The CRM for the people who get called when the firewall caught fire.
Security services work is incident driven, compliance aware, document heavy, and privilege sensitive. Strkr ships a CRM shaped around client environments, incident records, compliance deliverables, and audit trails with AI that respects the trust boundary.
A security firm runs a client relationship that is nothing like a conventional sales motion. The client is a protected organization, the deliverable is risk reduction, the record is an environment plus a compliance deliverable plus an incident log, and the retention is contractual and regulatory. The pain points below are what Strkr onboarding hears from MSSPs, incident response firms, and boutique security consultancies on nearly every intake call.
The client is an environment, not a contact
The CRM does not model client environments.
A conventional CRM treats the client as a contact and a company name. For a security firm the client is a company, a set of environments (prod, staging, dev, DMZ, SCADA, retail POS), a stack (cloud provider, identity, network, endpoint, SIEM), and a compliance posture (SOC 2, ISO 27001, HIPAA, PCI DSS, FedRAMP). Strkr ships an Environment object as a first-class record, which is what the engineer actually needs when the phone rings at 3 AM.
Incident-tied billing
Retainer plus incident surge is not a line on a quote.
An MSSP runs a retainer that covers monitoring plus an incident surge rate that fires when a Sev 1 or Sev 2 incident runs long. Most CRMs cannot represent the hybrid billing structure, which means the ops team runs the math in a shared spreadsheet with 11 formulas and three merge conflicts. Strkr's billing model carries retainer plus incident milestone plus overage with explicit event ties, which closes the spreadsheet.
SLA timers in the CRM
The 60-minute response clock lives in the ticketing tool.
The SLA is the contract. The clock usually lives in the ticketing tool (Jira Service Management, Zendesk, PagerDuty) with no tie to the account record. The account manager finds out on the quarterly review that two SLAs went red in October. Strkr pulls SLA timer status through the webhook spec with HMAC signing and surfaces account-level health, which lets the account manager prevent the red before it happens.
The documents a security firm handles for a client are deeply sensitive: pentest reports with exploit chains, incident reports with root-cause narratives, SBOM documents with full component versions. The CRM has to handle them with encrypted-at-rest storage, access logging, time-limited signed URLs, and the ability to prove to the client that no one outside the engagement team saw the document. Strkr ships all four as defaults.
Compliance deliverable chase
The quarterly SOC 2 evidence request.
For clients running SOC 2, ISO 27001, or FedRAMP, the quarterly evidence request is a recurring deliverable with 42 to 180 artifact types. The account manager chases evidence from the client across six emails and three calls per quarter. Strkr's document request checklist, tuned to the compliance framework, drives the chase cadence and keeps the quarter from turning into a scramble on the last week.
AI drafting that respects the trust boundary
The AI feature that leaked a pentest chain to another client.
AI drafting that pulls from across the firm risks leaking one client's pentest findings into another client's report. The malpractice exposure is real. Strkr AI runs with retrieval scope strictly bounded to the engagement, with cross-engagement retrieval disabled by default. The admin can tune per engagement type (for example, a general-purpose research prompt can see the public-threat-intel index but not any client-specific record).
The security services schema
Objects shaped like how security firms work.
The default CRM schema does not represent security services work. Strkr ships a tunable security services schema with Client, Environment, Engagement, Incident, Compliance Deliverable, and SLA Policy as first-class objects. The managing partner or ops lead can rename or extend anything. The default lands close to where most firms eventually settle.
Client object
Industry, size, risk profile, compliance set.
A client in Strkr carries industry (financial services, healthcare, retail, SaaS, government, manufacturing), size tier, risk profile, and compliance set (SOC 2, ISO 27001, HIPAA, PCI DSS, FedRAMP, GLBA, CJIS, FERPA, state privacy laws). The compliance set drives the deliverable cadence and the retention requirement automatically.
Environment object
Prod, staging, DMZ, SCADA, retail POS.
An environment ties to a client and carries scope (what addresses, what accounts, what networks), stack (cloud, identity, endpoint, SIEM, EDR), compliance applicability (which frameworks apply), and criticality tier. The engineer sees the full environment on the account card without a context-switch to a wiki.
Engagement object
Retainer, project, incident response.
An engagement ties to a client and defines scope (monitoring retainer, pentest project, incident response, compliance readiness, M and A diligence), fee structure (retainer plus overage, project fixed-fee, time-and-materials), and deliverable list. The engagement drives SLA policy, document request cadence, and billing milestone.
Incident object
Severity, timeline, root cause, writeup.
An incident carries severity (Sev 1 through Sev 4), timeline (detect, triage, contain, eradicate, recover), affected environments, root cause, and writeup. The incident ties to the engagement for billing and the client for history. The post-mortem writeup lands as a Strkr document with access logging and signed-URL distribution.
A compliance deliverable ties to the client and the applicable framework. The deliverable carries the artifact checklist (42 to 180 items depending on framework), the due date, the chase cadence, and the sign-off path. The account manager sees deliverable completeness on the account card.
SLA policy
Response time, resolution time, breach consequence.
An SLA policy ties to the engagement and defines response time per severity, resolution time per severity, and breach consequence (credit, waiver, dispute path). The SLA timer surfaces on the engagement card with green, yellow, red status.
Threat intel tag
Industry threat posture, ATT and CK coverage.
A client environment carries threat intel tags: industry threat posture (what MITRE ATT and CK techniques target this industry), coverage gaps (which techniques are not covered by current controls), and recent sector incident references. The tags drive the quarterly client business review conversation.
How Strkr AI drafts for a security firm
The AI jobs that fit security services work.
A security firm cannot ship AI-drafted client communication that invents detail or crosses the trust boundary. Strkr AI drafts within a strict retrieval scope, in a professional security-practitioner voice, with no vendor-brand chrome in the output. The jobs below are what shows up on every security-firm deployment inside the first two weeks.
Incident writeup draft
The post-mortem in professional voice.
Strkr AI drafts the incident post-mortem from the timeline, the engineer notes, and the ticket history. The draft carries the standard sections (summary, timeline, root cause, scope of impact, remediation, future prevention). The engineer tunes two sections before sending. The retrieval scope is strictly the incident and the client.
Compliance evidence narrative
The control-attestation paragraph.
For each SOC 2 or ISO 27001 control, Strkr AI drafts the attestation paragraph from the evidence attached. The auditor reviewer gets a clean narrative tied to the artifact instead of a dump of raw log excerpts. The retrieval scope is strictly the client's compliance program.
Client business review deck
The quarterly review summary.
Strkr AI drafts the quarterly business review deck from the incident log, the SLA attainment, the compliance deliverable status, and the open findings. The account manager tunes the executive summary and sends. The deck carries the firm's branding and voice because Strkr AI learns the tone from the first 20 approved decks.
Statement of work draft
The engagement scope paragraph.
Strkr AI drafts the statement of work scope paragraph from the client type, environment profile, engagement type, and prior-year scope. The partner reviews and tunes two sentences on average before sending. The draft lands in the firm's voice.
Evidence chase email
The quarterly nudge to the client.
Strkr AI drafts the quarterly evidence chase email with the missing artifacts listed, a courteous tone, and the deadline printed. The account manager approves and sends. 70 percent of day-14 chases get an artifact response within 48 hours because the email names the exact gaps.
Threat intel brief
The industry-tailored weekly brief.
Strkr AI drafts a weekly threat intel brief tailored to each client's industry and environment. The brief references recent sector incidents, applicable MITRE ATT and CK techniques, and the client's current coverage gap. The analyst reviews and sends to a batch of clients in one pass.
Internal handoff memo
The incident-to-account-manager note.
After an incident runs long, Strkr AI drafts the handoff memo from the incident team to the account manager summarizing the incident scope, the client posture after the fact, and the follow-up conversation the account manager should have. The retrieval scope is strictly the incident and the client.
The SLA and compliance posture
How Strkr tracks the clock and the deliverable.
A security firm sells to the SLA and the compliance deliverable. The CRM has to track both without duplicating what the ticketing tool and the compliance platform already know. Strkr pulls the clock through the webhook spec, surfaces the status on the account card, and drives chase cadence from the deliverable checklist.
SLA timer ingestion
Pull from the ticketing tool, surface on the account.
The ticketing tool (Jira Service Management, PagerDuty, Zendesk, Freshservice) stays the source of truth for the timer. Strkr pulls the timer status through the webhook spec with HMAC signing and surfaces green, yellow, red on the account card. The account manager sees SLA health at a glance.
SLA breach alerting
Yellow at 70 percent, red at 90 percent.
When an SLA timer crosses 70 percent of the budget, Strkr fires a yellow alert to the account owner. At 90 percent the alert escalates to the engagement lead. At 100 percent the alert surfaces to the managing partner and the breach consequence (credit, waiver) attaches to the engagement for billing adjustment.
Compliance framework templates
SOC 2, ISO 27001, HIPAA, PCI DSS, FedRAMP.
Strkr ships compliance deliverable templates for each framework. SOC 2 covers 61 trust services criteria. ISO 27001 covers 93 controls in Annex A. HIPAA covers 54 standards. PCI DSS covers 12 requirements. FedRAMP covers 325 controls at moderate. Each template drives the artifact checklist and the chase cadence.
Evidence chase cadence
Day 7, 14, 21 with AI-drafted nudges.
For each compliance deliverable the chase cadence runs at days 7, 14, and 21 before the due date. Strkr AI drafts each nudge with the missing artifacts listed. The account manager approves and sends. The quarterly evidence cycle turns from a scramble into a steady cadence.
Audit-ready export
The compliance package in one click.
When the auditor arrives, the account manager exports the compliance package in one click: the artifact checklist, the artifacts themselves, the control attestations, the engineer sign-offs, and the timeline. The export carries access-log metadata so the auditor can verify chain of custody.
Retention tunable to framework
Seven years for FINRA, six for HIPAA, three for PCI.
The audit log retention tunes per tenant to the applicable framework. FINRA requires seven years. HIPAA requires six. PCI DSS requires three. Strkr's retention policy accepts the ceiling value per class, which closes the audit log gap most CRMs leave open.
Incident retention
Full incident history through contract term.
Incident records retain in full through the engagement term and for the retention period in the master services agreement. Deleting a client (if the engagement ends) runs through a retention-aware deletion workflow that preserves records required for regulatory or carrier audit.
Head-to-head
Strkr vs a general CRM for a security services firm.
Most security firms try a general CRM once and bounce because the schema does not fit services work and the AI feature cannot be trusted with client data. The comparison below is Strkr's posture versus a generic sales CRM applied to the same firm.
Feature
Strkr
Generic sales CRM for a security firm
Environment object as first class
Yes with scope, stack, compliance.
Custom-field hack on account.
Incident lifecycle tracked
Yes with severity, timeline, writeup.
Lives in the ticketing tool only.
SLA timer surfaced on account
Pulled through webhook with HMAC.
Account manager checks a second tool.
Compliance deliverable templates
SOC 2, ISO 27001, HIPAA, PCI, FedRAMP.
Admin builds the checklist from scratch.
AI retrieval scope
Hard engagement isolation by default.
Firm-wide retrieval, cross-client risk.
HIPAA BAA for medical client bookkeeping
Available on request at any paid tier.
Enterprise tier plus contract.
Audit log event classes
Six classes captured.
Record-write only.
Retainer plus incident surge billing
Native with milestone plus overage.
Spreadsheet workaround.
Threat intel tags on environment
Industry posture plus ATT and CK coverage.
No equivalent.
How teams use Strkr
Five security-firm playbooks.
The playbooks below are patterns Strkr's onboarding team sees on security firm deployments, from boutique four-person consultancies to 180-staff MSSPs.
Pattern A
The 12-person boutique pentest firm.
A 12-person pentest consultancy in Austin ran its client book in a shared Google Sheet with signed PDFs filed in a Dropbox folder. The partner spent 14 hours per week on administrative chase. Strkr onboarding ran an 11-business-day migration. The environment schema, pentest engagement template, and encrypted document handling landed on day one. By quarter two the partner reclaimed 11 hours per week and the firm took on four new recurring clients without hiring.
Pattern B
The 48-staff regional MSSP.
A 48-staff regional MSSP in the Pacific Northwest ran a legacy CRM for the sales motion and a separate ticketing tool for incident ops. The managing partner wanted a cross-firm view of SLA health, compliance deliverable status, and incident rate. Strkr onboarding ran a 22-business-day migration with the Jira Service Management tie-in through the webhook spec. The managing-partner cockpit landed with cross-firm visibility.
Pattern C
The compliance-readiness practice.
A Boston firm specializing in SOC 2 and ISO 27001 readiness ran 60 concurrent engagements. The quarterly evidence chase was the primary pain. Strkr onboarding configured compliance deliverable templates for both frameworks, drove a day-7, 14, 21 chase cadence with AI-drafted nudges, and surfaced per-engagement artifact completeness on the account card. The firm shaved 180 hours per quarter off the evidence chase.
Pattern D
The incident response retainer firm.
A 32-staff IR firm in Denver ran a retainer-plus-surge billing model. The ops team ran the math in a shared spreadsheet with monthly reconciliation calls. Strkr onboarding configured retainer plus incident milestone plus overage billing with explicit event ties through the webhook spec to PagerDuty. The reconciliation call shrank from 90 minutes to 15 minutes, and the firm closed its billing-dispute rate from 11 percent to under 2 percent.
Pattern E
The MDR provider with a healthcare client vertical.
A 68-person MDR provider served 180 healthcare clients. The HIPAA BAA posture had to be rock solid. Strkr's business-tier BAA closed the compliance gate without an enterprise upgrade. The AI drafting ran with retrieval scope limited to non-PHI fields by default and tunable per engagement. The firm closed its first regional-hospital-system deal six weeks after cutover.
Run a security firm on a CRM shaped for security work.
Book a 30 minute call. We will walk through the environment schema, the incident lifecycle, and the compliance deliverable workflow with your actual client types and framework mix.
Does Strkr integrate with Jira Service Management, PagerDuty, or Zendesk for SLA timers?
Yes. Strkr pulls SLA timer status through the standard webhook spec with HMAC signing from the ticketing tool. Jira Service Management, PagerDuty, Zendesk, Freshservice, and ServiceNow are all supported through outbound webhooks on the tool side. The timer status surfaces on the account card with green, yellow, red breach alerting at 70 percent and 90 percent of budget.
How does Strkr AI prevent one client's pentest findings from leaking into another client's report?
Strkr AI runs with hard engagement isolation on the retrieval layer. Every AI call carries the engagement identifier as a non-overridable retrieval predicate. A rep running a pentest-writeup draft for Client A cannot see any retrieval context from Client B. The admin can tune per engagement type (for example, a general-purpose research prompt can see the public threat intel index but not any client-specific record). The AI Defense scan runs on every call to catch prompt-injection attempts.
How does Strkr handle HIPAA for firms with healthcare clients?
Strkr is HIPAA compliant with a BAA available on request at any paid tier, which is a lower gate than most CRM vendors. The AI calls run with retrieval scope limited to non-PHI fields by default, and the admin can tune the scope per engagement. The audit log captures every record read, every record write, every email sent, every attachment access, every AI call, and every permission change with 90-day default retention tunable per tenant to the HIPAA six-year ceiling. SOC 2 Type II is in progress targeting 2026-Q4.
What compliance frameworks does Strkr ship deliverable templates for?
Strkr ships deliverable templates for SOC 2 (61 trust services criteria), ISO 27001 (93 Annex A controls), HIPAA (54 standards), PCI DSS (12 requirements), FedRAMP (325 controls at moderate baseline), GLBA, CJIS, FERPA, NIST CSF, NIST 800-53, NIST 800-171, CMMC Level 2, and the major US state privacy laws. Each template drives the artifact checklist, the chase cadence, and the audit-ready export package.
What does Strkr cost compared to Autotask, ConnectWise, or Kaseya BMS?
Strkr prices flat per seat at $29 Starter, $59 Pro, $119 Scale, with a 14-day trial and no credit meter below the plan cap. The AI add-on is a single $49 per month line item with 5,000 calls included and $0.012 per overage call. Autotask runs $90 to $140 per technician. ConnectWise Manage runs $45 to $120 per user. Kaseya BMS runs $45 to $65 per user with professional services add-ons. The feature overlap on security services workflow is 70 to 80 percent. Strkr's advantage is the AI data-handling posture, the open webhook spec, and the custom-object graph for firms that run MSSP plus pentest plus compliance under one roof.
How does the audit log retention tune per compliance framework?
The audit log retention is tunable per tenant and per event class up to the regulatory ceiling. FINRA requires seven years. HIPAA requires six years. PCI DSS requires three years. SOX requires seven years. The admin sets the ceiling value per class in the admin console. Extended retention does not require a plan upgrade. The audit-ready export package carries the retention metadata so the auditor can verify chain of custody.
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