Franchise CRM to Manage Leads
Automate process, tasks, data entry, and e-Sign agreements
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The Most Effective Franchise CRM for Franchise Sales
Franchise Sales are hard. We give you the franchise CRM tools to get organized, follow your own process, outreach efficiently, and improve your close ratio.
Get leads directly into Franchise 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 Franchise CRM automatically
Store all calls, emails, and texts in the history automatically
Use sales dashboards to review progress and things to do
Built for Franchise Development Teams
BrandWide is purpose-built to support franchise development (FranDev) professionals who need more than a generic CRM. Whether you are a franchise development director, a Fran Dev consultant, or managing franchise sales across a growing system, BrandWide gives your team a centralized platform to move prospects through your FranDev process faster and with fewer dropped leads.
Franchise development requires tracking a long, multi-touch sales cycle that includes lead capture, candidate qualification, discovery days, FDD delivery, and territory agreement execution. Generic CRMs were not built for this. BrandWide was.
Key Franchise Development Features in BrandWide
- Track Fran Dev prospects from first inquiry through signed franchise agreement
- Automate FDD distribution and track when candidates open documents
- Schedule and manage Discovery Day invitations and confirmations
- Set territory-based lead routing rules for multi-region franchise development teams
- Use pipeline dashboards to see exactly where every franchise candidate stands
- Integrate with DocuSign to send, receive, and store signed FDDs automatically
- Run Fran Dev team performance reports by rep, region, or time period
If your franchise development team is still relying on spreadsheets, generic CRMs, or disconnected tools to manage franchise sales, BrandWide gives you a purpose-built system that keeps your entire FranDev operation organized and moving.
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. Brandwide is an effective customer relationship management system.
Follow Up Automatically with Franchise Leads
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 the Tools Your Franchise Development Team Already Uses
BrandWide connects with the software your FranDev and franchise sales teams rely on every day:
- Microsoft Office365 and Google Workspace to synchronize emails and calendars
- DocuSign to send FDDs, franchise agreements, and other contracts for signature directly from your CRM
Get a Full 360 Degree View of Your Franchise 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 Franchise 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 Franchise 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 franchise development rep, your FranDev manager, or your entire franchise sales team. Manage complex business processes and external integrations from a single, secure platform.
Our Customers Get Results
A Sample of Our Happy Customers
Why Franchise Development Teams Choose BrandWide
Franchise development is a specialized sales function that requires a CRM built to handle the unique demands of selling franchises. Here is why growing franchise brands trust BrandWide for their Fran Dev operations:
Purpose-Built for Franchise Sales
BrandWide was built from the ground up for franchise organizations. Every feature in the franchise CRM is designed around how franchise development actually works, not adapted from a generic B2B sales tool.
Scalable Across Your Franchise System
Whether you have 5 franchise locations or 500, BrandWide scales with your growth. Your Fran Dev team gets the same consistent tools and reporting regardless of how large your franchise system becomes.
Compliance-Ready for FDD Management
Managing FDD delivery and tracking acknowledgments is a critical part of franchise development compliance. BrandWide integrates with DocuSign to make FDD distribution, tracking, and storage simple and audit-ready.
One Platform for FranDev and Franchise Operations
BrandWide is not just a franchise CRM for development. It also supports franchise management, onboarding, field audits, and franchisee performance, meaning your Fran Dev team and operations team can work from the same system.
Ready to modernize your franchise development process?
Frequently Asked Questions
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