The franchise development CRM module
Pipeline stages that match how franchise sales actually runs, follow-up that happens without anyone remembering, and a handoff into onboarding that doesn't involve a spreadsheet export.
Capture, Qualify, Close, and Convert without leaving the record
Add-ons: DocuSign for agreement e-signature · SMS and phone integration · credit and background check reports.
Capture and qualify
Secure lead portal for inquiries from your site, brokers, and shows · Smart lead capture form with contact, lead detail, notes, and custom fields · Lead source, category, and referral tracking
Manage the pipeline
Prospect profiles with contact details, notes, and interaction history · Sales funnel and lead status tracking on stages configured to your process · Franchise division and territory assignment · Candidate interaction journeys with call logging, timestamped · One-click lead actions: email, task, and call · Bulk actions and advanced filtering by owner, source, status, date, or duplicates
Close and convert
FDD receipts and franchise fee management · Lead-to-franchise conversion — one click moves a qualified candidate into Data Admin as a permanent franchise record · Microsoft Teams communication integration from any lead record
Automate and measure
Sales and marketing drip campaigns · Bidirectional Dynamics 365 synchronization with end-to-end field mapping across leads, contacts, activities, opportunities, agreements, billing and campaigns · AI-powered dashboards and reports on pipeline health and conversion rates
Where most franchise CRMs stop, this one continues
A CRM that ends at the signature strands your best data at the exact moment operations needs it.
Here the candidate record becomes the franchise record. The onboarding wizard picks it up, the opening plan builds against it, and eighteen months later the royalty invoices trace back to it.
See how franchise sales teams use this →
