Franchise Sales CRM to Manage Leads & e-Sign
Automate process, tasks, data entry, and e-Sign agreements
The Most Effective CRM for Franchise Development
Franchise development is hard. We give you the tools to get organized, follow-up efficiently, and improve your close ratio.
Get leads directly into CRM from websites & other sources
Put leads into an automated campaign
Offer a link to schedule a call with you
Follow a sales process with stages, tasks, and reminders
Manage your pipeline
Offer e-Signatures and store them in CRM automatically
Store all calls, emails, and texts in the history automatically
Use sales dashboards to review progress and things to do
Follow a Sales Process that Works for You
Define and follow the sales process that can be used by your entire team. Layout your sales process and guide your sales team to follow that process to avoid mistakes.
Break your sales cycle into stages such as leads, prospects, and opportunities and define tasks and automated email and SMS follow-ups to complete each stage. Notify managers and reassign if leads are not converted on time.
Never miss another follow-up with focused task lists generated for you every day. You can also let BrandWide follow-up for you using email, SMS, and phone calls.
Integrate With 3rd Party Systems
Integrate with Microsoft Outlook and Google G Suite to synchronize emails and calendars.
Integrate with POS and accounting systems such as Intuit QuickBooks to synchronize customer and invoice information to BrandWide.
Integrate with DocuSign to send documents and contracts for signature to your leads.
Get a Full 360 Degree View of Your Leads
Get a complete 360 degree view of leads from one central location with the click of a button.
- See all critical information – address, phone numbers, and email addresses, contacts, notes, activities, pending tasks and appointments, attachments from one screen.
- All changes and interactions are automatically tracked and available as historical data.
- Extend lead information with custom fields.
- Track critical information from your back office such as sold items and invoices using custom tables.
- Predict your sales forecasts accurately and track your sales pipeline.
- Integrate with email and calendar using MS Office and G Suite integration.
- Get your FDDs signed and tracked in CRM using DocuSign integration.
Make Accurate Forecasts of Your Sales Pipeline
Know what your pipeline is worth at any point. Attribute probabilities automatically based on the deal’s current stage in the sales process.
Run forecast reports for an individual sales rep, the sales manager, or the entire sales team.