A CRM built for franchise consultants who want better follow-up and fewer lost leads
PointB helps you manage leads, pipeline, booking, follow-up, and nurture in one place so fewer opportunities slip through the cracks.
Finally, a HighLevel 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
Built for franchise consultants who are tired of juggling spreadsheets,
inboxes, and disconnected tools.
PointB CRM was developed under the infrastructure of HighLevel by Virtually Done For You (VDFY)
— a digital marketing agency trusted by franchise consultants across the U.S.
❗Good leads get lost when follow-up is messy
Most franchise consultants are not losing leads because they do not care.
They are losing leads because the process gets scattered.
A lead comes in.
The reply gets delayed.
Notes are in one place. Emails are in another.
Follow-up becomes manual, inconsistent, and easy to forget.
PointB helps bring order to that process so you can stay organized, follow up faster, and keep more opportunities moving.
✅ What PointB Helps You Do
PointB gives franchise consultants one place to manage the parts of lead handling that often become scattered and inconsistent.
✅ Capture leads in one place
✅ Track where each prospect stands
✅ Automate follow-up and nurture
✅ Manage booking and reminders
✅ Re-engage leads who are not ready yet
✅ Keep notes, activity, and conversations organized
🧠 Comes preloaded with automation workflows tailored to how franchise consultants actually work.
🎯 Fully customizable to match your preferences and voice.
🔄 Why PointB
Not a generic CRM. Built with franchise consultants in mind.
Most CRM platforms give you a blank system and expect you to build everything yourself.
PointB gives franchise consultants a stronger starting point.
It is designed to support lead management, follow-up, booking, and nurturing without forcing you to piece everything together from scratch.
That means less guesswork, less scattered work, and a better system for staying consistent.
Simple pricing with flexible support
Tailored Pricing for Your Franchise Consulting Needs
PointB CRM Access
Access PointB CRM for your franchise consulting business.
$99
/ 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...
Important:
Usage charges for email, SMS, phone, verification, and related services are billed separately each month. A statement of charges will be included with your invoice.
Optional Setup Add-On
For consultants who want help tailoring PointB to their workflow.
$1499
one-time fee
Workflow customization
Email sequences
Custom booking links setup
CRM integrations (calendars, emails, forms, social media, etc.)
Contact tagging & pipeline setup
Workflow walkthrough + onboarding support
Workflow review and adjustments
Landing page
*PointB CRM monthly subscription not included.
Who It’s For
PointB is a great fit if...
you are handling leads across too many places
follow-up feels too manual or inconsistent
you want better visibility into your pipeline
you know some good leads are slipping through the cracks
you want a CRM that supports nurturing, not just lead storage
you want a system without building everything from zero
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
How to get started
1
Start your free trial
Choose the path that feels right for you.
2
Get access to PointB
Start with the core CRM or add setup support if you want help customizing it.
3
Organize your lead handling
Bring your follow-up, booking, nurture, and pipeline into one place.
4
Use PointB as your day-to-day system
Spend less time chasing details and more time moving conversations forward.
TESTIMONIALS
What Franchise Consultants Are Saying
"PointB keeps me connected"
“Before PointB, my follow-up was all over the place. Some leads were in my inbox, some were in my notes, and some were easy to lose track of. Now everything feels much more organized, and it is easier to stay consistent.”
- Maria
"Highly recommended!"
“What I appreciated most was not having to build everything from scratch. PointB already made sense for the way franchise consultants actually work, which saved me time and made the setup feel much less overwhelming.”
- Alex
"A CRM that works for me"
“PointB gave me a better way to manage leads, track conversations, and keep people moving through the pipeline. I feel more confident knowing good opportunities are less likely to slip through the cracks.”
- 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 $99/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.
Frequently Asked Questions
Do I need the setup package to use PointB?
No. The setup add-on is optional.
What does the $99 monthly fee include?
It includes access to PointB CRM and its core tools for managing leads, follow-up, booking, pipeline, and nurture.
Are there additional charges?
Yes. Usage charges for email, SMS, phone, verification, and related services are billed separately each month.
Is there a contract?
No long-term contract is required.
Can PointB be customized?
Yes. The optional setup add-on is there for consultants who want help tailoring the system.
Is PointB only for franchise consultants?
This version of PointB is specifically built for franchise consultants.
What if I need more help beyond the CRM?
We can talk through that during a fit call and recommend the best next step.
Stop losing leads. Start closing more deals.
PointB CRM is your system for consistent follow-up, stronger connections, and more franchise placements.
Need more than a CRM?
If you also need help with lead generation, follow-up strategy, outreach, or ongoing marketing support, Virtually Done For You may be able to help.
PointB gives you the system.
VDFY can help support the strategy and execution around it.
Ready for a better follow-up system?
PointB helps franchise consultants stay organized, follow up more consistently, and manage leads in one place without building everything from scratch.
© 2026 PointB CRM.
Built with ❤️ by Virtually Done For You (VDFY).
Helping franchise consultants turn leads into franchisees.
All rights reserved.