Franchise CRM& Growth Platform
A custom CRM to manage prospective franchisees and the wider franchise network.
- Sector
- Franchising · B2B
01What was needed
Two pipelines that generic CRMs don’t understand
A franchise network grows through a long, careful sales process, then supports each new operator for years. Enquiries, discovery days, applications, territories, contracts, training and launch dates all need tracking.
Off-the-shelf CRMs handle the first part badly and the second part not at all. The network needed one system shaped around its own stages and the people at each of them.
Recruitment pipeline
- 1Enquiry
- 2Discovery day
- 3Application
- 4Approval
- 5Onboarding
- 6Launch
Network pipeline
- 1Operating
- 2Support
- 3Reviews
- 4Renewal
02Behind it · the CRM
From first enquiry to a thriving operator, in one system
We designed the recruitment website and the CRM together, so every enquiry lands in the right stage with its territory attached, and every operator carries their history from day one.
- 01
Recruitment pipeline
Every prospect by stage, with owner, territory and next action.
- 02
Territory map
Available, reserved and active areas across the network.
- 03
Onboarding plans
Training, compliance and launch checklists for each new operator.
- 04
Operator records
Contracts, renewals, contacts and performance notes per site.
- 05
Support desk
Operator requests logged, assigned and followed through.
- 06
Roles and permissions
Head office, field managers and operators see the right things.
03Out front · the website
A recruitment site that qualifies as it sells
Opportunity website
The model, the investment and the support, explained plainly.
Territory checker
Prospects check whether their area is available before enquiring.
Qualifying enquiry
A guided form that captures what the team needs to know.
Prospect portal
Applicants upload documents and see their next step.
04The network
Every operator, contract and request in view
Once an operator launches, their record carries on: contract dates, renewals, support history and notes from field visits.
05Outcome
What this enables
A recruitment process that runs the same way for every prospect.
A clear view of every territory and who is working towards it.
New operators onboarded against a consistent plan.
One source of truth for the whole network as it grows.
Growing a network or a multi-site business?
Tell us how recruitment, onboarding and support work today. We’ll show you what a CRM shaped around your network would look like, and what it would cost.