From Capture to Conversion—Together

Lead Routing & Sharing

FranMantra’s Lead Routing & Sharing is a smart franchise lead sharing engine designed to distribute, manage, and track leads across consultants, teams, and franchise partners with precision and accountability.

Using territory rules, consultant rotation, and automated reassignment logic, every lead is routed to the right owner without delays or manual intervention.

Lead Distribution Management

Automatically assign leads based on predefined criteria such as territory, brand interest, consultant availability, or performance metrics. Ensure fair distribution and faster response times across your franchise network.

Collaborative Lead Access

Enable multiple authorized users to view and collaborate on shared leads while maintaining clear ownership. All actions remain visible, traceable, and aligned with defined responsibilities.

Lead Tracking & Status Updates

Track shared leads in real time and monitor progress across teams and locations. Gain visibility into lead movement, follow-ups, and outcomes to improve conversion consistency.

Secure Lead Sharing

Protect sensitive lead data with permission-based access controls and encrypted sharing. Only authorized users can view or act on shared leads, ensuring data integrity and compliance.

FAQ: Everything You Want to Know

Lead routing and sharing is the process of automatically distributing leads to the appropriate consultant, team, or franchise partner based on predefined rules and permissions.

Franchise organizations often manage leads across multiple territories and stakeholders. Franchise lead sharing ensures opportunities are routed accurately, followed up quickly, and managed collaboratively without loss of ownership or visibility.

Yes. Leads can be routed using territory-based rules, round-robin consultant rotation, or custom logic based on performance, availability, or specialization.

Yes. Authorized users can collaborate on shared leads while the system maintains a primary owner and full activity history for accountability.

By enforcing permission-based access, logging lead activity, and controlling reassignment rules, the system minimizes data exposure risk and supports operational governance.