Monarquis CRM

The Challenge

Monarquis s.r.o. managed hundreds of client relationships across multiple service categories using spreadsheets and disconnected tools. Staff spent hours on manual data entry, appointment conflicts were common, and there was zero visibility into service performance metrics.

Our Solution

We built a centralized client management platform powered by Payload CMS and MongoDB — a single system where staff manage client profiles, schedule appointments, track service history, and monitor business analytics. A component-driven UI built with Storybook ensured design consistency across the entire application, while AWS infrastructure keeps everything fast and reliable at scale.

Key Features

• Client profile management with full service history

• Appointment scheduling with conflict detection

• Role-based access for staff and managers

• Real-time business analytics dashboard

• Automated email notifications and reminders

• Content-managed pages via Payload CMS

• Component library documented in Storybook

Results

• Administrative workload reduced by 60%

• Zero scheduling conflicts since launch

• Client onboarding time cut from 15 minutes to under 3

• Staff adopted the platform within the first week