MULTIPLE CONTACT TYPES

Contact types to
match your unique
workflows

Create distinct contact types for candidates, franchisees, partners and employees

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Franchise leads

Customize How You Identify Every Contact

Segment various Contacts into logical groups for managing, reporting and sales

Franchise leads

Manage various workflows

Generate up to 5 Contact Type segments, allowing for 5 unique sales cycles

Smiling female customer service representative wearing a headset, pointing at a computer screen while working in an office alongside colleagues.

Customize names to match your unique business processes

Ready to optimize your lead management process?

Frequently Asked Questions

They’re categories you create to group and manage contacts, each with its own tailored sales process.

You can have up to 5 different contact types, giving you the flexibility to manage prospects, franchisees, and other key relationships separately.

This feature lets you run different workflows for different audiences without mixing data or stages within your Franchise CRM.

Yes. Each type can have its own sales cycle, stages, and automations.