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Phone number
Email address
Head office
Noida office
The right team at TriostackOne will get back to you.
Built for
Multi-Branch and Franchise Management
Many branches
One view above, clear ownership below
Positioning Assessment
One branch can run on a shared spreadsheet. Five cannot. Head office wants one view of the pipeline, while each branch wants to work on its own leads without seeing everyone else's.
Triostack CRM helps with both. Roles and reporting managers give each branch its own team and its own view, assignment rules send leads to the right branch by city or source, and head office sees the whole picture on the dashboard.
How strictly branches can be separated, and how franchise workspaces are set up, depends on your structure. Ask us for the right design for your case.
“Head office sees every branch's pipeline. Each branch sees only its own.”
Sample team scenario
Illustrative example, not a customer testimonial
All Leads
Every lead with its source, status and owner
In the Product
Imagine seeing all your shops at once and walking into any one of them.
Across branches.
Per branch.
By city or source.
Platform Integrity
Across branches
Own leads, own view
Leads to the right branch
Totals above
At a Glance
What changes when every branch is on the same system.
Visibility
Head office sees all
Separate Sheets: Collect sheets monthly
Branch work
Each branch sees its own
Separate Sheets: Whatever the sheet shows
Routing
Leads go to the branch by rule
Separate Sheets: Forwarded by hand
Reports
Rolled up
Separate Sheets: Pasted together
Franchises
Ask us about separation
Separate Sheets: Separate everything
Book a walkthrough and we will set up a sandbox with sample leads, a WhatsApp inbox and a pipeline, so you can try it before you commit.
Live Interface Tour
Real screens captured directly from the production Triostack CRM interface.
Reporting Managers
One view above, clear ownership below
Feature Breakdown
Captured directly from the production Triostack CRM interface.
Hierarchy by branch.
On this screen: Who reports to whom.
How it fits the plan
Map. List branches, managers and teams.
Roles. Set access for head office and branches.
Practical tip
Decide what head office can see and what branches can see before adding users. It is simpler to start strict.
Branch access.
In real life
New branch
Added in an afternoon.
Route by city.
Watch out for
Giving every branch manager the same access as head office.
The head-office view.
Before you start
Execution Plan
List branches, managers and teams.
Set access for head office and branches.
Send leads to the right branch.
Review branch results at head office.
Practical Guide
Before you start
A tip that helps
Decide what head office can see and what branches can see before adding users. It is simpler to start strict.
A common mistake
Giving every branch manager the same access as head office.
Availability: Availability can depend on your plan and setup. Please confirm with our team which capabilities are live for your account, and any prerequisites, before you plan around this page.
In Real Life
Scenario 01
Added in an afternoon.
Scenario 02
Head office compares branches.
Scenario 03
Rules stay consistent.
Straight answers about Multi-Branch and Franchise Management, from setup to what happens next.
Have a question about Multi-Branch and Franchise Management?
Book a free callYes, through roles and hierarchy. Ask us how to design it for your structure.
Yes, access follows role and reporting lines.
Yes. Lead assignment rules support routing. Ask us about conditions on your plan.
Ask us. The right design depends on your franchise model.
Showcase centralized headquarters oversight with branch-level controls and aggregated sales data.
It runs in 4 steps: Map, Roles, Route and Report. List branches, managers and teams.
The real screens on this page include All Leads, Lead Follow-Ups, Lead Pipeline and Reporting Managers, all captured from the product.
Request a demo or start a free trial. Our team can also walk you through a guided setup, so your first session ends with something working.
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