If you’re still juggling multiple spreadsheets, manually sending follow-up emails, and trying to track every lead’s progress in a disjointed system, your franchise sales team is likely falling behind. In today’s competitive market, efficiency and automation are not just nice-to-haves; they are essential for generating and closing franchise sales. Here at FranchiseSoft, we understand the unique challenges of the franchise sales process. That’s why we’ve built a comprehensive, franchise-specific Sales CRM that automates your marketing emails, forms, and workflows, allowing your team to focus on what they do best: building relationships and closing deals.
Are you still juggling multiple spreadsheets, manually sending follow-up emails, and trying to track every lead’s progress in a disjointed system? If so, your franchise sales team is likely falling behind. In today’s competitive market, efficiency and automation are not just nice-to-haves; they are essential for generating and closing franchise sales.
Here at FranchiseSoft, we understand the unique challenges of the franchise sales process. That’s why we’ve built a comprehensive, franchise-specific Sales CRM that automates your marketing emails, forms, and workflows, allowing your team to focus on what they do best: building relationships and closing deals.
Let’s take a look at how FranchiseSoft can transform your sales process.
The first step to boosting your franchise sales is consolidating your tools. FranchiseSoft’s Sales CRM includes a powerful, easy-to-use contact management system that stores all your critical information in one place. Whether you’re managing franchise brokers, vendors, or potential franchisees, you have a 360-degree view of every relationship.

But we don’t stop there. Forget paying for a separate email marketing service. Our CRM has a built-in email and SMS marketing tool, allowing you to segment your contacts and run personalized campaigns directly from the platform. This means no more exporting lists or switching between different software to communicate with your prospects.
Generating leads is only half the battle; managing them effectively is what truly drives growth. Our robust lead management system ensures you never miss a prospect. Leads can be entered manually, imported from a CSV file, or, most powerfully, auto-parsed directly from any forms you use on franchise portals or your website.
The sales process is fully customizable to match your unique brand. You can build powerful automations at each step, ensuring leads are nurtured consistently and moved through the pipeline with minimal manual effort.

Our versatile lead list allows you to:
For a busy franchise sales team, every minute counts. FranchiseSoft’s CRM is designed for high efficiency. Our Group Actions feature allows you to perform repetitive tasks on multiple leads at once. Need to move a dozen leads to the next step of the pipeline? Want to send a personalized email to a specific segment of your leads? You can do it all simultaneously, saving hours of administrative time.
When it’s time to engage with a specific lead, our 360-degree view gives you a comprehensive history of every interaction. You’ll see every email, phone call, text message, and note, all time and date-stamped. This complete history ensures you’re always prepared and professional in every conversation.

Compliance is a non-negotiable part of the franchise sales process. FranchiseSoft handles FDD disclosure requirements through a native FDD management process. Simply upload your FDD, add valid dates and states, and use dynamic tags to automatically populate the Item 23 receipt with candidate names for electronic signing. We’ll even send you automated notifications to ensure you stay compliant and on schedule.
Finally, we know your sales reps are always on the move. Our mobile-friendly interface is fully responsive, allowing your team to access the CRM from any screen size, on any device. Your sales process doesn’t have to stop when your team is out of the office.
What gets measured, gets managed. FranchiseSoft provides a suite of pre-configured and dynamically generated reports to help you track key performance indicators. Quickly analyze your:
Our dynamic report builder even allows you to select any data points you choose to create customized reports tailored to your specific needs.

If you’re still doing it manually, your franchise sales are falling behind. It’s time to leverage the power of an all-in-one, franchise-specific sales CRM.
Ready to see how FranchiseSoft can transform your sales process and help you close more deals?
Request a personalized demo today and discover the difference automation can make for your franchise brand.
Back
With all these key components packaged into an all-in-one system, it’s no surprise that FranchiseSoft is considered the best franchise management CRM in the market.
Ready to see FranchiseSoft for yourself? Fill out the Demo Request form to schedule an inside look at our franchise management software.