Is the Bath Tune Up CRM system provided to franchisees at no additional charge?
Bath_Tune_Up Franchise · 2025 FDDAnswer from 2025 FDD Document
Currently, we provide to all franchisees, without additional charge, access to our BATH TUNE-UP® Customer Relations Management System ("CRM System"). You are required to operate your franchise with the CRM System which is used to receive, nurture and manage customer leads, schedule appointments, generate proposals and invoices, house project photography, record employee time and complete payroll, as well as track profit margins and run various reports. You must use the CRM System for daily functions like tracking and entering purchase orders and receipts, updating inventory, generating sales reports, inventory management, and analysis of financial information relating to the Franchised Business.
You must give us unrestricted independent electronic access (including user IDs and passwords, if necessary) to your computer system for the purposes of obtaining information relating to gross revenues of the Franchised Business, inventory levels, aged inventory and cost of goods sold. You must permit us to download and transfer data on a real-time basis or as frequently as possible, as we determine. There are no contractual limitations on our right to independently access data stored in your computer system.
Source: Item 11 — FRANCHISOR'S ASSISTANCE, ADVERTISING, COMPUTER SYSTEMS, AND TRAINING (FDD pages 27–34)
What This Means (2025 FDD)
According to Bath Tune Up's 2025 Franchise Disclosure Document, franchisees are provided access to the Customer Relations Management (CRM) System without incurring any additional charges. Bath Tune Up franchisees are required to use this CRM system to manage various aspects of their business, including customer leads, appointment scheduling, proposal and invoice generation, project photography storage, employee time tracking, payroll processing, and profit margin analysis.
The CRM system is essential for daily operations, encompassing tasks such as tracking purchase orders and receipts, updating inventory, generating sales reports, managing inventory, and analyzing financial information. This indicates that Bath Tune Up places a strong emphasis on standardized technology and data management across all franchise locations.
Bath Tune Up also requires franchisees to grant unrestricted electronic access to their computer systems, including user IDs and passwords, to facilitate the retrieval of information related to gross revenues, inventory levels, aged inventory, and cost of goods sold. The franchisor can download and transfer data in real-time or as frequently as they determine necessary. This level of access allows Bath Tune Up to monitor the financial performance and operational efficiency of individual franchises, ensuring compliance and providing support where needed. While the FDD states that there are no contractual limitations on the franchisor's right to independently access data, franchisees should confirm what specific data is accessed and how it is used.