Customer Relationship Management

The most important people to your franchise – treated well with customer relationship.

example of community member headshots

Customer Relationship Management

The most important people to your franchise – treated well with customer relationship.

example of community member headshots

Take franchisee’s customer relationship service to the next level

First, when someone thinks of an experience they’ve had with any business, the number one factor that comes to mind is customer service. Therefore, remembering specific customer details can make all the difference. Most important, when it comes to referrals and how the public views the franchise. 

To start, customer management software allows franchisees to record intel. As a result, making it easy to save customer details that they otherwise may easily forget. Subsequently, this carries the potential for making them the industry leader for customer satisfaction. 

Likewise, our franchise management software accommodates many features to ensure franchisee’s customer service success. For example, these effective lead management software, features lead generation, lead tracking software, lead management, and lead nurturing. After that, the CRM system provides a customer database with access to customer relationship management, job tracking software, customer history software.

Finally, customer Intel pieces can be assigned to customers when creating or editing details about the customer’s profile. Moreover, intel are primary filters on the customer reports and also franchisee’s email marketing! Additionally, share down market-specific web content that the franchisees can customize or use directly.

customer relationship management desktop

Customer Relationship

To continue, the search bar allows franchisees to search by customer’s first name, last name, business name, phone number, email address. Moreover, any physical addresses related to their profiles. After that, searching by address can help organize franchisee’s customers by geographic region.

Additionally, another way to search for customers is by using BPro Filter feature. During, franchisees can search for and sort customers by over 15 different pieces of information!

For example, franchisees can search by intel, mood, customer name, business name, phone number, number of orders, address, city, country, customer assets, customer name, customer since, email, last updated, location name, notes, state/province and zip/postal code. To sum up, this makes it incredibly easy to search for any customer.

customer relationship management mobile
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Build

First, build franchisee’s various customer profiles within their network database. Above all, with a standardized and consistent management system.

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Record

Second, every time franchisees learn a new detail or complete a job for a customer, franchisees can update their file. As a result, ensuring that everything is recorded in one convenient location.

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Deliver

Third, give franchisee’s customers the best customer service every time . Most importantly, there will never be anything franchisees missed when working with clients.

Save time ensuring that all of the franchisee’s customer details are recorded

First, this area of BPro software is truly the secret to making a difference with franchisee’s customers. For instance, having the ability to view and differentiate between multiple addresses and contact information items for customers can be essential. 

Second, take note of any special instructions that may be needed. After that, quickly access email history, log notes and so much more all within this area, is truly a valuable asset to the franchise. Subsequently, this feature makes it extremely simple for anyone who is in charge of scheduling jobs and appointments. 

Moreover, the customer service the franchisee’s customers can experience can keep them coming back for years to come. In addition, generating a lead management system, adding customers, nurturing them, and maintaining them with access to customer history is essential in the growth of the franchisee’s business. 

Following this, the customer management system also lets franchisees quickly see a detailed overview of the customer journey. As a result, this covers flagged notes, past and upcoming jobs, services performed, emails that have been sent within BPro. Also, any interactions and insights that franchisees have recorded.

Finally, this truly is a feature that focuses solely on the customer, allowing franchisees to include absolutely anything about the customer. Whether it’s a tiny detail or something that franchisees want to be aware of for future orders.

Make the first step to success today!

Book a demo and speak to one of our BPro Software Specialists today, we are so excited to meet you!

Make the first step to success today!

Book a demo and speak to one of our BPro Software Specialists today, we are so excited to meet you!