Case study cover for Jawed Habib Hair & Beauty, with red logo banner and bold 'CASE STUDY' text over a modern salon interior.
  • July 7, 2026
  • Vishal Aggarwal
  • 0
Jawed Habib Case Study | CRM Masters
Case Study

Transforming Franchise Management for 1,000+ Salons
with Zoho CRM & Workflow Automation

One of India's largest salon franchise brands, Jawed Habib manages an extensive network of master franchises and salon franchises across the country. However, fragmented data, manual payment tracking, disconnected franchise records, and inefficient follow-up processes made operations increasingly difficult to manage. CRM Masters redesigned their franchise management ecosystem using Zoho CRM, Zoho Projects, and Zoho SalesIQ, creating a centralised platform that streamlined operations, automated payment tracking, improved franchise visibility, and simplified internal collaboration across the organisation.

Zoho CRM Zoho Projects Zoho SalesIQ Franchise Management Salon Industry India
Client Snapshot
Client Jawed Habib
Industry Salon & Beauty Franchise
Location India
Business Type Franchise Business
Platform Zoho CRM
Prior Setup Existing Zoho CRM (Other Partner)
Delivered By CRM Masters
1000+
Franchises managed
100%
Centralised franchise visibility
Nationwide
Franchise network managed

About the Client

Jawed Habib is one of India's most recognised salon brands, operating one of the country's largest franchise networks. Their business model consists of a corporate office, multiple master franchise partners, and hundreds of franchise salons operating across different cities.

With more than 1,000 active franchises, managing franchise operations, payments, renewals, territory allocation, and ongoing communication had become increasingly complex. Although the company had already implemented Zoho CRM through another implementation partner, the solution failed to meet their operational requirements, leaving teams dependent on spreadsheets and disconnected records. CRM Masters was brought in to redesign the entire franchise management system and build a scalable solution capable of supporting their nationwide operations.

What Was Holding Them Back

Jawed Habib's franchise ecosystem involved multiple stakeholders, thousands of transactions, and continuous operational coordination. Without a centralised system, teams struggled to maintain visibility and operational efficiency.

  • Fragmented franchise information — franchise records were spread across spreadsheets and departments, making it difficult to access complete information for over 1,000 franchises.
  • No centralised franchise hierarchy — there was no unified view connecting master franchises with the individual salons operating under them, making reporting and management extremely difficult.
  • Payment management complexity — with multiple master franchises, each operating its own dedicated bank account, franchisees were making franchise fee, royalty fee, and renewal fee payments to their respective master franchise accounts. Royalty payments, franchise fees, renewal payments, settlements, and discounts were being managed across these separate accounts, making reconciliation slow and error-prone.
  • Poor territory planning — since the organisation follows strict geographical policies to avoid opening multiple salons within restricted distances, manually identifying available territories delayed franchise approvals.
  • Manual franchise follow-ups — monthly feedback calls with active franchises were managed through Excel sheets and handwritten notes, leaving managers with no visibility into completed calls, pending follow-ups, or previous conversations.
  • Limited operational visibility — the plotting team and management lacked a single dashboard to monitor franchise status, payments, renewals, communications, and operational activities.

How We Solved It

Working closely with Jawed Habib, CRM Masters Infotech understood the core problems and designed a Zoho-based plan to address each one directly.

01
Centralised Franchise Management in Zoho CRM
We redesigned Zoho CRM to serve as the single source of truth for the entire franchise ecosystem. Every franchise record now includes ownership details, master franchise mapping, agreements, payment history, discounts, renewal information, communication records, contacts, and follow-up activities in one centralised location.
02
Franchise Hierarchy & Territory Management
We built a structured franchise hierarchy that provides complete visibility from corporate to master franchises and individual salons. Integrated territory management enables teams to view existing franchise locations and identify suitable regions for future expansion while complying with Jawed Habib's distance-based franchise policies.
03
Payment & Royalty Automation via Proforma Invoicing
Since each master franchise operates its own dedicated bank account, and franchisees pay franchise fees, royalty fees, and renewal fees directly into their respective master franchise account, we evaluated payment gateway options first. No single payment gateway could route payments to multiple bank accounts under one merchant account while meeting the project requirements, so we designed an alternative solution entirely within Zoho CRM. Rather than integrating a payment gateway, the CRM generates and sends Proforma Invoices directly to franchisees. Once a franchisee pays into the relevant master franchise account, the payment details are recorded and managed inside Zoho CRM, giving the team a single place to track franchise fees, royalty fees, renewal fees, discounts, settlements, and payment status across every master franchise.
04
Franchise Communication Portal
A dedicated franchise engagement portal was created within Zoho CRM, allowing employees to view the list of active franchises requiring monthly follow-ups. Previous call notes, conversation history, pending actions, and reminders are available within each franchise record, making every interaction more informed and consistent.
05
Internal Project Management with Zoho Projects
To improve coordination between departments, we implemented Zoho Projects for internal task and project management. Teams now manage franchise onboarding, operational requests, renewals, compliance activities, and ongoing projects through centralised task tracking, improving accountability and ensuring timely execution across departments.
06
Website Automation with Zoho SalesIQ
We implemented Zoho SalesIQ on the company's website to improve visitor engagement and enquiry management. A customised chatbot now responds instantly to franchise enquiries, answers common questions, captures lead information, and routes conversations to the appropriate teams, improving customer experience while reducing manual effort.

What Changed After Go-Live

The redesigned platform delivered measurable improvements in visibility, payment tracking, and internal coordination across Jawed Habib's nationwide franchise network.

Centralised franchise management Successfully unified operational data for 1,000+ franchises across India
1,000+ Franchises
Complete payment visibility Proforma Invoice-led tracking of royalty payments, franchise fees, renewals, settlements, and discounts across every master franchise bank account
All Channels
Improved franchise expansion Location-based visibility simplified territory planning and ensured compliance with franchise distance policies
Policy Compliant
Digitised franchise communication Monthly franchise feedback and follow-up processes were transformed from spreadsheets into a structured CRM workflow
Fully Digitised
Improved team collaboration Zoho Projects streamlined internal task management and operational coordination across multiple teams
Cross-Team
Enhanced website engagement Zoho SalesIQ automated visitor interactions and improved franchise enquiry management through intelligent chatbot automation
24/7 Automated

Testimonials

What Our Clients Say

Vishal Aggarwal

Vishal Aggarwal is the Director/CEO at CRM Masters Infotech, with over 22 years of experience driving business growth through strategic ERP and CRM solutions. Specializing in Zoho and Salesforce, he helps businesses automate sales processes, improve efficiency, and achieve scalable growth with customer-focused, data-driven strategies. His expertise serves clients across industries such as manufacturing, retail, finance, real estate, and education, empowering organizations to optimize operations and maximize ROI.