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. All in one franchise CRM and development system.
One hub for both sides of network growth
Unlike generic CRM software, our franchise CRM helps you win new units and grow existing ones. In other words: it handles the entire franchise development lifecycle.
Add new candidates, update their details at every stage, and progress them through your pipeline with custom, automated workflows. And encourage established franchisees to request marketing support via a trackable, self-service portal.
The CRM runs on our comprehensive Franchise Management Software, meaning your expansion efforts are connected to the rest of your franchise operations. Everything lives in one accessible source of truth.
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Streamline franchise CRM activities
The Franchise Expansion Manager is powered by dynamic, customizable e-forms and automated workflows.
Franchise development managers and sales reps can:
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Click a button to add a new candidate
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Populate the custom form with relevant information at every stage of the sales cycle
- Add signed FDDs, proof of funds documents, and other evidence
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Track each candidate as they progress through the automated pipeline
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View real-time candidate lists and visual breakdowns
Develop existing franchise units
The Expansion Manager isn't just for recruiting new franchisees. Within the same application, you can encourage established franchisees to self-service marketing support from HQ.
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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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.
Your processes, in your words
We provide you with ready-made e-forms and workflows; you customize them to suit your needs.
Change labels, field types, workflow logic, statuses, 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.
Show and hide form fields
Our dynamic form capabilities allow you to show only the necessary fields for each stage of the sales process. As a candidate progresses through the pipeline, more relevant fields appear. The FDD section surfaces at the disclosure stage, the cooling-off date selector only appears when cooling-off is required, and so on.
Set statuses and RAG alerts
Adapt our templated e-forms and workflows with your own set of statuses, ensuring they cover every step of your recruitment, onboarding, and support processes. You can also set red, amber, and green (RAG) traffic light statuses for your onboarding projects, giving you a quick at-a-glance health check.
Automate notifications
Assign owners to every candidate or marketing ticket and keep them informed at every important stage, from new lead enquiries and booked Discovery Days to completed cooling-off periods, with automated notifications. You can also alert managers when an SLA is breached and a status turns red.
Request documents and files
When necessary, prompt your franchise development managers, consultants, or franchisees to upload documents within the form — such as proof of funds, FDDs, references, and signed receipts. This centralizes evidence in one place, in turn eliminating bottlenecks, miscommunications, or duplicated files.
Access a complete audit trail
Authorized individuals can access a complete audit log of process changes and updates in a helpful list. View the date, user responsible, targeted field, and details of the change itself. This is useful for proving compliance to regulators, as well as identifying internal continuous improvement opportunities.
Finely control data access
Decide who can and cannot view sensitive data on your franchise sales CRM with granular user permissions. You can also harness these capabilities to personalize the dashboard for each role, region, or country, ensuring users only see information that's relevant to their area or responsibilities.
Create dedicated onboarding projects
Once a candidate has signed on the dotted lines, the system opens a dedicated Locations dashboard, marks the new site on the unit map, and sets up a fresh onboarding project.
This project template is completely configurable to account for differences in franchise models and onboarding procedures.
You can track the progress of each managed project in a helpful module on the Expansion Manager homepage.
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Track franchise development in a single dashboard
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.
Benefits of our franchise CRM and development software
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
Completely auditable 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).
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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 franchise CRM software
To learn more about our unique Franchise Expansion Manager, book a personalized demo with one of our experts.
