Units Marketing

    CRM & Pipeline Management

    CRM setup, automation, and pipeline management purpose-built for franchise recruitment sales processes.

    ★★★★★
    Trusted by Leading Franchise Brands

    The Challenge

    Generic CRM Setups Miss Franchise Sales Nuances

    Franchise sales have unique pipeline stages - from initial inquiry and FDD delivery to validation day and signing. Generic CRM configurations miss these nuances, creating blind spots in your recruitment pipeline.

    Our Approach

    CRM Built for Franchise Sales

    We configure and optimize your CRM specifically for franchise recruitment - custom pipeline stages, automated task assignments, lead scoring models, and reporting dashboards that give you full visibility into your sales process.

    What's Included

    Key Capabilities

    Custom franchise pipeline stages
    Lead source tracking & attribution
    Automated task assignments
    Franchise-specific lead scoring
    Pipeline velocity reporting
    Integration with franchise portals
    Discovery call scheduling automation
    FDD delivery tracking
    Franchisee application workflows

    Expected Outcomes

    What You Can Expect

    01

    Complete visibility into franchise recruitment pipeline health.

    02

    Faster response times through automated lead routing and tasks.

    03

    Accurate attribution from marketing channel to signed deal.

    04

    Data-driven decisions on where to invest recruitment budget.

    Let's Talk About
    Growing Your Franchise

    Book a free strategy call - we'll learn about your brand, understand your goals, and share clear next steps.