Your Shop Desk
Private Investigations · Custom Shop Desk CRM

A Custom CRM for Private Investigators

Surveillance, background checks and bug sweeps. None of it fits software that thinks every job is a vehicle. We built a desk for an agency that has worked cases since 1989, and it speaks case, matter and venue.

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A Shop Desk set up the way a private investigations business would run it
A Shop Desk set up the way a private investigations business would run it

Shown: New York Intelligence Agency, a live desk we built. Customers on screen are invented.

The line

From the First Call to Paid, in Private Investigations Words

Every case moves down the same line. We name each stop the way your crew already does.

  1. 01Enquiry
  2. 02Consultation
  3. 03Retainer Signed
  4. 04Assigned
  5. 05In the Field
  6. 06Report Delivered
  7. 07Paid

A case on your desk hangs off the client and the matter.

So the card asks for what you actually need, and nothing a private investigations business would never fill in.

  • Matter type
  • Subject
  • Venue
  • Case number
  • Retainer
  • Hours and mileage
Where it leaks

Where Private Investigations Businesses Lose Work

The Enquiry That Waits Until Morning

People call an investigator when something just went wrong, often late at night. If nobody answers, they call the next agency on the list.

Hours Nobody Wrote Down

Surveillance runs long and the notes live in a car. Hours and miles that never make it onto the invoice are money you already earned.

A Case That Cannot Close

Most software wants a plate or a VIN before a job can finish. A background check has neither, so the case sits open forever.

What we would build

Fitted to How You Already Work

  • Enquiries Answered Quietly

    A new enquiry gets a fast, discreet reply in your words. Then it lands on a board where the right person sees it, not in someone's personal phone.

  • A Case Card for the Field

    Subject, venue, case number and the running log of hours and miles, on the phone in the car. Photos go straight onto the case.

  • Retainers That Get Signed

    The client reads the terms and signs from their phone. The desk shows what is left on every retainer before you go over it.

  • Reports and Invoices From the Log

    The invoice is built from the hours and expenses already on the case. The client pays from a link, and the payment closes it.

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Questions

What Private Investigations Owners Ask

Can the desk keep case details private?
Yes. We set up who can see what with you, so a field investigator sees their case and not the whole book. Nothing about a case goes to the client until you send it.
Does it work for background checks with no vehicle?
Yes. A case here hangs off the client and the matter, not a car. A plate can be written down when a surveillance case needs one, but no case needs one to close.
Have you built one of these before?
Yes. We built a desk for a New York agency that has worked cases since 1989. Its screens say case, matter and venue instead of vehicle, make and trim.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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    Tell Us How Your Private Investigations Business Runs

    We will tell you honestly what a desk fitted to it would take.

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