BooXDesk
Our proprietary cloud-based client management platform. It's the CRM and operating system of your franchise, holding every prospect, client, task and close in one place from your first day of training.
Every prospect in your territory, tracked
Leads from your marketing page, referrals from CPA partners, and enterprise accounts routed to you by headquarters all land in one pipeline. You always know who to call next and what you promised them.
One record per client. Everything in it.
Services sold, pricing, documents, contacts, assigned staff and close status live on a single record. When you hand work to the BPO team that services your clients, they work from the same record you do.
Know how your franchise is doing, weekly
Recurring revenue, client counts, close status across your book, and the royalty reporting that keeps you square with headquarters. No spreadsheets to maintain, and no guessing where the month landed.