CRM & Sales Automation

All the things you're used to and hecka-lot more

The Franchise Expert's CRM

Clean, Concise & ALWAYS Relevant

Use it to manage the entire development pipeline—track leads from inquiry to close, automate follow-ups, schedule calls, assign reps, and ensure no candidate falls through the cracks.

Centralize every interaction, make franchise sales faster, smarter, and more organized.


Keep every lead organized, every follow-up on time, and every deal moving. Know exactly who to call, when to call, and what was said last. Kill the guesswork, stop digging through emails, and focus on closing. Track performance, stay accountable, and move faster with a clear, real-time view of the entire pipeline.

  • Kanban Style Pipeline Flow: Design professional emails effortlessly without coding knowledge.

  • Smart Filters & Tags – Segment your database instantly with custom tags, filters, and lead scoring.

  • Phone Integration – Make and receive phone calls directly from the pipeline & CRM view

  • Email & SMS Integration – Communicate directly from the contact profile using pre-built templates or custom messages.

  • Automation Workflows: Set up sequences that trigger based on user actions, enhancing engagement.

  • Smart Filters & Tags – Segment your database instantly with custom tags, filters, and lead scoring.

  • Activate Ai – Integrate an Ai Sales Agent to respond to inquiries, create tasks & new sales opportunities within the CRM automatically.

Close More Deals

Seamless Phone Integration

Inbound & Outbound Dialing: Make and receive calls through your browser using your dedicated business number.

Call Forwarding & Routing: Route calls to team members, round robin, or specific departments based on your setup.

AI Sales Agent: Enable an AI-powered agent to answer inbound calls instantly, respond to questions conversationally, collect lead info, and even book appointments—just like a real team member.

Local & Toll-Free Number Provisioning: Generate local or toll-free numbers for campaigns, tracking, or region-specific branding.

Workflow Triggers Based on Call Behavior: Trigger automated workflows based on call events—like missed calls, length, tags, or call outcomes.

The CRM You Need

  • Lead Scoring – Assign a score for every engagement point a lead takes in the pipeline so you can focus your efforts on those most likely to engage.

  • Notes & Activity History – Log calls, notes, and communications in one place for full visibility.

  • Calendar Integration – Schedule calls and meetings directly inside the CRM with booking links that sync with your calendar.

  • Pipeline Reports – Real-time reporting on lead status, deal value, conversion rates, and team performance.

  • Team Collaboration – Assign leads to teammates, add notes, and track who’s handling what.

  • Sales Pipeline Stages – Customizable pipelines for franchise development, broker recruitment, or ambassador onboarding.

What our Customers are Saying

Franbassador® has changed the game so teams can tell better stories.
Read their stories directly.

Franbassador is the most user friendly system I've ever used!

Cody Fisher

Before Franbassador, I was stuck managing multiple CRMs, and trying to generate my own leads. Now, everything is here, and I have a stream of influencer-driven prospects coming in without spending a dime upfront. It’s like having a full-time marketing team working for me—I’d never go back to the old way!

Kristin Watson

Franbassador is a game-changer. It's franchise development modernized.

Albert Flores

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