CRM Task Management

A complete lead and task management system for franchise development.


Coordinate franchise development, franchise agreement compliance and unit setup. Everything you always wanted a CRM to do... and more.

The A to Z of Franchise Development

Auto lead import. Lead management. Campaigns. Reports. The A to Z of franchise development found in a single CRM solution designed with franchising in mind.

Assign tasks. Qualify leads. Sell more franchises. Automate franchise development with the only process-driven franchise sales tool specifically designed to generate high performance franchise candidates.

A Single Source Database for Compliance

Every compliance of every franchise agreement in one location. Terms; rates; royalties; renewals; transfers; and ownership information all at your fingertips.

Issue task and followup reminders tied to key franchise agreement terms... automatically. Never miss another insurance renewal. Never miss another deadline. Centralize record keeping to streamline the compliance process while reducing liability.

Managing Franchisee Setup and Onboarding

Toss those spreadsheets out the window. Now you can manage all of the steps necessary to setup and onboard a new franchisee with the same web-based solution used to sell them a franchise in the first place.

IFX’s CRM Task Management solution lets you memorize and assign pre-sequenced processes designed to get new franchisees up and running faster and more efficiently. Auto task assignment, verification and status notifications are built-in.

Manage the process for individual and multi-unit expansion, Area Developers and Master Franchisees. Variable user access control lets you delegate specific categories and tasks with comprehensive roll-up reports providing for greater ease-of-use and accountability.

Winning Growth Strategies Every Franchise Executive Should Know!

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Upcoming Events

IFX Franchise Supplier Summit

March 23, 2018 - March 24, 2018

The prime directive of IFX's Franchise Supplier Summit is to provide suppliers with a series of no-cost and low-cost actionable strategies designed to increase exposure, connections and revenues in the franchise industry.

Reserve your spot today:


IFX Franchise Executive Conference

December 7, 2017 - December 8, 2017

Finally, a business growth Summit with ACTIONABLE strategies designed to address real-world concerns for virtually any potential, new or established franchise organization. Unlike conferences which may leave you wondering how to act on the information you've gained, many of the tips and techniques learned during these two fully-loaded days are ready to implement as soon as you walk out the door. With a unique and interactive format, you not only have an opportunity to learn from the expert speakers on stage, but even from the attendees in the back row.

Learn more now:


Inquire about bringing Dan to speak to franchise executives and suppliers at your next event. Contact us today.