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.
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
Real-time reporting on leads, sales, service and more
Advanced location management
Completely automated franchise fee capture
One view across every location — or drill into one
THE SPOKES
A dedicated system for every location
Its own dedicated cloud server — no sharing
Its own full TabletCRM instance and data
Security and customization options per location
Franchisees run their day; HQ sees the results
THE BOOKS
Each location keeps its own accounting
Every location syncs to its own QuickBooks or Xero
Real-time sync between CRM and accounting
Franchisee financials stay separate and clean
No manual data entry between systems
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.
Leads by location, source and status
Sales, proposals and pipeline by location
Service calls, work orders and scheduling
Franchise fees captured automatically
Automated e-mail reports to HQ and owners
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.