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A Beginners Guide to Franchise CRM Software

Author: Stan Prokop
by Stan Prokop
Posted: Dec 09, 2022

If you're in the process of launching a franchise, you know that there's a lot to keep track of. From managing your finances to keeping track of your inventory, it can be difficult to stay organized and on top of everything. This is where CRM software comes in. CRM software can help you manage your franchise by tracking your customers, sales, and marketing campaigns. It can also help you keep track of your inventory and finances. In this blog post, we'll give you a beginner's guide to franchise CRM software, so you can make the most of it for your business.

What is Franchise CRM Software?

Franchise CRM software is a cloud-based customer relationship management tool designed specifically for franchise businesses. It helps franchisees manage leads, customers, and contacts; automate sales and marketing tasks; and track performance metrics. Franchise CRMs are typically subscription-based, with pricing based on the number of users or contacts.

Franchise CRM software provides a central database for storing customer information and tracking interactions across all franchise locations. This makes it easy for franchisors to monitor performance and compliance and gives franchisees a bird’s eye view of the customer base.

Franchise CRMs come with a variety of features to help streamline sales and marketing efforts, including lead capture forms, contact management, drip campaigns, email templates, reporting and analytics, and integrations with popular business tools. Some also offer features specific to franchises, such as territory management and royalty calculation.

Choosing the right franchise CRM is critical to the success of any franchise business. To find the best fit for your needs, consider your budget, business size and growth plans, feature requirements, integration needs, and user adoption rates.

The Benefits of Franchise CRM Software

There are many benefits of using franchise CRM software to manage your franchise. One of the biggest benefits is that it can help you keep track of your customer relationships. This is important because it can help you keep your customers happy and coming back to your business. Additionally, keeping track of customer data can help you identify areas where your franchise needs improvement.

Another big benefit of using franchise CRM software is that it can automate many tasks for you. This includes tasks like sending out marketing emails, managing appointment schedules, and tracking inventory levels. This can free up your time so that you can focus on other aspects of running your business. Additionally, automating these tasks can help improve efficiency and accuracy within your franchise.

Finally, using franchise CRM software can help you develop better relationships with your franchisors. This is because you’ll have access to important customer data that they may not have otherwise. Additionally, having a good relationship with your franchisor can help you get more support from them down the line. Franchise CRM software can therefore be a valuable tool for any franchise owner looking to improve their business.

How to Choose the Right Franchise CRM Software

When it comes to choosing the right franchise CRM software, there are a few things you need to keep in mind. First and foremost, you need to make sure that the software is designed specifically for franchises. There are a lot of different CRM software programs out there, but not all of them are created equal. If you want to make sure you're getting the most out of your franchise CRM software, you need to choose one that's designed specifically for franchises.

Another thing to keep in mind is that not all franchise CRM software is created equal. Some programs are more comprehensive than others, so you'll need to decide what features are most important to you and your franchise. Once you know what you need, you can start narrowing down your choices.

Finally, when it comes to choosing franchise CRM software, don't be afraid to ask for help. If you're not sure where to start, talk to other franchisors or even your franchisor's association. They can point you in the right direction and help you find the perfect software for your needs.

The Different Types of Franchise CRM Software

When it comes to choosing the right CRM software for your franchise business, there are a few different options to consider. Here are the most popular types of franchise CRM software on the market today:

  1. BrandWide: This cloud-based CRM software is one of the most popular options for franchises, due to its robust features and scalability. BrandWide offers a wide range of features to help franchises manage their customer relationships, including sales automation, marketing automation, customer service tools, and more.
  2. Zoho CRM: Another popular option for franchises is Zoho CRM. This cloud-based solution offers many of the same features as Salesforce CRM but is generally a bit less expensive. Zoho also offers a free trial period, so you can try out the software before you commit to it.
  3. Microsoft Dynamics 365: This on-premise CRM software from Microsoft is a good option for larger franchises that need a more robust solution. Dynamics 365 offers all of the features you’d expect from a Microsoft product, including integration with other Microsoft products like Office 365 and SharePoint.
  4. HubSpot CRM: This cloud-based CRM software is geared towards small businesses, but can be scaled up to fit the needs of larger franchises. HubSpot CRM offers sales automation, marketing automation, customer service tools, and more in one easy-to-use platform.
  5. InsightlyCRM: This cloud-based CRM software is another good option for small businesses and franchises. Insightly offers sales automation, marketing automation, customer service tools, and more in one easy-to-use platform.

Choosing the right CRM software for your franchise business can be a difficult task. There are a lot of different options on the market, and it can be hard to know which one is right for you. However, by taking the time to understand your needs and comparing the different options, you should be able to find the perfect CRM software for your franchise business.

How to Implement Franchise CRM Software

There are a few things you need to do to get started with using Franchise CRM software for your business. Below is a detailed guide on how to implement this software into your franchise:

The first thing you need to do is purchase the software. You can find many different options for Franchise CRM software online. Once you have found the software that fits your needs, you will need to install it on your computer.

Once the software is installed, you will need to input all of your customer data into the system. This includes their contact information, preferences, and purchase history. This can be done manually or by importing your existing customer database into the system.

After all of your customer data has been entered, you will need to set up your marketing campaigns within the software. You can create email templates, social media posts, and targeted ads within the system. These campaigns can be automated to send out on a schedule that you set or they can be triggered by certain events, such as a customer making a purchase or entering their loyalty program.

You will also need to set up your sales process within the Franchise CRM software. This includes creating pipelines, assigning tasks and Deals to employees, and setting up triggers for follow-up emails and calls. By having everything in one place, you will be able to see which sales methods are working and make changes accordingly.

Finally, you should train your employees on how to use the Franchise CRM software. This includes teaching them how to input customer data, how to use the marketing and sales features, and how to create reports. By providing your employees with the training they need, you can ensure that they are using the system correctly and efficiently.


We hope you enjoyed our beginner's guide to franchise CRM software. This type of software can be extremely helpful for any business, but it's especially beneficial for franchises because it allows you to keep track of all your locations in one central system. If you're thinking about implementing a franchise CRM system, we recommend taking the time to research different options and find the one that best fits your needs. Thanks for reading!

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About the Author

The author likes to use his spare time in writing about various types of operational management software programs, for the benefit of readers. Here he wants to share about Franchise software.

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Author: Stan Prokop

Stan Prokop

Member since: Oct 30, 2021
Published articles: 20

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