Franchise Consultant CRM

The IFPG has created a consulting CRM designed specifically for Franchise Sales. With a focus on the Franchise Sales process, our user-friendly CRM software is the preferred choice for Franchise Brokers. This essential tool for your Franchise Consultant business, is INCLUDED free for 90 days in our Franchise Consultant Training Package. Since the Franchise Sales CRM is an IFPG owned company, you will not have to go to a third party for support.

Most consulting CRM's out there today are geared toward other businesses where most of the customer relationship takes place after the sale. Our CRM software changes all of that. We have spent endless hours identifying exactly what Franchise Consultants need to efficiently and effectively increase their contact ratio, then track their leads from the initial discussions to the closed deal.

What Does CRM Stand For?

What is a CRM? The CRM definition is a management tool that denotes strategies and software that allows companies to organize and optimize customer relations. Since CRM is abbreviated, you may be wondering what does CRM stand for? CRM stands for customer relationship management. There are several highlights to CRM tools.

Franchise Sales CRM Highlights Include:

Sales Automation

Increase your contact ratio using our industry-leading email, text message, call, and task reminder automation. Never miss a lead again using our customizable automation sequences (AKA drip campaigns).

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Automatic Nurture/Rehash Tools

Stay in front of your unresponsive and “dead” leads with our multi-channel engagement automation. You may be surprised how many deals come from what you thought were “dead” franchise broker leads.

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Customized Sales Process

Keep your franchise consultant leads on track with our visualized 8-step sales process. Our visual pipeline tools help you keep track of all deals and can be customized to fit your business processes.

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Analytics Built for Franchise Sales

We know your business! “Off the shelve” CRMs don’t offer the analytics you need. Our analytics were built specifically with franchise sales in mind.

Top CRM Reports Include:

  • Sales Progress Analysis: The Sales progress analysis tools in our franchise sales dashboard module allow you to analyze your conversion rates across each stage of your sales cycle. It shows you where you’re losing business, so you can focus on what matters most.
  • Lead Source Performance: Where are you receiving the best return on investment? The Lead Source Conversion report lets you know what leads sources are paying off and which lead sources are striking out. This can help you spend your marketing budget more wisely.
  • Pipeline Visualization In one place, easily see all of your deals, their values, close dates, aging, and pending actions. Roll-up deal values and deal counts by sales stage help you focus your efforts on moving and closing deals.
  • Email Open Rates: Are your leads engaging with your email content? Easily track your overall email open rate with our dynamic dashboards. s

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Franchise CRM Calendar Integration

Sync your consultant CRM calendar with Apple, Google and Outlook calendars.

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