Energy & Solar
Technical studies, amortization calculation, site visits, installation monitoring, quote signing, administrative declarations.
Guided pilot
Customized CRM Built on a Proven Foundation, Adapted to Your Business
Instead of building a custom CRM from scratch, start with an existing functional foundation. Monark CRM is currently available for guided demos and pilot projects, so it can be adapted to your workflows, roles, and business requirements.
Observation
A standard CRM doesn't always reflect your way of selling.
Many teams end up bypassing fields, following up outside the tool, and with incomplete reporting. Monark CRM is a custom CRM built on an existing, production-proven foundation rather than from scratch, then adapted to the stages, roles, and indicators specific to your activity.
You have a choice between three bad options. We offer a fourth.
- 01
Generic SaaS
Too broad, too expensive, never in your image
Salesforce, HubSpot, Zoho... They are designed for everyone, therefore for no one in particular. You pay lifetime per-user licenses for modules you don't use — and the ones you really need don't exist.
- 02
Custom development
6 to 12 months before the first useful line
Starting from scratch means redoing what everyone has already done: authentication, role management, dashboards, pipelines, calendars... Even before coding what is truly specific to your business, your budget is already absorbed.
- 03
Cobbled-together tools
Excel + WhatsApp + Post-its
The majority of sales teams still operate like this. Information gets lost, follow-ups fall through, the salesperson who leaves takes their database with them. No one is really driving the activity.
Modules
The building blocks for structuring customer relationships.
Monark CRM Software already includes the core features available in the current version. They can be explored through a guided demo, then adapted and validated through a pilot project.
01
Customer Acquisition
- 01.01
Leads
Capture, qualification, scoring, automatic assignment. Visual pipeline from first contact to client conversion.
- 01.02
Drop-offs
Tracking of lost prospects with reasons. Allows intelligent follow-ups and identifies leaks in the pipeline.
02
Customer Relationships
- 02.01
Clients
Complete client file: status, history, payments, signed contracts, attached documents and media. The whole folder in one place.
- 02.02
Calendar
Scheduling field appointments, technical visits, prospect follow-ups. Shared view by team, possible synchronization with Google Calendar and Outlook.
- 02.03
Tasks
3-column Kanban: To do / In progress / Done. Assignment, priorities, comments, attachments. Visible by team leader.
03
Operations Management
- 03.01
Products
Complete catalog with commercial terms management (Conditions Manager). Pricing, variations, pricing rules by client or by volume.
- 03.02
Stock
Real-time stock status: in stock / out of stock. Automatic generation of supplier orders. Threshold alerts.
04
Governance & Management
- 04.01
Dashboard
Real-time overview: volume of leads, conversion rates, ongoing studies, monthly sales. Filters by period and by sales rep.
- 04.02
Users & Profiles
Fine-grained rights management by role. Each user has their file, history, goals, and personal statistics.
- 04.03
Teams
Hierarchical organization. Consolidated views by team, performance tracking, internal rankings.
- 04.04
Authentication
Login, registration, forgot password, email verification, secure session management. GDPR-ready out of the box.
Inside MONARK CRM
360° customizable CRM software for pipeline management, lead tracking, sales cycle management, reporting and dashboards.
Inside MONARK CRM01 / 07
CRM Calendar
View appointments, tasks, and events in a unified calendar.
Sectors
Business-specific adaptation
Custom CRM Software should fit your business, not the other way around. Monark CRM starts from a proven foundation and adapts its fields, stages, roles, dashboards, and workflows to your activity. Here are some concrete examples.
BTP & Construction
Construction site management, team planning, material purchase tracking, progress billing, geo‑tagged site photos.
Real Estate
Property pipeline / buyers / sellers, visits, mandates, electronic signatures, financing file tracking.
Home Services
Verified professional marketplace, real-time requests, geolocation, integrated payment, post‑intervention rating.
Training & Schools
Candidate tracking, educational pathway, attendance, tuition payments, parent/student communication.
Automobile
Vehicle stock management, financing requests, workshop planning, after‑sales service tracking, client loyalty.
Consulting & B2B
Opportunity management, project tracking, invoicing, reporting and client support.
Discover how a custom CRM adapts to seven different industries, from construction and real estate to training and consulting.
Why wait with us
A Service Business CRM built for service companies, not retail
Unlike a generic CRM that you have to force to look like your business, Monark CRM is built directly for the sales cycles of service companies.
- 01
You start with a solid foundation
The core platform is already built and functional. You do not start from scratch: the pilot phase helps validate how it fits your processes and what adaptations are required.
- 02
Save 6 to 10 months
Starting from an existing foundation helps move faster than building a complete CRM from scratch. The pilot then helps define the actual deployment timeline based on the required adaptations.
- 03
A team you can rely on
Work directly with a team based in Marrakech that is easy to reach, understands your business, and speaks your language. Not a distant tier-3 support center.
- 04
Grow without starting over
The product has its own roadmap and evolves continuously. As your business grows, your solution grows with it.
Connectors
A Connected CRM
A CRM doesn't live alone. We plug it into your existing ecosystem and enrich it with the AI tools that truly make a difference.
Communication & Messaging
- Gmail & Outlook — two-way email sync
- WhatsApp Business — client reminders and notifications
- SMS — automated appointment confirmations
- Slack & Microsoft Teams — internal alerts
Productivity
- Google Calendar & Outlook Calendar
- Google Drive, Dropbox, OneDrive — file attachments
- Notion & ClickUp — task synchronization
Payment & Billing
- Stripe, PayPal, CMI (Moroccan cards)
- Sage, QuickBooks, Odoo — accounting integration
Signature & Contracts
- DocuSign, Yousign
- Native PDF generation for quotes, invoices, and contracts
Marketing & Analytics
- Mailchimp, Brevo (ex-Sendinblue) — campaigns
- Google Analytics, Meta Pixel — lead attribution
Automation
- Zapier, Make (Integromat), n8n — connect everything else
- Custom application — your tools, your rules
FAQ
Everything you might be wondering before reaching out.
How much does it cost?
The cost depends on the scope of the pilot and the adaptations required. After the pilot, we define the budget for a broader deployment based on integrations, custom modules, and your business requirements..
For a deeper understanding of the main cost drivers, read our guide on what custom CRM software really costs.
How long does it take to launch a pilot?
The timeline depends on the scope, the workflows to validate, and the required adaptations. It is defined after the demo and initial scoping..
For a detailed view of the process, see our service business CRM implementation timeline, from discovery and migration to training and go-live.
Who owns the code?
The core platform remains the property of MONARK IT — that's what allows us to maintain it and share improvements across clients. The custom developments we build specifically for you can be fully yours — this is negotiated during phase 1.
Where is my data hosted?
Your choice: on our servers (EU or Morocco), on your own infrastructure, or on a cloud provider you specify (AWS, OVH, Scaleway). You keep full data sovereignty.
What happens after the pilot?
After the pilot, we review the results with your team, confirm the required adaptations, and define the next steps for a broader deployment.
Do you train our teams?
Yes. Training can be included during the pilot and deployment, with sessions adapted to administrators, managers, and users.
Is AI optional?
The AI layer is optional and can be activated module by module. We recommend rolling it out progressively, starting with high-ROI use cases (lead qualification, call summaries).
How do we get started?
Start with a guided demo to explore Monark CRM and discuss your needs. If there is a good fit, we define the scope of a pilot based on one of your real business processes.
Before starting the project, review our CRM implementation preparation guide to identify the information and systems that should be ready for the scoping phase.
Interested in Monark CRM?
Discover the current version of Monark CRM through a guided demo. If it fits your needs, we can then define a pilot around one of your real business processes.