CRM & Portals
A central platform connecting head office and every franchisee, leads, assets, training, KPIs, royalties and compliance.
For franchisors running a growing network, Superstack offers franchise portal development NZ head offices and franchisees share. Head office sees every territory's leads, sales, royalties and compliance. Franchisees get their leads, brand assets, training and support from one login instead of a shared drive and a monthly spreadsheet.
head office finds out last
franchise portal development for consistency at scale
Consistency holds when the right way is the easiest way. We build the franchise management portal around your operations manual: leads go where the territory map says, KPIs report themselves, and royalties follow the numbers recorded.
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Each franchisee has an account with its territory on a map and agreement dates. Territories drive everything else: which leads arrive, which KPIs compare, which your accounting software organisation invoices. A cleaning franchisor adding a Hamilton territory draws the boundary once and the rest follows.
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Logos, templates, social posts and campaign packs live in one library, current version only. Franchisees download what they need or order print with their details. A fitness franchise launching a summer campaign uploads the pack once and every studio has it by morning.
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Induction training sits beside the compliance checks each site must complete: health and safety, food control, brand audits. The portal tracks who completed what and when, and chases overdue ones. A hospitality group sees every venue's food control checks before the council does.
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Leads from the website or HubSpot route to the franchisee whose territory covers the address. The franchisee accepts within a set time, or the lead moves on and head office knows. A home services franchisor sees which territories respond fast and which don't.
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Sales, jobs, lead conversion and compliance scores flow in from the systems franchisees use. Head office sees the network ranked, and each franchisee sees their numbers against the network average, not named rivals. A retail network spots the store whose conversion dropped.
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Royalties calculate from the sales reported, using your rules: a percentage of sales, a fixed fee, a marketing levy, minimums, a first-year rate. The portal raises the invoice in your accounting software and shows the franchisee the working, so there is less to argue.
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Head office posts announcements franchisees must acknowledge, and the portal shows who has. Questions arrive as support tickets, not texts to whoever answers, so the field manager sees every open issue. A franchisee asking about a new chemical supplier gets a tracked answer.
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Your team manages the whole network from one screen: add a franchisee, change a territory, adjust a royalty rule, switch off a departing franchisee's access. Every change is logged with who and when, which matters when a franchise agreement ends badly.
A website lead routes by address to the franchisee for that territory. The franchisee accepts, or it moves on and head office sees why. When they mark the job complete and report the sale, the royalty calculates itself and the compliance check is logged or flagged as missing. Head office reads the exceptions, not the whole list.
Your accounting software connects to several organisations: royalty invoices from head office's your accounting software, sales figures from each franchisee's. Stripe and GoCardless collect royalties and fees. HubSpot passes leads in and takes outcomes back. Google Workspace and Microsoft 365 handle sign-in, and Twilio sends the lead alerts.
Any system with an API connects. Click a logo to visit them.
Xero
MYOB
Stripe
Google Workspace
Microsoft 365
Twilio
Shopify
HubSpotAI is optional. Lead routing, royalties and KPI reports run on rules without it, and we add AI only where it saves head office time. See how we use AI and business process automation.
A monthly note on which territories moved away from the network pattern.
A first draft of the update from a few bullet points.
A franchisee asks how to handle a refund and gets the manual's answer, section linked.
Head office runs the network from a browser: territories, asset library, royalty rules, KPI dashboards, compliance status and the support desk. Field managers see their own region.
Franchisees use the mobile app in the field: accept a lead in the car, complete a compliance check with photos, log a sale, read an announcement and raise a support ticket.
The franchisee portal is each owner's home: their leads, their KPIs, assets, training, royalty statements and support. All three share one database, so a sale logged in the app changes tonight's royalty figure.
Territory leads, site compliance checks and royalties on reported contract value.
Home servicesJob leads routed by suburb, van and flyer artwork, and a royalty on each completed job.
Fitness franchisesCampaign packs, trainer certifications and member numbers benchmarked across studios.
Hospitality groupsFood control checks, brand standards and sales by venue, franchised or company-owned.
Retail networksPromotion packs and daily sales feeds, with the outlier store visible by Monday.
Quickest start
We customise the existing Superstack franchise module with your territories, royalty rules and asset library: a franchise intranet with the numbers built in.
Most common
We combine the portal with a CRM, a multi-location dashboard and compliance tracking into franchise operations software for the whole network.
Fully bespoke
A bespoke platform for multi-brand groups, master franchise structures across NZ and Australia, or unusual fee models.
Yes. Brands sit above territories, each with its own asset library, training, royalty rules and your accounting software organisation, while head office sees the group in one view. A franchisee with territories in two brands logs in once and switches between them. Group KPIs compare brands where that makes sense and keep them apart.
Very. We write your fee schedule into the portal as rules: a percentage of gross or net sales, a flat monthly fee, a marketing levy, first-year discounts, and different rates by territory or brand. When the agreement changes, head office updates the rule from a date, and both sides see the working.
They keep it. The portal takes leads from HubSpot and pushes each one to the franchisee's CRM through its API, then pulls the outcome back: won, lost, value. Franchisees on a CRM we cannot connect to report through a short form. Their sales still feed franchise KPI reporting and the royalty calculation.
Each franchisee sees only their territory: their leads, customers, staff, numbers and statements. Access rules sit in the database, so no report or export leaks one franchisee's customers to another. Head office sees what each role allows. When a franchisee leaves, their access ends and their data stays with the network.
Head office creates the account and draws the territory, and the portal does the rest: the welcome email, induction, the asset library, the royalty start date and the accounting contact. The new owner completes training before their first lead arrives, and head office watches progress. The launch checklist becomes a status screen.
Yes. The portal works in a phone browser, and the mobile app adds push alerts for new leads, offline compliance checks and photo capture. A franchisee accepts a lead from the car, completes the site check and logs the sale before driving off. Owners who prefer a desk use the same login.
Built around the way you work.
Your business shouldn't have to fit someone else's software. Tell us how your business works. We'll show you what Superstack can build around it.
Tell us how leads and royalties work in your network today. We'll show you both automated and visible.
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