Franchise CRM software

FranchiseMS franchise CRM software runs your whole franchise-development process, from first enquiry to signed franchisee. Capture leads, move candidates through a clear recruitment pipeline, hold every discovery day and application review in one place. Then, on signature, it feeds onboarding directly so the new franchisee becomes a fully set-up unit with nothing re-keyed.

What you get

A recruitment pipeline built for franchising

Track every candidate through clear stages (new, contacted, nurturing, qualified, signed) so you always know where each opportunity sits and what comes next. Discovery-day and application-review steps are part of the flow, not bolted on.

Signature feeds onboarding, with no re-keying

When a candidate signs, the CRM hands them straight to onboarding and the record becomes a fully set-up unit. You don't re-type names, contacts or details into a separate system, so nothing is lost or mistyped between recruitment and launch.

One record from lead to franchisee to staff

One record per person means a prospect, the franchisee they become, and the staff they later add are all the same record. Their history follows the person across your network instead of splitting into duplicates.

Keep your sales CRM if you want to

FranchiseMS can connect to an external sales CRM and import its leads, so your existing pipeline tools keep feeding the recruitment process. Capture enquiries directly in FranchiseMS or bring them in. Either way they land in one development pipeline.

CRM franchise management: FAQ

What is franchise CRM software?

Franchise CRM software manages the recruitment of new franchisees, capturing enquiries, qualifying candidates and moving them through a pipeline to signature. FranchiseMS goes further still. On signature, the signed candidate feeds straight into onboarding and becomes a fully set-up unit, so franchise recruitment and operations share one system.

Can I import leads from my existing sales CRM?

Yes. FranchiseMS can connect to an external sales CRM and import its leads into the franchise-development pipeline. You can also capture enquiries directly in FranchiseMS, so both sources feed the same recruitment stages.

What happens when a candidate signs?

The signed candidate feeds onboarding directly and the record becomes a fully set-up unit, with no re-keying. Because there is one record per person, that same record carries forward as the franchisee, and later as their staff, rather than being created again as a new contact.

See FranchiseMS for yourself

Leave your details and we’ll email you an instant demo login (head office, a franchisee unit and the field view, all in one), valid for 7 days. Prefer a guided walkthrough tailored to your sector? Ask for one instead.

Instant demo login, valid 7 days. No obligation. We’ll only use your details to arrange your demo.