HubSpot CRM for Franchises
Scale Your Franchise Network with Unified Marketing, Sales, and Service
Personal walk through and demo
Octo 360 is a HubSpot-accredited GOLD partner with proven experience in delivering large-scale, complex implementations and optimizations of the HubSpot platform.
What Our Clients Say, Real Stories, Real Results
Challenges Franchises Face
Incomplete or Missing Data
Franchises often suffer from fragmented data living in disconnected systems. Without unified reporting, it’s difficult to measure ROI, optimize campaigns, or ensure franchisees are following up on leads.
Lead Routing Limitations
Many franchises lack the tools to automatically and fairly route leads to the right locations or owners. This leads to lost opportunities and little insight into how leads are handled after handoff.
Complex Tech Stacks & Low Adoption
Enterprise-level tools are often too rigid or complex for franchise owners. Tools need to be powerful and customizable at the corporate level while remaining intuitive and easy to use for local teams.
Inconsistent Processes Across Locations
Without standardized workflows and reporting, each franchise may operate differently — creating operational inefficiencies, off-brand experiences, and missed revenue opportunities.
Tired of Manual Lead Routing and Siloed Marketing Tools?
HubSpot and Octo360 empower franchisors and franchisees with a CRM that scales with your growth. From lead assignment and campaign automation to performance tracking, we unify your operations and improve ROI.
Why HubSpot for Franchises — and Why Octo360
Automate and Scale Your Lead Management
HubSpot’s workflows, lead rotation logic, and chatbots ensure leads are instantly and fairly distributed. Real-time notifications and activity feeds help franchisees follow up promptly, improving response rates and conversions. Octo360 configures custom lead routing to match your business model and territory rules.
Align Corporate and Local Marketing
With business units, templates, and global brand controls, franchises can maintain brand consistency while allowing local marketing flexibility. HubSpot’s Marketing Hub empowers teams to automate email sequences, manage social posts, and personalize campaigns at scale.
Measure What Matters
HubSpot enables closed-loop reporting across franchisees with funnel reports, productivity dashboards, and marketing ROI analytics. Octo360 helps you build the right reports so every location knows what’s working — and what’s not — in real time.
Marketing Hub
Create brand-approved campaigns with localized flexibility. Marketing Hub helps franchisors provide templates and automation tools for franchisees to execute personalized campaigns while maintaining brand consistency. With lead nurturing, social scheduling, and conversion tracking, every franchise can run data-driven campaigns.
Sales Hub
Centralize lead tracking across the entire network. Use automated sequences, deal pipelines, playbooks, and shared calendars to help local sales teams prioritize hot leads and close faster. Sales Hub ensures franchisees follow a standard process, while giving corporate full visibility into performance.
Service Hub
Deliver exceptional customer support across locations. With tickets, shared inboxes, chat, and feedback surveys, Service Hub ensures franchisees deliver consistent post-sale service. Octo360 customizes workflows so service operations match each brand’s expectations.
Operations Hub
Keep data accurate across your tech stack. Sync with POS, ERP, or franchise management software using programmable automation. Operations Hub ensures franchisees and HQ work with clean, real-time data to improve efficiency and avoid manual errors.
Let’s Standardize and Scale Your Franchise Operations
Your franchise deserves tools built for multi-location growth. HubSpot and Octo360 help you align marketing, sales, and service across the board — boosting performance without complexity.
Frequently Asked Questions About CRM for Franchises
Can HubSpot handle lead routing to different franchise locations?
Yes. HubSpot’s lead rotation tools, combined with Octo360’s custom workflows, ensure leads are assigned based on territory, availability, or custom logic — automatically.
How does Octo360 support our rollout across dozens of franchisees?
Octo360 handles onboarding, training, and customization. We ensure consistency across your franchise network while tailoring HubSpot to your operational model.
Is it possible to control brand usage while allowing local marketing?
Absolutely. HubSpot’s business units and marketing templates let you maintain brand control while empowering local teams to personalize campaigns.
What integrations are available for franchise systems?
HubSpot integrates with most popular POS, ERP, and third-party franchise management tools. Operations Hub and the App Marketplace make it easy to connect your systems.
How quickly can we launch?
Most franchises are fully operational within 4–8 weeks, depending on the size of your network. Octo360 ensures a fast and effective implementation.