CRM and lead routing
Every lead lands in one place and goes to the right person, with nothing sitting in an inbox nobody checks.
Leads come from forms and ads, from calls and DMs. When each source ends up somewhere different, some of them get lost. We connect the sources to one CRM.
Routing rules send each lead to the right office or agent, and alerts go out when something waits too long. Your team sees the full history before they call.
A common mistake
Letting leads sit in an inbox nobody owns.
How we approach it
Pick one job
A single task that eats your team's time. Not a platform overhaul.
Build on your data and guardrails
Your data, your brand voice, your rules. Nothing runs outside what you approve.
Work inside our guardrails
Agentic systems follow the rules and guardrails we set. We supervise production across many areas, and you supervise the areas you manage.
Measure, then expand
If the first job saves time, we pick the next one.
What we track
- Time saved on the chosen task
- Leads routed without delay
- Handoffs to people
- Errors caught in review
What we need from you
- Access to the systems involved
- Your approved answers and rules
- A person who owns approvals
- Patience for a test period
How it usually unfolds
- Setup
Workflow review and access to the tools involved.
- Build
Agent or automation built, tested with your team.
- Ongoing
Tuning, and the next task when the first is stable.
Every practice moves at its own pace, so we do not attach dates to these phases.
How we compare
Monarchy vs a standard agency
| Topic | Monarchy | Standard agency |
|---|---|---|
| Speed to launch | Agents and playbooks are already built, so setup is short and work starts on what you have. | Long discovery and onboarding before anything goes live. |
| Cost structure | Specialist agents handle the repeatable work. You pay for senior attention and outcomes, not hours. | Billed by hours and headcount, so cost grows with every task. |
| Integrated team | Marketing, creative and a call center staffed by people, working with our agentic systems in one team. | Usually one discipline. Calls, creative and automation go to other vendors. |
| Results tracking | Booked and attended appointments, counted in your own system. | Clicks, impressions and leads. |
| Track record | A long record of booked and attended appointments, reported in our clients’ own systems. | Often reported as reach or traffic. |
| Phones | Calls are answered by people today. Voice agents are coming as an option. | Calls often go to voicemail or an outside answering service. |
| Supervision and guardrails | Agentic systems follow the rules and guardrails we set. We supervise production in many areas, and you supervise the areas you manage. | AI use is often ad hoc or not disclosed. |
What Monarchy can do
- We run thousands of AI agents across many functions.
- A fully equipped call center, integrated with AI and run in a compliant way.
- Our staff are trained on HIPAA requirements, and our systems are built to meet HIPAA requirements.
- Marketing, lead generation and B2B strategy projects that perform.
- We run major surveys and develop acquisition strategies.
Questions we hear
Do we have to change CRM?
Usually not. We work with what you have when possible.
Will AI replace my front desk?
That is not the goal. Automation takes repetitive tasks off the desk, and it works within the rules and guardrails we set.
Can I try something first?
Yes. Our free bots are on the site.
Tell us what you are building.
Pricing and scope are set on the first call.