites and digital product.

A structure where every system, access control, video, intrusion, fire, AV, VoIP, cabling, has its own page and every vertical, education, healthcare, industrial, multifamily, and more, has its own page, with the intersections linked.

  • Permit and bid intakeForms built for how commercial work actually arrives: plan uploads, scope, site count, timeline, and permit jurisdiction, routed to the estimator and logged as a pipeline record within seconds.
  • Customer portalA signed-in portal where customers reach their Salto, Brivo, Alarm.com, or Eagle Eye services, open service requests, and see their account, with sign-in by magic link so nobody manages another password.
  • Employee lead deskAn internal desk where the team works the pipeline, logs calls and texts, and sees status, built on a Supabase source of truth with row-level security so each person sees only what they should.
  • Careers and technician recruiting pagesTechnician hiring is a growth constraint for every integrator. We build application pages that route to the hiring manager and describe the work honestly enough to attract people who will stay.
When each channel earns its keep in integrators
  • Google Search on system and vertical bid intentAlways on; budget up ahead of summer break and fiscal year end
  • Google Business ProfileAlways on; photos monthly, reviews at project completion
  • Plan rooms and bid boardsDaily monitoring, always on
  • LinkedIn from the company pageWeekly, always on
  • Email to the installed baseQuarterly, and ninety days before each agreement renewal
  • Referral partnersQuarterly lunch and learn; touch after each shared project
Marketing

Demand, search and reputation.

Pages answering what facility managers and contractors ask: code requirements, system comparisons, retrofit questions, and service plans, written so search engines and the major AI platforms cite the integrator.

  • Paid search on commercial intentGoogle Ads on bid-level searches by system and vertical, with call and form tracking joined to the pipeline so spend is judged on walkthroughs booked and bids won, not on clicks.
  • Local search and Google Business ProfileCategories for every system line, service-area setup, photos of real installs, and a review flow tied to job completion, so the integrator appears in the map pack across its territory.
  • Reviews and recurring-revenue retentionReview requests at completion and at renewal, plus service-plan reminders and upgrade offers to the existing base, which is where most integrator growth actually sits.
  • LinkedIn and referral contentProject stories and technical posts on the company's own channels, aimed at general contractors, architects, and property managers who refer the work, so reach grows on visible posts.
What an integrators brand system includes
  • Install photography and video directionShot lists for head-ends, panels, camera views, and finished rooms, captured with customer permission and anonymized where needed, so the site shows real work instead of stock.
  • Proposal and bid templatesProposal, scope, and service-agreement documents designed to match the brand, so the bid package looks as professional as the installation it describes.
  • Vehicle and site signageTruck wraps and job-site signage designed to be read at a distance, because the fleet is the most visible advertising an integrator has in its territory.
Creative

Brand, photography and collateral.

A visual system that looks like a firm you would let into your building's security infrastructure: clean, technical, consistent across trucks, uniforms, proposals, and the site.

Where an integrators lead travels

Comes in from

  • Website forms
  • Tracked calls
  • Ads and LSA
  • Google Business Profile

Lands in

  • FieldHub
  • D-Tools
  • ClickUp

Comes back as

  • Per-source attribution
  • Automated follow-up
  • One weekly scoreboard

Built to your system of record, not around it. Nothing is re-keyed by hand.

Development and systems

Integration, automation and data.

Leads, customers, and service records in one Postgres database with row-level security, so the portal, the lead desk, and the integrations all read and write the same records under the right permissions.

  • AI front desk that announces itselfAn AI phone agent that states it is an assistant, captures the caller's need, routes emergencies to a human immediately, and creates a ticket or lead for everything else.
  • Text-then-call lead engineNew leads receive a text within a minute and a call from the assigned rep right after, with escalation if nobody picks it up, so commercial inquiries are worked while the buyer is still at their desk.
  • ClickUp two-way syncPipeline records synced both directions with ClickUp so sales and project teams work in the tool they prefer without anyone retyping or losing status between systems.
  • FieldHub, D-Tools, Podium, Zoho, and NetSapiens bridgesConnections to the estimating, service, messaging, CRM, and VoIP stack so a lead, a quote, a job, and a call log stay linked, and customer data never leaves the integrator's own systems.
Site blueprint

What a great integrators website contains.

The pages that do the selling for this kind of company, and what each one has to do to turn a visit into a call.

  • System pages

    One page per system, access control, video surveillance, intrusion, fire alarm, AV, VoIP, and structured cabling, with scope, code notes, service plans, and a bid request tied to the system.

  • Vertical pages

    Education, healthcare, industrial, multifamily, government, retail, and office pages describing the specific requirements and past project types, linked to the systems each vertical needs.

  • Request a bid with plan upload

    The intake for how commercial work arrives: plan sets, scope, site count, timeline, and jurisdiction, routed to the estimator and logged as a pipeline record in seconds.

  • Permit and code guide

    Jurisdiction by jurisdiction permit requirements, inspection steps, and code references written from primary sources, which ranks for the questions facility managers and GCs actually search.

  • Service plans and monitoring

    Plain pages on monitoring, maintenance agreements, and hosted services with what is included and how to enroll, since recurring revenue deserves its own conversion path.

  • Customer portal

    Signed in access to the customer's Salto, Brivo, Alarm.com, or Eagle Eye services, service requests, invoices, and account details, entered by magic link.

  • Projects gallery

    Anonymized project stories by vertical and system, with customer permission, showing head ends, camera views, and finished rooms, the proof a buyer wants before a walkthrough.

  • Technician careers

    Application pages for technicians, project managers, and estimators that describe the work honestly and route to the hiring manager, because hiring caps growth for every integrator.

  • Licenses and partners

    State license numbers, certifications, and manufacturer partner status on one page, so procurement and a buyer's due diligence checklist can be satisfied without a phone call.

Channel plan

Where the demand comes from, and when.

Google Search on system and vertical bid intentCaptures bid level searches like access control for schools and routes them to the estimator.Always on; budget up ahead of summer break and fiscal year end
Google Business ProfileHolds the map pack for each system line across the service territory with real install photos.Always on; photos monthly, reviews at project completion
Plan rooms and bid boardsSurfaces public and private RFPs and GC bid invitations the website would never see.Daily monitoring, always on
LinkedIn from the company pageReaches GCs, architects, and property managers with project stories and technical posts.Weekly, always on
Email to the installed baseSells renewals, upgrades, and migrations to customers who already trust the integrator.Quarterly, and ninety days before each agreement renewal
Referral partnersElectrical contractors, GCs, architects, and IT providers refer projects outside their own scope.Quarterly lunch and learn; touch after each shared project
Reviews at completionTurns each finished project into public proof for the next facility manager's search.At final inspection sign off
Systems we integrate

The tools systems integrators already run on.

We build to your system of record rather than around it. Leads, calls, jobs and revenue land where your team already works, with the attribution attached.

  • FieldHub

    Service and project records linked to the lead desk and portal so status stays current.

  • D-Tools

    Estimates and proposals connected to pipeline records so bids and CRM stages match.

  • ClickUp

    Two-way sync of leads and projects with pipeline stages preserved in both tools.

  • Zoho

    CRM contacts and deals mapped to the source of truth with attribution kept.

  • Podium

    Reviews and messaging tied to job completion and the text-then-call lead engine.

  • NetSapiens / SkySwitch VoIP

    Call logs and routing joined to lead records and the AI front desk.

  • Salto, Brivo, Alarm.com, Eagle Eye

    Dealer and customer services embedded in the portal behind magic-link sign-in.

  • Supabase

    The database and auth layer for the portal and lead desk, with row-level security.

What we run the account by

  1. Cost per qualified walkthrough by source.

    Spend divided by site walks with a real scope, since a walkthrough is the first point where the integrator's cost and win probability become real.

  2. Bid win rate by vertical and source.

    Share of proposals won, cut by vertical and lead source, which tells the shop which bids to chase and which to decline.

  3. Proposal turnaround.

    Days from walkthrough to proposal sent. GCs award to the bid that arrives complete and first, and estimator time is the bottleneck.

  4. Net recurring revenue growth.

    New monitoring and service agreements minus attrition each month, which is the number a future acquirer will underwrite.

  5. Front desk deflection.

    Share of access changes, service requests, and account questions handled in the portal rather than by phone, which protects margin on recurring accounts.

Rules we respect

  • License numbers in every ad and proposal.

    State alarm, fire alarm, and low voltage licenses must appear on ads, proposals, and vehicles in most states, and unlicensed claims about fire work draw enforcement.

  • Permit and inspection claims.

    Marketing cannot promise permit timelines or code sign off; the site describes the process and the jurisdiction's requirements, and the estimator sets expectations in the proposal.

  • Customer security data and photos.

    Install photos, camera views, and portal data reveal a customer's security posture; use them only with written permission, anonymized, and never in ad creative.

  • Consent for texting and AI front desk disclosure.

    Text then call outreach needs documented consent, and the AI phone agent must state it is an assistant and route emergencies to a person immediately.

How an engagement runs

The integrators playbook.

  1. Audit the inquiry path.

    We submit a bid request, call the office, and request service as a customer would, then trace where each lands, who sees it, and how long it waits. Crawler blocks and thin system pages are checked at the same time.

  2. Fix what costs bids today.

    Routing, response times, Google Business Profile, tracking, and the weakest site pages are repaired first, because they are losing commercial inquiries now and take weeks to correct, not quarters.

  3. Build the site, the portal, and the desk.

    The systems-by-verticals site, intake, customer portal, and lead desk are built on one data layer, with the stack bridges wired so every record has one home and customer data stays inside the integrator's systems.

  4. Run the commercial growth program.

    Paid search on bid intent, content, reviews, and base retention campaigns, reported against walkthroughs, bids, and recurring revenue, with the systems tuned as the pipeline data comes in.

Everything, run your way
  • Strategy and brandwe lead it or back your team
  • Paid mediamanaged day to day
  • Search and AI visibilityrun and reported monthly
  • Websites and hostingbuilt, hosted and cared for
  • CRM and lead systemsrun for you or with you
  • Creative and contentproduced in-house

Fully managed, alongside your team, or built and handed off. Month to month after the initial term.

Why Theory Road

Why systems integrators choose us.

A systems-by-verticals site, permit and bid intake, a portal with embedded manufacturer services, a lead desk with row-level security, an AI front desk, and the VoIP and CRM bridges are things we have shipped for this type of company.

  • Engineering and marketing under one roofIntegrator growth is mostly a systems problem: routing, permissions, sync, and telephony. We do that work ourselves, so the marketing is designed to feed a pipeline that actually functions.
  • Your customer data stays yoursWe build on infrastructure the integrator owns, with permissions enforced at the database, and we do not move customer or site data into third-party marketing tools. For a security company, that is not optional.
Perspectives

Reading for systems integrators.

All perspectives
Questions

Hiring an agency for an integrators business.

Who is the best marketing agency for a security integrator?
Look for a firm that understands commercial bids, recurring revenue, and the confidentiality that comes with security work, and that can build the systems as well as run the campaigns. We have built a full site, portal, and lead desk for this type of company and wired the field, CRM, and VoIP stack behind it.
Can you build a customer portal that includes our Salto, Brivo, or Alarm.com services?
Yes. We build a signed-in portal where customers reach the manufacturer services they use, open service requests, and see their account. Sign-in is by magic link so there are no new passwords to manage, and the portal reads from a database the integrator owns, with row-level security so each customer sees only their own records.
Will the AI front desk pretend to be a person?
No. Ours announces that it is an assistant at the start of every call. It captures the caller's need, routes anything urgent to a human immediately, and creates a ticket or lead for the rest. Callers get answered on the first ring, and the office stops losing inquiries to voicemail.
How do you keep customer data inside our systems?
The source of truth lives in a database the integrator owns, with permissions enforced per row. The portal, lead desk, and bridges to FieldHub, D-Tools, ClickUp, Zoho, Podium, and the VoIP platform read and write that database. Marketing tools receive only what is needed to attribute a lead, never site or system details.
Does this work for AV, VoIP, or cabling companies, not just security?
Yes. The systems-by-verticals structure covers every low-voltage line, and the intake, portal, and lead engine are the same regardless of what is installed. AV and VoIP integrators benefit most from the vertical pages, since buyers search by their own industry before they search by technology.
Work with us

Let’s grow your integrators business.

A short note on where the business is and where it needs to go. A senior partner replies within one business day.

t@theoryroad.com