The Franchise Consultant Project
We built a truly bespoke CRM system solution for the client which was completely adapted to their current workflow and...
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The Franchise Consultant were previously using a system called Lead-Handler. While the system in itself was not strictly terrible, they had a fair few grievances with it. The major problem was that they were paying £1,200 a year for every new franchisor they added into the system.
Initially that money was fine but when they grew to more than 30 franchisors then they realise they were paying more than whopping £30,000 per year. And after all, Lead hander was an off the shelf so it was not perfect.
They had a lot of Wishlist items built up over the years and then come to us via our existing client who referred us and all became history.
Our Solution:
What we developed for them instead is a completely new bespoke fit-to-purpose system, where they would be able to add as many franchisors as they want to the system, while also still allowing each individual franchisor to be able to sign into the system as they had with the Lead Handler, so as to not take anything away rather added tons of new features they were waiting for long term!!
We also have improved on the faults of the old CRM system, which has allowed it to be much more value of money.
We also added lots of items from their Wishlist to improve the system.
And don’t tell this to anyone that we’ve charged around half of their yearly spend to build the new system for them!!!
Read our article on Back office solution and if you need one, please feel free to contact us at 0800 677 1786, 01604 211 370
Features
Appointments / Reminders
Client Portal
CMS
CSS
Database System
Document Generation
Enquiry / Quote
Workflow management
Testimonials
Been working with Ashish and the team for 8 months now. Issues and development work are very quickly sorted. We will continue to use these guys for a very long time. Thanks team for making my life a lot easier.
Kirsty Morley
kirsty@premierinsurancebrokersltd.co.uk
01773 535521
email@web-alliance.co.uk
32 Thruxton Drive
Northampton
NN3 6ES,
United Kingdom
0800 677 1786