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The CRM Built for Franchise Brokers.
90 days free. Done-for-you setup. $49/month after.

Stop running your candidate pipeline out of spreadsheets and your inbox. FranchiseSoft is purpose-built for franchise consultants — multi-brand deal tracking, automated follow-up, and an AI assistant that updates your CRM after every call. Our team sets the whole thing up for you. Free for 90 days.

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Get Started Free for 90 Days

    90 Days Free. No Risk.

    Try FranchiseSoft free for 90 days. Our onboarding team handles the entire setup — your leads imported, your pipeline built, your sequences configured. If it’s not the right fit, cancel before day 90 and you pay nothing.
    Fill out the form to start your FREE 90 Day Trial. 

    The Generic CRM Struggle

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

    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

    Multi-Franchisor Opportunity Pipelines: 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.

    Fully Automated Marketing & Nurture Streams
    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.

    We Set Up Everything. You Just Show Up.

    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:

    • Done-for-you onboarding — at no extra cost. We import your existing leads, build your pipeline stages, set up your follow-up sequences, connect your lead intake forms, and install your confidential buyer questionnaire. All configured before you log in for the first time.

    • $49/month. Everything included. No setup fees, no per-seat charges, no hidden costs. One flat price for the full broker CRM.

    • No contract. Cancel anytime. We earn your business every month — not through lock-in.