Every customer, every lead, one board.
Every lead, appointment, and repeat client on one board, with follow-up that fires itself. Keep the CRM you have — we connect it and drive it from here — or run on ours.
Leads, customers, and follow-up in one place — synced with whatever CRM you run.
Hello — we're Franchive.
We're the software company built for franchise companies, with the team that runs it for you.
We connect the tools your franchise already uses, put them all in one place, and automate the work between them — without you learning anything new.
- ConnectKeep every tool you already run. We connect them, and add ours only where a piece is missing.
- AutomateThe work between them starts running itself — every sequence approved by you first, and logged when it runs.
- Nothing new to learnSame tools, same logins, same day-to-day. You get the dashboards without hiring a systems department.
How most local owners and store marketing run this today — and what changes.
Customer history lives in phones, texts, and someone's memory — so follow-up depends on whoever remembers.
Quietly costs you every weekEvery lead and customer lands on one board with the next step attached, and follow-up runs on its own.
Working for you by next weekReplaces the owner's memory, a spreadsheet, and follow-up that depends on a quiet afternoon.
Why it matters.
Most locations already have a CRM — it's the owner's memory, and it doesn't scale past a busy week.
Leads live in a phone, history lives in texts, and follow-up happens when someone remembers, which is exactly when things are slow.
This puts every lead and customer on one board — connected to the CRM you already run, or on ours — with the follow-up sequences firing on their own.
It's the same CRM engine that runs franchise development, pointed at your everyday customers, so the whole business finally shares one memory.
A lead texts in while you're with a customer. It lands on the board as “New”, gets an automatic first reply, and when they go quiet for two days, the follow-up nudge goes out — you never opened the app.
Try it yourself · In the live demo, open CRM & pipeline, flip the lens to Customer leads, and drag a card a stage.
See exactly this in the live demoThree steps, and it runs itself.
Everything lands on the board
Calls, texts, forms, and walk-ins become cards — no re-typing, whatever tool they arrive through.
Follow-up runs itself
Timed sequences keep every lead warm and every customer coming back — you approve them once.
The history stays
Every visit, invoice, and review sits on the record, so the next one starts where the last ended.
Five steps win the local customer. This page owns one of them.
Winning a local customer should lead straight to the next one. Each step below is covered — by the tools you already use, connected by us, or by ours where you have none. Run them together and it compounds.
Get found
Nearby customers find you first, not the competition down the road.
See how we connect it →- This page
Answer instantly
Every call, text, and DM gets a fast, on-brand reply — no voicemail.
See how we connect it → Book the job
Customers schedule themselves right into your real calendar.
See how we connect it →Get paid
Quote, invoice, and collect on the spot — no chasing checks.
See how we connect it →Earn the review
A five-star review goes out — and brings the next customer in.
See how we connect it →
This page covers step 2 — answer instantly. For every other step, we plug into the tools you already use — or supply ours where you have none. Nothing you use needs to be replaced.
The live demo is our actual software— a working portal with a business's tools connected into one view and the actions between them automated. You can click through customer crm & follow-up in it right now, no signup.
Open the live demo →Built around every role in your network.
Whichever seat you sit in, Customer CRM & follow-up was designed for how you actually work — on its own, or connected to the rest of what we run.
You run a business, not software. Leads land, follow-ups fire, and history keeps itself — the board is just where you check the score.
Every location working leads the same way, on one board pattern — so response time and conversion are comparable across the network.
The leads you paid for land somewhere accountable — tracked from click to card to booked appointment, with nothing leaking in between.
Everything a serious customer crm & follow-up should have — in one place.
No add-ons to chase, no modules to buy back later. Here's what runs the moment you're live.
One customer board
Leads, active work, and repeat customers as cards you can drag — synced with whatever CRM you run.
Self-firing follow-up
Instant first replies, quiet-lead nudges, and win-back sequences — approved once, edited any time.
Capture from every channel
Calls, texts, web forms, and referrals all land as cards automatically — nothing re-typed.
Reports that roll up
Response times and conversion feed the same dashboard corporate reads — no exporting.
Wherever you are in the loop, we plug in right there.
Every franchise runs the same four stages. We connect the tools you already run at each one, and only add ours where a piece is missing — pick any stage, or all four. Nobody starts over.
Sell the next unit
We route every candidate, move agreements to signature, and keep your territories conflict-free.
Open the doors
We set up the software, sites, logins, and connections before day one — or connect locations you already run.
Win local customers
We answer every inquiry, follow up until it becomes revenue, and ask for the review — as your brand, 24/7.
Run the network
We roll every location into one live picture, reconcile the royalties, and take owner tickets off your desk.
- 1
We route every candidate, move agreements to signature, and keep your territories conflict-free.
- 2
We set up the software, sites, logins, and connections before day one — or connect locations you already run.
- 3
Win local customers
You are hereWe answer every inquiry, follow up until it becomes revenue, and ask for the review — as your brand, 24/7.
- 4
We roll every location into one live picture, reconcile the royalties, and take owner tickets off your desk.
- ↺
Stage 4 funds stage 1 — back to the top
What this is worth — in numbers you can check.
The math of a missed call
A $250 average job and ten voicemail leads a week is $130,000 a year walking to competitors. Missed-call text-back catches them before they dial the next name on Google.
The cost of a disconnected stack
Across a modeled 150-location network, connecting the tools locations already run eliminates an average of 14 hours of busywork per location, per week — re-keyed data, manual follow-up, and reports stitched together by hand.
Numbers are modeled on standard multi-unit operations, not client claims — get a free audit for your exact numbers →
Everything you need to know.
We already have a CRM. Is this a replacement?
No — we connect it. Your CRM stays the system of record and this board mirrors it live. If you'd rather consolidate, Franchive's own CRM can take over — your call.
Is this the same CRM as the franchise-development one?
Same engine, different lens. Franchise development runs candidates through FDD stages; this runs your everyday customers and leads. Both live in one place.
What does follow-up actually look like?
Sequences you approve once: instant first replies, timed nudges for quiet leads, win-back for lapsed customers — editable wording, quiet hours respected.
Can we use this on its own?
Yes. Every Franchive tool works on its own and works better connected to the rest. Start with one; add more when you're ready.
Do we have to replace our current software?
No — we build on the tools you already run. And if you'd rather consolidate, Franchive's own CRM, scheduling, payments, reviews, and phone can replace any of them. Keep what you love, replace what you don't — your call, tool by tool.
Do we run it, or do you?
Your call. Have Franchive set it up for your team to run, do a one-time project, or run it for you as a managed service.
How is it priced?
On one number — how many locations you have — with unlimited users and 30-day terms.
Who owns our data?
You do. Your data is yours — if you ever leave, you take it with you. We connect and organize the systems you already run; we don't hold them hostage.
How long does onboarding take?
Most networks are live in weeks, not months, because we build on the tools you already use instead of migrating everything to a brand-new platform.
Is our data secure?
Yes — secure hosting with role-based access, so the right people see the right data by location or role, and every access is traceable.
Do we have to sign a long contract?
No. Terms are 30 days. We keep earning your business every month, which keeps us pointed at your results instead of your renewal date.
What if we run more than one brand?
Franchive is built for multi-brand. Each brand's data stays appropriately separated while you get a portfolio view across all of them.
Will our team need training?
Barely. The system runs in the background and our team does the heavy lifting. When someone needs help, they reach a real person from inside the app.
Want this running for you?
Tell us your brand and the tools you run. We'll send a free audit and show you exactly how this would fit — no pitch.
Everything for franchise owners →No pitch to sit through · 30-day terms · keep your tools