GuardenerAI for cybersecurity firms is a CRM for security consultancies, penetration testers and managed security providers. It runs the sales pipeline for assessments and retainers, tracks engagements as a custom object, sends statements of work for e-signature from the client contact, and invoices the work from the same system. It is for small security teams that sell on trust and expertise.
Security work is sold to cautious buyers over long conversations, then delivered as engagements with scopes, dates and findings. When the deal sits in one tool, the engagement in another and the invoice in a third, follow-up slips. GuardenerAI keeps the client, the engagement and the money together.
Penetration tests, audits and managed retainers run as opportunities with value, stage and expected close date, and recurring line items carry monthly value for retainers.
An Engagements object holds the scope, type, start and end dates and status for each piece of work, linked to the client company.
Send the SOW from the client contact’s record. They sign on any device, your practice lead countersigns, and the sealed PDF is filed on the person.
An action plan lays down the kickoff, report delivery, debrief and retest tasks on every won engagement, each with its own due date.
There is no one-click template for this industry, so you add these objects and fields yourself in Settings. It takes an afternoon, and nothing about it is fixed.
One record per assessment, audit or retainer period, linked to the client company. You create it in Settings.
Each proposed engagement or retainer, with one-time and recurring lines.
Client organisations and their security, IT and finance contacts.
Client questions and requests after delivery, worked from a shared queue.
Each of these is built from features in the product today. Set them up once and the whole team runs them the same way.
Each workspace is isolated and encrypted, every change is audit-logged, and roles are default-deny. We describe what is in place on our security page, and an ISO 27001 control mapping can be walked through under NDA.
Read the security details →Start free in an afternoon, or have us walk you through it with data that looks like yours.
Also built for it services and msps, consulting firms and saas and b2b startups. See every industry.
Tell us about your team and what you want to see, and we'll reply by email to set a time.
Your request is saved. To pick a time sooner, email hello@guardenerai.com with a couple that suit you.
We use analytics cookies to see which pages help and which don't. No advertising cookies. How we use them