HubSpot for Fran Dev
HubSpot is the best CRM for Franchise sales and marketing the challenge for most Franchises is implementing and operating it effectively. So let's talk about it.
Table of contents
Why HubSpot for Franchise Development
HubSpot handles the unique complexities of franchise sales and marketing with sophisticated tools for managing relationships—not just leads and deals.
HubSpot's Customer Platform and AI capabilities manage complex, long-term relationships from initial lead through operating territory. You get powerful lead and deal scoring based on your franchise's unique development criteria, complete engagement history across all touchpoints, and real-time visibility across departments and development stages.
HubSpot adapts to your franchise development process through configurable objects, properties, and reporting that match your sales process. You can manage Territory Sales and Transfers in distinct pipelines while capturing data needed for FDD and 606 reporting.
Automation handles lead routing, prospect nurturing sequences, and automated rebook sequences for no-shows, freeing your team to focus on relationship building and deal closing. Extensive integrations connect your existing tools while the modern interface accelerates team adoption.
For franchise systems adding 75-150 territories annually, HubSpot delivers the relationship management, compliance tracking, and operational coordination you need to scale effectively.
The power of HubSpot for Franchise Sales and Marketing
HubSpot is built for complex sales and relationships
HubSpot naturally handles the unique complexities of franchise sales with sophisticated tools for managing relationships—not just leads and deals.
Franchise marketing and sales is a high-stakes process with multiple decision-makers, broker relationships, and prospects who are good candidates but may not be ready to take action yet. HubSpot manages all of this complexity in one connected system designed to support how franchise sales actually work.
- Track multi-partner deals, spouse guarantors, and investor structures without workarounds
- Manage franchise sales cycles with complete engagement history across all touchpoints
- Handle broker relationships and broker-sourced leads with proper attribution and commission tracking
- Provide full visibility into activities and content that influence prospects throughout the development process
- Keep prospects engaged across extended sales cycles with integrated nurturing campaigns and retargeting workflows
HubSpot is built for complex sales and relationships
HubSpot naturally handles the unique complexities of franchise sales with sophisticated tools for managing relationships—not just leads and deals.
Franchise marketing and sales is a high stakes process with multiple decision-makers, broker relationships, and prospects who are good candidates but not ready to take action yet. HubSpot manages all of this complexity in one connected system designed to support how franchise sales actually work.
- Track multi-partner deals with spouse guarantors and investor structures without workarounds
- Manage long franchise sales cycles with complete engagement history across all touchpoints
- Handle broker relationships and broker-sourced leads with proper attribution and commission tracking
- Provide full visibility into activities and content that influence prospects throughout the development process
- Keep prospects engaged across extended sales cycles with integrated nurturing flow and retargeting campaigns
HubSpot's Customer Platform and AI features are ideal for Franchise systems
HubSpot's integrated Customer Platform manages the complex, long-term relationships that define franchise development from initial lead through operating territory.
The platform's AI capabilities work within your franchise development workflow, surfacing insights and automating decisions that help you close more territories faster. Everything connects seamlessly so your marketing, sales, and operations teams work from the same complete picture.
- Fast-moving AI powered features built into the flow of work
- Track and manage every aspect of the franchisee journey
- Powerful lead and deal scoring based on your franchise’s unique development criteria
- Single source of truth with a complete history from marketing leads through operating franchisees
- Real-time visibility across departments and development stages
HubSpot can also extend to other Franchise needs include Transfers, Field Support, Developing and Launching territories.
HubSpot has powerful integrations and a robust 3rd-party ecosystem
HubSpot connects with the tools your franchise development team uses to create a unified view of your entire sales and marketing operation.
Your franchise sales process spans multiple platforms—from lead generation and communication tools to compliance systems and territory mapping. HubSpot's extensive integration ecosystem brings all your tools together seamlessly, ensuring complete visibility across your franchise development activities.
- Thousands of native integrations in the App Marketplace that connect HubSpot to best-in-class tools across every business function
- Integrates with email and meeting platforms your team uses daily
- Connects with call and SMS platforms like JustCall for comprehensive communication tracking
- Connects natively to ad networks to create leads and report on paid media performance
- Build custom integrations with platforms like Zapier or complete API access
HubSpot’s flexibility and configurability make it highly adaptable
HubSpot's flexibility means it adapts to your franchise development process instead of forcing you into a rigid system that doesn’t meet your needs.
HubSpot's powerful built-in capabilities can be configured to meet your franchise’s needs, and expanding on them with custom objects, properties, and reporting, you unlock additional power to precisely match your franchise sales process.
- Manage Territory Sales and Transfers in distinct Pipelines
- Track and manage operating Territories or Locations with custom objects and properties unique to your needs
- Capture the data you need to make FDD and 606 reporting easy
- Smart content modules and personalization can deliver tailored content for your prospects on web pages and in email
- HubSpot Teams, Views, and Permissions settings tailor HubSpot to how your teams work
HubSpot works how people work
HubSpot's modern interface and prevalence in the marketplace requires less training to get employees in every division up to speed.
HubSpot is built around modern workflows and familiar interface patterns. This accelerates adoption and lets your team focus on getting their work done.
- Larger talent pool with HubSpot experience makes hiring and onboarding team members easier
- Intuitive interface requires minimal training to get teams productive
- Customizable views let each role see exactly what they need for their daily activities
- A native mobile app supports reps working from Discovery Day, trade shows, etc.
HubSpot's modern automation tools save time and produce better outcomes
HubSpot's automation capabilities can handle the repetitive tasks and handoffs that cause bad data and slow teams down.
Your franchise development process involves multiple touchpoints, long nurture cycles, and coordination between sales, development, and operations teams. HubSpot's automation helps keep things moving (and keeps them from falling through the cracks), freeing your team to focus on high-value activities like relationship building and deal closing.
- Lead routing to assign prospects to the right sales rep based on your team structure
- Powerful workflows to handle franchise development processes
- Sequences to nurture prospects in the pipeline with relevant content based on their stage and interests
- Automated rebook sequences re-engage no-shows without manual follow-up from your sales team
- Seamless handoffs between sales, development, and operations teams maintain momentum and context throughout the franchisee journey