Monarc CRM
Every customer touchpoint, fully automated.
Monarc CRM is an AI-powered platform that automates your entire customer journey — capturing leads from every channel, enriching and scoring them automatically, moving them through an intelligent pipeline, and handling everything from quotes and invoicing to onboarding and customer success. One platform, built multi-tenant, with region-ready compliance for UAE and India.
OVERVIEW
What Monarc CRM does
Most sales and customer teams still juggle scattered tools — forms in one place, chats in another, spreadsheets for follow-up. Leads slip through the cracks, manual data entry eats the day, and follow-up simply does not scale.
Monarc CRM captures every interaction as a lead — website forms, WhatsApp, email, social DMs, calls, and API — then uses AI to enrich company data, detect duplicates, score leads, and qualify them automatically.
Hot leads trigger instant rep alerts and priority assignment while cold leads enter automated nurture campaigns. A visual drag-and-drop pipeline brings smart tasks, automated workflows, and forecasting together, with quotes and invoicing that include e-signatures, payment links, VAT and GST-ready multi-currency billing, and branded PDF invoices.
After the sale, automated onboarding and welcome workflows keep momentum going. Support covers AI replies, ticketing, and a knowledge base; field operations add GPS check-ins, a live map, and visit verification; customer success tracks health scores, renewals, upsell opportunities, and churn detection.
FEATURES
Everything included
HOW IT WORKS