Franchise management, simplified.

Manage the entire franchise lifecycle from lead generation, conversion, onboarding, to ongoing management with Configio’s comprehensive platform.

Features

Franchise management has never been easier. Configio’s platform provides a simplified workflow that combines all the features you need in one, robust software solution. Plus, Configio accepts feedback and adds new features every month to provide the best solution that meets the needs of your franchise business.

Capture leads, manage sales pipeline, nurture opportunities

Use Configio’s full-feature CRM to capture leads, assign leads to a sales person, and monitor your opportunity pipeline easily. The sales dashboard provides an easy-to-read snapshot of your leads and helps you determine opportunities at-a-glance. Configio’s built-in email marketing automation and work flow tools allow you to nurture leads and move them down the funnel towards closing.

Train and onboard franchise units

Save time getting a new franchise up and running with Configio’s online learning modules and onboarding tasks. This feature provides a solution to educate franchise owners, sign contracts, collect forms, and more. You can even assign online learning modules and monitor task completion to ensure unit success.

Track performance & monitor sales

Continue monitoring sales and overall business health of each franchise from a convenient reporting hub. This customizable dashboard can help you quickly review total sales performance across all units and drill into individual unit performance to identify trends.

Easily collect franchise and royalty fees

Automatically collect franchise fees and per sale royalties with Configio’s robust platform. Streamline the process to collect fees and let us do the work for you. You can set custom rules to collect fees based on your business model and Configio will calculate the required fees to collect from each franchise unit on your custom schedule.

Communicate with your franchisees

Keep each franchise up-to-date and on-track with unlimited email or text messages. Configio allows you to automate alerts and reminders to franchise units based on assigned tasks or performance – never miss sending a reminder with this enhanced feature.

Deploy Brand Assets & Manage Compliance

Set your franchise units up for success with ready-made website themes, images, branding, forms, and pre-loaded copy. Enforce your brand standards, limit editing power controls, and manage compliance with Configio. Easily monitor unit compliance with communication tracking, assigned tasks, and mandatory workflows. You can even receive notifications for uncompleted tasks to further manage compliance.

Award-Winning Platform –
Voted “Most Recommended Platform” by Capterra

Our clients give us a 5/5 star rating.

Trusted by over 500 organizations worldwide.

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After an extensive 5-year search I was introduced to Configio. It’s a one stop shop for companies that are looking to consolidate various business software programs into one robust system.

One of the best aspects of Configio is their customer and technical support team!  Unlike some software companies, Configio is always available and open to suggestions on how to make improvements.  I couldn’t recommend a better software program for your business!”

– Peter Z., Capterra Review

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