Manage All Contact in One Place
Keep all client and franchise activity recorded automatically in real time
All Decision-Makers, One Complete View
Track every interaction across all contacts linked to a lead. Emails, calls, messages, and notes stay unified, giving franchise consultants full context at every stage of the deal.
Clear Communication Across Every Stakeholder
Keep questions, discussions, and updates organized across all decision-makers involved in the opportunity. The CRM ensures every enquiry is logged, visible, and easy to respond to supporting smoother coordination and faster decisions.
Stay Organized as Deals Get Complex
As more people join the conversation, clarity matters. Multi-Contact Profiles help your team stay aligned, avoid duplicate follow-ups, and maintain consistent communication across the entire buying group.
Customize Contact Roles to Match Your Business Framework
Define and customize contact roles, such as spouse, partner, investor, or advisor to reflect real-world franchise ownership structures and internal processes.
