Sell franchises, route leads, see the whole network
CRM for franchise businesses
Franchise development leads through discovery day and signing, territories that stay accurate, onboarding for new franchisees, and customer leads routed to the right location with reporting across the network.
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Retainer: the franchise businesses edition, in your browser
One of twelve industry systems we build from, each with its own screens, workflow and vocabulary. Retainer carries retainers, MRR and renewals on a 12 month strip, plus the pipeline, inbox with SMS and email, quotes the customer accepts online, schedule, editable automation flows, reports and a phone view. Sample data in your browser only. Your build carries your own stages, fields and rules.
Use Expand in the demo toolbar for a full screen view, press Escape to close it, or open the franchise businesses demo on its own page.
Who this is for
Built for franchise businesses
Franchisors with 5 to 500 locations, in home services, health, fitness, education or food, who need one system for selling franchises and another view for running the network, and who want to own it rather than pay per location.
Franchise development pipeline
Candidates from portals, brokers and the website are qualified on capital and territory, booked into discovery days and followed through disclosure and signing.
Territories that never overlap
Postcodes or zip codes are assigned to territories, so a candidate is offered only what is available and customer leads route to the right owner.
Onboarding with a checklist
Each new franchisee follows an opening checklist with training, suppliers and marketing launch, so the network sees who is on track to open.
Network reporting from one place
Leads, conversion and revenue by location, compared fairly, without asking each franchisee for a spreadsheet each month.
Pipeline
The stages work moves through
A starting point we adjust to your process in the first design week. Each stage can require fields, trigger messages and create tasks.
- Franchise enquiry
- Qualified
- Discovery day
- Documents sent
- Signed
- Onboarding
- Open
Records
What the system keeps track of
Real record types with the fields your team uses, related to each other so one screen shows the whole picture.
Integrations
Connected to the tools you already run
Two way where both sides edit the data, one way where they do not, monitored for twelve months as part of the build.
- Franchise portals and broker leads
- DocuSign
- Each location's booking or POS system
- Mailchimp
- Xero or QuickBooks
- Google Business Profile per location
Questions we get asked
What does franchise CRM software cost?
A franchise CRM with a development pipeline, territory management, franchisee onboarding, customer lead routing and network reporting usually costs 14,900 to 24,900 US dollars as a fixed price, delivered in eight to twelve weeks. A franchise development lead tracker starts at 4,900. There are no per location fees, which matters as the network grows.
Can it handle franchise sales and the network in one system?
Yes. Franchise development runs as its own pipeline for candidates, discovery days and signing, while the network side holds territories, franchisees, onboarding and customer leads. Each franchisee sees only their own location, the franchisor sees everything, and one candidate becomes one franchisee record when they sign.
How are customer leads routed to franchisees?
Each lead from national marketing is matched to a territory by postcode or zip code and assigned to that location, which is notified by email and text. If the location does not respond within your service level, the lead escalates. Reports show response times and conversion by location.
Is there a market for franchise CRM software?
Yes. Most franchise systems still run development leads in a generic CRM and the network in spreadsheets, which is the gap a franchise CRM fills. For a franchisor the value is simple: one record from enquiry to opening, and fair reporting across every location without per location licences.
Tell us how your franchise businesses business works. We will quote the CRM that fits it.
A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.