Franchise CRM & Multi-Location Hub
A purpose-built franchise CRM with dedicated Canadian infrastructure for multi-location B2B service franchises where shared-tenant US-hosted alternatives expose structural and compliance problems at scale. Replaces patchwork of reputation, texting, and email-marketing subscriptions with a unified pre-estimate pipeline that hands off cleanly to the corporate ERP.
The Problem
Current CRM is outdated and not built for front-end sales operations
Reputation, texting, and email-campaign tools live in separate silos
Middleware (Zapier and similar) adds cost, latency, and debugging burden per location
No centralized pipeline visibility across franchise locations
Per-user pricing on alternatives punishes growth as headcount rises
Customer data scattered across disconnected tools with no single source of truth
The Solution
Franchise dashboard: corporate sees all locations, each location sees only its own data
Visual pre-estimate pipeline tuned to the industry workflow
Built-in VoIP, SMS, web chat, reputation requests, and email campaigns
Cross-location analytics and franchise-wide KPI dashboards
Territory-based lead routing by geography
AI voice agent for after-hours qualification and AR / collections follow-up
AI CoPilot for email drafting, call summaries, customer insights
Corporate campaign deployment (HQ creates templates, locations deploy to their own lists)
Role-based access (franchisee, manager, corporate admin)
Dedicated database per franchise customer with database-enforced row-level security
Open REST API and webhook layer for any custom connections
Integrations
These are systems we have already integrated. If your stack uses a different tool in the same category, we scope it during discovery.
Or comparable:Cyrious Control, Shopworks, Flagship
Or comparable:Standalone SMTP / IMAP setups
Or comparable:Xero
Or comparable:Moneris, Helcim
Or comparable:Google Chat
Or comparable:Bring your own tool
Don't see your tool? We can scope custom integrations during discovery. If your platform has an API or webhook layer, we can connect it.
Phased Rollout
Timing is tailored to your scope and tooling. We confirm duration in the discovery call.
Regional Pilot
Multi-Location Expansion
National Rollout
Outcomes
Retire per-user-priced CRM, reputation tool, and email-marketing subscription on cutover
Predictable per-location pricing that holds as headcount grows
Database-enforced data isolation between franchise locations (not permission filters)
Canadian data residency that materially reduces cross-border privacy compliance burden
Native VoIP, SMS, and email campaigns remove middleware and its monthly cost
Cross-location dashboards give HQ pipeline visibility without exposing per-location data
