Monarch Buildestate Monarch CRM
Monarch Buildestate Pvt Ltd

The CRM built for
real estate field teams.

From the first Facebook enquiry to registry done — manage leads, plots, bookings, payments, and your entire team in one mobile-ready platform.

Open CRM Customer login Partner login Works offline · Push notifications · PWA
Live Pipeline
Qualifies
42
Interested
31
Site Visit Pending
19
Site Visit Done
14
Booking Done
8
Payment Fully Received
4
Registry Done
2
120 total leads 3 projects · 8 agents Updated just now
7
Pipeline stages
5
User roles
6
Lead sources
Plots & projects

Kanban Board

Drag and drop leads between pipeline stages. Click-to-move for mobile. Stage updates are instant and logged automatically.

Full Activity Audit Trail

Every stage change, assignment, follow-up, and booking is recorded with who did it and when. Never lose context.

Sales & Booking Flow

Record bookings directly from "Booking Done" stage. Track payment milestones, outstanding balance, and sale type (cash or EMI).

Reports & Analytics

Pipeline funnel, agent leaderboard with conversion rates, revenue overview, and project breakdown. Custom date range. CSV export per section.

WhatsApp, SMS & Email

One-tap WhatsApp on every lead, plus server-side bulk WhatsApp/SMS to selected leads — personalized per contact from templates. Email alerts on assignments and reminders.

CSV Import & Export

Bulk import leads from CSV with a preview and duplicate detection. Export any view — leads, funnel, agents, revenue — with one click.

Channel Partner Portal NEW

Brokers sign in with a phone OTP to a private dashboard — the leads they referred, live stages, and brokerage earned per booking. No passwords, no staff hand-holding.

Customer Self-Service Portal

Buyers log in with a one-time code to track their bookings, payment milestones, outstanding balance, upcoming site visits, and download payment receipts.

Attendance & Geofencing

Field staff clock in and out from their phone inside a project's geofence. Optional Hikvision face-terminal sync, shift schedules, and automatic late-marking.

Points & Rewards

Reward points accrue automatically on stage progress and bookings. Track balances, rupee value, and redemption requests — motivate the team without spreadsheets.

Two-Factor Security

Optional TOTP two-factor for staff, Google sign-in, and self-serve password reset by email. Every login and sensitive change is recorded in the audit trail.

Finance & Commissions

Agent commissions, expenses, loan tracking, and revenue forecasting — booking money and payouts live alongside the pipeline they came from.

Built for every role
Agent
  • ✓  View and manage assigned leads
  • ✓  Add follow-ups with attachments
  • ✓  WhatsApp quick-message any lead
  • ✓  See today's follow-ups at a glance
  • ✓  Offline — works with poor connectivity
  • ✓  Push notifications for reminders
Manager
  • ✓  Full kanban board for all agents
  • ✓  Bulk assign leads with a note
  • ✓  Record bookings & payment milestones
  • ✓  Scoped reports — your team only
  • ✓  Import leads via CSV
  • ✓  Change stages in bulk
Admin
  • ✓  Create projects, plots, and users
  • ✓  Manage payment modes & source integrations
  • ✓  Business-wide reports & analytics
  • ✓  Download full database backup as ZIP
  • ✓  Google OAuth login support
  • ✓  Webhook token management
Integrations

Leads flow in automatically

Connect Facebook Lead Ads, Instagram, your website, and WhatsApp via webhook tokens. Leads land in the CRM the moment they enquire.

Facebook Instagram Website WhatsApp Walk-in Manual
Three ways in
Staff CRM

Agents, team leaders, managers, and admins — email/password or Google sign-in, with optional two-factor.

Staff login
Customer Portal

Buyers track bookings, payments, site visits, and receipts — phone OTP, no password.

Customer login
Partner Portal NEW

Channel partners see their referred leads and the brokerage they've earned — phone OTP, private to them.

Partner login
Get started

Your team is waiting.

Log in and start managing your leads, plots, and agents today.

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