What We do


We Grow Your Brand Connecting Units with the Corporate

Branded CRM and Marketing Platform for Your Franchise Units

Offer our CRM and marketing software to your franchise units and bring them under a common platform. All your units will use the same data entry forms, sales processes, communication templates, and have consistent information across the board.

You will get deep sales and marketing insights from your units including their current sales pipeline and sales performance.

Personalize our platform with your brand. Add your company name, logo, colors, processes, fields and forms and call it your own.

Connecting Corporate and Franchise Units Under One Platform

Corporate Offices

  • Recruit and manage franchise units.
  • Eliminate data inconsistencies across units.
  • Eliminate fragmented CRM and marketing tools across units.
  • Ensure all units have access to up-to-date information.
  • Improve communication and information exchange with units.
  • Ensure all units use consistent sales processes.
  • Ensure consistent branding and messaging across units.
  • Assign sales leads to units.
  • Track compliance across units.
  • Track aggregated sales and analytics across units.

Franchise Units

  • Generate more sales leads.
  • Improve marketing results using email and social marketing.
  • Follow step-by-step sales processes and convert more leads with less time.
  • Follow-up effortlessly using phone calls, SMS, and emails.
  • Manage projects and tasks.
  • Follow and ensure compliance.
  • Always have up-to-date information from corporate.
  • Receive leads and email/communication templates from corporate.

Everything Your Units Need to Grow. All in One Platform. All Under Your Brand.

Online Lead Capture

Capture leads automatically from your website or social media pages into CRM.

Email Marketing

Engage and warm up your leads automatically using email drip campaigns.

Social Marketing

Grow and establish your brand with social engagement and posting.

Sales Processes

Design step-by-step sales processes with follow-up steps for your units.

Appointments and Tasks

Never miss another appointment with calendars, task lists, and reminders.

Effortless Follow-ups

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

Contracts and Signature

Get your contracts signed and tracked in CRM with DocuSign integration.

Sales Forecasting

Predict your sales forecasts accurately and track your sales pipeline.

Office Integration

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

Send Leads to Units

Send local leads, templates, and processes to your franchise units.

Get Sales and Marketing Visibility

Get detailed sales and marketing insights from your units.

Branded Mobile App

Provide access to critical sales information on the go with branded iOS and Android apps.

Find Your Best and Worst Performing Units

With BrandWide, you will get real-time access to the sales and marketing data of your franchise units, allowing you to understand how your units are performing on an individual basis.

With our interactive reports, you can look at the data at various levels such as your corporate office, country and regional offices, and individual units.

You will be able to drill down and see the performance of individual units over a period of time or see how different regions compare to one another.

A Small Sample of Reports Included with BrandWide. You Can Add Your Own.

Lead Generation

A summary of lead generation efforts by franchise units

Sales Pipeline

A summary of sales pipelines with stages by franchise units

Sales Activities

A summary of follow up activities by franchise units

Marketing Performance

A summary of sales close rate by franchise units

Lead Conversion

A summary of leads converted by franchise units

Sales Forecasting

Sales forecasts with expected close dates by franchise units

Coaching Activities

A summary of your team’s coaching and training activities

Marketing Email Performance

A summary of marketing email open/click thru rate by franchise units


Let’s Get Started … Request a Complimentary Live Demo