FranchiseSoft
FranchiseSoft is a web-based platform for managing franchise sales, marketing, and operations for franchisors and franchisees.
What FranchiseSoft is
FranchiseSoft is a web-based platform for managing franchise sales, marketing, and operations for franchisors and franchisees. Its Franchise Sales CRM tracks candidates from first inquiry through signing, with customizable pipelines, lead qualification, and automated workflows. Marketing tools support email and SMS campaigns, dynamic contact groups, drip campaigns, and performance metrics. A permission-based Digital Library gives franchisees access to marketing materials. Operational modules cover franchisee management, onboarding, training, audits and compliance, ticketing and support, finance and royalty management, and franchisee CRM. The Broker CRM can track one candidate across multiple franchisors and includes a confidential candidate questionnaire. It can connect with ChatGPT or Claude through MCP to update candidate records, move deal stages, create opportunities, and log notes. Gmail integration is described for recording email, phone-call, and text-message history on candidate profiles, while the finance module can integrate with QuickBooks. The platform serves traditional, master, and area-rep models, from emerging brands to enterprises with hundreds of franchisees. Pricing is on request, and the broker CRM offer includes a 90-day free trial; its listed plan costs $49/month after that period.
Good
- Sales CRM tracks candidates through signing
- Marketing supports email, SMS, drip campaigns, and metrics
- Includes onboarding, training, audits, support, and royalty management
- Broker CRM can track candidates across franchisors
Watch out
- Pricing is on request
- Broker CRM costs $49/month after 90 days free
Who it suits
It suits franchisors and franchisees seeking sales, marketing, and operations modules in one platform. The broker CRM may also suit brokers tracking candidates across multiple franchisors.
Verdict
FranchiseSoft covers franchise sales, marketing, and ongoing operations, with additional broker CRM capabilities. Its 90-day broker CRM trial offers a way to assess that offer before the listed monthly charge begins.
Plans and prices
From FranchiseSoft's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Franchise Broker CRM | $49 a month | full broker CRM · no per-seat charges · no setup fees · $49/month after 90 days free |
The facts
Each one read from FranchiseSoft's own pages, with the date it was checked.
What it does
- AI integration
- The broker CRM can connect to ChatGPT or Claude through MCP to update candidate records, advance deal stages, create opportunities, and log notes.checked 8 Oct 2026
- Audience
- The platform is described as serving traditional, master, and area-rep franchise models, from emerging brands to enterprises with hundreds of franchisees.checked 8 Oct 2026
- Broker CRM
- The broker CRM supports tracking one candidate across multiple franchisors and provides a built-in confidential candidate questionnaire.checked 8 Oct 2026
- Digital library
- The Digital Library stores marketing collateral with permission-based access for franchisees.checked 8 Oct 2026
- Finance integration
- The product site says its finance module can integrate with QuickBooks.checked 8 Oct 2026
- Franchise operations
- Modules include franchisee management, onboarding, training, audits and compliance, ticketing and support, finance and royalty management, and franchisee CRM.checked 8 Oct 2026
- Marketing
- The marketing module supports email and SMS campaigns, dynamic contact groups, drip campaigns, and campaign performance metrics.checked 8 Oct 2026
- Other integration
- The Franchise Sales CRM page describes Gmail integration for logging email, phone-call, and text-message history on candidate profiles.checked 8 Oct 2026
- Product
- FranchiseSoft is an all-in-one franchise management platform for franchisors and franchisees.checked 8 Oct 2026
- Sales CRM
- Its Franchise Sales CRM tracks candidates from initial inquiry through signing and supports customizable pipelines, lead qualification, and automated workflows.checked 8 Oct 2026
- Security
- The privacy policy says sensitive information submitted through the website is encrypted in transit and stored on servers in a secure environment.checked 8 Oct 2026
- Support
- The company says it provides personalized onboarding and ongoing assistance, and its broker CRM offer includes done-for-you setup.checked 8 Oct 2026
Money
- Trial
- The broker CRM offer provides a 90-day free trial; the page says users can cancel before day 90 and pay nothing.checked 8 Oct 2026
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