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Welcome to Franmantra CRM

Franmantra CRM is a customer relationship management system built for franchise teams. It helps you keep customers, leads, sales work, messages, tasks, settings, and AI tools in one place.

In simple words, Franmantra CRM helps your team remember who your customers are, what they need, who is working on them, and what should happen next.

Who Uses It​

Franmantra CRM can be used by:

  • Agencies that manage many businesses or sub-accounts.
  • Business admins who manage settings, users, services, and billing.
  • Sales teams who manage leads, contacts, pipelines, and follow-ups.
  • Support or operations teams who manage tasks, calendars, messages, and reports.

Main Areas​

These are the main areas of Franmantra CRM:

  • Contacts: store people such as leads, customers, and partners.
  • Pipeline and Opportunities: track deals from the first stage to the final result.
  • Workflows: run automatic actions, such as sending a follow-up message.
  • Calendar: manage appointments, meetings, and bookings.
  • Tasks: assign work to team members and track what is done.
  • Templates: save reusable email and SMS messages.
  • Reports: review CRM data and export information.
  • Settings: manage business details, users, roles, permissions, services, and billing.
  • AI: use AI for reply suggestions, auto-replies, email writing, SMS writing, and voice calls.

AI Features​

Franmantra CRM includes AI tools that help your team write better messages, answer faster, and handle calls.

  • Knowledge Base: add information that AI can learn from, such as website content, written context, and files.
  • Conversation AI: create a bot that can suggest replies, send auto-replies, and answer using trained information.
  • AI Email Writer: use AI while writing emails to create drafts, improve wording, and respond faster.
  • AI SMS Writer: use AI while writing SMS messages to create short and clear replies.
  • Voice Agent: use AI to answer calls, collect information, trigger follow-up actions, and send a call summary by email.

Admins can turn AI on or off for a business account.

How This Documentation Is Organized​

The documentation is divided into four parts:

  • CRM Overview: explains what each CRM module does.
  • How-to: gives step-by-step instructions for common tasks.
  • Sub-account Settings: explains settings used inside a sub-account.
  • Super Admin: explains admin-level tools for managing agencies, plans, and global setup.

Common Words​

  • CRM: a system used to manage customers, leads, and business communication.
  • Contact: a person stored in the CRM.
  • Pipeline: the steps a deal follows, such as new lead, contacted, interested, and closed.
  • Workflow: an automatic process that runs after something happens.
  • Sub-account: a smaller account managed under a main agency or business account.

Example​

If a new lead contacts your business, you can add the person as a Contact, move the deal through a Pipeline, assign a Task to a team member, schedule a Calendar event, send an Email or SMS, and later check progress in Reports.