Struggling to manage leads and data across your franchise locations? You need a powerful franchise CRM software. With HubSpot, you can eliminate silos, reduce manual work, and centralize control—helping your franchise scale with consistency and ease.
Running a franchise means juggling multiple teams, locations, and systems—but without the right tech, things quickly spiral into chaos.
MARKETING: Marketing teams often rely on spreadsheets or WhatsApp to manage leads, leading to inconsistent data, high CAC, and missed opportunities.
SALES: Sales reps operate in silos, with manual follow-ups and no visibility into bookings or deals—especially those happening on WhatsApp.
PAYMENTS: Payments from customers to franchisees often lack transparency, making it hard for the parent brand to track revenue in real time.
CUSTOMER SERVICE: Meanwhile, customer service is scattered across channels like Instagram DMs and email, with no central inbox or performance tracking.
Outdated tech stacks only make things worse. Legacy systems don’t integrate, creating silos and inefficiencies. Migration seems complex and arduous—but staying stuck costs more in the long run.
That’s why a franchise CRM software is a must for businesses like yours. And that’s where Niswey and HubSpot step in—we help franchise businesses streamline lead management, automate workflows, ensure payment visibility, and improve customer service. Every location runs in sync, and nothing falls through the cracks.
Watch how we helped DHI, a franchise business, solve lead data inconsistencies and streamline their CRM with a custom-built HubSpot app—Flow Builder.
Are your leads scattered across multiple platforms, requiring manual tracking and management? HubSpot centralizes all lead sources into one CRM, removing the need for manual data entry. It offers a complete view of each lead’s journey, ensuring no opportunity is missed, while providing a unified platform for marketing, sales, and support teams to access all the lead and customer data in one place.
Trigger emails, SMS, and WhatsApp notifications based on lead actions and journey stage to boost engagement and conversions.
With the WhatsApp Flows Mapping feature in Vira, a HubSpot app built by Niswey, you can auto-sync lead responses from WhatsApp into your CRM—no manual updates, no lost data, just clean, actionable info in HubSpot. That translates into automatic lead qualification, and huge cost savings!
HubSpot automates task reminders, ensuring timely follow-ups with every lead. With personalized follow-up sequences and automated reminders, no lead is left behind, reducing manual errors and increasing the chances of conversions.
Tracking marketing spend and customer acquisition costs (CAC) across multiple channels can be challenging, leading to inefficiencies and poor budget allocation. HubSpot’s reporting tools consolidate data from all channels, offering clear insights into CAC. By tracking spend and performance, HubSpot helps optimize budget allocation, ensuring resources are directed for the highest return.
Handling customer messages across multiple channels—like email, WhatsApp, and Instagram DMs—can lead to missed responses, delayed support, and poor customer experience. HubSpot’s all-in-one inbox brings every conversation into a single, unified view. Your service teams can track, respond, and resolve issues efficiently—no matter where the message comes from—ensuring consistent and timely support.
Tracking customer payments across franchise locations is often manual and unclear, limiting real-time visibility for parent companies. HubSpot integrates with payment systems to auto-log transactions, ensuring transparent, accurate revenue tracking across the network.
Outdated legacy systems cause data silos, inefficiencies, and complex migrations. HubSpot integrates with existing tools to centralize data and streamline operations. With Niswey’s migration support and HubSpot’s analytics, you gain seamless transition, clear insights, and improved efficiency across your business.