Grow Your Franchise Brand With CRM & Sales Automation

Recruit More Units Faster In Less Time

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.

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Get leads delivered into CRM from third party sources and brokers.

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Never miss another appointment using calendar, task lists, and reminders.

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Predict your sales forecasts accurately and track your sales pipeline.

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Get your FDDs signed and tracked in CRM using DocuSign integration.

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Organize leads your way from one central location with full 360 degree visibility.

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Follow-up using emails, phone calls, and SMS messages from within CRM.

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Integrate with your MS Office and G Suite email and calendar.

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Get up-to-date sales insights with sales dashboards and reports.

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.

Follow-up Automatically

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.

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