Is FranFunnel “done-for-you” or do we build automations ourselves?

Done-for-you. FranFunnel designs, builds, tests, and maintains your workflows. You describe the process; we implement it and keep it running.

What makes franchise sales automation different from generic drip campaigns?

Franchise follow-up includes variables like lead sources, territory rules, broker relationships, pipeline stages, time windows, and handoffs. Generic tools struggle with edge cases—FranFunnel is built for them.

What can you automate with FranFunnel?

Common automations include instant outreach, territory/broker routing, stage-aware nurture, scheduling prompts and reminders, and clean human handoff when a lead replies or books.

Do automations feel robotic?

They shouldn’t. FranFunnel emphasizes smart timing and stop rules so messaging pauses when a real conversation begins.

Can we keep things manual and only automate certain parts?

Yes. Many teams start by working leads manually in a simple inbox and add automation for speed and consistency. You decide what’s automated and what stays human.

Will this work with our CRM?

Yes. FranFunnel works alongside your CRM and keeps activity in sync via direct integrations or webhooks.

What gets synced back to the CRM?

Typically: lead source data, timestamps, messages sent/received, engagement activity, stage changes, routing outcomes, and handoff markers—configured to match your CRM and reporting needs.

What happens if our process changes?

FranFunnel updates and maintains your workflows as territories, lead sources, routing rules, and messaging evolve—so automation stays aligned with how you sell.

Do you support AI inside automations?

FranFunnel offers optional AI capabilities (currently in beta) that can be layered into certain workflows, such as qualification or meeting booking. It’s never required and is enabled only when it makes sense.

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Automations Built for Franchise Sales

Built for franchise complexity: lead source, territory, pipeline stage, time windows, broker rules — all handled.

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SMS-First

CRM-Aware

Done-for-You

The Challenge

Franchise lead follow-up is complex

Generic automation tools and simple drip campaigns weren't built for the real-world complexity of franchise sales

Multiple Lead Sources

Territory Rules

Broker Networks

Pipeline Stages

Timing Windows

Generic Automations Fail Here

When your workflows need to consider lead source, territory, time of day, broker relationships, and pipeline stage - simple tools can't keep up. Edge cases become the norm.

The Decision Engine

Rules that handle real franchise edge cases

FranFunnel evaluates lead source, territory, time/day, and CRM stage to choose the next best action automatically

Automated Actions

Actions that fire automatically

Based on the decision engine's logic, these actions trigger instantly — no manual intervention required.

Keep it simple when you want. Turn on advanced automation when you need it.

Instant Outreach

Personalized SMS sent within seconds of lead submission. No delay, no missed opportunities.

Personalized with lead data
Branded sender ID
Response tracking

Smart Routing

Automatically assign to the right rep or broker, create CRM tasks, and trigger internal alerts.

Territory-based assignment
Broker vs direct routing
CRM task creation

Automated Nurture

Multi-channel campaigns that know when to pause, when to escalate, and when to hand off to a human.

SMS + email sequences
Stage-aware pausing
Human handoff timing

Every action triggers in real time — based on your custom franchise logic.

Example Workflows

Real-world franchise use cases

These are actual workflows we've built for franchise brands. Yours can be just as custom.

For a deeper dive into the strategy behind these workflows, read our Franchisor's Guide to Automating Sales Process

AI can be layered in for qualification or meeting booking — only when it makes sense

Done-for-You

You don't manage automations. We do.

FranFunnel isn't a self-service tool. Our team designs, builds, and maintains every automation — so your team can focus on closing deals.

We design it

Tell us your workflow logic, and our team maps it out — edge cases included.

We build it

Our specialists configure everything in FranFunnel. No DIY, no learning curve for you.

We maintain it

Need to tweak timing? Add a new source? Change routing? We handle updates too.

If you can describe the workflow, FranFunnel can build it, automate it, and run it for you.

CRM Sync

Your automations stay fully in sync with your CRM

FranFunnel's automations don't exist in a vacuum. Every action, every message, every lead update syncs automatically with your CRM — keeping your data clean and your team informed.

Lead data synced in real-time
Activity and conversation logging
Stage changes trigger automations
Two-way field mapping
No duplicate records

Real-time two-way sync

Automations FAQ

Is there a setup fee? ▾

Do you handle the setup for us? ▾

Can we start simple and add automation later? ▾

Is AI required to use automations? ▾

What happens if a lead replies or books a meeting? ▾

Let's talk

Want to see exactly how your franchise sales automation would work?

Book a demo and we'll walk you through exactly how FranFunnel's automations would work for your franchise sales process.

Book a Demo

Free consultation · No commitment · See custom workflows

Core Features

You don't need to set it up yourself. We'll configure everything for you — fast.

Automated SMS, Email & Calling

Instantly follow up with leads across every channel.

CRM & Lead Tracking

Visual pipelines, lead scores, rep performance — built for franchise sales.

Seamless Integrations

Works with your forms, CRMs, and calendars. Set it and forget it.

White Glove Setup and Support

We don't just hand you a tool — we build your automations with you. No DIY workflows. No setup fees. Just tell us what you want and we'll get it live.