Finally, a CRM

That Speaks Your Industry's Language

PointB CRM eliminates the chaos of managing leads across multiple platforms. Built specifically for Franchise Consultants and Podcasters who need to convert prospects into profitable relationships.

Stop doing everything yourself.

Stop juggling 5 or more different platforms.

Start nurturing leads, automating follow-ups, and tracking ROI — all in one place.

Finally, a CRM

That Speaks Your Industry's Language

PointB CRM eliminates the chaos of managing leads across multiple platforms. Built specifically for Franchise Consultants and Podcasters who need to convert prospects into profitable relationships.

Stop doing everything yourself.

Stop juggling 5 or more different platforms.

Start nurturing leads, automating follow-ups, and tracking ROI — all in one place.

The Hidden Costs of Disorganized Lead Management

Every day without a proper CRM system, you're leaving money on the table.

Here's what's really happening to your business:

Losing Qualified Leads

30% of your hot leads slip through the cracks because you're juggling multiple platforms and can't follow up consistently.

Time-Consuming Manual Tasks

You're spending 20+ hours per week on data entry, lead tracking, and manual follow-ups instead of closing deals.

Inconsistent Client Experience

Without proper systems, your prospects receive inconsistent communication, hurting your professional reputation.

No Clear ROI Visibility

You can't measure which marketing efforts are working, leading to wasted budget on ineffective channels.

These problems cost businesses an average of $50,000+ annually in lost revenue

The Hidden Costs of Disorganized Lead Management

Every day without a proper CRM system, you're leaving money on the table.

Here's what's really happening to your business:

Losing Qualified Leads

30% of your hot leads slip through the cracks because you're juggling multiple platforms and can't follow up consistently.

Time-Consuming Manual Tasks

You're spending 20+ hours per week on data entry, lead tracking, and manual follow-ups instead of closing deals.

Inconsistent Client Experience

Without proper systems, your prospects receive inconsistent communication, hurting your professional reputation.

No Clear ROI Visibility

You can't measure which marketing efforts are working, leading to wasted budget on ineffective channels.

These problems cost businesses an average of $50,000+ annually in lost revenue

Turn Your Business Into a Lead-Converting Machine

PointB CRM is specifically designed for Franchise Consultants and Podcasters.

Here's how we solve your biggest challenges:

Automated Lead

Capture

Automatically capture leads from your website, social media, and referral sources into one centralized system.

Multi-channel integration
Real-time notifications
Lead scoring

Smart Follow-up

Sequences

Never lose a lead again with intelligent, personalized follow-up campaigns that nurture prospects automatically.

Email automation
SMS campaigns
Behavior triggers

Appointment

Scheduling

Let prospects book consultation calls directly from your campaigns with automated calendar integration.

Calendar sync
Reminder automation
No-show reduction

ROI Analytics

Dashboard

Track exactly which marketing efforts are driving results with comprehensive analytics and reporting.

Revenue attribution
Campaign performance
Lifetime value tracking

Communication

Hub

Manage all client

communications from one place - calls, emails, texts, and social media messages.

Unified inbox
Call recording
Message templates

Client Relationship Management

Build stronger relationships with detailed client profiles, interaction history, and personalized touchpoints.

Contact profiles
Interaction timeline
Custom fields

Turn Your Business Into a Lead-Converting Machine

PointB CRM is specifically designed for Franchise Consultants and Podcasters.

Here's how we solve your biggest challenges:

Automated Lead

Capture

Automatically capture leads from your website, social media, and referral sources into one centralized system.

Multi-channel integration
Real-time notifications
Lead scoring

Smart Follow-up Sequences

Never lose a lead again with intelligent, personalized follow-up campaigns that nurture prospects automatically.

Email automation
SMS campaigns
Behavior triggers

Appointment

Scheduling

Let prospects book consultation calls directly from your campaigns with automated calendar integration.

Calendar sync
Reminder automation
No-show reduction

ROI Analytics

Dashboard

Track exactly which marketing efforts are driving results with comprehensive analytics and reporting.

Revenue attribution
Campaign performance
Lifetime value tracking

Communication

Hub

Manage all client

communications from one place - calls, emails, texts, and social media messages.

Unified inbox
Call recording
Message templates

Client Relationship Management

Build stronger relationships with detailed client profiles, interaction history, and personalized touchpoints.

Contact profiles
Interaction timeline
Custom fields

The PointB CRM Advantage

Don't just take our word for it. Here's what our clients achieve within their first 90 days.

Save 30+ hours a month with a CRM that’s already tailored for your business— no setup headaches, no starting from scratch.
Skip the guesswork — built-in workflows are ready to go and easy to tweak based on how you work.
Turn more leads into paying clients without chasing or forgetting anyone.
Keep clients happy and coming back with consistent, automated follow-ups.
See exactly what’s working so you can grow smarter, not busier.

The PointB CRM Advantage

Don't just take our word for it. Here's what our clients achieve within their first 90 days.

Save 30+ hours a month with a CRM that’s already tailored for your business — no setup headaches, no starting from scratch.
Skip the guesswork — built-in workflows are ready to go and easy to tweak based on how you work.
Turn more leads into paying clients without chasing or forgetting anyone.
Keep clients happy and coming back with consistent, automated follow-ups.
See exactly what’s working so you can grow smarter, not busier.

This Is How It Works

01 Capture

Add leads manually or automatically through forms, landing pages, or integrations.

02 Nurture

Automated email & SMS workflows keep you top-of-mind — even months later.

03 Convert

When your leads are ready, you’ll be the one they remember and trust.

This Is How It Works

01 Capture

Add leads manually or automatically through forms, landing pages, or integrations.

02 Nurture

Automated email & SMS workflows keep you top-of-mind — even months later.

03 Convert

When your leads are ready, you’ll be the one they remember and trust.

For Franchise Consultants

Track your leads through the entire franchise buying process with automated follow-ups.

LEARN MORE

For Podcasters

Manage your podcast guests, sponsorships, and track episode performance all in one place.

LEARN MORE

For Franchise Consultants

Track your leads through the entire franchise buying process with automated follow-ups.

LEARN MORE

For Podcasters

Manage your podcast guests, sponsorships, and track episode performance all in one place.

LEARN MORE

Real Results from Real Clients

Here's what Franchise Consultants and Podcasters are saying about their

PointB CRM transformation.

“PointB keeps me connected. I used to let leads slip through the cracks. Now, PointB keeps me connected and I’ve had leads come back months later, ready to move forward.”

- Maria

"I used Andrea and the team at VDFY to help set up all of my backend sales systems - everything from email campaigns to automation. She was awesome and an absolute pleasure to work with! If you need help putting the back end of your sales system in order, so you can concentrate on working with clients, then I'd highly recommend reaching out to Andrea and her team!"

-Alex

“A CRM that works for me. This is exactly what I needed, a CRM that works for me, not one I have to figure out from scratch.”

-Rich

"PointB CRM transformed how we handle leads. We went from losing 40% of qualified prospects to converting 85% within 6 months. The ROI tracking alone saved us $30K in wasted marketing spend

-Sarah

"As a podcaster, managing sponsor relationships and listener engagement was chaos. PointB CRM streamlined everything. Now I can focus on content while the system nurtures my business relationships automatically."

-Mike

"The automated follow-up sequences are game-changing. I used to manually chase leads for weeks. Now PointB CRM does it for me, and my closing rate increased by 60% in just 3 months."

-Jennifer

Real Results from Real Clients

Here's what Franchise Consultants and Podcasters are saying about their

PointB CRM transformation.

“PointB keeps me connected. I used to let leads slip through the cracks. Now, PointB keeps me connected and I’ve had leads come back months later, ready to move forward.”

- Maria

-Alex

“A CRM that works for me. This is exactly what I needed, a CRM that works for me, not one I have to figure out from scratch.”

-Rich

"PointB CRM transformed how we handle leads. We went from losing 40% of qualified prospects to converting 85% within 6 months. The ROI tracking alone saved us $30K in wasted marketing spend

-Sarah

-Mike

"The automated follow-up sequences are game-changing. I used to manually chase leads for weeks. Now PointB CRM does it for me, and my closing rate increased by 60% in just 3 months."

-Jennifer

Flexible Pricing Options to Suit Your Needs

Tailored Pricing for Your Needs

PointB CRM

Everything you need to start nurturing and closing more franchise leads:

$149

MONTHLY

Access to the full CRM
Pre-built automation workflows specifically tailored for franchise consultants
Funnel builder
Website builder
Email & SMS marketing
Unlimited contacts, email & SMS sequences
Calendar & appointment booking
Power dialer
Customizable pipelines, templates, and more...

Need Help Setting Up?

One-time CRM Customization & Setup includes:

$1499

one-time fee

Workflow customization
Email sequences
Custom booking links
CRM integrations (calendars, emails, forms, social media, etc.)
Contact tagging & pipeline setup
Workflow walkthrough + onboarding support
Workflow assessments and adjustments
Landing page

*PointB CRM monthly subscription

not included.

Need More Than a CRM?

Full-service digital marketing support through our parent brand, Virtually Done For You includes:

TBD

MONTHLY

PointB CRM all-access
PointB CRM monthly subscription
CRM Customization & Setup (worth $1499)
Done-for-you lead generation
LinkedIn outreach
Appointment setting
Content marketing
Nurture campaigns

Learn More

Flexible Pricing Options to

Suit Your Needs

Tailored Pricing for Your Needs

PointB CRM

Everything you need to start nurturing and closing more franchise leads:

$149

MONTHLY

Access to the full CRM
Pre-built automation workflows specifically tailored for franchise consultants
Funnel builder
Website builder
Email & SMS marketing
Unlimited contacts, email & SMS sequences
Calendar & appointment booking
Power dialer
Customizable pipelines, templates, and more...

Need Help Setting Up?

One-time CRM Customization & Setup includes:

$1499

one-time fee

Workflow customization
Email sequences
Custom booking links
CRM integrations (calendars, emails, forms, social media, etc.)
Contact tagging & pipeline setup
Workflow walkthrough + onboarding support
Workflow assessments and adjustments
Landing page

*PointB CRM monthly subscription

not included.

Need More Than a CRM?

Full-service digital marketing support through our parent brand, Virtually Done For You includes:

TBD

MONTHLY

PointB CRM all-access
PointB CRM monthly subscription
CRM Customization & Setup (worth $1499)
Done-for-you lead generation
LinkedIn outreach
Appointment setting
Content marketing
Nurture campaigns

Learn More

Frequently Asked Questions

Everything you need to know about getting started with PointB CRM — simple, clear, and built for your business.

What exactly is included with my PointB CRM subscription?

Your $149/month subscription includes full access to the CRM platform, complete with pre-built automation workflows specifically designed for franchise consultants and podcasters.

You’ll be able to capture leads, nurture them automatically through email and/or SMS, track activity, and manage your pipeline — all from one simple dashboard.

Is the CRM ready to use, or will I need to set it up myself?

PointB CRM comes with pre-built workflows tailored specifically for franchise consultants and podcasters so the structure is already in place for you.

To begin using the system, you’ll just need to connect your email, calendar, and any relevant tools (like social media or lead sources), then plug in your messaging content (email templates, follow-ups, etc.).

No need to build anything from scratch but a few quick integrations will get you fully up and running. And if you want hands-on help with setup, we offer a one-time customization service too.

What if I want help customizing my CRM?

We offer a one-time customization service for $1499.

This includes writing the email content, setting up your booking links, connecting calendars, customizing pipelines, tagging contacts, integrating tools you already use, and walking you through your specific workflow so you're confident from day one.

Is my data safe and secure?

Absolutely.

PointB CRM is built on secure, industry-standard cloud infrastructure. Your data is encrypted, securely stored, and only accessible to you and your authorized users.

We take your business and your clients' information seriously.

Can I add team members to my account?

Yes, PointB CRM supports multiple users.

If you have an assistant, business partner, or sales support person you want managing leads alongside you, you can easily add them to your account.

Can I integrate PointB CRM with other tools I’m already using?

Yes!

PointB CRM can integrate with calendars, landing page builders, lead forms, and more.

Our setup service can also help you connect any key tools you already rely on, or we can guide you through how to set them up yourself.

What happens if I also need help with lead generation and marketing?

If you're ready to scale beyond CRM and want help generating leads, booking calls, and nurturing prospects, we offer full-service marketing support through our parent company:

👉 Virtually Done For You (VDFY)

Think of PointB CRM as your system and VDFY as your full growth engine.

Is there a contract or can I cancel anytime?

There’s no long-term contract.

Your subscription is billed month-to-month, and you can cancel anytime if you feel PointB CRM isn’t the right fit for your business. (But we think you’ll love it once you see what it can do!)

Stop losing leads. Start closing more deals.

PointB CRM helps you follow up consistently, build stronger relationships, and grow

— without doing everything yourself.

Frequently Asked Questions

Everything you need to know about getting started with PointB CRM — simple, clear, and built for your business.

What exactly is included with my PointB CRM subscription?

Your $149/month subscription includes full access to the CRM platform, complete with pre-built automation workflows specifically designed for franchise consultants and podcasters.

You’ll be able to capture leads, nurture them automatically through email and/or SMS, track activity, and manage your pipeline — all from one simple dashboard.

Is the CRM ready to use, or will I need to set it up myself?

PointB CRM comes with pre-built workflows tailored specifically for franchise consultants and podcasters so the structure is already in place for you.

No need to build anything from scratch but a few quick integrations will get you fully up and running. And if you want hands-on help with setup, we offer a one-time customization service too.

What if I want help customizing my CRM?

We offer a one-time customization service for $1499.

Is my data safe and secure?

Absolutely.

PointB CRM is built on secure, industry-standard cloud infrastructure. Your data is encrypted, securely stored, and only accessible to you and your authorized users.

We take your business and your clients' information seriously.

Can I add team members to my account?

Yes, PointB CRM supports multiple users.

If you have an assistant, business partner, or sales support person you want managing leads alongside you, you can easily add them to your account.

Can I integrate PointB CRM with other tools I’m already using?

Yes!

PointB CRM can integrate with calendars, landing page builders, lead forms, and more.

Our setup service can also help you connect any key tools you already rely on, or we can guide you through how to set them up yourself.

What happens if I also need help with lead generation and marketing?

If you're ready to scale beyond CRM and want help generating leads, booking calls, and nurturing prospects, we offer full-service marketing support through our parent company:

👉 Virtually Done For You (VDFY)

Think of PointB CRM as your system and VDFY as your full growth engine.

Is there a contract or can I cancel anytime?

There’s no long-term contract.

Your subscription is billed month-to-month, and you can cancel anytime if you feel PointB CRM isn’t the right fit for your business. (But we think you’ll love it once you see what it can do!)

Stop losing leads. Start closing more deals.

PointB CRM helps you follow up consistently, build stronger relationships, and grow — without

doing everything yourself.

Built with ❤️ by Virtually Done For You (VDFY).

Helping franchise consultants and podcasters stay organized, grow their list, and monetize their business.

[email protected]