Everything you need to run your franchise CRM
Step-by-step guides, feature references, and admin tools for every role on your team.
What's in the docs
- CRM Overview
What each module does and how it fits together — contacts, pipelines, workflows, tasks, calendars, and more.
- How-to Guides
Step-by-step instructions for the most common tasks, written for both first-time and experienced users.
- Sub-account Settings
Configure your business account, manage users and roles, set up services, and control billing.
- Super Admin
Agency-level tools for managing plans, sub-accounts, and global platform configuration.
Core Capabilities
Manage contacts, leads, customers, and business accounts from one organized CRM workspace. Teams can review details, communication history, tags, and related records without switching between separate tools.
Track every deal through clear pipeline stages and keep opportunities moving with assigned owners, statuses, and follow-up actions. This helps sales teams understand where each lead stands.
Build workflows for repeatable processes and create tasks for follow-ups, approvals, onboarding, and customer activity. Automation keeps work consistent and reduces manual tracking.
Manage appointments, calendar events, and personal availability in one place. Users can schedule meetings, connect events to contacts, and keep booking times aligned with working hours.
Create reusable email and SMS templates for welcome messages, reminders, and follow-ups. Teams can send consistent communication faster while keeping customer messaging clear.
Use reports to review CRM activity, contact progress, opportunities, communication, and team performance. These insights help managers understand results and improve business decisions.
Update business details, appearance, phone numbers, and territory settings from the CRM. Branding controls help keep logos, colors, and business information consistent across the account.
Connect business and personal services such as email, SMS, calling, calendar, meeting, billing, and social tools. These integrations keep communication and operations connected inside Franmantra.
Organize CRM records with custom fields, tags, folders, and smart lists. Teams can store business-specific details and quickly filter contacts or opportunities for targeted follow-up.
AI is built in, not bolted on.
Voice agents, auto-replies, email drafting, and knowledge-based answers. Learn how to activate and configure each AI tool for your franchise operation.
Read the AI docs