Place More Candidates
With A Platform Built For Consultants

AI agents and a CRM built for franchise consultants — capturing leads from 30-plus sources, booking discovery calls, matching candidates to brands, and keeping every placement moving from first inquiry to funded. Even the 62% of leads that arrive after hours.

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TRUSTED BY LEADING CONSULTANTS IN FRANCHISE SALES:
The Franchising Company
Your Franchise Consultants
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own my franchise

Real Results From Franchise Consultants

One Consultant. One System. No Gaps.

David Patterson is a franchise consultant and a team of one. Juggling leads, email, texting, and scheduling across disconnected tools was creating gaps he couldn’t afford.

VipeCloud changed that — one system for everything he relied on, backed by support that responds the same day, even on weekends. For a solo operator, that’s the difference between a business that runs and one that stalls.

The Franchising Company
FRANCHISE CONSULTANT CASE STUDY

How The Franchising Company Modernized Their Consultant Workflow

See how TFC unified every lead source, accelerated candidate follow-up, and created a consistent process across all brands using FSE.

Read The Case Study

Great Franchise Consulting Software Masters the Experience for the Consultant and the Candidate

VipeCloud is built to do two things at once: giving you a clear, efficient system to run your practice, while giving every candidate a responsive, trust-building experience from first inquiry through to placement. When both sides work, candidates refer others. Brands notice. Placements compound.

CONSULTANT’S EXPERIENCE

You operate with clarity, speed, and full visibility across your entire pipeline.

Every lead captured, every follow-up automated, every candidate tracked — so you stay in control even when your pipeline is full.

CANDIDATE’S EXPERIENCE

Every candidate feels heard, guided, and matched with the right opportunity.

Fast responses, consistent communication, and a consultative process that signals professionalism — so candidates trust you before they sign anything.

The Consultant Solution Stack

Two products. One platform. Built for consultants and their candidates. Vipe AI and Franchise Sales Engine aren’t alternatives. Vipe AI is the AI layer that attaches to FSE. Together they keep your practice running smoothly and your candidates feeling well-served, even when your pipeline is at capacity.

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Vipe AI for Consultants

Vipe AI combines an always-on booking agent with a MCP server connected to our CRM to book more meetings and do less manual work.

AI that acts inside your CRM, not just beside it
AI text conversations that book appointments
Reporting on number of meetings booked from the Booking Agent
Match candidates to brands
Explore Vipe AI
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Franchise Sales Engine

The Franchise Sales Engine is the foundation of the stack. It centralizes every lead, enforces speed-to-lead, and ensures every candidate is followed up with consistently, even when you are busy closing.

Text-first engagement designed for franchise buyers
Automated lead capture from 30 plus sources
Built-in scheduling and structured candidate nurturing
Consultant-specific workflows and performance reporting
Explore Sales Engine

Your Franchise CRM Is Ready Day One To Kickstart Your Placement Pipeline

When you sign up as a consultant, VipeCloud pre-configures your entire placement CRM: pipelines, custom fields categories, and follow-up sequences built around candidate management, brand relationships, and commission tracking. Nothing to invent on day one.

3 Pipelines

Candidate Placement — new inquiry through funded and closed won
Brand Relationship — tracks which brands you’re authorized to represent
Referral Source — CPAs, attorneys, lenders, and business brokers who send leads

50 Custom Fields

Candidate profile — Liquid Capital, Net Worth, Timeline to Invest, Funding Source, Spouse/Partner Involved
Investment preferences — Investment Range, Preferred Region, Preferred States, Industry Preferences, Operator Model Preference
Assessment — Zorakle Completed, Zorakle Personality Type (Achiever, Belonger, Emulator, Societal)
Brand profile — Franchise Fee, Royalty %, AUV, Total Investment Range, Territory Availability
Placement details — Expected Commission, Discovery Day Date, FDD Received Date, Co-Broker Split

15 Task Types

Discovery Call
Validation Call Coordination
Brand Introduction
FDD Review Check-In
Discovery Day Prep
Commission Invoicing
Brand Relationship Check-In
+ 8 more, built around the consultant placement workflow

Why Consultants Choose VipeCloud

Most software forces franchise consultants to adapt their process to the tool. VipeCloud was built the other way around, designed to support how franchise placements actually happen.

Designed Specifically for Franchise Sales Workflows

Every workflow, automation, and report is built around how franchise consultants source, qualify, and place candidates, not generic sales funnels.

Text Compliance Built In, Not Bolted On

Text opt-in is designed into every lead capture and follow-up flow, creating higher-intent conversations while protecting your reputation.

A Franchise CRM Designed for the AI Era

AI agents built in-house on the same data layer as the CRM. A structural advantage as AI becomes central to how placements happen.

One System From Lead to Placement

See the full lifecycle of every candidate in one place, from first click through booked calls and final placements.

Trusted Across the Franchise Development Community

★★★★★

“”VipeCloud made it easy to get started. I can now optimize, communicate, and track my clients more efficiently — and share templates across the platform.””

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Casey H. Floyd – IFPG Member

★★★★★

“The ability to set up workflows and automate my sales process has helped make our company successful. Our business just flows without us. If we’re on vacation or sleeping, the workflow continues regardless.”

Jennifer Lucas Franchise Coach

Jennifer Lucas – IFPG Member

The Best Consultants Don’t Just Place Candidates. They Give Them An Experience Worth Referring.

See how VipeCloud helps consultants deliver for their practice and their candidates in 20 minutes. Or start free and explore on your own.

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