Turn new opportunities into stronger client relationships.
Organize prospects, manage your sales process, build proposals, and keep business development moving.
Inquiry 2
Site walk 1
Proposal 2
Won 1
Rate builder · Summit Offices Example rates
| Officer pay rate | $18.00 |
| Payroll burden (taxes, workers’ comp, benefits) 24% | $4.32 |
| Overhead allocation | $3.10 |
| Target margin 22% | $7.17 |
| Calculated bill rate | $32.59 |
Security sales has its own shape: site walks, post hour estimates, bill rate math and proposals that must match what operations can actually staff. Agency Growth is built around that process, so business development stops living in the owner’s inbox.
Who uses it
What it is built to fix
Leads go cold
Prospects call, get a quote and never hear back because follow-up depends on someone remembering.
Pricing is a guess
Bill rates are set by matching a competitor instead of by working from wages, burden and overhead.
Proposals promise what ops cannot staff
A contract is won before anyone checks whether the agency has the officers to cover it.
What Agency Growth covers
Each capability is labeled with its current status, so you know what exists today and what is coming.
Prospect and account records
AvailableKeep companies, contacts and site details for every prospect in one place.
Opportunity pipeline
AvailableMove opportunities through stages that match how security work is actually sold.
Follow-up tasks
AvailableSet the next step and due date on every open opportunity.
Rate calculations
AvailableBuild a bill rate from pay rate, payroll burden, overhead and target margin.
Proposals
AvailableGenerate proposals from the opportunity, its sites and its calculated rates.
Account development
AvailableTrack renewals, expansions and additional services for existing clients.
Bidding a new commercial site
Price from cost, then hand a clean account to operations.
Log the inquiry
Record the prospect, contact and the site that needs coverage.
Scope the coverage
Capture posts and weekly hours from the site walk.
Calculate the rate
Work from pay rate, burden and overhead to a bill rate that holds your target margin.
Send and track the proposal
Issue the proposal and set the follow-up. When it is won, the account moves to Administration.
How it works with the rest of ORVATRIX
On mobile
AvailableOwners and sales leaders check pipeline status and upcoming follow-ups in ORVATRIX Command.
Agency Growth FAQ
Straight answers about what it does and where its limits are.
Is Agency Growth a general-purpose CRM?
It covers CRM fundamentals, but it is organized around security sales: sites, posts, coverage hours and bill rates rather than generic deals.
Will the rate calculator tell me what to charge?
It is designed to show how a rate is built from your own costs and target margin. The final price is your decision.
Can I import my existing leads?
Data import options will be confirmed during onboarding. Bring your current spreadsheet or CRM export to your demo.
See Agency Growth with your own operation in mind.
Bring a real site, a real schedule or a real report. We will show you how ORVATRIX would handle it and be clear about what is available now.
Free plan: 1 agency account and up to 5 client accounts.