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The Only CRM Built Exclusively for Franchise Consultants & Brokers.

Stop forcing generic, bloated CRMs to manage complex multi-brand deals. Track candidate progress across multiple franchisors, automate your nurture campaigns, and collect candidate profiles automatically—all for just $49/month with $0 setup fees.

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See how easy multi-brand deal tracking can be.

    Why Generic CRMs Fail Franchise Brokers

    Generic tools like HubSpot or Salesforce are designed for simple, one-product sales. As a franchise consultant, you manage two distinct sides of your business: your franchisor inventory and multi-brand candidate opportunities.

    The Generic CRM Struggle

    Messy Candidate Tracking: Hard to manage a candidate evaluating 3 different franchises at once.

    Multi-Franchisor Opportunity Pipelines:

    No Dedicated Franchisor Management: Franchisors treated like standard vendor lists or contacts.

    Manual Lead Intake: Long intake calls trying to gather financial and background information.

    Costly Consultants & Complex Setup: Months of technical setup, extra integration fees, and long contracts.

    The Specialized Broker CRM Solution

    Easily track a single lead across multiple franchisors to see exactly how far they are in each deal pipeline.

    Built-in Franchisor Inventory Hub: Log calls, track communications, store brand notes, and send targeted emails directly to franchisor reps.

    Built-in Confidential Questionnaire: Automatically capture detailed candidate background & financial data online—mapped straight into your CRM fields.

    Done-For-You Onboarding: We migrate your data, connect your lead forms, and set up your email drips for free. Cancel anytime with 30-day flexibility.

    1. Dual-Sided Pipeline Management

    Your Franchisor Inventory Hub: Keep a dedicated space for all the franchise brands you represent. Track ongoing communication, store notes, log call history, and fire off one-off or automated emails to franchisor development reps.

    Multi-Opportunity Candidate Pipelines: When working a lead, create multiple opportunities linked to different franchisors. Know at a glance whether a candidate is in executive review with Brand A, validating with Brand B, or stalled with Brand C. If an initial brand falls through, introduce new franchisors into the pipeline seamlessly.

    2. Built-In Confidential Candidate Questionnaire

    Stop spending hours manually typing candidate profiles into your database. Send your custom, built-in Confidential Questionnaire directly to candidates. As soon as they fill out their financial capacity, preferences, and background online, the data automatically populates the lead fields inside your CRM.

    3. Fully Automated Marketing & Nurture Streams

    Never lose touch with past leads or cold prospects. Run targeted one-off email broadcasts or set up automated drip campaigns to keep candidates engaged, educate them on franchise ownership, and drive them back into active deal flow.

    AI Personal Assistant Built In

    Your CRM Has an AI Personal Assistant Built In

    Stop wasting hours manually updating deal stages, logging call notes, searching for candidate profiles or generating your own custom reports.

    Connect our CRM directly to your ChatGPT or Claude account via MCP. Simply tell your AI assistant what happened on a call, and it updates your candidate records, moves a lead to the next sales stage, creates new franchisor opportunities, or logs notes in real time—hands-free.

    White-Glove Setup. Zero Technical Overhead.

    We don’t just hand you software and expect you to build it. We handle the heavy lifting so you can focus on making matches and closing deals:

    • $0 Setup & Configuration Fees: We connect your lead forms, import your existing contacts, and configure your automated email drips for you.

    • Simple, Transparent Pricing: Just $49/month for the full base CRM. No hidden fees or forced seat upgrades.

    • Zero Long-Term Contracts: Flexible 30-day cancellation policy. We earn your business every month.