Tools for Your New Franchise

7 Tools Every Franchisee Needs to Start, Run, & Grow Their Business in 2024

Starting as a new franchisee might seem like a shortcut to success, thanks to the backing of an established brand. However, the real challenge is gearing up to launch, manage, and grow your business independently.

In this venture, the right support system is crucial. You need a team that shares your dedication to success. But equally vital are the tools you choose to streamline and enhance various facets of your franchise.

Below, we’ve handpicked a list of 7 indispensable tools every franchisee can use to set the stage for rapid, sustainable growth. Here’s to building a successful business!


1. ZoomShift

ZoomShift simplifies staff scheduling for franchises, making managing shifts across multiple locations quick and efficient. Its user-friendly interface and powerful features ensure your scheduling aligns perfectly with your business needs, enhancing operational efficiency and staff satisfaction.

Here’s why ZoomShift is essential for your franchise:

  • Intuitive Scheduling: Easily create, share, and adjust schedules with a few clicks.
  • Real-Time Updates: Keep everyone informed with instant notifications and updates.
  • Flexible Management: Adapt to various scheduling needs, from multiple locations to seasonal changes.
  • Employee Self-Service: Empower staff to view schedules, request shifts, and swap shifts directly in the app.
  • Boosts Morale and Efficiency: Reduces administrative tasks for managers, focusing on improving staff morale and business operations.

2. Slack

Slack revolutionizes communication within franchises, organizing all team interactions, decision-making, and collaboration in one accessible platform. Slack ensures that everyone stays connected and aligned in the office or remotely, which is crucial for maintaining the high standards customers expect from a franchise.

Here’s how Slack stands out:

  • Centralized Communication: All your chats, decisions, and teamwork are organized in one place.
  • Seamless Integration: Works with numerous tools for notifications, project management, and updates.
  • Organized Channels: Dedicated spaces for various topics or teams keep information tidy and retrievable.
  • Powerful Search: Easily find past conversations and files, eliminating the need for email searches.
  • Enhances Teamwork: Streamlines communication across locations, keeping everyone in sync.

3. Basecamp

Basecamp offers a comprehensive solution for franchisees to manage multiple tasks and projects efficiently. Acting as a central hub for all project-related activities, it simplifies project management with its user-friendly interface and integrated features.

Here’s why Basecamp is indispensable for your franchise:

  • Centralized Project Management: Organize all your projects, deadlines, and collaborations.
  • Integrated Tools: Combines to-do lists, file storage, deadlines, calendars, and messaging on a single platform.
  • Transparency and Accountability: Ensuring everyone knows their tasks and deadlines is crucial for consistent franchise performance.
  • Collaborative Environment: Discussion boards and check-in questions foster teamwork and keep everyone engaged.
  • Streamlines Processes: Turns chaotic management into a structured, focused workflow for the entire franchise.
UniTel Voice

4. Unitel

In franchising, staying connected with your team and customers is non-negotiable. Unitel steps in as a virtual phone system that makes handling calls, texts, and voicemails easy. Whether you’re on the move, at a different location, or working remotely, Unitel ensures that your business communication remains uninterrupted and professional. With features like call forwarding, voicemail to email, and virtual receptionists, missing important calls becomes a thing of the past.

For franchisees, this system is a game-changer. It allows you to set up a centralized phone system for one or multiple locations, ensuring a consistent customer experience. Customizable call menus and extensions mean that calls can be directed efficiently, reducing wait times and improving customer satisfaction.

Here are some standout features:

  • Professional and Flexible Communication: Unitel enables franchises to manage business calls, texts, and voicemails efficiently, ensuring you stay connected in the office or working remotely.
  • Custom Business Numbers: Easily add local, toll-free, or vanity phone numbers to any device, allowing you to separate business from personal communications effectively.
  • Enhanced Customer Experience: Impress your callers with custom greetings and route calls to the right employee or voicemail, ensuring always professional handling.
  • Work from Anywhere: With the ability to take calls on various devices, Unitel supports a flexible work environment, allowing you to manage your business communications seamlessly from anywhere.
  • Exceptional Support: Unitel’s commitment to outstanding customer service includes real, helpful human support to assist with inquiries, ensuring you’re never alone.

5. Zoho

Building and maintaining strong customer relationships is pivotal in the franchise world, and Zoho CRM empowers you to do just that. As a customer relationship management software, Zoho CRM is engineered to help you understand, engage, and retain your customers.

Zoho CRM stands out for its comprehensive features catering to all aspects of customer relations. From tracking sales leads and managing customer interactions to analyzing buying patterns and automating marketing efforts, Zoho CRM encapsulates everything you need to elevate your customer relationship game.

What makes Zoho CRM especially valuable for franchisees is its scalability and customization. Whether you’re just starting or managing a large franchise network, Zoho CRM adapts to your specific needs. You can tailor it to fit your business processes, ensuring your CRM strategy grows and evolves with your franchise.

Here’s how Zoho CRM can help your franchise business succeed:

  • Comprehensive Customer Management: Tracks sales leads, manages interactions, analyzes buying patterns, and automates marketing efforts.
  • Scalable and Customizable: Adapts to any franchise size, allowing customization to match your business processes and growth.
  • Insightful Analytics: Offers real-time data and reports for a deep understanding of your customer base and market trends.
  • Seamless Integration: Works effortlessly with other tools and systems, providing a unified platform for business operations.
  • Relationship Building: Enables meaningful connections with customers, tailoring experiences that encourage loyalty and satisfaction.

6. Xero

Navigating the financial aspects of running a franchise can be complex, but Xero makes it simpler and more efficient. This cloud-based accounting software is designed to streamline your financial management, from billing to reporting. Xero is more than just an accounting tool — it’s a comprehensive solution that brings clarity and ease to your financial operations.

What sets Xero apart is its user-friendly interface and robust features. Whether you’re managing invoices, tracking expenses, or reconciling bank transactions, Xero’s intuitive platform makes these tasks less time-consuming and more accurate. The ability to automate daily financial tasks is a huge time-saver, especially for busy franchisees.

For franchise operations, the real value of Xero lies in its real-time financial reporting and insights. You can instantly access critical financial data, like cash flow and profit margins, helping you make informed decisions for your business. This level of insight is crucial for maintaining the financial health of your franchise and planning for growth.

Here’s why Xero is invaluable:

  • User-Friendly Interface: Simplifies invoice management, expense tracking, and bank reconciliations with an intuitive platform.
  • Time-Saving Automation: Automates daily financial tasks, freeing up valuable time for busy franchisees.
  • Real-Time Financial Insights: Provides immediate access to crucial data like cash flow and profit margins for informed decision-making.
  • Enhanced Collaboration: Allows financial data sharing with your team and advisors, ensuring everyone is on the same page.
  • Strategic Financial Management: Offers a partnership that aligns your financial operations with your business objectives.

7. Zenefits

Managing human resources in a franchise can be complex, but Zenefits simplifies this challenge. As a comprehensive HR software, Zenefits is designed to handle all aspects of your workforce management, from onboarding to payroll and benefits administration to compliance. It’s an all-in-one solution transforming how you manage your most valuable asset — your people.

Zenefits stands out for its user-friendly interface and ability to integrate various HR functions into one seamless platform. This integration means you can easily manage hiring, time tracking, payroll, and benefits all in one place. The convenience of having all HR tasks centralized reduces errors, saves time, and improves overall efficiency.

Zenefits is particularly valuable for franchisees because it ensures consistency across multiple locations. You can maintain a uniform HR policy throughout your franchise network with standardized onboarding, training, and benefits management processes. This consistency is crucial for creating a positive and cohesive company culture and ensuring compliance with labor laws and regulations.

Here’s how Zenefits can benefit your franchise:

  • Centralized HR Management: Integrates hiring, time tracking, payroll, and benefits in one user-friendly platform.
  • Uniform HR Policies: Ensures consistency across all locations, standardizing processes for onboarding, training, and benefits.
  • Valuable Workforce Insights: Provides robust reporting and analytics to track employee performance and HR metrics.
  • Time and Error Reduction: Centralizes all HR tasks to minimize errors and save time, improving overall efficiency.
  • Strategic Workforce Enhancement: Aligns HR processes with your business goals, supporting franchise success and growth.

Over to You

Becoming a franchisee is not easy. So, even if you believe you can be a jack of all trades at your company, you’re wrong.

Each aspect of your new franchise business, from human resources to marketing, requires significant time investments, strategizing, and knowledge.

And this can be done only if you invest in the right tools.

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Editor’s Note: The article is part of the blog series Run Your Business by the marketing team at Unitel, the virtual phone system priced and designed for startups and small business owners.