What is FranFlow?
FranFlow is an all-in-one CRM, marketing, and sales automation platform built specifically for franchisors, franchisees, and franchise consultants.
It allows you to:
Capture and nurture leads
Build landing pages and funnels
Automate email and SMS follow-up
Manage pipelines and tasks
Track reporting and performance
FranFlow centralizes marketing and client communication so you can scale efficiently and stay top of mind with candidates.
What is FranTracker™ (FranServe Portal)?
FranTracker™ CRM inside the FranServe portal is your official franchise consultant candidate management system.
It allows you to:
Manage candidate profiles
Track franchise matches
Access brand data
Monitor placement progress
Submit and manage referrals
Maintain compliance within the FranServe ecosystem
FranTracker™ is the system of record for franchise placements.
Where FranFlow & FranTracker™ Work Together
Most CRMs operate independently. FranFlow does not.
FranFlow integrates directly with FranTracker™ CRM, allowing candidate information to sync seamlessly between both platforms — including all native FranServe data fields.
This means:
No duplicate data entry
No mismatched records
No manual copying between systems
One connected candidate journey
Synced FranTracker™ Fields
Contact Details
First Name
Last Name
Email Address
Phone Number
General Information
Street Address
City
State
Postal Code (Zip)
Country
FranTracker™ CRM Data
Status
Desired Market
Investment
Investment Source
Liquid Capital
Net Worth
Is Currently Employed
Is Planning to Stay Employed
Has Ever Owned a Business
Decision Time Frame
Initial Franchise
Lead Source (not to be confused with Source)
Lead Type
LinkedIn
Additional Details
Additional Information
FranTracker Client Date Created
FranTracker Client Date Last Updated
Activity & Progress Tracking
Journal Entries
To Do List
Placement Process Stage
Let’s Visualize:
Feature | FranFlow | FranTracker™ |
Primary Purpose | Marketing & automation engine | Franchise placement management |
Lead Capture | Landing pages, funnels, forms | Manual entry or referral-based |
Email & SMS Automation | Yes (automated workflows) | No |
Pipeline Management | Custom sales pipelines | Placement process tracking |
Brand Data Access | No | Yes |
Franchise Matching | No | Yes |
Referral Submission | No | Yes |
Native FranServe Field Sync | Yes | Yes |
System of Record for Placements | No | Yes |
Marketing Campaign Reporting | Yes | Limited |