Finally, a CRM built for franchise consultants.

No more spreadsheets. No more dropped leads.

PointB CRM gives franchise consultants a pre-built nurturing system to guide prospects from curiosity to commitment — even if they’re not ready to buy today.

PointB CRM

Where franchise leads become franchisees.

PointB CRM was developed by Virtually Done For You (VDFY)

— a digital marketing agency trusted by franchise consultants across the U.S.

❗ The Problem: Missed Opportunities

Most franchise consultants are losing leads, not because of a lack of interest, but because there’s no system to stay in touch.

Franchise ownership is a life-changing decision. Your prospects might be interested now, but not financially or personally ready yet. Without consistent nurturing, they disappear.

And most consultants?

❌ Still using spreadsheets

❌ Still chasing leads manually

❌ Still hoping they remember to follow up next week

✅ The Solution: PointB CRM

PointB CRM gives you a complete, done-for-you nurturing system, built specifically for franchise consultants.

You’ll be able to:

✅ Capture leads from any source

✅ Automatically follow up via email & SMS

✅ Educate and inspire leads over time

✅ Stay top-of-mind until they’re ready

✅ Book more calls — and close more deals

🧠 Comes preloaded with automation workflows tailored to how franchise consultants actually work.

🎯 Fully customizable to match your preferences and voice.

🔄 How It Works

Capture

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

Nurture

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

Convert

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

Flexible Pricing Options to Suit Your Needs

Tailored Pricing for Your Franchise Consulting Needs

PointB CRM

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

$149

/ MONTH

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:

PointB CRM all-access

PointB CRM monthly subscription

CRM Customization & Setup (worth $1499)

20 hours of outbound calling per month to prospects or leads you’ve generated (or we help find)

60 hours of engagement, outreach, and follow-up using strategic connection messages and nurture flows

8 hours of backend CRM automation and campaign setup using PointB CRM

4 blogs with 12 branded social media posts per month (with design & copywriting)

20 targeted emails, tailored to your Ideal Candidate Profile (ICP)

Learn more

TESTIMONIALS

What consultants are saying

"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

"Highly recommended!"

"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

Frequently Asked Questions

Everything you need to know about getting started with PointB CRM — simple, clear, and built for franchise consultants like you.

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.

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 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 is your system for consistent follow-up, stronger connections, and more franchise placements.

Helping franchise consultants turn leads into franchisees.

[email protected]