CRM
Franchise Console

Franchise ops in one view

See performance, compliance, and reputation for every location at a glance. Push brand assets once, enforce approvals, and roll up clean analytics for leadership and lenders.
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A clean dashboard showing franchise performance, compliance, and reputation scores with customizable reports and asset libraries.

Scale consistency without slowing franchisees

Give locations the autonomy to win locally while HQ retains control of brand, budgets, and compliance. It’s the balance thriving systems achieve.

Location management

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  • Store profiles with hours, services/menus, and local promos tied to unique tracking links.
  • Territory maps, duplicate lead prevention, and radius/ZIP routing to protect franchise agreements.
  • Benchmark dashboards (AOV, repeat rate, CSAT) with heatmaps to target coaching.
  • Listings and reviews oversight to keep NAP data and ratings healthy.
A dashboard showing performance, compliance, and reputation for multiple locations at a glance.

Brand governance

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Asset Hubs

Distribute ready-to-run ads, emails, and landing pages with localized tokens and guardrails.

Approvals & Playbooks

Automate approvals for new offers, price changes, and local creatives; ensure policy adherence with checklists, read receipts, and attestations.

Audit histories show who approved what, when.

A dashboard showing ad approval workflows, an asset library with localized tokens, and an audit log for creative changes.

Revenue operations

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  • Lead distribution fairness, SLAs, and automated escalations for unanswered inquiries.
  • Royalty statements and fee audits built from source data so disputes are rare and resolvable.
  • Co-op/MDF fund tracking with reimbursement workflows and proof-of-performance attachments.
A dashboard showing lead distribution, royalty statements, and co-op/MDF fund tracking with reimbursement workflows and proof-of-performance attachments.

Compliance & risk

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Region and brand partitions; configurable access scopes. Location attestations (e.g., food safety, signage) feed risk dashboards to protect the brand and reduce insurance costs.

A dashboard showing regional compliance, brand partitions, and risk scores with location attestations.

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Frequently asked questions

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Related features

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Multi-Account Management

Manage multiple brands or business units with unified governance, reporting, and shared assets across accounts.

Territory Routing

Automate fair, policy-driven lead distribution by geography, skill, partner tier, and availability—protect territories, speed responses, and raise conversion.

White-Label Branding

Deliver fully branded client or customer experiences—custom domains, themes, and notifications—so your portals, emails, and pages look and feel like your customer’s brand at every touchpoint.

User Management

Control user permissions for CRM records, content, and tools so each user has access to the right assets.
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Role-Based Permissions

Control who sees and changes data with roles, field-level permissions, and team scopes that mirror your organization.

Agency Console

A multi-tenant control center that enables administration of many client accounts with speed, safety, and scale.
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