Recruit new franchisees and grow your network
Manage your sales pipeline with custom workflows, onboard prospective franchisees quickly, and nurture existing units with self-service marketing support.
One hub for both sides of network growth
Unlike generic CRM software, our Franchise Expansion Manager is purpose-built for multi-location networks and handles the entire franchise development lifecycle.
In one hub, you can log enquiries, nurture leads, manage unit launches and onboarding projects, and support established franchisees with dedicated self-service areas. All while benefitting from our integrated Franchise Management Software application suite.
That means there's no hopping between tools or ferrying data from system to system. Your franchise development efforts stay connected to the rest of your operations in one accessible source of truth.
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1. Capture franchise leads
Generate leads organically via public, spam-protected forms on your website, and use these landing pages as key conversion points in your digital advertising campaigns.
Alternatively, your franchise development managers and franchise consultants can directly log candidates within the Franchise Expansion Manager application.
2. Engage with candidates inside the platform
Overcome communications delays, missed emails, and lost files with in-system communication.
Use our secure extranet capabilities to provide leads with light-weight, permissions-bound access to your hub. Here, they can:
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Communicate directly with their franchise development manager
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Receive email notifications and clickable links to comment threads whenever a note is added to their record
- View authorized documents, such as FDDs and financial data sheets
All without seeing any of your private notes or sensitive sales and operations data.
3. Nurture through a custom pipeline
Our Franchise Expansion Manager application is powered by dynamic e-forms and automated workflows.
We provide you with the ready-made templates; you customize them to suit your needs.
Change labels, field types, workflow logic, pipeline stages, SLAs, and more to suit your tried and tested processes. And build an automated franchise development engine that accelerates signing, onboarding, and unit-by-unit growth.
Set unique statuses
Adapt the pre-built, stage-gated e-forms and workflow templates with your own words, unique set of statuses, triggers, and logic. Ensuring they cover every step of your franchise development and qualification process.
Show and hide form fields
Only show the necessary fields at each stage to avoid confusion. As a candidate progresses through the pipeline, more fields appear. For instance, the FDD section only surfaces at the disclosure stage.
Automate notifications
Assign owners to candidates and keep them informed at every stage, from new lead enquiries to completed cooling-off periods, with automated notifications. You can also alert managers when an SLA is breached.
Upload documents
Prompt franchise development managers to upload documents within the form — such as proof of funds, FDDs, and references, and signed receipts — to centralize evidence and reduce bottlenecks.
Access a complete audit trail
View an audit log of process changes, detailing the date, user responsible, targeted field, and details of the change itself. This is useful for proving compliance to regulators, as well as identifying continuous improvement opportunities.
Control data access
Decide who can and cannot view sensitive data on your franchise development CRM with granular user permissions. You can also harness these capabilities to personalize the dashboard for each role, region, or country.
Get AI summaries
Harness native AI overview capabilities to summarize long note threads and candidate records, simplify handovers between team members and regions, and get a better understanding of sales performance.
Ensure compliance
Take advantage of the Expansion Manager's built-in FDD and UK franchise prospectus compliance mechanisms, including signed receipt tracking, disclosure statuses, and configurable cooling-off dates.
Book a discussion call
Are we the right fit? Schedule a 10-minute intro to see if Claromentis is a good match for your franchise network.
4. Convert and onboard automatically
Once a candidate has signed on the dotted lines, the system automatically:
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Launches a dedicated "Locations" site and dashboard, which captures their ongoing sales, operational, and compliance data
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Reclassifies them as a franchisee
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Marks the new site on the unit map
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Sets up a fresh onboarding project, comprising configurable tasks
You can track the progress and red, amber, green (RAG) status of each managed project on the Expansion Manager homepage.
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5. Open units and begin operations
In Claromentis, franchise development and daily operations sit side by side.
Once a franchisee completes their onboarding project, training, and compliance activities, you can grant them access to the operational side of Claromentis, without any platform changes or record transfers. Here, they can:
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Communicate with HQ and your wider franchise network
- Read policies, SOPs, and news updates
- Follow standardized operations templates and automations
- Enrol in training
- Download approved digital assets
- Monitor site performance and sales
- And more
6. Develop your growing network
Once a candidate becomes a franchisee, they'll still retain permissions-restricted access to the Franchise Expansion Manager.
At this stage, the application becomes a hub for continual development, where franchisees can access self-service channels for requesting dedicated marketing and support materials.
There's no risk of missed requests or buried updates. All tickets live within an accountable workflow, where HQ have all the information needed to action every request. Including: the marketing requirement, estimated budget, type of funding, and deadline date.
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7. Analyze your franchise development efforts
Get a bird's eye view of candidate engagement, sales performance, and franchise development across your network.
From one dashboard, you can see:
- A comprehensive list of active candidates, segmented via custom statuses (e.g. "Enquiry" and "FDD/Disclosure issued")
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Current marketing requests and opportunities from established franchisees
- Ongoing onboarding projects, with progress bars
- A real-time map of all the units in your network
- Plus any other custom modules you wish to add, such as discussion room threads
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“We're only early days, but we already know this is really going to help us as a franchise. We love how professional the site will look to onboarding franchisees, and how it will provide our franchisees with instant access to knowledge and support without them having to wait for us to give them an answer.”
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“We are pleased to provide our valued franchise partners with secure and personalized access to the Viterma Intranet, powered by Claromentis. This platform is designed exclusively for authorized users to facilitate seamless communication, collaboration, and access to essential resources within our franchise network."
“Communicating changes or new information across a network of over 100 locations can be difficult. Claromentis offers a user-friendly solution to this challenge by allowing us to upload documents, news, and training quickly, and then display them in a fresh and visually appealing way that drives engagement."
“Claromentis is now an integral part of our franchise owners’ daily business routines. It allows us to have an internal hub full of documents, resources, and updates designed to make our franchisees more successful in their markets.”
E-Forms and workflows
Onboarding projects
Custom modules
Customize layouts and themes with no-code design tools. And add widgets from our extensive FMS suite, including discussion room threads and knowledge base articles.
Real-time data
The dashboard updates automatically whenever a new candidate is added, a project progresses, or a ticket is updated, allowing for real-time analysis and fast decision making.
Locations
View a helpful map of your current units, pulled from our integrated Locations application. This automatically updates whenever a new franchisee signs and onboards.
User Permissions
Set granular permissions to personalize dashboard experiences by role, region, brand, or country. And safeguard your sensitive financial data and PII from unauthorized persons.
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Audit log
See a comprehensive timeline of ticket updates, detailing which form fields changed, who changed them, and when. You can also view time gaps between status changes.
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AI Summary
Summarize each candidate or marketing support ticket, as well as its communication history, with native AI overview functionality. Useful for handovers and weekly status updates.
Extranet
Create a secure, permissions-bound extranet for your interested candidates, comprising useful sales resources, in-system communications, and progress updates.
Communications
Communicate with candidates within the system via integrated notes and comment threads. Managers can also add private notes to each file that only internal users can see.
Notifications
Alert development managers, headquarters, and candidates whenever there's a new note or status update with convenient in-system or email notifications.
Benefits of our Franchise Expansion Manager
Manage development at every stage, in every region
From tracking candidate progress to monitoring onboarding projects and existing franchisee requests, the Franchise Expansion Manager empowers you to develop and grow your network at every stage.
Unlike generic CRM software, the application is purpose-built for multi-location franchise networks. Meaning you can create different dashboard views for every brand, location, or regional manager.
Grow your pipeline faster
Centralizing franchise recruitment and development activities in one hub eliminates the bottlenecks caused by disparate tools, email chains, and scattered document folders. Development managers have everything they need to act quickly, progress candidates, and resolve potential sticking points before they lead to disengagement.
Improve FranDev accountability
Ticket assignments and custom SLA timers provide an added layer of accountability, ensuring sales and marketing teams follow up with leads and requests in a timely manner. Senior leadership can monitor progress within the dashboard and, if necessary, chase the status of each task via Claromentis's integrated communications tools.
Once again, our extensive permissions system allows you to personalize data and displays across every brand, region, or user. Meaning people only see the information that's relevant to their responsibilities.
Identify areas for improvements
Stay audit-ready and compliant
An automated audit log captures every change to your processes, tickets, and support requests. This acts as a detailed pool of evidence that you can present to regulators during audits. It also allows you to identify engaged candidates, investigate risks, and sense-check any updated information (such as edited available investment capital).
Use one platform, keep one record
Other franchise software vendors promise a "one click" conversion of candidate-to-franchisee. But that's not strictly true. Behind the scenes, they synchronize data records between separate products.
In Claromentis, there's only one product, connecting sales and operations.
The candidates that enter your system via the initial lead capture form keep the same record throughout their lifecycle, even after they become a franchisee.
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Franchise intranet and communications
Centralize communications, create one source of truth for documents and assets, and boost franchisee engagement.
Franchise operations management
Automate SOPs, streamline internal and external audits, and keep track of unit-by-unit performance.
Franchise compliance
Distribute policies and enforce acceptance, safeguard your sensitive data, and improve regulatory understanding.
Franchise process templates
Use our configurable templates to streamline store openings, franchise onboarding, incident management workflows, and more.
Get the full software overview.
Go beyond generic CRMs
To learn more about our unique Franchise Expansion Manager, book a personalized demo with one of our experts.
