The CRM Built for Small Business. 30 days free. Done-for-you setup. $49/month after.

Stop running your sales pipeline out of spreadsheets and your inbox. FranchiseSoft is a simple, affordable CRM for small businesses — 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 30 days.

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Get Started Free for 30 days

    30 Days Free. No Risk.

    Try FranchiseSoft free for 30 days. Our onboarding team handles the entire setup — your contacts and 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 30 Day Trial. 

    The Spreadsheet and Big-CRM Struggle

    Messy Customer Tracking: Hard to keep track of every customer, quote, and follow-up across spreadsheets, inboxes, and sticky notes.

    Deals Falling Through the Cracks: No clear view of which deals are moving, which are stalled, and which are waiting on you.

    Manual Lead Intake: Retyping customer details from web forms, emails, and calls into your records.

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

    The Simple Small Business CRM Solution

    Customizable Sales Pipelines: Track every lead and deal through stages you define, and see exactly where each one stands.

    Built-in Contact & Company Hub: Log calls, track communications, store notes, and send targeted emails to customers, partners, and vendors from one place.

    Built-in Customer Intake Forms: Automatically capture customer details online and map them 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.

    1. Flexible Pipeline & Relationship Management

    Your Contact & Company Hub: Keep every customer, partner, and vendor in one organized space. Track ongoing communication, store notes, log call history, and send one-off or automated emails without leaving your CRM.

    Multiple Deals per Customer: When working a lead, create multiple deals linked to the same customer, such as a one-time project and a recurring service plan. Know at a glance which deals are in proposal, which are awaiting approval, and which have stalled. If one deal falls through, add a new offer without starting over.

    2. Built-In Customer Intake Forms

    Stop spending hours manually typing customer details into your database. Send a custom, built-in intake form directly to new leads. As soon as they fill out their contact details, needs, and preferences 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 customers engaged, share helpful tips and offers, and bring 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 customer records 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 customer records, moves a lead to the next sales stage, creates new deals, 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 serving customers 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 customer intake forms. All configured before you log in for the first time.

    • $49/user/month. Everything included. No setup fees, no hidden costs. One flat price for the full small business CRM.

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