Franchisee CRM

Elevate Your Franchisee’s Performance with an All-in-One CRM

FranchiseSoft’s Franchisee CRM is designed to empower your franchisees with streamlined customer management software solutions. As a franchisee, your success hinges on converting leads, building customer relationships, and managing daily operations efficiently. This module simplifies and centralizes your communication with customers and leads, providing you with one intuitive platform for scheduling, invoicing, and reporting. Moving beyond basic contact lists, this CRM gives you the powerful tools you need to grow your local business and ensure a professional, consistent customer experience.

Empower Your Franchisees with Streamlined CRM Software

FranchiseSoft’s Franchisee CRM provides a comprehensive set of features to simplify and streamline all customer-related tasks. Our goal is to take the guesswork out of managing a customer base, giving your franchisees more time to focus on serving their community and growing their business.

• Seamless Lead-to-Customer Conversion: When you convert a prospective lead into a paying customer, all their information and communication history automatically carry over. This means you have a complete record of your relationship with them from day one, ensuring a smooth transition and no lost data.
• Simplified Communication: The module offers a powerful way to communicate with all your customers, some of them, or just individuals. You can send emails and text messages directly from the platform, ensuring all your correspondence is documented and easy to access.
• Task and Event Scheduling: Stay organized with built-in scheduling for tasks and events related to customers. From follow-up calls to service appointments, everything is tracked in one place.
• Mobile Accessibility: With our mobile friendly responsive design, franchisees can access customer contact details and essential information on device and on demand. This ensures they always have the right information at their fingertips, whether they’re in the office or in the field.

Enhance Efficiency with Powerful Group Actions

Instead of wasting valuable time on repetitive tasks, use the versatile group actions feature. This allows you to apply a single action to multiple contacts at once, streamlining your sales and marketing efforts and making your workflow much more efficient.

Just check the boxes next to the names on your lead list. A drop-down menu will appear, giving you a wide range of actions you can apply to the entire group at once, including: 

• Communication: Send an email or SMS message to a group of contacts, or subscribe/unsubscribe them from mailing lists.
• Status Management: Quickly change the lead status of a group, or assign them to a specific contact group.
• Record Keeping: Log a group call or add a note to all selected contacts at once.
• Operational Tasks: Assign training courses or activate/deactivate a group of leads.

These powerful tools save you time and ensure a consistent approach to customer management, helping you maintain a high standard of professionalism.

Optimize Operations with Integrated Financial Tools

Our CRM goes beyond communication; it’s an integrated solution that helps you manage your financial relationships with customers. This gives you a complete customer management solution that handles the entire lifecycle of a customer relationship.

• Invoice and Statement Generation: Franchisees can intuitively generate professional customer invoices and statements directly from the platform.
• Payment Processing: You can apply payments directly to invoices and even process credit card payments seamlessly through an interface with Authorize.net.
• Detailed Reporting: Simplify your revenue report processing. Our module lets you generate detailed reports on customer operations, giving you valuable insights into your local business’s performance.