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Effortlessly import leads from your company website and various lead generation services. Our system ensures compliance and streamlines your processes with automated Franchise Disclosure Document (FDD) sending, complete with signatory identity verification and easy signing features.
Automate key processes within your operational workflow to maintain efficiency and accuracy. Never lose track of important documents like the disclosure receipt, and effortlessly monitor the mandatory 14-day disclosure period to ensure timely compliance.
Engage your leads with precision by crafting targeted drip campaigns using our advanced email and text automation tools. This approach allows you to stay connected with your leads, providing them with relevant information at each step of their journey, thus enhancing lead nurturing and conversion rates.
Send emails and texts seamlessly, maintaining full communication threads anchored to the relevant topics. Automate your outreach and enhance integration with popular email services like Gmail and Outlook to streamline your communication processes effectively.
Utilize advanced chat and contextual note-taking features to enhance your communication capabilities. Post bulletin board announcements for selected groups or all your franchisees to keep everyone informed and engaged, ensuring critical information is easily accessible.
Ensure all communications through our system are securely logged, providing a permanent and searchable record for your operations. This feature offers peace of mind by maintaining a comprehensive log of interactions, which is essential for transparency and accountability.
Create forms for all types of compliance visits with ease. Utilize the capability to fill out comprehensive compliance reports directly on tablets and cell phones, both online and offline. Capture and integrate photo and video evidence within the report, linking them to specific items for detailed documentation.
Configure scoring types and ranges to suit your specific requirements. Our tool offers high flexibility, allowing for self-customization to align perfectly with your system’s needs. Employ templates and automation to enhance efficiency and ensure consistency in all your compliance activities.
Leverage our Progressive Web App (PWA) technology for real-time synchronization of reports. This feature ensures that completed reports are immediately accessible to all authorized users, enhancing responsiveness and operational agility.
Manage all documents and approved templates in one centralized location. Our system organizes documents contextually, enhancing their searchability and accessibility. Access every necessary document for your entire system directly on any mobile device—have all crucial information right in the palm of your hand.
Gain unlimited access to our proprietary FranSign™ Signature tool for all your documents, including franchise agreements. Fully compliant with the federal ESIGN Act, FranSign™ ensures that all electronic signatures are secure and legally binding. The interface is user-friendly and similar to other leading signature tools but offers a much more expansive selection of details in the placeholder library, all without any additional costs.
Efficiently manage open locations and protected areas using intuitive mapping options such as polygons, zip codes, or radii. Our robust mapping tool not only lists potential sites with detailed deal terms but also visually displays them, making it easier for the sales team to access and evaluate these locations directly.
Visualize all development territory rights and rights of first refusal agreements directly on the map. This feature enhances your strategic planning capabilities by displaying competitors or desired co-tenants, empowering your team to assess potential locations with greater precision and insight.
Our mapping tool is designed to facilitate seamless collaboration among your sales team. It provides a dynamic platform that supports strategic discussions and enhances decision-making processes, ensuring that all team members can contribute effectively to territorial and location-based strategies.
Build a customized project sheet for any project, whether large or small. This tool is particularly effective for structured tasks, such as new store opening checklists. Simply enter your start date and watch as the sheet automatically calculates your timeline, ensuring that each step is optimally timed for maximum efficiency.
Eliminate missed deadlines with automated reminders for all participants, tailored specifically to each task. This feature enhances collaboration by seamlessly integrating franchisees into the project management process, fostering a cohesive and coordinated effort.
Our tool supports the integration of files, pictures, hyperlinks, and custom forms directly within your project sheet. It offers detailed management reporting that provides deeper insights into project progress and outcomes. This functionality is designed specifically for franchisors looking to replace traditional pen-and-paper methods with a scalable, digital solution that meets the dynamic needs of their business.
Create workflows with ease to automate a variety of actions based on specific triggers and conditions. Our tool is equipped to handle everything seamlessly, from sending emails and text messages to making task assignments and sending notifications. Additionally, change statuses, forward reports to internal users, or export data to spreadsheets for external partners—all automatically.
Keep track of all your workflows with a variety of custom reports, specifically designed for you and your team. This feature allows you to monitor every aspect of your operations, ensuring maximum efficiency and transparency across the board.
Our workflows are crafted for versatility, suitable for a wide range of tasks including assigning states and regions to your development team or directing leads to the appropriate salesperson. This robust feature simplifies both simple and complex tasks, making it an indispensable tool for any platform seeking to enhance automation and productivity.
Effortlessly design and dispatch custom forms and questionnaires tailored to your specific needs. Whether you're engaging leads, contacts, franchisees, or other stakeholders, our tool ensures that capturing their responses is seamless and effective. This simplifies the process of gathering critical information while maintaining engagement with your audience.
Store and reference responses as needed, or display them contextually within your system for maximum relevance and impact. Our forms are meticulously designed to integrate smoothly with other features, enhancing data collection capabilities across your platform. This integration ensures that every piece of collected information serves a strategic purpose and contributes to informed decision-making.
Utilize pre-designed templates for common scenarios to save time and ensure consistency across your data collection efforts. Extend the functionality of our forms by incorporating them into other features, such as tracking construction status through Project Management sheets, pulling specific information directly from franchisees. This feature not only streamlines the data collection process but also enhances the overall efficiency and utility of the collected data.
Enable comprehensive access for corporate users and franchisees with tailored role-based scopes and access rules. Our system is specifically designed to facilitate efficient collaboration across all levels of your organization, ensuring that each user has the appropriate level of access needed to perform their roles effectively without compromising data security.
Effortlessly incorporate third parties by granting them access to specific parts of the site. This flexibility not only allows all necessary parties to contribute effectively to the processes but also ensures that data integrity and security are never compromised, fostering a secure and collaborative environment.
Maintain complete oversight with our robust audit trail capabilities. This feature is crucial for compliance, security audits, and ensuring that all access and activities within the system are accounted for and traceable.
Harness the power of both built-in and custom reporting capabilities to analyze, sort, organize, and share vital KPI data. Our platform enables you to gain immediate insights and detailed breakdowns with Auto Reports, view and compare progress over time with Metrics Reports, and create aggregate views with related data using Joined Reports. This suite of tools ensures that you can access and analyze the data you need to drive your business forward effectively.
Define and refine key performance indicators (KPIs) effortlessly. Our system allows you to share and pin reports for easy access, and use automation to react dynamically to changes in your KPIs. This functionality ensures that you can stay proactive and make informed decisions swiftly, keeping your business agile and aligned with its strategic goals.
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This certification is a testament to our unwavering dedication to safeguarding data security and privacy. It provides our customers, partners, and stakeholders with the assurance that we have implemented comprehensive and robust controls to protect sensitive information.
Through a detailed and comprehensive audit, we evaluate critical aspects such as security, availability, processing integrity, confidentiality, and privacy of data. This rigorous evaluation process underscores our commitment to maintaining the highest standards of data protection, ensuring that all aspects of data handling are secure and compliant with industry best practices.
With just a click, aggregate all the necessary information for the FDD Item 20 report. Run the report as often as needed, even for the current year, to ensure your data is always up-to-date and accurate. This streamlined process eliminates the complexity traditionally associated with compliance reporting.
Make any necessary edits to the automatically generated report to tailor it precisely to your needs. Once perfected, download the report in the format required by regulations, and easily convert it to a PDF in the format mandated for the FDD. This feature ensures that your reports are not only customized but also fully compliant with legal standards.
This feature is universally acclaimed, particularly by legal experts, who appreciate the ease and reliability it adds to the compliance process. Its ability to streamline complex reporting requirements makes it a valued tool among franchisors aiming to maintain high compliance standards.
Tailor the system to meet your unique needs with extensive customization options. Personalize your views by individual user or set a standard company view. Add a splash of color to your dashboard, hide or rearrange items as desired, and create your own tabs at the top of the site for a streamlined experience. This level of customization enhances user engagement and efficiency by allowing each user to interact with an interface that best suits their workflow.
Utilize text override to align the system's terminology with your brand's nomenclature, ensuring a consistent brand voice across all platforms. Add custom data fields under every area of the system, which seamlessly integrate into your reports, enhancing your ability to track and analyze data effectively. This feature allows for the integration of brand-specific elements, making it easier to maintain a uniform brand identity while leveraging advanced data functionalities for improved decision-making.
Stay on top of your data quality with our Nudge alerts, designed to notify you whenever data is found to be incomplete or inconsistent. This proactive feature helps ensure the accuracy and reliability of your information, maintaining the integrity of your data systems.
Configure the frequency of your Nudge alerts to suit your needs. Select from existing rules or create your own custom rules to target specific data inconsistencies. This customization allows you to focus on what matters most to your business, ensuring that you are always informed about critical data issues.
For instance, if there's a franchise agreement on file but the system does not show a record of a signed receipt page, a Nudge will alert you. This ensures that every piece of critical documentation is accounted for and properly tracked, preventing potential compliance issues and enhancing document management practices.
Efficiently manage multiple brands under one umbrella with our intuitive platform. Easily navigate between brands, allowing for seamless consolidation and transition. This feature empowers you to maintain individual brand identities while leveraging synergies, optimizing both brand distinction and operational efficiency.
Run detailed reports for individual brands or aggregate them for a holistic view at the parent company level. Our clients appreciate the flexibility to delve into specific brand performances while also gaining insights from consolidated data. This dual approach provides a comprehensive understanding of both micro and macro operational dynamics.
As with all our features, enjoy the convenience of accessing your multi-brand management tools through our state-of-the-art progressive web app. Whether you're in the office or on the go, your brands are just a tap away, ensuring that you have full control and visibility into your operations at all times.
“FranDash has turned out to be the ideal tool for us for Contract and Lead Management. As a system it is very intuitive and provides us with easy access to detailed information on our franchisee partners and restaurants around the world.”
FranDash integrated our point of sale data directly into their platform, providing a clear line of sight into the performance at our individual stores. We now have visibility into sales trends, product mix, and other key metrics directly within FranDash. The report writing features lets us create customized views of the data, so we can further drill down into areas of interest. Creating these connections has empowered us to start analyzing our performance in new and exciting ways.
"The team is always available and when we have any questions, they schedule a myriad of on boarding and training calls, making you feel set for success…the system is easy to use and intuitive… FranDash has changed our organization and continues to help us with streamlining processes and productivity.”
“FranDash is the very best franchise management system we have used, including Salesforce. The team has truly helped us achieve one central point of truth and the financial integration with our POS has provided total transparency across the system.”
“Having been in the franchising industry for over 20 years, I have used an array of Franchise Management Systems, and none are as robust and user friendly as FranDash. And the support is awesome!”
