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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.
  • Accounts and Territories: organize franchise locations or account records, assign contacts, and control sharing.
  • Conversations and Mailbox: review contact communication and work with connected Gmail or Outlook inboxes.
  • 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.
  • Websites and Forms: build website pages and forms, publish them, and review visitor and submission activity.
  • Media: organize files and reuse them across messages, pages, and other CRM content.
  • Link Manager: create short links and review click activity.
  • Notifications: receive real-time alerts and follow the status of longer-running work.
  • 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 these 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.
  • AI Features: explains knowledge bases, conversation agents, and voice agents.
  • Billing and Account Management: explains subscriptions and account-level billing tasks.

The modules you see depend on your account type, plan, enabled features, and role permissions. If a page in this documentation is not available in your workspace, ask an admin to confirm your access.

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.