Franchise
Franchise CRM for franchisors and master franchisees
Qualify enquiries by investment and city, protect each territory and take the applicant through approval, e-sign and setup. Route leads to the right outlet or region automatically.
Your pipeline, ready on day one
These stages come with the template. Rename, add or remove any of them.
- Stage 1EnquiryA franchise enquiry arrives from your website, a franchise portal or a Facebook ad with city and budget.
- Stage 2QualifiedThe caller confirms investment capacity, space availability and seriousness before a senior person spends time.
- Stage 3PresentationA meeting or video call covers the model, unit economics and support, with the deck sent on WhatsApp.
- Stage 4ApplicationThe applicant submits the form and documents for review against territory availability.
- Stage 5AgreementAfter approval, the franchise agreement is sent and signed electronically.
- Stage 6PaymentThe franchise fee and security deposit are collected through tracked payment links.
- Stage 7SetupSite, fit-out, training and licences are tracked on a checklist with owners and dates.
- Stage 8LaunchThe outlet goes live and moves to royalty tracking and local lead routing.
What is a franchise CRM?
A franchise CRM manages the long sale of a business opportunity. Enquiries are numerous, but only a few have the money and the space, so qualification by investment and city matters most. Gandiv captures those fields from the first call, shows which territories are already taken, and sends each application through the approvals your management requires. After the agreement and the fee, the same record carries the setup checklist and then royalty tracking. Once outlets are live, customer enquiries in a city can be routed to the nearest franchisee, so the network benefits from your marketing and not only from your own stores.
Why franchise teams need one
Problem
Most franchise enquiries have no budget or space.
With Gandiv
Investment, city and space are mandatory qualification fields before a lead reaches a senior closer.
Problem
Two applicants are promised the same city.
With Gandiv
A territory map shows what is taken or on hold, and an application locks its area during review.
Problem
Approvals travel through email and WhatsApp.
With Gandiv
An approval workflow assigns each stage to a named approver and records the decision.
Problem
Agreements are printed, signed and couriered.
With Gandiv
E-sign sends the agreement from the record and stores the signed copy on it.
Problem
Setup drags because nobody owns each step.
With Gandiv
A setup checklist with owners and due dates shows what blocks the launch.
Problem
Local customer leads never reach the outlet.
With Gandiv
Outlet-level routing sends a city's leads to the franchisee covering it.
Key features
Territory map
Know which cities are still open
Define territories by city, PIN or radius, and mark them open, on hold or taken. When an applicant reaches Application, the area is held automatically so another caller cannot promise it.
- Open, hold and taken status
- Territory by city or PIN
- Hold released on rejection
Open, hold and taken status
Territory by city or PIN
Hold released on rejection
Qualification
Filter by investment before presenting
Capture investment budget, city, space and timeline in the first call. Scoring rules push serious leads to your best closers and send the rest to a nurture journey instead of wasting presentation slots.
- Mandatory budget and city
- Lead scoring rules
- Nurture journey for low fit
Mandatory budget and city
Lead scoring rules
Nurture journey for low fit
Approvals
Every application reviewed in order
Applications go through approvers such as regional head, finance and brand. Each approves or rejects with a note, and the applicant moves ahead only when every approval is done.
- Named approvers by stage
- Decision notes saved
- Reminders for pending approvals
Named approvers by stage
Decision notes saved
Reminders for pending approvals
Agreement and fee
E-sign and collect in one flow
Send the franchise agreement for e-sign from the record and attach a payment link for the fee and deposit. Signed copy and receipt remain on the applicant file.
- E-sign from the CRM
- Fee and deposit links
- Signed copy stored
E-sign from the CRM
Fee and deposit links
Signed copy stored
Outlet routing
Customer leads to the nearest outlet
Once live, an outlet receives the enquiries from its city or PIN codes. Franchisees log in to see only their own leads, and royalty due dates are tracked from the same workspace.
- Routing by city or PIN
- Franchisee restricted view
- Royalty due reminders
Routing by city or PIN
Franchisee restricted view
Royalty due reminders
What is inside the template
Everything below is created in your workspace when you pick this template.
| Fields | Investment budget · City · Space available (sq ft) · Current business · Territory · Franchise model · Agreement date |
|---|---|
| Automations | Brand deck on WhatsApp after qualification · Territory hold on application · Approval reminder after 2 days · Setup task list on payment received · Royalty due reminder on the 5th |
| Reports | Enquiry to launch conversion · Pipeline by city · Territories open vs taken · Approval turnaround time · Royalty due and received by outlet |
| Message templates | Thank you for your interest in our franchise, here is the brand deck · Your application is under review · Your agreement is ready to e-sign · Your outlet setup checklist is shared |
| Call script | Hello, I am [Name] from [Brand]. You enquired about a franchise in [City]. What investment range and space do you have in mind, and when would you like to start? |
Fields
Investment budget · City · Space available (sq ft) · Current business · Territory · Franchise model · Agreement date
Automations
Brand deck on WhatsApp after qualification · Territory hold on application · Approval reminder after 2 days · Setup task list on payment received · Royalty due reminder on the 5th
Reports
Enquiry to launch conversion · Pipeline by city · Territories open vs taken · Approval turnaround time · Royalty due and received by outlet
Message templates
Thank you for your interest in our franchise, here is the brand deck · Your application is under review · Your agreement is ready to e-sign · Your outlet setup checklist is shared
Call script
Hello, I am [Name] from [Brand]. You enquired about a franchise in [City]. What investment range and space do you have in mind, and when would you like to start?
By role
Franchise head
- See pipeline value by city and stage
- Approve applications from one queue
- Track territories open and taken
Franchise sales caller
- Qualify by investment and city
- Schedule presentations
- Send decks, agreements and links
Outlet manager or franchisee
- See only their own customer leads
- Follow the setup checklist
- View royalty due dates
Integrations for this industry
Related industries
Frequently asked questions
How do I stop two applicants getting the same territory?
Mark territories on the map and hold an area as soon as an application starts. A second caller sees it as on hold and cannot promise it.
Can approvals involve several people?
Yes. Define approvers per stage, such as regional head and finance. The application moves forward only when each has approved, and every decision is logged.
Does it support e-sign for agreements?
Agreements can be sent for e-sign from the applicant record, and the signed document is stored with it. Check that your agreement format meets your legal team's needs.
Can franchisees see the head office data?
No. A franchisee login is limited to the leads and tasks of their own outlet. Head office sees all outlets together.
Can customer leads be routed to outlets?
Yes. Leads can be routed by city or PIN code to the outlet that covers the area, and each outlet sees only its own.
Start with the franchise template
Your pipeline, fields and messages are created for you. Change anything later.