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MONARCHWARE CRM · SALES OPERATIONS CENTER

STOP CHASING SALES.
LET THE SYSTEM MOVE THEM FORWARD.

A platform to capture demand, engage with context, organize opportunities, schedule appointments, automate follow-ups, send documents, collect payments, and measure results. Every prospect enters with an owner and a next action.

CRMCONVERSATIONSAUTOMATIONCALENDARSPAYMENTSREPORTS
SEE THE CRM IN ACTION

YOUR PIPELINE SHOULDN’T DEPEND ON MEMORY

When prospects come in through WhatsApp, social media, calls, forms, and referrals, every isolated conversation becomes a missed opportunity. MonarchWare CRM centralizes the entire customer journey so your team can see what happened, who’s responsible, and what needs to happen next.

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ALL CHANNELS, ONE COMPLETE HISTORY

WhatsApp, email, SMS, calls, web chat, and social media brought together around each contact.

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A VISIBLE, ACTIONABLE PIPELINE

Opportunities, values, owners, tasks, and clear deadlines so nothing gets stuck.

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FOLLOW-UP THAT NEVER STOPS

Automations that assign, remind, update, and notify without replacing your team.

ALL THE POWER OF SALES, WITHOUT DISCONNECTED TOOLS

MonarchWare connects acquisition, sales, service, and payments in one unified operation. Activate only what you need today and expand the system as your team grows.

CAPABILITY MAP

360° CONTACTS
Companies, tags, fields, tasks, and interaction history.
OMNICHANNEL INBOX
Messages, email, SMS, calls, and social channels.
PIPELINES
Opportunities, stages, values, and owners.
CALENDARS
Services, teams, reminders, and rescheduling.
WORKFLOWS
Conditions, wait times, actions, workflows, and alerts.
CAMPAIGNS
Templates, segments, email, SMS, and follow-up.
DIGITAL CAPTURE
Forms, surveys, chat, QR codes, and widgets.
SITES & FUNNELS
Pages, funnels, offers, and analytics.
PAYMENTS
Links, invoices, subscriptions, and payment collection.
DOCUMENTS
Proposals, contracts, templates, and e-signatures.
REPUTATION
Review requests, follow-ups, and responses.
REPORTS
Dashboards, attribution, conversions, and permissions.
PRODUCTS & OFFERS
Catalog, pricing, checkout, and recurring sales.
SOCIAL MEDIA PLANNER
Calendar, publishing, and content repurposing.
TEAMS & PERMISSIONS
Roles, assigned data, and access control.
API & INTEGRATIONS
Webhooks, private connections, and applications.

CAPTURE CONTACTS

Forms, chat, campaigns, calls, and connected channels.

ORGANIZE YOUR PIPELINE

Stages, owners, values, tasks, and next actions.

AUTOMATE ACTIONS

Messages, assignments, reminders, and behavior-based alerts.

MEASURE & OPTIMIZE

Conversion, sources, sales activity, and performance by stage.

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CAPTURE EVERY CONTACT WITH FULL CONTEXT

Receive prospects from every entry point while preserving their source, history, and activity in a single profile. Your team can respond with context from the very first message.

FORMS & SURVEYSCustom fields, responses, and attribution.
CHAT & WIDGETSTurn visitors into actionable conversations.
OMNICHANNEL INBOXWhatsApp, email, SMS, calls, and social media.
360° CONTACTSTags, companies, notes, tasks, and activity.
IMPORT & MANAGEMENTLists, filters, bulk actions, and duplicate management.
SOURCES & CAMPAIGNSIdentify which channels generate each opportunity.

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ORGANIZE YOUR PIPELINE AROUND THE WAY YOU SELL

Design visible processes for each service, location, or team. Every opportunity keeps its value, stage, owner, tasks, and next action.

MULTIPLE PIPELINESStages and processes tailored to each business unit.
OPPORTUNITIESValue, status, source, priority, and owner.
TASKS & NOTESClear follow-up without relying on memory.
CALENDARS & SERVICESIndividual, team, or service-based bookings.
SMART ASSIGNMENTDistribute contacts and appointments among team members.
PROPOSALS & DOCUMENTSQuotes, contracts, e-signatures, and follow-up.

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AUTOMATE FOLLOW-UP WITHOUT LOSING THE HUMAN TOUCH

Build workflows that respond to forms, messages, appointments, payments, and stage changes. The system handles repetitive tasks while your team steps in where they add the most value.

TRIGGERSInitiate actions based on real customer activity.
CONDITIONS & BRANCHESCreate paths based on data, behavior, or status.
MESSAGINGEmail, SMS, and coordinated conversations.
INTERNAL ALERTSNotify team members, assign tasks, and escalate pending items.
APPOINTMENTS & OPPORTUNITIESConfirm, remind, and update the pipeline.
INTEGRATIONSWebhooks and connections to extend your operations.

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MIDE EL PROCESO Y CORRIGE ANTES DE PERDER LA VENTA

Turn daily activity into actionable insights: which channels convert, where the pipeline gets stuck, how much revenue comes in, and what needs attention.

DASHBOARDS & REPORTSConfigurable metrics for leadership and teams.
PIPELINE CONVERSIONLeads, progress, closed deals, and projected value.
ATTRIBUTIONCompare sources, campaigns, and conversion points.
SITES & FUNNELSAnalyze traffic, forms, and performance.
REVENUE & PAYMENTSInvoices, payments, subscriptions, and products.
TEAMS & PERMISSIONSVisibility and access based on each role.