One system of record for the whole franchise network

Franchise system of record

• Franchisee and location records with status tracking
• Custom fields on any record type, defined by you
• Bulk import and export
• Location transfers between franchisees, with full history

Territory mapping and assignment

• Radius and ZIP-code territories on an interactive map
• Real ZIP boundary shapes, not approximations
• Overlap visualization to settle boundary questions
• Exclusive, protected, and non-exclusive assignment types

Franchise development pipeline

• Candidate pipeline as a board or a table
• Stages from first inquiry through signing
• Activity timeline: notes, calls, emails, stage changes
• Franchise-sales forms and CSV import

Customer leads for your franchisees

• Each franchisee gets their own pipeline, isolated from the others
• Leads route to the right unit by territory automatically
• Consent captured at the point of collection
• Permanent removal of personal details on request

Demand capture

• Form builder with file uploads, published to any website
• Submissions routed to the correct location
• Notification and confirmation email, with delivery tracking
• Online booking with per-location hours and availability rules

Your local web surface

• Store locator search across the whole network
• Embeddable location and territory maps
• Location pages your franchisees write and you deliver to your own site
• Shared image library, with AI image generation built in

Network communication

• Announcements to the network, with read tracking
• Configurable dashboards for HQ staff and for franchisees
• Role-based access down to the individual action

Platform and integrations

• An API built for AI agents, where the agent inherits exactly the permissions of the person using it
• A GraphQL API generated for your organization, including your custom fields
• API keys, single sign-on, and your own identity provider
• ServiceTitan synchronization

Google Business Profile

• Profile details for every location, kept beside the location record
• Reviews collected across the network
• Performance metrics: calls, directions, website clicks
• The search terms customers actually used to find each unit

Connection and mapping are built. Live data is pending Google's review of our production API access — a step on their schedule, not ours.

Plan and usage visibility

• See your plan, included allowances, and consumption in one place
• Per-franchisee usage breakdown

Follow-up tasks and queues

• Due-dated tasks on any candidate, lead, or franchisee
• A daily queue for each member of your development team
• Nothing waiting on someone's memory or a side spreadsheet

Lead source attribution

• Every inquiry carries the portal, broker, or campaign it came from
• Cost per lead and lead-to-award rate by source
• Answers the question of which portals to renew

Deal detail and forecasting

• Units, fees, and expected close date on each opportunity
• Multi-unit and area development agreements represented properly
• Conversion by stage, time in stage, and pipeline velocity

Agreement workflow

• Applications, financials, and signed documents held against the candidate
• Disclosure period tracked automatically, not on a calendar reminder
• One step converts an awarded candidate into a live franchisee record

Speed to lead

• Response time targets, with escalation when a lead goes untouched
• Round-robin assignment inside a franchisee's team
• Text message and push notification the moment a lead lands

Email sequences and reply capture

• Templates and multi-step follow-up over a long sales cycle
• Replies captured on the timeline without anyone logging them
• Unsubscribe handling built in

Brokers and referral partners

• Referral sources tracked as a channel in their own right
• Commissions attached to the awards they produced

Openings pipeline

• Site selection, lease, buildout, training, grand opening
• The stretch between signing and opening, on one board

Migration tooling

• Bring contacts, deals, and history from your current CRM
• Import from franchise suites and from spreadsheets

Franchisee support desk

• Requests from your franchisees, tracked and answered in one place
• A knowledge base they can search first

Multi-brand support

• Brands and service lines as first-class records
• Separate websites and analytics per brand, one operational core

Territory analysis

• Demographics and drive-time analysis when drawing a territory
• Territory packets to share with candidates

More marketing connections

• Website analytics and search performance per location
• Call tracking and review platforms

Electronic signature

• Send, sign, and store agreements without leaving the pipeline

Self-serve plans

• Choose and change your plan without talking to us