Franchise Sales CRM and Lead Management

Effortless Lead Import and Management

Seamless Integration with Lead Sources 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.

Automated Workflow Efficiency

Never Miss a Compliance Detail 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.

Precision Engagement Through Drip Campaigns

Advanced Email and Text Automation 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.
Franchise Development & Lead Management Overview

FranDash CRM: Robust Lead Management


Customizable CRM for Effective Lead Organization

FranDash offers a robust and highly customizable CRM designed for optimal lead organization and management. Leads are seamlessly integrated from your brand site or various lead generation sources, with all data being fully reportable and organized according to your preferences.

User-Friendly Interface and Customization

Save your favorite views for easy access and share them with your team to enhance collaboration and efficiency.

Automated Communication Tools


Streamlined Prospect Engagement

System automation simplifies the process of sending immediate contact emails to prospects. Additionally, automated text messaging is natively included in the system without any extra fees, ensuring you can reach your leads quickly and effectively.

Advanced Note-Taking and Document Storage


Enhanced Note Features and Lead Libraries

Our robust note section supports pictures, links, and documents, allowing for a comprehensive and organized record of all interactions and details. Each lead has a dedicated library to store and organize all documents used during the sales process.

Email Integration Options


Flexible Communication Systems

The system includes an internal email function and can also be integrated with your existing Outlook or Gmail accounts, providing seamless communication capabilities that align with your existing workflows.
Prospect Detail, FDD and Receipts

Customizable Lead Profiles with FranDash


Flexible Information Management
Every lead profile in FranDash can be customized with the exact information that is crucial to your operations. The platform allows you to add custom data fields and personalized views, ensuring that you see the most relevant information at a glance.

FDD Management and Tracking


Efficient Disclosure Processes and Permanent Proof of Compliance
The Franchise Disclosure Document (FDD) is sent directly from the system, which tracks when the prospect opens the disclosure. Following this, the system prompts the prospect to sign the receipt. Once executed, the receipt, along with the prospect’s IP address, is automatically placed on the lead's page. The date the FDD is opened is also added to the receipt, simplifying compliance and tracking.

Comprehensive Reporting Tools


In-Depth Agreement and Compliance Reporting
Run detailed reports on all franchise agreements, FDD download dates, and the actual receipts across your entire system. This feature is invaluable during due diligence processes, such as for private equity assessments or system sales, providing quick answers to critical compliance queries.
Sales Funnel - Disclosure Receipt

Customizable Sales Funnel Management


Targeted Funnel Tracking

This example illustrates a simple sales funnel based specifically on which leads have signed their Item 23. FranDash enables you to define and monitor key stages of your sales process with precision.

Flexible Funnel Customization


Adaptable Viewing Options

Set the criteria for any sales funnel view that you need, customizing it to match your specific business requirements. With FranDash, you can have multiple funnel views, each tailored to different aspects of your sales strategy, ensuring you always have the insights needed to drive conversions.
Sales Funnel - View by Status

Lead Organization by Status with FranDash


Detailed Lead Segmentation

FranDash allows you to organize leads by their current status, enabling you to easily drill down into any specific stage that a group of leads is in. This gives you total transparency over your sales cycle, providing the detailed insights needed to adjust tactics, revamp campaigns, or focus on new closing processes.

Lead Source Analysis


Effective Monitoring and Accountability

Organize and monitor the performance of different lead generation systems, including lead count and closing ratios per provider. This functionality not only helps you understand which channels are most effective but also allows you to hold each provider accountable for the quality of leads they deliver.

Provider Accountability and Cost Efficiency


Micro-Management of Lead Sources

Monitor every lead specifically sent by a lead generation source. This kind of micro-management enforces accountability from your providers, helping to eliminate poor-quality leads and ultimately saving you money.
Sell / Don't Sell - State Registration

State Business Tracking in FranDash


Comprehensive State View

Gain a simple, unified view of all states where your business operates. Track not only the states where you cannot sell ("Don't Sell" states) but also monitor the registration states that are currently in the process of being approved.

Automated Lead Management


Targeted Communication Automation

FranDash can be configured with automation features to send out custom messages specifically to those leads coming from "Do Not Sell" states, ensuring compliance while maintaining engagement.

Enhanced Compliance Alerts


Immediate "Do Not Sell" Notifications

Whenever there is an attempt to send an FDD to a lead in a state where you are not registered, you will see a "Do Not Sell" flag. This feature helps prevent compliance issues and ensures that your franchise operations adhere to state-specific regulations.
Live desktop version preview | Limited functionality