Login
Get Started

Automation

Automation in Franstorm CRM
Empower Your Franchise with Smart Automation

At Franstorm CRM, we understand that managing a growing franchise network can be complex and time-consuming. Our Automation feature is designed to streamline operations, eliminate manual tasks, and improve overall efficiency across all your franchise locations.
Start your free trial now

Key Features of Automation in Franstorm CRM

Workflow Automation

- Create custom workflows that trigger actions automatically based on specific criteria, such as lead assignments, follow-ups, or contract approvals.
- Set it once, and let the system handle repetitive tasks, allowing your team to focus on high-value activities.

Automated Email & SMS Campaigns

- Nurture leads and engage customers through automated email and SMS marketing campaigns. Schedule messages, segment your audience, and let Franstorm CRM handle the delivery at the right time.
- Keep your communication consistent without lifting a finger!

Task Management Automation

- Assign tasks to team members automatically based on predefined rules. Whether it’s a lead inquiry, customer support request, or a follow-up, you can ensure that no opportunity slips through the cracks.

Lead Scoring & Routing

- Automatically score leads based on their interaction and engagement with your brand. Route high-value leads to the right franchisee or sales representative in real time, ensuring a quick response.
- Prioritize and follow up with leads most likely to convert.

Sales Process Automation

- Streamline the entire sales process, from capturing leads to closing deals. Automate proposals, contract generation, and approval processes, reducing delays and enhancing the customer experience.
- Track every step and ensure consistency across your sales pipeline.

Custom Alerts & Notifications

- Set up automated alerts for critical business events, such as missed deadlines, new leads, or sales milestones. Stay informed and in control, even on the go.
- Receive real-time notifications to keep your team proactive and responsive.

Follow-Up Automation

Never miss a follow-up with Franstorm CRM’s automatic follow-up scheduling. Once a lead is contacted or a meeting is held, the system automatically schedules and reminds you or your team to reach out again based on predefined intervals. This keeps the communication flow seamless and ensures that potential deals stay on track.

Data Sync & Integration

- Automatically sync data across your systems and tools, including accounting, inventory, and payment systems. Maintain up-to-date information without the need for manual data entry.
- Seamless integration with third-party platforms keeps your franchise operations running smoothly.

Lead Assignment Automation

Franstorm CRM automates the assignment of new leads to your sales team. Based on custom rules such as location, expertise, or workload, leads are automatically distributed to the right team members. This ensures that each lead is handled promptly and by the person best suited to close the deal, increasing your chances of success.

Why Automate with Franstorm CRM?

  • - Save Time & Reduce Costs: Automating everyday tasks reduces the need for manual intervention, saving your team time and reducing operational costs.
  • - Improve Consistency: Ensure consistency in communication, task management, and sales processes across all franchise locations.
  • - Enhance Franchise Growth: Automation allows your franchisees to focus on expanding and delivering exceptional customer experiences.
  • - Scalability: Our automation tools are built to scale with your franchise, adapting to new challenges and growth opportunities with ease.
Appointment Mnagementaaeyiuyto

Explore the power of automation with Franstorm CRM and take your franchise to the next level. Maximize productivity, drive efficiency, and fuel growth—all while keeping your team and customers happy.