factual

From whom must a Focalpoint Coaching franchisee license the CRM system and application service systems?

Focalpoint_Coaching Franchise · 2025 FDD

Answer from 2025 FDD Document

on, operation, maintenance, and upgrading of the Computer System. You must also license the CRM system and application service systems from our designated supplier, currently, HubSpot, for management and support services. You must pay us a CRM system set up fee in the amount of $1,000, plus any applicable taxes, when you sign the Franchise Agreement and an ongoing monthly license fee in the amount of $75 per person. You will need to pay the CRM system set up fee and the ongoing monthly license fee for each Associate you hire or retain. We may increase the monthly fee for the CRM license at any time commensurate with cost increases by our designated sup

Source: Item 11 — Franchisor's Assistance, Advertising, Computer Systems, and Training (FDD pages 28–36)

What This Means (2025 FDD)

According to Focalpoint Coaching's 2025 Franchise Disclosure Document, franchisees must license the CRM system and application service systems from Focalpoint Coaching's designated supplier, which is currently HubSpot. This means that franchisees do not have the option to choose an alternative CRM system provider.

In addition to licensing the CRM system from HubSpot, a Focalpoint Coaching franchisee must pay a CRM system set up fee of $1,000, plus applicable taxes, when signing the Franchise Agreement. Furthermore, there is an ongoing monthly license fee of $75 per person. This fee applies not only to the franchisee but also to each Associate they hire or retain. Focalpoint Coaching retains the right to increase the monthly fee for the CRM license at any time, provided they give prior written notice and the increase is commensurate with cost increases by HubSpot.

This requirement ensures that all Focalpoint Coaching franchisees use a standardized CRM system for managing sales and client information. While this standardization can streamline operations and ensure compatibility with Focalpoint Coaching's systems, it also means franchisees are subject to the costs and terms associated with HubSpot, as well as any potential fee increases. A prospective franchisee should consider these ongoing costs and the potential for increases when evaluating the financial viability of the franchise.

Disclaimer: This information is extracted from the 2025 Franchise Disclosure Document and is provided for research purposes only. It does not constitute legal or financial advice. Consult with a franchise attorney before making any investment decisions.