Monument Management Software Features | CRM, Design & Order Tracking
Discover monument CRM, headstone order management, and cloud software for memorials. MonuCore combines powerful business tools into one seamless platform built specifically for monument makers, funeral homes, and cemetery professionals.
IRIS AI Assistant
Your AI-powered business analyst, powered by Claude
- Ask business questions in natural language
- Real-time streaming responses
- Multi-tool agentic analysis (chains 5+ tools)
- Installation and delivery analytics
- 42 monument industry knowledge articles
- Dual-model: Claude Sonnet for analysis, Haiku for support
MonuDraw Design Integration
Professional monument design software built for precision
- Intuitive visual design interface
- Extensive template library
- Custom shape and pattern tools
- Real-time 3D rendering
- Direct production file export
MonuCalc Pricing Engine
Accurate, consistent pricing for every quote
- Dual pricing methods (cubic ft & square ft)
- Custom formula builder
- Real-time price calculations
- Material cost tracking
- Instant quote generation
- Organization-specific pricing formulas
Financial Management
Connect your bank accounts and manage finances directly in MonuCore
- Bank account connections via Plaid Link
- Automatic transaction syncing
- Smart order matching with AI suggestions
- Income vs Expenses and Cash Flow reports
- Category breakdown with custom categories
- AES-256-GCM encrypted access tokens
Production Work & Time Clock
Track production activities and manage payroll with built-in time tracking
- Employee time clock with approval workflows
- Pay period alignment (weekly, biweekly, semi-monthly, monthly)
- Close pay period — one-click bulk mark as paid
- Production activity tracking and completions
- PDF reports with pay period labels
- Payroll and time clock reporting
Task Management
Inline task management on every order with templates and automation
- Task templates grouped by category
- Assign to any team member with due dates
- Priority levels and status tracking
- Complete tasks with notes, cancel, or reassign
- My Tasks header with badge count
- Automated overdue task detection via IRIS
AI Marketing Image Generator
Generate photorealistic marketing photos from proof designs
- Gemini AI-powered image generation
- Customizable prompt templates with variables
- SEO-optimized filenames (state-city-cemetery pattern)
- Marketing gallery with search and stats
- Automatic IRIS usage billing integration
Proof Approval System
Digital proof approvals that speed up your workflow
- One-click proof delivery to families
- Client approval portal (no login required)
- Revision request tracking
- Version history for all proofs
- Automated approval reminders
Field Crew Mobile App
Mobile tools for installers and engravers
- Daily load management
- GPS cemetery location capture
- Before/after photo documentation
- Turn-by-turn navigation
- Real-time job completion updates
- Payment earning calculations
Cemetery GPS Mapping
Never search for a grave location again
- Capture exact GPS coordinates at install
- Navigate back for additions and repairs
- Cemetery database with contacts & rules
- Location photos attached to orders
- Build your own reliable cemetery records
Order & Workflow Management
Track every order from concept to installation
- End-to-end order tracking
- Custom workflow automation
- Status notifications and alerts
- Document management
- Installation scheduling
- Tag highlights — amber pulsing attention flags
- Custom tag-based workflow automations
Purchasing & Inventory
Manage vendors and materials from one place
- Purchase order generation
- Vendor email integration
- Material status tracking
- Parts on order visibility
- Automated status updates
- Multi-location stock tracking
Customer Portal & Notifications
Keep customers informed with automated updates and self-service access
- Customer-facing order portal (no login required)
- Google Reviews integration and collection
- Email and SMS notification templates
- Real-time toast notifications for task events
- Self-hosted URL shortener with click tracking
Analytics & Reporting
Make informed decisions with comprehensive business insights
- Accounts receivable reports
- Sales tax reporting
- Payroll & time clock reports
- Production efficiency tracking
- Excel & PDF exports
- Cost-to-complete analysis
- Financial income/expense reports
Enterprise Security
Granular permissions and multi-tenant isolation for teams of any size
- 22 permission modules with VIEW/EDIT/ADMIN levels
- Role-based access (owner, admin, org_admin, employee)
- Multi-tenant organization isolation
- Row-Level Security (RLS) policies
- Settings import/export with safety controls
- Auto-grant system for common modules
Everything Works Together Seamlessly
Unlike piecing together separate tools, MonuCore integrates every aspect of your business into one unified platform. Design flows directly into production, orders automatically update inventory, and analytics pull from real-time data across all modules.
Extend MonuCore with Our Ecosystem
Companion products built to work alongside MonuCore for specialized workflows.
MonuNiche
Columbarium mapping & shutter design platform for cemeteries and monument companies.
monuniche.comMonuMarketing
AI marketing image generation and Momentum automated outreach for monument businesses.
monumarketing.comMonuBiz
Free business assessment wizard — discover how MonuCore fits your workflow in 10 minutes.
monubiz.comReady to Get Started?
Schedule a personalized demo and see how MonuCore can transform your monument business.