CUSTOMER STORIES › Simco Security

A UK security firm running its whole pipeline on a WhatsApp AI that never clocks off.

WITH LUIGI FAGNANI · FOUNDER, SIMCO SECURITY · UNITED KINGDOM

Coverage
24/7
Channels unified
6
HubSpot sync
Auto
REGION
South London, United Kingdom
INDUSTRY
Security services · CCTV, alarms, access control · residential + commercial
CHANNELS ON THE AI
WhatsApp · +44 7700 165999 Instagram DMs Facebook Messenger Email · [email protected] SMS + Phone calls HubSpot · 2-way sync
AT A GLANCE

Simco Security is a UK security installer run by Luigi Fagnani. CCTV, intruder alarms, access control and monitoring for both homes and shopfronts across south London. The kind of job where a lead comes in on a Sunday night, expects a quote by Monday morning, and quietly buys from the next firm on the list if nobody replies in time.

The bottleneck was never the installations, it was the inbox. Enquiries land on WhatsApp, Instagram DMs, Facebook Messenger, email, SMS and the office phone number, at every hour of the day and night. Each one carries the same six or seven pieces of information the quote depends on: postcode, name, phone, email, service, site type, timing. And each one used to get manually re-typed into HubSpot before the deal could move.

MessageMind runs the CRM. One AI agent, wired into HubSpot, answering across every channel in one voice. It reads each message, pulls the fields out of the chat context on the fly, writes the contact and the deal into HubSpot, and fires the follow-up campaign that matches the pipeline stage. Luigi opens HubSpot in the morning to a clean list of qualified leads, in order.

Custom fields captured from the chat
postcode, name, phone, email and the exact service asked for, extracted from the message and written straight to the contact record
2-way HubSpot sync on every conversation
contact + deal created, tagged and stage-advanced without a rep opening the CRM
Automated campaigns per pipeline stage
the AI fires the right follow-up sequence based on where the deal sits, on WhatsApp, SMS or email
WHAT THE AI CAPTURES, WHAT IT ESCALATES

A contact record that fills itself.

The AI is not a general-purpose chatbot. It has an explicit list of fields it is expected to extract from every chat and write straight to HubSpot, and an equally explicit list of situations that require Luigi in person. Every lead arrives complete, or it does not arrive.

CUSTOM FIELDS · CAPTURED FROM THE CHAT
What lands on HubSpot without a rep typing it
Postcode
Auto-extracted from address line
Auto to HubSpot
Name
Auto-extracted, split into first / last
Auto to HubSpot
Phone number
Auto-extracted from the WhatsApp number
Auto to HubSpot
Email
Asked once, stored on the contact
Auto to HubSpot
Service requested
Tagged (CCTV · alarm · access · monitoring)
Auto to HubSpot
Site type (home / commercial)
Detected, sets the deal pipeline
Auto to HubSpot
Site visit needed
Flags Luigi, deal moves to Survey stage
Flags owner
Existing customer callback
Straight to Luigi
Escalates
ONE DAY, SIX CHANNELS, ONE PIPELINE

WhatsApp, Instagram, Messenger, email, SMS, phone. One record.

A real-shape night and morning at Simco Security. A CCTV enquiry lands after 9pm on WhatsApp, an Instagram DM comes in for a commercial shutter camera, a Facebook Messenger follow-up on a stalled quote, an SMS nudge from the follow-up sequence, and finally a real call that the AI picks up on the office line. Every touch lands on the same HubSpot record, and every deal moves stage automatically.

21:14
WhatsApp · +44 7700 165999
Hi, looking to get some CCTV cameras fitted at a 3-bed in SW9. Do you cover south London?
21:14
AI · WhatsApp
Yes, SW9 is right in our patch. Quick line so I can get you a real quote: is it a rented or owned property, and roughly how many camera positions are you thinking? Front, back, side gate?
21:16
AI · HubSpot
New contact created · SW9 · CCTV enquiry · 3 positions · residential · owned · assigned to Luigi
22:38
Instagram DM
Hey, I saw your reel on the shop shutter camera. Do you do the same install for a barbershop in Croydon?
22:38
AI · Instagram
Yes we do commercial installs across south London. What are the shop hours you want the camera live for, and is there existing wiring or do we need to run new cable? A quick photo of the shutter would help me quote.
07:12
Facebook Messenger
Morning, chased for a quote last week and never heard back, still looking for a 4-camera install at my mum's place in Streatham
07:12
AI · Messenger
Hi, apologies you had a gap. I can see your record in HubSpot, quote is drafted with 4 positions, front + back + drive + garage. Want me to send the PDF here and book a survey with Luigi this Thursday afternoon?
07:13
Sequence · SMS
Day 2 nudge · SMS · Streatham lead · "Draft quote inside, tap to review" · sent
09:04
WhatsApp · +44 7700 165999
Called the number, spoke to your AI, it was actually really useful. Please send me the quote for the CCTV.
09:04
AI · WhatsApp
Perfect. Quote is in the thread, contact is on HubSpot, and I have moved the deal to <strong>Quoted</strong>. Luigi will call you back today to confirm the survey.
10:22
Luigi · Owner
Hi, this is Luigi at Simco Security. Got the notes from the AI, the SW9 job is on my run tomorrow. Do you want me to swing by at 11 or is early afternoon better for you?
THE RESULTS

A one-owner installer that runs a proper sales pipeline.

1.

HubSpot fills itself, on every enquiry.

The AI extracts postcode, name, phone, email, service and site type from the message, writes them to the contact record and creates the deal in the right pipeline. Luigi has not manually typed a lead into HubSpot since the day it went live.

2.

A pipeline that tells Luigi who to follow up with.

Every deal sits on the pipeline board at a stage the AI keeps current: New enquiry, Qualifying, Survey booked, Quoted, Won, Lost. Luigi opens HubSpot and knows exactly who needs a call today, who is warm, and who went silent.

3.

Automated campaigns per pipeline stage.

Quoted leads get the Day 2, Day 5 and Day 10 nudges on the channel they came in on. Survey-booked leads get a 24h reminder. Lost leads roll into a 90-day dormant segment that gets re-woken on a schedule. No manual chase, no leaks.

4.

Conversations and calls handled after hours.

Enquiries that arrive at 10pm on a Sunday get a real, on-brand reply within seconds, then a summary drops back into HubSpot for Luigi to pick up on Monday. Callers reach an AI voice on the office line that qualifies, captures the fields, and books the survey.

CONCLUSION

Luigi stays on the tools, MessageMind runs the CRM.

The value of a security firm is the install: a Simco van outside a property in south London on a Tuesday morning, Luigi wiring in the cameras. Everything upstream of that, capturing the enquiry, filling the HubSpot record, following up on the quote, chasing the survey, is where the day used to disappear. MessageMind takes that upstream work, keeps the pipeline honest, and only surfaces Luigi for the calls and site visits that actually need him.

IN LUIGI'S OWN WORDS

A verbatim Trustpilot review from the owner.

Brilliant software, I use it every day and throughout the day. It automates the things which used to take up all my time. I would highly recommend MessageMind to any business owner.

Luigi Fagnani
Founder · Simco Security

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