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FranchiseSoft

FranchiseSoft is a web-based platform for managing franchise sales, marketing, and operations for franchisors and franchisees.

Place
#11 of 27
Score
6.2
FranchiseSoft's website

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.

All about pricing
PlanPriceWhat it gives you
Franchise Broker CRM$49 a monthfull 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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