Franchise CRM
At a franchise head office every franchisee is a separate counterpart: one reads the announcement, another misses it, and the audit form is typed up back at the office days after the visit, losing its freshness in the meantime.
Every item on the audit form becomes an action with an owner and a date; an item left open comes up open at the next visit, and the turnover declaration is linked to the franchisee account.
- Score franchise applications against your own assessment criteria and move them through the approval steps
- Compare each franchisee's sales and target achievement on the same screen
- Plan field visits and fill in the audit form on mobile with photos, tying each item to an action
- Send campaign, announcement and training information to the whole network in one go
- Reply as a team from a single WhatsApp number, so correspondence does not stay on personal phones
| Franchise Application | A candidate application is a record; the assessment criteria and the score awarded are its fields, the approval steps move along as stages, and which candidate is waiting where is read from the list. |
|---|---|
| Franchisee Performance | Every franchisee is an account record; sales, target and actual sit in that account's fields, and the franchisee-level comparison is taken from the report. |
| Brand Standards Audit | A field visit is an audit form filled in from the mobile app; every item on the form becomes an action with an owner and a date, and an item left open comes up open at the next visit. |
| Central Communication | Announcements, campaigns and training information are sent to the franchisee list; who was sent what and when leaves a trace on the despatch record. |
| Royalty and Turnover Declaration | A franchisee's periodic turnover declaration is a declaration record linked to the franchisee account; the period, the amount declared and the royalty calculated sit in fields, and when the declaration does not arrive on time a task is opened for the regional manager. |
The most expensive thing in a franchise network is the audit item that keeps recurring. On the visit 'window display is not to standard' is written down, it is mentioned to the franchisee verbally, and two months later the same item is written down again at the same franchisee. Because what anyone did in between is not held anywhere, the audit stops being a corrective tool and turns into record-keeping.
In Rapitek CRM every item on the form becomes an action with an owner and a date; when the next visit is opened, the items left unclosed from the previous visit come up on the screen in front of you. The steps a candidate franchisee goes through from application to contract move along the same structure, so you never have to ask anyone which candidate is waiting where.
