Task Manager
Franchise CRM task management solution engineered to enforce execution discipline across franchise consulting teams. It enables organizations to assign, schedule, and automate daily tasks eliminating dependency on memory and reducing operational risk.
Support your team
Set clear goals, add internal notes, configure notifications, and track sales activities in one centralized system. Gain visibility into both individual and team performance while maintaining consistent execution standards.
Schedule Deal Activities
Provide consultants with structured task lists and calendar views to plan daily, weekly, and monthly activities efficiently keeping deals moving forward without reliance on memory or manual tracking.
Track Lead Communication
Unify outreach across calls, emails, and follow-ups. Every task and interaction is logged automatically, ensuring each prospect receives timely attention throughout the sales journey.
AI-Assisted Task Prioritization
Leverage AI-driven insights to identify priority tasks, highlight overdue actions, and surface real-time recommendations that help consultants focus on the activities most likely to drive results.
Customizable Dashboards
Customize dashboards to reflect operational priorities. Monitor task completion rates, workload distribution, and performance trends across franchise consultants and regions with enterprise-level clarity.
Mobile Execution Enablement
Enable consultants to access and manage assigned tasks via iOS and Android applications ensuring continuity of execution regardless of location.
