What are some of the daily functions that the Bath Tune Up franchisee must use the CRM System for?
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.
Source: Item 11 — FRANCHISOR'S ASSISTANCE, ADVERTISING, COMPUTER SYSTEMS, AND TRAINING (FDD pages 27–34)
What This Means (2025 FDD)
According to the 2025 Bath Tune Up Franchise Disclosure Document, franchisees are required to use the Customer Relations Management (CRM) System for several daily functions. This system is essential for managing various aspects of the business, from customer interactions to financial tracking.
Specifically, Bath Tune Up franchisees must use the CRM System daily for tracking and entering purchase orders and receipts. Additionally, the system is used for updating inventory levels to ensure accurate stock management. Generating sales reports is another critical daily function, providing insights into sales performance. The CRM System also supports inventory management, helping franchisees optimize their stock levels and minimize waste. Finally, franchisees must use the system for the analysis of financial information related to their Bath Tune Up business, aiding in informed decision-making and financial planning.
This requirement ensures that Bath Tune Up franchisees maintain consistent operational standards and have access to the tools necessary for effective management. The franchisor also benefits from this system, as they are granted unrestricted electronic access to the franchisee's computer system to obtain information on gross revenues, inventory levels, aged inventory, and cost of goods sold. This access allows the franchisor to monitor the performance of individual franchises and the overall health of the Bath Tune Up system.