Energy & Solar
Technical studies, amortization calculation, site visits, installation monitoring, quote signing, administrative declarations.
Guided pilot
Customized CRM: an already-built CRM for your business.
Instead of building a custom CRM from scratch over 6 to 12 months, start with a production-proven foundation. We customize it with your branding, integrate it with your existing tools, and adapt it to your workflows—all within 4 to 8 weeks.
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 keeps the fundamentals while leaving room for 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.
All these features are already developed, tested, and used in production. You don't have to code anything to access them, just configure them in your image and adapt them to your processes.
01
crm.modules.groups.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
crm.modules.groups.relationship
- 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
crm.modules.groups.operations
- 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
crm.modules.groups.governance
- 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 CRM
360° CRM, pipeline management, lead tracking, sales cycle management, reporting, and dashboards — fully customizable.
Inside CRM01 / 07
CRM Calendar
View appointments, tasks, and events in a unified calendar.
Sectors
Business-specific adaptation
The CRM is neutral by design. It becomes your tool through adaptation. 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.
Why wait with us
A CRM designed for services, not for 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 proven in real-world conditions. You don't have to wait for authentication or a dashboard to be developed. We focus on what is unique to your business.
- 02
Save 6 to 10 months
Your solution can be up and running in just a few weeks. You only need the time to validate your concept, not the timeline of a traditional IT project.
- 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 package depends on the scope of the adaptation. As a rough guide, a typical project starts around €10,000 and can go up to €25,000 depending on the number of integrations and custom modules. No lifetime licenses, no hidden surprises.
How long until it's live?
4 to 8 weeks on average, starting from the signed quote. Simple projects (configuration + branding without custom development) can go live in as little as 3 weeks.
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 go-live?
Monthly maintenance and evolution contract. Dedicated hotline. Quarterly reviews. A collaborative roadmap with other clients so relevant developments can be shared and costs mutualized.
Do you train our teams?
Yes — it's included in phase 4. Role-based sessions (sales reps, managers, admins), user documentation, and tutorial videos available on demand.
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?
A 30-minute call to scope your needs, no commitment. If we're aligned, we kick off the Discovery phase. If we're not, we'll point you to the right solution — even if it's not ours.
Interested in Monark CRM?
Be among the first to discover Monark CRM. Join the waitlist and get notified at launch.