How we helped Rise.Life replace a fragmented patchwork of tools with a single, automated Monday.com operating system built for national franchise scale.
Rise.Life is one of the UK's fastest-growing wellbeing franchises, delivering movement-based activities to older adults across care homes and community settings. As the network expanded, the operational cracks began to show.
Revenue data lived across multiple platforms and was slow to compile. Scheduling and attendance had no real-time oversight. Each franchisee operated differently, with no consistent source of truth across the network.
The tools in use (Franchise360, Connecteam, Xero, and countless spreadsheets) had each solved individual problems in isolation but created a fragmented ecosystem that required constant manual effort to hold together.
Rise needed a custom-built system that could accurately track revenue across the entire franchise network while remaining data-compliant, highly scalable, and simple enough for franchisees and activity leads to use day-to-day.
We don't configure software until we understand the operation. Every system starts with two foundational phases that no remote call can replace.
Six interconnected components built inside Monday.com's Enterprise CRM, combined with custom automations and Make.com integrations, all designed from the workshop blueprint up.
Custom lead management tracking every prospect from networking to conversion, with care homes linked to parent group organisations.
One dedicated workspace per franchise with enterprise-level permission controls, ensuring franchisees can never see each other's data.
Automated package price calculation handling complex monthly and 4-weekly billing variations, feeding directly into Xero.
Connecteam was retained for scheduling and integrated via API, automatically feeding delivery and attendance data into Monday.com for revenue forecasting.
A unified knowledge base accessible to all franchisees, creating a digital home for the network with version-controlled materials from Head Office.
Head Office and franchisee dashboards surfacing the right data to the right people, with no ability to see beyond their own territory.
We didn't just deliver software. We built a repeatable internal system for onboarding new franchisees at scale, and mentored Becky, Rise's Business Support Manager, to run it independently. Every new territory can now be spun up with consistency and confidence, without Inflowstructure in the room.
Book a free 30-minute discovery call. We'll understand your biggest operational challenges and show you exactly what's possible.