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Managely

#23 of 27 in Security System Installer Software

Managely: A broad cloud platform for security businesses managing billing, field work, and reporting. Ranked #23 of 27 in Security System Installer Software by our editors (6.9/10); pricing: Pricing on request; best for security businesses needing billing and reporting.

6.9/10Editor score
Managely6.9 Visit Managely

At a glance

  • Editor score
    6.9 / 10
  • Pricing
    Pricing on request
  • Best for
    Security businesses needing billing and reporting
  • Estimate builder
    Yes
  • Founded
    2022 · Denver, Colorado, United States
  • Facts checked
    22 Sep 2026
  • Where it wins

    • Recurring billing and automated invoice generation
    • Work orders, scheduling, dispatch, and inventory in one platform
    • Microsoft Power BI integration with executive and role-based dashboards
  • Where it doesn't

    • Pricing requires contacting sales
    • Current deployment is cloud only
    • Integration coverage centers on Microsoft Power BI, pulseM, and WeSuite

Our verdict on Managely

Managely is a cloud-based business management platform for security companies, alarm dealers, and integrators. It brings accounting, recurring billing, customer management, inventory, proposals, work orders, technician scheduling, dispatch, reporting, dashboards, and business intelligence into one system. Bold Group positions it for small, midsize, and enterprise security organizations, making it a fit for businesses that want operational and financial workflows connected rather than handled in separate tools.

The platform’s breadth is its main strength. Proposal-to-work-order workflows connect estimating with delivery, while recurring billing and automated invoice generation support ongoing service relationships. Accounting and financial management sit alongside CRM, inventory, technician dispatch, and reporting. Essentials and Pro tiers are presented, with pricing handled through sales rather than a published figure. The integration list includes Microsoft Power BI, pulseM, and WeSuite, giving organizations a defined path for business intelligence and connections with selected security-industry tools.

Managely is suited to security businesses that need billing, field-service coordination, and management reporting in the same platform. Its role-based dashboards and Power BI integration are particularly relevant for executives and teams that need visibility across operations. The trade-off is that its wide scope may be more than a narrowly focused installer needs, especially if the priority is only scheduling or dispatch. Businesses seeking a focused point solution, broader documented ecosystem coverage, or a self-hosted deployment should consider alternatives. For organizations wanting a hosted system spanning finance, customers, proposals, work orders, inventory, and reporting, Managely is a relevant option.

Your product? Our editors can test Managely in depth and publish a review, labelled as paid · from $149/mo →

Managely pricing

Plans Pricing on request No free plan — trial or paid only. Prices checked 22 Sep 2026.
See plans on boldgroup.com

Managely fact sheet

Free planNot verified
Paid fromNot verified
Estimate builderYes
Recurring inspectionsNot verified
Technician dispatchYes
Contract managementYes
Equipment catalogYes
Mobile platformsAndroid and ios
Billing and invoicingYes
DeploymentCloud
PlatformsWeb
SupportPhone, Tickets, Email, Docs
Built forSmall business, Mid-market, Enterprise (editorial estimate)
Integrations3 integrations: Microsoft Power BI, pulseM, WeSuite
PricingPricing on request
Websiteboldgroup.com
Facts checked22 Sep 2026

Managely integrations

Managely lists 3 integrations on its own site.

  • Microsoft Power BI
  • pulseM
  • WeSuite

Alternatives to Managely

See all Managely alternatives →

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Featured on iTechGuides

Featured on iTechGuides — Managely 6.9/10

Managely is listed in our Security System Installer Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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