A pipeline built for selling franchise units — not widgets.
Franchise development sells over 6-18 months, not 6 weeks. SalesThumb's franchise pipeline reflects that: stages model the actual franchise-sales motion (not a generic SaaS Kanban), each prospect carries the financial qualification (net worth, liquid capital, target territory), and forecasted close pulls from the stage's average historical conversion + win-rate.
Launching soon — get early access.
Franchise pipeline · Q2 2026Franchise CRM
68 active prospects · 4 reps · forecasted close $1.86M
Q2 forecast
$1.86M
+18% vs Q1Awards this Q
7 / 12
Cycle (avg)
142 days
Stalled · SLA breach
4
Avila Holdings
Phoenix · AZ
Marcus Whitman
Reno · NV
Hudson Group
hotTampa · FL
Priya Raman
Bay Area · CA
Northbrook Capital
hotChicago · IL
Drew & Sons
Charlotte · NC
Kennedy Group
Denver · CO
Lucia Ortiz
Miami · FL
Forge Partners
hotNashville · TN
Tariq Hassan
Houston · TX
Ellis Family Trust
Seattle · WA
Renata Voss
Austin · TX
Sample Shop LLC
hotNYC Metro · NY
Cypress Ventures
Atlanta · GA
Features, zoomed in
The parts that actually move the needle.
Three capabilities built specifically for the day-to-day of a working shop.
Deep dive · 01
Stages tuned for franchise sales, not SaaS
Default stages mirror the IFA-recognized franchise-sales motion: Inquiry → Qualified → FDD Sent → Discovery Day → Mutual Evaluation → Award → Contracts → Closed-Won. Each stage has its own SLA, required-fields rule, and auto-tasks. You can rename or extend, but the defaults beat a generic SaaS pipeline out of the box.
- Per-stage SLA (Qualified must convert in 14 days)
- Required fields per stage (FDD Sent requires acknowledgment date)
- Auto-tasks fire at stage entry
- Stage-conversion analytics in reports
Pipeline stagesIFA default motion
Franchise Sales · 8 stages · per-stage SLA, required fields & auto-tasks
1Inquiry
2Qualified
3FDD Sent
4Discovery Day
5Mutual Evaluation
6Award
7Contracts
8Closed-Won
Deep dive · 02
Territory map + conflict detection
Prospects carry a target territory (state, DMA, ZIP cluster). The territory map shows existing shops, awarded-but-not-open territories, and active prospects competing for the same area. Conflict detection warns when two prospects are targeting the same exclusive territory before you waste a discovery day.
Territory map1 conflict
Phoenix metro · AZ · 4 DMAs · ZIP-cluster boundaries
Phoenix West
Tempe / Mesa
Scottsdale Northexclusive
Chandler South
Available · no activity
Conflict detected · Scottsdale North is exclusive. M. Okafor (Discovery Day, May 8) and D. Reyes (Qualified) are targeting the same territory — resolve before the discovery day.
What's included
The full capability list.
Everything that ships on day one. No feature-gating surprises inside a single plan.
- Pipeline stages tuned for franchise development
- Kanban + list views with column collapse
- Forecasted close per quarter (stage × probability × value)
- Financial qualification fields on each prospect
- Territory map with conflict detection
- Custom fields per prospect type
- Stage SLA timers + escalation rules
- Bulk-move with optimistic UI
See every angle
A tour of the screens
Every meaningful view, the path through it, and the moments that matter — so you know exactly what you're buying.
Prospect detail
Full timeline, tasks, notes, FDD-sent date, validator calls, territory map.
One screen, one prospect.
M. OkaforDiscovery Day6d in stage
Scottsdale North · AZ · liquid $310k · net worth $1.6M · source: IFA expo
Timeline
Discovery Day · HQ Phoenixupcoming
May 8 · Itinerary sent · spouse attending · 4 staff on agenda
Validator call #2 · R. Calloway (Tempe/Mesa)
Apr 30 · 28 min · asked about royalty math + opening timeline
Note · S. Brennan (franchise dev)
Apr 26 · “Strong operator background — wants Scottsdale North exclusive confirmed before visit.”
FDD acknowledgment received
Apr 18 · Item 23 receipt signed · 14-day clock satisfied
FDD sent · v2026.1
Apr 14 · Delivered via portal · receipt requested
Moved to Qualified
Apr 9 · Financials verified · liquid $310k · net worth $1.6M
Inquiry received
Apr 2 · Source · IFA franchise expo · assigned to S. Brennan
FDDAcknowledged
Sent Apr 14 · ack Apr 18
14-day window clean before any signing
Tasks · 2 open
Send Discovery Day agenda · done Apr 29
Book validator call #3 · due May 2
Confirm hotel block for visit · due May 5
Validator calls · 2 of 3
#1 · K. Drummond (Raleigh South) · Apr 21
#2 · R. Calloway (Tempe/Mesa) · Apr 30
#3 · unscheduled · required before Award
Territory
1 conflictForecast report
Per-quarter forecasted close from stage × probability × value.
Drill into any quarter for prospect list.
Forecast reportstage × probability × value
Franchise Sales · 28 active prospects · refreshed Apr 30, 8:05a
Q2 2026
$214k
6 prospects
Q3 2026
$342k
9 prospects · drilled in
Q4 2026
$268k
8 prospects
Q1 2027
$121k
5 prospects
Q3 2026 · 9 prospects · showing top 6 by weighted value
+18% vs last refresh| Prospect | Stage | Prob. | Unit value | Weighted |
|---|---|---|---|---|
M. Okafor Scottsdale North · AZ | Discovery Day | 50% | $48,500 | $24,250 |
J. Whitfield Tempe / Mesa · AZ | Contracts | 90% | $48,500 | $43,650 |
K. Drummond Raleigh South · NC | Award | 80% | $97,000 | $77,600 |
D. Reyes Chandler South · AZ | Qualified | 15% | $48,500 | $7,275 |
P. Lindqvist Boise Metro · ID | Mutual Evaluation | 65% | $48,500 | $31,525 |
T. Abara Naperville · IL | FDD Sent | 30% | $48,500 | $14,550 |
Who it's for
Built specifically for…
- Franchise development teams
- Franchise sales reps
- Master-franchisees recruiting sub-franchisees
What it replaces
The old way…
- Salesforce contorted into a franchise pipeline
- FranConnect at 5-10× the price
- HubSpot with custom-object hacks
How it works
Set it up once. Run it forever.
- 1
Configure stages + SLAs
Start with the defaults; rename if your motion is different. Set SLAs per stage. Required fields. Auto-tasks.
- 2
Prospects flow through
Inbound from the embed form (see Lead Capture). Outbound from sequences (see Sequences). Each prospect gets a timeline, tasks, notes.
- 3
Forecast + report
Per-quarter forecasted close. Per-rep + per-stage conversion. Time-in-stage flags stale prospects for the standup.
How a shop actually uses this
A 60-unit ceramic-coating franchise was running franchise sales in HubSpot with hacked custom objects. Their forecast was off by 40% every quarter because the pipeline didn't model the real sales motion. Switching to SalesThumb's franchise pipeline tightened the forecast to within 8% in two quarters — mostly because Discovery Day → Mutual Evaluation conversion finally had real data behind it.
Questions
Good to know.
- How is this different from a regular CRM pipeline?
- Generic CRMs model widget sales (short cycle, small ticket). Franchise pipelines need 18-month cycles, $50k-500k tickets, territorial exclusivity, validator calls, and FDD compliance. SalesThumb is built around that motion — generic CRMs require you to bolt every one of those on.
- Can multiple reps share the same pipeline?
- Yes — every prospect has an owner + co-owners. Activities are timestamped + attributed. Per-rep reports show pipeline value, conversion, and time-in-stage.
- What's the territory-conflict rule?
- Prospects carry a target territory. When two prospects are in 'Mutual Evaluation' or later for overlapping exclusive territory, a banner warns on both. You decide who advances — the system doesn't auto-disqualify (sometimes you want to run both for backup).
Fits in with
Works with your stack
Calendly
Discovery-day booking syncs to the prospect timeline
DocuSign
FDD acknowledgement + franchise agreement e-sign
Stripe
Initial franchise fee deposit
Explore more
Pairs well with
Lead Capture & Embed
Single-line embed snippet. Source + attribution tracking. Dedupe + spam guard. Pre-qualification questions that route hot prospects to the top of the queue.
Sequences & Dialer
Multi-touch email + SMS cadences over weeks, not days. Power-dialer with call notes auto-logged. AI-drafted personalization based on prospect data.
Validation Calls
Match prospects to existing franchisees in their target territory. Validators self-serve availability. Star-rated calls auto-advance the prospect's stage.
Playbook & FDD Vault
Sales playbook with stage-required tasks. KPI dashboards for the team. FDD doc vault with e-sign + version control + state-by-state registration tracking.
Get franchise pipeline first at launch.
Launching soon — join the waitlist for early access. At launch: 30-day free trial with full access to every feature on this page, no credit card.
Launching soon — get early access.