TapIQ › Franchise development

Contact capture for franchise development teams

Your recruiters already hand out cards at expos, discovery days and site visits. TapIQ makes the card do the capture — the prospect's details land without a form, get enriched in the background, and sync to Salesforce, HubSpot, Monday.com or GoHighLevel.

One tap instead of a form

A development team meets prospective franchisees in a handful of places: an expo floor, a discovery day, a site visit, a broker introduction. In all of them the same thing happens — a name goes onto a lead sheet or a badge scan, and the detail that mattered in the conversation never makes it into the CRM.

TapIQ replaces the form with a card. Your recruiter taps their card on the prospect's phone and a branded profile opens — no app to install, no QR code to scan. The prospect taps save. Name, email and phone are captured with no manual entry on either side.

If a prospect would rather text than save a contact, Tap-to-Text can open their Messages app instead, addressed to your account's dedicated TapIQ number. There is one number per account and it attaches to a single profile, so this is one recruiter's card rather than the whole team's. Nothing sends on its own — the tap only prepares a draft on their own phone. When they press send, their carrier-verified number becomes a contact through the same pipeline and TapIQ sends one automatic reply carrying your card link.

The event-day mechanics of a busy booth are covered on the trade show lead capture page. This page is about what happens to a prospect in the months after you meet them.

• No app and no QR code for the prospect — the profile opens from the tap.
• Name, email and phone captured with zero manual data entry.
• The profile carries your links, calls to action, social handles, booking page and event photos.
• Tap-to-Text is one automatic reply per visitor per 24 hours, on US local numbers, with one number per account attached to one profile. It is not a two-way inbox and delivery is never guaranteed.

Know who you met before the day is over

Qualifying a franchise prospect is mostly a question of who they are — what they do now, how senior they are, and what kind of business they already run. Those are exactly the fields a handwritten lead sheet gets wrong.

From a tap, four of the nine dossier layers fill on their own: Identity, Role, Firmographics and Lead Score. Role gives job title, seniority and department. Firmographics gives company size, industry, revenue, tech stack and funding stage. Those are the fields that tell you whether you are talking to a multi-unit operator or a walk-up, and they are on the record before the follow-up call.

Enrichment is asynchronous. The contact is captured instantly and the record is then enriched in the background against 50+ data sources, which takes minutes rather than seconds. Nobody stands at the booth waiting for it.

The lead score is a rule engine, not a prediction. It adds fit and engagement points into a single number that is stored on the contact, so a development director can work a list from the top instead of reading every record.

• Identity — name, email and phone from the tap; LinkedIn added by background enrichment.
• Role — job title, seniority and department.
• Firmographics — company size, industry, revenue, tech stack and funding stage.
• Lead score — one persisted number per contact, from fit and engagement points.
• AI-inferred intent signals on each contact — synthesised from the contact's enrichment data. Layer 7 (Stakeholder Map) is a roadmap item and generates nothing today.

It lands in Salesforce, HubSpot, Monday.com or GoHighLevel

TapIQ sits ahead of your CRM rather than replacing it. Captured contacts push into Salesforce, HubSpot, Monday.com or GoHighLevel; Salesforce and HubSpot connect over OAuth. In Salesforce, contacts are deduplicated by email, so a prospect you met at an expo and again at a discovery day is matched to the existing record when they give the same address.

The push is a queued sync rather than a per-tap trigger, so a record does not appear in the CRM in the same second the card is tapped. Contacts sync; company and account objects do not yet.

Connecting Gmail or Outlook brings email and calendar into the same record. That matters more here than in a one-day sales cycle, because a franchise pipeline runs over months — the follow-up thread, the discovery-day invite, the site-visit booking. Because the layer reflects your own threads, it only exists once a mailbox is connected.

Slack posts notifications to a channel you choose, on the events you choose. It does not fire from a card tap.

• Salesforce and HubSpot — connected over OAuth. Monday.com and GoHighLevel are connected integrations too.
• Gmail and Outlook — email sync and calendar, including meetings.
• Slack — pick a channel and choose which events get posted.
• Mailchimp and QuickBooks are in development, not connected.

Reporting per recruiter and per event

Every profile carries its own analytics — views, taps, saves and clicks — with a date range. Reporting by recruiter or by expo comes from giving each one its own profile, not from an event field. Give each recruiter their own profile and you can see who captured what, and which expo or discovery day produced it, without asking anyone to file a report.

Those numbers roll into a dashboard of KPIs, capture rates and engagement trends. The dashboard is computed when it loads or refreshes rather than streamed, so read it as a working view rather than a live ticker.

If your franchising site has the TapIQ snippet installed, return visits appear on the contact as well — whether someone came back to your investment pages after the expo, and how often. Without the snippet on your own site, that layer stays empty.

On the record itself, TapIQ writes an AI summary of the contact and can draft follow-up copy. Treat the drafts as a starting point for a recruiter. There is no autonomous agent working the pipeline on your behalf.

What TapIQ does not do for franchising

There is no franchise edition of TapIQ. No franchise-specific template, no FDD workflow, no franchisee-application pipeline, no territory mapping. What exists is the general capture and intelligence pipeline described above, pointed at a buyer it happens to fit — a team that meets a lot of qualified strangers in person and needs them in a CRM without typing.

Saying that plainly is more useful than the alternative. If you are shopping for franchise recruitment software that manages disclosure documents and territory allocation, this is not that, and no amount of configuration turns it into that.

The rest of the honest list, as things stand today: the stakeholder map is a roadmap layer and produces nothing, so you cannot yet see an investor group assembled on one record. Company and account objects do not sync — contacts only. Website behavior and return-visit signals need the TapIQ snippet on your own site. Mailchimp and QuickBooks are in development. Fully custom printed cards in your own brand's design are not available.

TapIQ is offered as a beta release, and the terms reserve the right to change, suspend or discontinue features while development continues. Weigh that before you standardize a whole development team on it.

Getting a development team started

The order is profile first, card second. You create a profile, order cards inside the app, and each card ships already programmed to the profile it belongs to. There is no pairing step and no blank card to activate — which is the part that matters when you are equipping several recruiters before a fixed expo date. Each recruiter needs their own profile, so check the profile counts in the pricing section before you order.

TapIQ-branded cards come in multiple colorways and ship within 48 hours. Fully custom print runs in your own brand's design are not available, so the branding a prospect actually sees today is on the profile, not on the card face.

A free plan exists with no credit card. Current tiers and prices are on the pricing section of the homepage rather than restated here, because TapIQ is in beta and the terms allow features to change.

If you would rather talk through a rollout across several recruiters first, the contact form on the homepage is answered within 24 hours.

• Create a free profile, then order cards in the app.
• Cards ship already linked to a profile — no setup, no pairing, no blank card.
• TapIQ-branded cards ship within 48 hours, in multiple colorways.

Common questions

Does a prospective franchisee need an app or a QR code to share their details?

No. The tap opens your branded profile on their own phone with nothing to install and no code to scan. They tap save, and their name, email and phone are captured without either of you typing.

How quickly is a captured contact enriched?

The contact is captured instantly, and enrichment then runs asynchronously in the background against 50+ data sources. It takes minutes rather than seconds, so nobody waits at the booth for the record to fill in.

Is there a franchise-specific version of TapIQ?

No. There is no franchise template, FDD workflow or franchisee-application pipeline. Franchise development is a buyer TapIQ is built for, but the features are the general capture, enrichment, scoring and CRM sync pipeline.

What actually syncs to our CRM, and when?

Contacts sync to Salesforce, HubSpot, Monday.com or GoHighLevel; Salesforce and HubSpot connect over OAuth. It is a queued push rather than a per-tap trigger, and company or account objects do not sync yet — contacts only.

Can we see everyone from the same investor group on one record?

Not today. The stakeholder map is a roadmap layer and generates nothing at present. Each person you meet is captured, enriched and scored as an individual contact, with AI-inferred intent signals on each contact.

What does it cost, and is it ready to roll out?

There is a free plan with no credit card, and current tiers are listed in the pricing section on the homepage. TapIQ is offered as a beta release, and the terms allow features to change, be suspended or be discontinued while development continues.