The Modules



Out of the box FZM includes over 30 modules, all custom built specifically to help you manage a high performing franchise network. Every module can be further customised to match your exact needs. Add fields, change reports, hide data, add rules to automate process. Anything is possible and the choice is yours. Of course you don’t have to use every module, we can hide the modules you don’t need.

New Franchisee Enquiries

Store new franchisee enquiries / leads within FranchiZeManager. Automatically allocate leads to your staff based on business rules such as geographic location. You can even have the leads importĀ automatically from your website and 3rd party “become a franchisee” enquiry forms.

Recruitment / Fran Dev CRM

Manage candidates through the recruitment pipeline from first contact to appointment as a Franchisee. Set your own recruitment process and track the progress of candidates and the effectiveness of your franchise growth activities. Record notes, archive emails and keep a full audit and compliance trail. Plus much more.

Online Applications

Move all your application formsĀ on-line. Allow new franchisee candidates to login and complete their details online. Remove paper applications and disclosure forms plus save time re-keying information. You can even use your application process to inform and excite candidates with information aboutĀ becomingĀ a franchisee including embedded video.

Franchisee On-boarding

A project management module designed specifically to help you manage the process of opening new stores/franchisees. Create milestones and tasks. Link them to an open date and assign them to staff. Mark progress, print reports, receive email reminders and keep track of comments.

Franchisee Management

A comprehensiveĀ CRM system designed specifically to manage the entire life-cycle of your franchisees. Record vital information such as franchise agreements, renewal dates, tasks and allĀ correspondence, automate common functions, and moreĀ in a simple and easy to use interface.

Field Visits

Easily schedule, track and report on your Franchisee field visits. Create pre-set Agenda’s and action plan tracking. Record and store contact notes. Even customise to include your own specific audit and compliance check-lists for areas such as Occupational Health and Safety, Marketing and Technical compliance.

Document Management

Upload and store electronic documents – franchise agreements, marketing collateral, operating manuals and standards. Relate the document to a Contact, Enquiry, Candidate, and/or Franchisee. Quickly search, find and retrieve documents.

File / Contact Notes

Easily record contact notesĀ and archive emails against candidates and franchisees. Keep a full history of all interactions.

Tasks Management

A task system to track everything that needs to be done. From contacts to recruitment candidates and franchisees. With automated SMS & email reminders.

Online Calendars

Keep anĀ on-lineĀ shared calendar with automated appointment reminders. To better manage your schedules and your franchisees precious time.

LAMP & Business Plans

Allow Franchisees to create a Local Area Marketing Plan (LAMP) right from within FZM. Plan out their marketing activities, set tasks, track budgets and record outcomes. You get full transparency into their plans.

Sites & Property Leases

Easily schedule, track and report on your Franchisee field visits. Create pre-set Agenda’s and action plan tracking. Record and store contact notes. Even customise to include your own specific audit and compliance check-lists for areas such as Occupational Health and Safety, Marketing and Technical compliance.

Franchise Royalties

Calculate all your franchise fees and marketing royalties within the system. Then automatically have the system generate pixel perfect PDF invoices and send them to franchisees on a scheduled day or at the click of a button.

FranchiZeTrainer LMS

FranchiZeTrainer is a complete and fully featured Learning Management System that is integrated with FranchiZeManager. You can author and publish your training materials. Then allow franchisees and staff to access this content online 24/7 through any device. Set online tests,Ā  measure completion rates and award certificates and badges.

Franchisee Staff Directory

Keep a directory of staff that work at your franchisee’s business. Track training, their online learning endeavours and more. Create a direct communication channel to the people that represent your brand in the field.

Customer Complaints

Manage customerĀ complaintsĀ and praise from first contact through to resolution. Relate feedback to Franchisees, Staff members and even products or services. With tasks, comments and measurements.

Dashboards & Charting

FranchiZeManager has a suite of graphical dashboards to help you keep track of every aspect of your franchise network. We know from experience that every franchisor wants to report on something different so let us create any type of custom report you require, you can even schedule them to have them delivered to your inbox automatically whenever you wish.

Electronic Communications

CreateĀ templateĀ email communications. And enable one clickĀ sendingĀ of emails throughout different modules. Use ‘smart tags’ to insert data into emails and even automate sending of mail by business rules.

Performance Benchmarking

Upload your data and report on franchisee performance with dashboards, rankings and charts. Report against preset benchmarks or against others franchisees. Allow franchisees log-in and review performance. Your data, your KPIs, your preferred reporting format.

HR Management

The HR module enables you to store all your employee & contractor details. Personal identification details, salary & wages information, superannuation details, training and qualifications, employment history plus more. You can also manage leave and view a leave calendar to see who is away.

Contact Management

Store all your contacts online and allow your staff simple shared access to phone, address and any other details. Relate a contact to other records including Franchisees, Recruitment Candidates and Leads. Effortlessly archive your emails against Contacts, keep notes and store documents and correspondence against them.

Email Archiving

Quickly & simply archive emails to FranchiZeManager. Just forward any email to your dedicated FZM mailbox to store that emailĀ against a Contact, Staff Member, Enquiry, Recruitment Candidate or Franchisee within FranchiZeManager. Keep email audit trails simply and easily.


Create and manage your training events within FranchiZeManager. Select staff to invite, send event invitations and reminders, record staff acceptances plus attendance and results. The easy way to manage your franchise training online.

Franchise Forms

Create online forms to collect data from Franchisee. Use it for surveys, KPI collection, to quickly gather Franchisee information.

News, FAQs, Noticeboards

Distribute news items, presentations and newsletters to franchisees and staff. Include text, links, attachments or even embed complex visual presentations using Projeqt or SlideShare.

Franchisee Forums

Online forums and discussion boards for your franchisee community. Allow users to create profiles, post messages and leave replies. Use it for Official Announcements, improvement ideas, training and feedback or just franchisee socialisation in a place you can monitor and control.

Operations Manual

Author and publish your Ops Manuals online, keyword search, track & report reads.

Customer Management

Keep your customer database online as part of FranchiZeManager. Allocate customers to franchisees and grant franchisees access to theirĀ own customer database. Store customer details, notes, invoices, sales, orders and more.


Allow Franchisees to generate personalised PDF invoices for customers from the system. Send invoices by email, fax or print. You get full transparency and knowledge of sales allowing you to calculate franchise fees and royalties.

Stock Ordering

A completeĀ on-lineĀ ordering system for franchisees to order stock from you. Maintain your stock items online. Franchisees can submit orders and track shipped items. Use it for supplies, materials or even marketing collateral.

Ready to get started?