Contact Management/Scheduling System (CMS)

Contact Management/Scheduling System (CMS) - fully secure lead management system designed to accommodate franchisor generation and management of prospective franchisee leads and existing franchisee data, inclusive of assigning leads, data and tasks to specific users designated by the franchisor. The CMS will contain a series of custom reports available at the designated user level, with expanded reporting available at the franchisor level. Leads can be automatically imported or manually entered into the CMS, as well as segmented by the user associated with each lead. CMS features include, but are not limited to:

  • Auto import or manual entry of leads
  • Email when new leads received
  • Centralized lead tracking and assignment for lead followup/management
  • Manual task functions for lead management with auto tracking to record task completion
  • Automated task functions relating to lead management and scheduling
  • HTML drip email campaigns
  • Pre-set "Action Plan" series of sequential or date-related tasks
  • Import/Export capability with legacy database
  • Daily, Upcoming and Overdue Task notifications
  • Access control that defines what users can see and do
  • Search and Advanced Search Feature
  • Daily, monthly and yearly calendars
  • Unit Build-out Tracking/Scheduling
  • Franchise Agreement Component Tracking/Scheduling
  • Dynamically generated custom reports
  • Complete data encryption
  • 24/7 hosting and maintenance
  • Hands-on training
  • Technical and consulting support

CMS capabilities cover:

  1. Franchise Sales/Lead Management
  2. Franchise Agreement/Compliance Tracking
  3. Unit Build-out Tracking
  4. Franchisee Customer Management and Marketing