Why Customer Management Software is Integral to a Franchise's Success

Why Customer Management Software is Integral to a Franchise’s Success

Oct 13,2016 By

For your franchise to succeed, you need customers (or clients). Anybody who doesn’t live in a cave understands this. Yet it’s amazing how little some franchises think about their customers. Sure, they think of customers in terms of trying to create a better product or service that attracts them. They think of customers when they look at their advertising budget and consider different promotional tactics. But they don’t consider their customers as they are; they don’t know their customers. And many franchises certainly don’t know how to manage their customer base. That’s why you need customer management software to give you the edge.


Customer management software

Customer management software is absolutely imperative for a franchise’s success. You can’t reasonably expect to run a successful and profitable franchise if you don’t know much about your customers. If you have no process of converting leads into customers, no streamlined method of communication with your leads and customers, or no effective method of receiving payment, you are really handicapping yourself and your franchise. That’s why you need good customer management software for your franchise.
What you get

With FranchiseSoft’s Customer Management module you get a simplified and streamlined method of communication with your leads and customers. Our Customer Management module includes features such as:


  • Seamless conversion of leads to customers – because what good are your leads if you have no efficient way of converting them into paying customers?
  • Simplified communication with all, some, or individual customers – because effective communication is a key to keeping customers on board with your product or service. Furthermore, communications and notifications can be sent via SMS or email, depending on the customer’s preference.
  • Task and event scheduling as it relates to customers – in order to ensure that everybody is on the same page with a robust calendaring feature .
  • Simple and accessible documentation of correspondence with customers – this is important because, just in case anything ever goes wrong, you have an easy-to-access record of all your correspondence. In addition a complete 360 degree view of the customer with all interactions and activities tracked.
  • Intuitive customer invoice and statement generation – because nobody wants to spend half their time on invoices
  • Application of payment against invoices – again, this helps to streamline the whole process.
  • Interfacing with Authorize.net and Paypalfor credit card processing – after doing all the hard work of finding leads, converting them into customers, and convincing them of your product or service’s worth, the last thing you want to do is worry about quibbling details such as credit card processing
  • Revenue reports processing – to help you best understand how and when you make your money
  • Detailed reports on customer operations – because really knowing who your customers are is an absolutely enormously useful tool
  • A mobile app that provides customer contact details to franchisees – so franchisees can easily access all the customer details they need on the go.


Still not convinced?

FranchiseSoft offers no-commitment, absolutely free demonstrations of our modules. So if you would like to see how our customer management software can benefit your franchise, please contact us for a demonstration today and one of our representatives will be in touch within 24 hours.