01
Diagnose
We map how leads, bookings and follow-up actually move today — per location and at HQ — including the handoffs and the tools people keep on the side. You get the gaps in writing before anything is built.
Franchise CRM & multi-location operations
Every location,
Every location,
on one standard.
UnitAlloy builds the CRM foundation for franchise networks. Leads route to the right location, consultations get booked, intake is captured once, and follow-up runs the same in every market — while HQ sees the whole network in a single view.
Built for franchisors and multi-unit operators — from a first cluster of locations to an established system with regions, area developers and a corporate-owned fleet.
Where UnitAlloy does its best work
- Networks of 3+ locations
- Franchisor HQ with real reporting pressure
- Local teams who keep their own calendar and reputation
Industry fit
Built for networks that grow on relationships
UnitAlloy is configured for franchise systems where the growth constraint is leads, bookings and follow-up — not inventory, POS or property management. Pick the closest match to see what the build looks like.
Wellness clinics, med spas and multi-site care
Consultations, treatment plans, memberships and rebooking should not depend on one front desk remembering to chase. Every enquiry lands in the right location's pipeline, intake is collected once, and the follow-up that brings people back runs on schedule whether the site is busy or short-staffed.
- Consultation and treatment booking per location, on shared forms
- Intake and consent capture tied to the client record, not a folder
- Rebooking, membership and no-show sequences that run on their own
- HQ view of enquiries, bookings and retention by clinic
Home services across territories and branches
Speed to lead decides who wins the job. Enquiries route to the branch that owns the postcode in seconds, quotes and appointments run on one sequence, and HQ can see booked work by market without asking six people for a spreadsheet on Friday.
- Territory routing with rules, fallbacks and no unattended lead
- Instant response and booking while the lead is still looking
- Quote follow-up, job reminders and review requests after completion
- Branch scoreboard for response time, conversion and repeat work
Learning centres, tutoring and childcare
Tours, waitlists and enrolments are a relationship funnel that resets every time a director changes or a centre gets busy. UnitAlloy keeps the family journey in one place: enquiry, tour booked, trial, enrolment, and the communication parents actually read.
- Tour and assessment booking at the centre, in the parent's timezone
- Waitlist and enrolment stages that match how the brand actually sells
- Parent communication templates the whole network can rely on
- Enrolment and re-enrolment reporting across centres and regions
Fitness clubs and boutique studios
Trials, memberships, no-shows and lost members are the whole business. Each club gets its own local marketing and front-desk workflow, while HQ gets a clean roll-up of trials started, memberships converted and members worth winning back.
- Trial and guest-pass journeys with automated day-one follow-up
- No-show and at-risk member sequences that run without staff chasing
- Local campaigns per club, one brand voice and approval path
- Network roll-up of trials, conversions and win-backs by club
The method
Diagnose, standardise, roll out
Franchise systems fail in the places nobody owns: the lead that sat overnight, the intake form only one location uses, the report HQ rebuilds by hand every month. UnitAlloy fixes those in that order.
02
Standardise
A network template: pipelines, territory routing, intake forms, automation sequences and reporting that every location inherits, plus the local fields, calendars and branding each site genuinely needs.
03
Roll out
Locations onboarded in waves with training for front-desk teams and directors, then HQ dashboards and permissions that keep the standard alive long after the build is handed over.
Typical engagement: design → pilot locations → network rollout. You own the platform and the data; we configure, train, and leave you with documentation your next hires can follow.
Capability
One network, one playbook
GoHighLevel is the engine. UnitAlloy is the configured machine around it — the parts that make a franchise system behave like one company instead of thirty separate ones.
Territory-aware lead routing
Route by postcode, trade area or a location rule set, with overflow and fallback so no enquiry goes unanswered because it arrived at 9pm on a Sunday.
Booking and intake per location
Location calendars, forms and reminder cadences on one shared structure — so a new site goes live in days, not another bespoke project.
HQ visibility without the spreadsheets
Pipeline, response times and booked work by location, region or owner — the same numbers for everyone, refreshed continuously instead of assembled monthly.
Retention and local reputation
Consistent follow-up, review requests and win-back sequences that run at every site — with local profiles and local proof, not one generic national page.
Fit
Worth being honest about
UnitAlloy is a systems engagement, not a licence. It works when lead flow, booking and follow-up are the growth constraint — and it is the wrong purchase when something else is.
A strong fit
- Multi-location networks where leads, bookings and follow-up decide growth
- Franchisors who need a standard but want local teams to keep ownership
- Wellness, home services, education and fitness brands adding locations
- Teams ready to retire disconnected tools, side spreadsheets and tribal knowledge
Not the right fit yet
- Brands whose real bottleneck is POS, inventory or property management
- Single-location businesses with no plan to add sites
- Networks wanting software to replace an operating playbook they have not written
- Buying a licence and hoping locations adopt it without training or follow-through
Book a discovery call
Forty-five minutes with the people who would run your build. Bring your locations, where you think leads leak, and how HQ currently gets its numbers. You leave with an outline of what a network standard would take — no deck required.
- Your current stack and where the handoffs break
- A pilot-location plan before any network-wide rollout
- What HQ reporting should look like, and who owns it
- Clear scope and timeline, in writing