SaaS - Franchise Management System

Challenges

• Fragmented workflows across franchise units: Each franchise/store operated differently, requiring a flexible yet standardized system design.
• Strict multi-tenancy requirements: The platform needed completely isolated databases for each tenant to ensure security and regulatory compliance.
• High volume of manual work: Existing manual processes for quoting, invoicing, and job tracking caused delays and inefficiency.
• Demand for scalability: The client needed a system that could support thousands of SMEs as the franchise network expanded.
• Need for modern automation: The client wanted AI-enabled features to reduce workload and improve accuracy, especially in accounting and marketing.

Key Features

1. Multi-Tenant Architecture

• Separate databases for each franchise or SME
• Secure data isolation and customizable branding (white-label support)
• Scales easily as new franchise units join

2. Lead & Customer Management (CRM)

• Lead tracking, nurturing, and status updates
• Automated follow-up workflows
• Centralized customer and prospect database

3. Quoting & Job Management

• Create, manage, and assign jobs from a unified dashboard
• Automated quoting and approval workflow
• Real-time job status tracking across all franchise locations

4. Invoicing & Payment Automation

• Generate invoices automatically from completed jobs
• Digital payment integration
• Financial reporting and reconciliation

5. AI Photo-to-Accounting

• Upload photos/receipts → AI extracts cost details automatically
• Eliminates manual data entry
• Boosts accuracy and speed for bookkeeping tasks

6. AI Marketing Automation

• AI-generated marketing content (ads, captions, email templates)
• Campaign optimization with performance recommendations
• Multi-channel scheduling (email, social, SMS)

7. Franchise Performance Reporting

• Real-time dashboards for revenue, job performance, cost breakdown
• Cross-location analytics for franchise owners
• Exportable reports for finance & operations

8. Workflow Automation

• Automated reminders, task assignments, and job escalations
• Standardized processes across all franchise units
• Reduces manual work and operational errors

Impact