FRANCHISE CRM · POWERED BY TABLETCRM

The perfect hub-and-spoke CRM for your entire franchise operation.

Every franchise location gets its own dedicated TabletCRM server and instance, synced to its own QuickBooks or Xero. Headquarters runs the hub — controlling the network and watching leads, sales and service in real time.

FRANCHISE HQ HUB
Real-time, every location
New leads — all locations
LIVE
Sales & pipeline by location
LIVE
Open service & work orders
LIVE
Franchise fees captured
AUTO
Location #1
✓ Dedicated server
✓ Own TabletCRM instance
✓ QuickBooks Online
Location #2
✓ Dedicated server
✓ Own TabletCRM instance
✓ Xero
Location #3
✓ Dedicated server
✓ Own TabletCRM instance
✓ QuickBooks Online
Location #4
✓ Dedicated server
✓ Own TabletCRM instance
✓ Xero
500+
CLIENTS SERVED
1k+
LOCATIONS MANAGED
25+ yrs
INDUSTRY EXPERIENCE
HOW HUB & SPOKE WORKS

One hub. Every location. Each with its own books.

Shared, one-size-fits-all franchise software forces every location into one database. Franchise Magic gives each location its own dedicated system — and connects them all back to headquarters.

THE HUB

Headquarters in control

THE SPOKES

A dedicated system for every location

THE BOOKS

Each location keeps its own accounting

REAL-TIME HQ REPORTING

See the whole franchise as it happens.

The hub pulls live activity from every location, so headquarters never waits on a month-end report to know which locations are growing and which need help.

HQ hub dashboard · click to enlarge
POWERED BY TABLETCRM

Everything each location needs — in one application.

Every spoke is a complete TabletCRM system, not a stripped-down franchise portal.

Sales leads & proposals

Manage leads and create detailed proposals effortlessly.

Bulk e-mail campaigns

Built-in SendGrid integration for campaigns at scale.

Order processing

Centralized order processing, from quote to fulfillment.

Bar-coded inventory

Real-time inventory management with bar-code scanning.

Work orders & contracts

Work order, mobile, contract and billing features in one place.

Multi-resource scheduling

Schedule people and resources with tasks and follow-ups.

Automated reports

Scheduled e-mail reports keep owners and HQ informed.

50+ integrations

Over 50 pre-built integrations ready to connect.

STEP 1 · CHOOSE YOUR CLOUD

Your own private cloud. No sharing, better security.

The Franchise Magic platform runs on dedicated private cloud servers on the provider you choose. We handle the setup and keep them secure and up to date.

Amazon Web Services

The cloud computing leader, known for reliability and the ability to scale as your network grows.

Microsoft Azure

Enterprise-grade, secure and scalable, with deep integration across the Microsoft ecosystem.

IONOS Cloud

Dependable private-cloud hosting with dedicated support for your servers.

STEP 2 · YOUR DEDICATED IMPLEMENTATION

We handle the details, from setup to go-live.

Our in-house team plans, builds and launches your network — drawing on more than 25 years of CRM implementation experience.

PHASE A

System setup

Servers and infrastructure configured for reliability, security and your network’s workload.

PHASE B

Customization

Custom fields, specialized reports and integrations aligned to your franchise processes.

PHASE C

Training

Sessions on data entry, reporting and customer interaction, so every location is confident.

PHASE D

Concierge-level support

A dedicated account manager, proactive communication and tailored follow-up training.

PHASE E

Go-live!

A planned cut-over from the old system that minimizes disruption at HQ and every location.

QUESTIONS

Franchise Magic, answered.

Does each franchise location really get its own server?

Yes. Every location runs its own dedicated TabletCRM server and instance on a private cloud — no shared database with other locations.

What can headquarters see?

The hub reports in real time on leads, sales, service and more across every location, and handles franchise fee capture automatically.

Can locations use different accounting systems?

Each location connects to its own accounting company, and the hub works across locations whether they use QuickBooks Online or Xero.

How do we get started?

Schedule a 30-minute call. We’ll review your franchise structure, choose a cloud provider with you and map out implementation.

LET’S TALK

Put your whole franchise on one hub.

Schedule a quick 30-minute call to talk through your locations, your reporting needs and your challenges — or call us now at 813-489-5249 (option 1).

Franchise Magic is a KnowTia Concepts product powered by TabletCRM. QuickBooks is a registered trademark of Intuit Inc. Xero is a trademark of Xero Limited.