Self Service Modules

franchiseCRM

  • FRANCHISEE CRM

  • A comprehensiveĀ CRM system designed specifically to manage your 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.

  • LEADS

  • 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 ā€œbecome a franchiseeā€ enquiry forms.

  • RECRUITMENT

  • 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.

  • FIELD VISITS

  • Easily schedule, track and report on your Franchisee field visits. Create pre-set Agendaā€™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.

  • OPENER

  • 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.

  • CONTACTS

  • 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.

tasks

  • TASKS

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

  • FILE NOTES

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

  • PROPERTY LEASES

  • Store your Property Leases online alongside your franchisee information. Upload lease documents, set automated reminders and run reports to ensure everything is in order.

documents

  • DOCUMENTS

  • Upload and store electronic documents ā€“ 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.

customer complaints

  • 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.

hr management

  • 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.

leases

  • COMPLIANCE BREACH

  • Keep a track of all franchisee compliance breaches in one place. Upload your issued warning letters and record when they were sent.