Monarch Buildestate Monarch CRM
Monarch Buildestate Pvt Ltd

The CRM built for
real estate field teams.

Manage leads, plots, bookings, payments, and your entire team in one mobile-ready platform — from the first Facebook enquiry to registry done, with automatic SMS updates to your buyers along the way.

Open CRM Customer login Partner login Works offline · Push notifications · English / हिंदी / Hinglish
Pipeline at a glance
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 Sample data
7
Pipeline stages
5
User roles
6
Lead sources
Plots & projects
Kanban board with lead cards grouped by pipeline stage, each showing source, agent, and last activity
Pipeline

Every lead on one board

Seven stages from "Qualifies" to "Registry Done", with the crore value of each column at the top. Stage changes are instant and logged automatically.

  • Drag and drop between stages; click-to-move on mobile.
  • Hot/cold temperature and stale markers surface neglected leads.
  • One-tap WhatsApp on any lead, plus bulk WhatsApp/SMS from templates.
  • CSV import with preview and duplicate detection; export any view.
Dashboard with overdue follow-ups, pipeline funnel, lead totals, and recent leads
Daily operations

Open the app, see the day

Overdue follow-ups, the live funnel, and the newest leads greet you on login. Managers get team-scoped numbers; admins see the whole business.

  • Reports: funnel, agent leaderboard, revenue, project breakdown. CSV per section.
  • Revenue forecast and marketing ROI, fed by your Facebook campaigns.
  • Reward points accrue on stage progress and bookings; track rupee value and redemptions.
  • Field attendance with geofenced clock-in, shift schedules, and optional Hikvision face-terminal sync.
Lead workspace with follow-up timeline, activity logging, tags, home loan, and documents
Lead to registry

The whole deal on one screen

Timeline on the left, next action in the middle, deal facts on the right. Log a call, schedule a site visit, or record the booking without leaving the page.

  • Record bookings from "Booking Done" with payment milestones, cash or EMI.
  • Home loans, documents, and channel partner attribution live on the lead.
  • Agent commissions, expenses, and payouts sit beside the pipeline they came from.
  • Every stage change, assignment, and edit is in the audit trail with who and when.
Customer portal with booking summary, site visits, and a fully paid payment schedule
Self-service portals

Buyers and brokers help themselves

Customers sign in with a phone OTP and see exactly where their money and paperwork stand. No calls to the office, no passwords to forget.

  • Payment schedule, outstanding balance, and downloadable receipts per milestone.
  • Channel partners get their own portal: referred leads, live stages, brokerage earned.
  • Staff sign in with email/password, phone OTP, or Google — optional TOTP two-factor.
  • Buyers get automatic SMS: booking confirmed, payment received, instalment due.
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
  • Geofenced clock-in from the field
  • Earn reward points on progress
Team Leader
  • Kanban across the whole team
  • Assign leads within the team
  • Spot stale leads & overdue follow-ups
  • Team-scoped reports & leaderboard
  • Schedule & track site visits
  • @mention teammates on any lead
Manager
  • Full kanban board for all agents
  • Bulk assign leads with a note
  • Record bookings & payment milestones
  • Sales targets & revenue forecast
  • Import leads via CSV, change stages in bulk
  • Attendance oversight for the field team
Accountant
  • Finance dashboard: collections, outstanding, received
  • Record payments — buyer gets an SMS receipt
  • Agent & partner commissions with payouts
  • Expense tracking by project
  • Daily collections email: who to chase today
  • Home-loan pipeline per booking
Admin
  • Create projects, plots, teams, and users
  • Configure everything on the fly: SMS, email, push, Google, Facebook
  • Guided one-time setup wizard
  • Business-wide reports & marketing ROI
  • Audit trail incl. every SMS with delivery ID
  • Automatic twice-daily ZIP backups
Everyone

Passwordless OTP sign-in, Google login, optional two-factor, push notifications, three languages, and a mobile PWA that works offline in the field.

Runs itself

The CRM works while you sleep

Scheduled jobs keep money moving and customers informed — no one has to remember to chase.

Customer SMS updates
Booking confirmed, payment receipt, instalment due, site-visit reminder, welcome — each on its own DLT template.
Payment reminders
Agents and accountants get a daily chase list; buyers get a polite SMS nudge, at most once a week.
Site-visit reminders
Customers are texted the morning before their scheduled visit.
SLA escalations
Leads idle past the response window escalate to managers automatically, every hour.
Daily digests
Every user starts the day with their follow-ups, visits, and pipeline movement at 8 AM.
Backups & audit
Twice-daily ZIP backups, and an audit log of logins, payments, config changes, and every SMS with its delivery ID.
Integrations

Leads flow in, messages flow out

Facebook Lead Ads, Instagram, your website, and WhatsApp feed leads in via webhooks. SMS (DLT-compliant), WhatsApp, email, Google Calendar for site visits, and Hikvision face terminals for attendance — all configured from the admin panel, no restarts.

Facebook Instagram Website WhatsApp Walk-in Manual
SMS gateway MSG91 Google login Google Calendar Email + IMAP inbox Hikvision attendance Web push
Three ways in
Staff CRM

Agents, team leaders, managers, accountants, and admins. Email/password, phone OTP, or Google sign-in — optional two-factor.

Staff login
Customer Portal

Buyers track bookings, payments, site visits, and receipts — plus automatic SMS updates. 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.

Open CRM