Units Marketing

    CRM Implementation
    & Optimization

    Plan, implement, and optimize your CRM to track every lead, automate follow-ups, and close more deals.

    ★★★★★
    Trusted by Leading Franchise Brands

    The Challenge

    You're Losing Leads Because Your CRM Is Broken

    Leads come in and fall through the cracks. Sales doesn't follow up fast enough. There's no visibility into the pipeline. Your CRM should be your competitive advantage - instead, it's a glorified contact list.

    Our Approach

    A CRM That Actually Works

    We implement and optimize CRM systems built for franchise sales - with proper lead routing, automated nurture sequences, pipeline visibility, and reporting that shows exactly what's working and what's not.

    What's Included

    Key Capabilities

    CRM strategy & planning
    HubSpot implementation
    Salesforce configuration
    Lead routing & assignment
    Automated nurture sequences
    Pipeline management
    Custom reporting dashboards
    Integration setup
    Team training & adoption

    Expected Outcomes

    What You Can Expect

    01

    Every lead tracked from first touch to closed deal.

    02

    Automated follow-up that speeds up response time.

    03

    Pipeline visibility for sales and leadership.

    04

    Higher conversion rates from lead to customer.

    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.