A complete view of your pipeline from start to finish.

Get clear visibility into your sales flow

  • See how many contacts are in each stage of your sales cycle.
  • Identify top deals, forecast revenue, and measure performance.
  • Prevent deal delays by spotting inactivity trends across your pipeline.

And start closing smarter

  • Customize your pipeline view to focus on the data that matters most to you.
  • Use one-click filters to surface overdue follow-ups and sort prospects by brand,lead source, or ownership stage.
  • Predict close dates more accurately to manage your time, expectations, and dealflow.

Visual and Data-Driven Insights

FranMantra’s Pipeline Visualization gives franchise consultants instant insight into where every prospect stands — so no opportunity gets overlooked and no follow-up gets delayed.

FAQ: Everything You Want to Know

For franchise consultants, a sales pipeline visually tracks each prospect’s journey, from initial inquiry to final decision. It helps you see where candidates stand and what actions are needed to guide them toward the right opportunity.

You can add new prospects directly using the “Add Deal” option. As conversations progress, simply drag and drop prospects into the next stage. For example, from Initial Call to Discovery or Approved.

Yes. You can fully customize stage names, order, and structure to match how you work.

The CRM provides real-time insights into deal value, conversion rates, and time spent in each stage. This helps you identify bottlenecks, refine your approach, and focus on the prospects most likely to move forward.

Yes. The pipeline supports shared access, allowing consultants, managers, or support teams to collaborate on deals. Role-based permissions ensure visibility stays centralized while accountability remains clear.

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