Automations Built for Franchise Sales

If you can describe the workflow, we’ll build it, run it, and optimize it — so no lead ever slips through the cracks.

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 Source

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

Smart logic that adapts to every scenario

FranFunnel's automation engine evaluates multiple variables in real-time to determine exactly what should happen next.

INPUTS

Time & Day

Lead Source

Territory

Pipeline Stage

Decision

Engine

OUTPUT

Perfect Next Action

  • Right message

  • Right channel

  • Right timing

  • Right person

Automated Actions

Actions that fire automatically

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

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.

Automated Actions

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

WORKS WITH YOUR CRM
FC
FranConnect
HS
HubSpot
SF
Salesforce
ZO
Zoho CRM
PD
Pipedrive
++
Custom
FF
⛃
Real-time two-way sync

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.

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.