Multi-location & local · CRM & automation

CRM & routing for multi-location operators

Multi-location operators rarely have a lead problem. They have an ownership problem: a lead that could plausibly belong to three branches usually belongs to none of them. Routing has to make ownership unambiguous at the moment of arrival, because nobody will assign it afterwards.

04Pipeline architecture · Speed-to-lead
CRM & automation04
Pipeline architectureSpeed-to-leadAttribution
Multi-location & localIllustrative

CRM & automation infrastructure

Pipeline architecture, speed-to-lead, follow-up, and reporting.

CRM & automation · Multi-location & localOne pairing of the matrix
Covers
Franchises · Multi-site services · Senior living groups
Architecture
Unchanged from every other vertical — only the breaks differ
Engagement
A defined build, or run under management

What usually breaks

Before anything gets built.

The same failures recur across multi-location & local. Strygon maps the specific system before proposing anything, but these are the ones worth checking for.

Siloed sites

Each location’s leads live in a different inbox, so there’s no single pipeline and no comparison across sites.

Listing sprawl

Local profiles and listings drift out of date location by location, quietly costing local search rank.

Friday spreadsheets

Roll-up reporting is a spreadsheet someone rebuilds every Friday, always a week behind.

Recurring in multi-location & localObserved pattern · the specific system still gets mapped

The approach

What Strygon does about it.

CRM & automation infrastructure, aimed at those failures specifically rather than at a generic checklist.

01CRM & automation
Unambiguous ownership at arrivalCRM & automation
01
Part of the scoped build

Unambiguous ownership at arrival

Routing assigns by location, service, and capacity, with a fallback that guarantees no lead is left unowned.

02CRM & automation
Per-location pipelines that roll upCRM & automation
02
Part of the scoped build

Per-location pipelines that roll up

Each site runs its own pipeline while the operator sees one consolidated view, without either being a manual export.

03CRM & automation
Speed-to-lead measured per siteCRM & automation
03
Part of the scoped build

Speed-to-lead measured per site

First-response time is reported by location, which makes the underperforming branch visible instead of averaged away.

The approach for this pairingScoped in writing before work starts

What gets built

Concrete deliverables.

Everything in crm & automation infrastructure, applied to how multi-location & local actually runs.

Pipeline and stage architecture
Lead routing and speed-to-lead automation
Recurring invoicing and payment workflows
Reporting that ties spend to closed revenue
In scopeScoped in writing before work starts

Also for this industry

Other parts of the same system.

Start

Start with what’s broken.

Send the situation in a paragraph. Strygon comes back with a read on what’s likely wrong and what it would take to fix, before anyone talks about price.

Most builds start withleads dying in an inbox., three half-finished pipelines., follow-up nobody owns., numbers that never agree., four vendors blaming each other.

What to send
A paragraph. What broke, and where it shows up.
What comes back
A read on what is likely wrong and what fixing it takes.
Price
The last conversation, not the first