AI CRM for franchises
Your franchise needs a system.
Not more tools.
We combine our CRM with proprietary AI to route leads by area, standardize processes across the whole network and oversee sales through an APP, where the central team supervises every unit and decides from the phone.
Run your franchise from your phone with AI
Pipeline · Live
142 opportunities
NewNew
38
Qual.Qualified
24
ProposalProposal
18
ClosedClosed
9
María González
$1.840
Carlos Martín
Lead — Inmobiliaria
Revenue today
$16,580
+0% today
47 leads today · Auto
The real problem
Most franchises lack a shared structure and procedures.
Inbox · without a system
Your team doesn't need more tools. They need the system to reply first.
Leads arrive at central marketing but no one knows who to send them to.
Franchisees with different processes that break brand consistency.
Impossible to know which unit is closing and which one is stuck.
Consolidated reports that take weeks to build.
Each franchisee operates with their own scattered tools.
Hard to scale training and new initiatives across the whole network.
We build the system that connects your whole network in seconds on your phone.
How the system works
The CRM should do the work. Not create it.
Most systems end up being just another operational burden. Ours automates a good part of your team's work.
Estimate based on your company type
15 people · ~300 leads/month
Time savings
What your team stops doing by hand.
Monthly summary
Manual work your team stops doing:
0h
automated each month
Daily
5.3h
Yearly
1,392h
Ahorro en gestión · a $20 USD/h
$0USD/month
≈ $27,840 USD per year
Less admin. More execution.
Mobile operational intelligence
Your whole company, accessible with AI from your phone.
Not AI for demos. AI for real operational work. Query any data and create tasks, meetings and notes for your team in seconds.
Assistant
Online
Which unit is closing best this month?
Madrid Center: 38 sales (+22%). Top of the month. Barcelona Eixample is second. Seville needs reinforcement.
How many leads were distributed today?
247 leads distributed automatically. 0 unassigned. Average time: 14 seconds.
Create a task for Paula: meeting with the Valencia franchisee.
Task assigned to Paula · Due today 6:00 PM · Notification sent.
Which units have no sales this week?
3 units with no sales: Murcia, Bilbao, Granada. Suggest reviewing pipeline and sales support.
Pull a group sales report for this quarter.
Report generated · 1,842 sales · $4.2M billed · +18% vs previous quarter.
Which channel brings more qualified leads?
Top: Google Ads (42%), Meta Ads (28%), Referrals (18%), Organic (12%).
Which unit has the best close rate?
Madrid Center 68%, followed by Bilbao 61% and Seville 58%.
Any updates pending to share with the network?
3 briefings unread by 4 units. Automatic reminder running.
Your business data, instantly at hand. From anywhere.
Team experience
Teams that stop repeating tasks are teams that produce more.
When your people don't waste hours on manual work, they spend those hours on what moves the business.
What they stop doing
- Copying data between spreadsheets
- Resending follow-up emails
- Searching info in 5 places
- Moving leads between systems
- Confirming bookings by hand
- Generating reports manually
- Remembering pending tasks
- Updating statuses one by one
Manual work that adds no value → automated.
Time freed up
up to 70%
of operational work
Capacity per person
+3×
with the same team
What they do instead
High-value work.
Close sales, serve customers well, build relationships, decide with data.
The difference that changes everything
Traditional CRMvsTFB AI System.
It's not just a CRM with AI. It's an operational layer that works for your company + a proprietary app so the leader can decide from their phone.
Traditional CRM
TFB AI System
Designed for
Traditional CRM
Operational teams. The leader is just an observer of the system.
TFB AI System
The leader. A native app to make decisions from the phone, with operations running on autopilot beneath.
Customer service and qualification
Traditional CRM
Your team replies and qualifies one conversation at a time. If they're away, it's lost.
TFB AI System
AI agents handle and qualify leads 24/7, on any channel, in your brand voice.
Recontacts and meetings
Traditional CRM
Manual reminders. What the team forgets, falls through.
TFB AI System
Automations that recontact, schedule and confirm meetings with no human intervention.
Internal tasks and processes
Traditional CRM
Assigned by hand, living in spreadsheets or scattered chats.
TFB AI System
AI creates, assigns and supervises tasks inside each customer's flow.
Customer processes
Traditional CRM
Each stage depends on someone triggering it manually.
TFB AI System
Automatic actions at every stage: communication, documents, follow-ups, closures.
Queries and reports
Traditional CRM
Pulling a report takes hours or depends on someone else on the team.
TFB AI System
You ask the AI from your phone. Instant answer, 24/7.
Decision-making
Traditional CRM
You look at dashboards and decide by intuition or wait for meetings.
TFB AI System
The AI debates with you: shows scenarios, compares options and proposes next steps.
Leader mobility
Traditional CRM
Visibility fragmented across panels. Hard to operate from the phone.
TFB AI System
Native app with everything: sales, leads, team, reports, AI. In your hand, all the time.
We work with multi-location franchise networks in Spain
What it is and what it's for
What is a CRM for franchises?
A CRM for franchises manages centralized lead intake, automatic distribution to the right franchisee by area, and consolidated supervision of sales across the whole network. The AI qualifies, routes and leaves each franchisee only with leads they can close, with global visibility for headquarters.
What a CRM for franchises is for
Route leads by area automatically
Geographic rules assign every lead to the matching franchisee with no manual intervention from headquarters.
Standardize service across the network
The AI replies as if it were the local franchise: with its own tone, pricing, availability and promotions.
Consolidated visibility for the franchisor
Single dashboard with sales, leads and performance per location, with alerts for dips and opportunities.
Brand compliance without friction
Ensures every franchisee follows brand commercial processes with no need for manual audits.
Frequently asked questions
What we've already solved with real franchises.
We learned working with franchises that live on coordinating many units and keeping the brand consistent. The idea is simple and critical: adapt your network to the future of multi-location management.
Yes. Each unit has access only to their leads and opportunities. The central team has aggregate visibility of the whole network.
Built for real companies
Designed for companies that need structure and scalability.
Recognition
OpenAI Select Partner
The Funnel Box was recognized within the OpenAI Partner Network as a Select Partner — the tier that distinguishes firms with demonstrated ability to deliver AI solutions in real enterprise environments.
Read the announcement
Forbes Business Council
The Funnel Box's application to Forbes Business Council was pre-approved on merit and business track record — Forbes' curated community for business leaders.
Request a demo
Your business already generates plenty of complexity.
We build the system that organizes it.
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