A Franchise CRM
that works for you

Stay on top of your FranDev & Unit Operations like never before

Take control with a Franchise CRM that delivers

Pipeline Visualization

Get clear visibility into your sales cycle with a detailed breakdown of prospects, deal values, sales potential and actions.

Automated Lead Capture

Ensure timely and accurate lead details by automatically capturing and engaging leads from any lead source.

Lead Routing

Improve customer experience by automatically sorting and assigning leads by source, location, team, team member, or account level.

Multiple Contact Types

Segment various contacts into logical groups for managing, reporting and sales—create a unique Sales Cycle for up to 5 Contact Type segments.

Sales Automation

Free up your time, eliminate administrative headaches and let your teams focus on the big picture.

Custom Sales Cycles

Tailor stages, tasks, and follow-ups to track the progress of contacts throughout your customizable sales process.

Inbound/Outbound Calling

Click to call with our built-in phone system, packed with features that streamline communication like Automated Phone Calling, Call Recording, logging and more.

2-Way Texting

Write and send text messages with ClientTether and have live, 2-way text discussions with your clients or partners.

This Franchise Got Their Time Back—and Their Sales Up

Make the move now

Manage Operations, Communication, and Reporting in One CRM System

Message Center

See phone, text, email or Thumbtack messages and records right on your Franchise CRM.

Reporting

Get clear insights into lead acquisition, sales, team performance, lead progression, and more

Activity Auto Logging

Stay up-to-date on contacts with real time logging of activity

Task Management

Manage task individually or cross-functionally as you move contacts through the pipeline.

Store and host added account content such as PDFs, company logos, videos and other images

Scheduling

Manage task individually or cross-functionally as you move contacts through the pipeline.

Proposal System

Create quotes and invoices for clients or directly engage with subcontractors and team members

Online Reviews

Seamlessly request and trigger reactions to online reviews to optimize your online presence in Google, Facebook and other platforms that can bolster your online reputation

Plus: Custom Online Forms, Signatures, Call Center