Sequences and a power dialer built for a franchise sales cycle.
Franchise sales touch-points are weeks apart, not days, and a validation call runs 20-30 minutes, not a quick dial. SalesThumb's sequence engine lets you build multi-step email/SMS/task cadences that auto-enroll prospects when they enter a pipeline stage (web-form leads can also be auto-enrolled per lead source from Settings).
The quick version
Follow-ups & calling: Follow-up sequences and a calling tool for franchise sales.
- Multi-step email/SMS/task cadences with day-based delays
- Sequences auto-enroll on stage entry; web-form leads can auto-enroll per lead source via Settings
- Twilio-powered click-to-call dialer
The power dialer places the call over Twilio and, once the rep types or dictates their own notes, an AI pass turns that free text into a structured outcome/next-step/objections summary for the rep to review before saving — it never listens to or transcribes the call itself.
A closer look
01
Cadences you build, triggered by real pipeline events
A sequence is a list of steps (email, SMS, task, or a plain wait) with a day-offset between each. It can be enrolled manually, or set to auto-enroll when a prospect enters a stage; web-form leads can also be auto-enrolled per lead source from Settings. Rating-change and document-sent triggers can be picked but don't auto-enroll anyone today. There's no fixed starter-sequence library out of the box — you build the cadence your team actually uses.
- Step types: email, SMS, task, or wait
- Auto-enroll: stage entry, plus per-lead-source enrollment for web-form leads
- Reply/pause is a manual status change today, not automatic on inbound reply
02
Power dialer, then AI structures your own notes
Click a prospect's phone number to place a Twilio-bridged call to your own phone, which then connects to the prospect. The call panel surfaces the prospect's real profile, next-best-action, and deal-risk signals before you dial. After the call, type or dictate your notes and "Extract with AI" turns them into an outcome label, a next step, and any objections raised — pulled only from what you wrote, never invented, and always shown as a draft for you to review before it's saved to the timeline.
M. Okafor(614) 555-0188
Scottsdale North · AZ
Prospect (real data)
Investment budget
$200k–300k
Territory interest
Scottsdale North, AZ
AI pre-call brief (before dialing)
Deal risk 32/100. Last touch: email opened, no reply in 6 days. Open with the Scottsdale North territory question he raised last call.
Your notes (typed or dictated)
"talked about scottsdale north territory again he wants the june discovery day and asked about the royalty and ad fund numbers before he'll look at the fdd"
Extract with AI
from your notes aboveInterested, wants June discovery day
Send royalty + ad-fund breakdown before FDD
Wants royalty/ad-fund numbers before reviewing the FDD
Draft only — nothing is saved to the timeline until you review and confirm it below.
Everything it does
The complete list. The plan tag above shows which plans include it.
- Multi-step email/SMS/task cadences with day-based delays
- Sequences auto-enroll on stage entry; web-form leads can auto-enroll per lead source via Settings
- Twilio-powered click-to-call dialer
- AI-structured call notes — from the rep's own typed or dictated notes, not a recording
- Per-sequence enrollment counts (active/completed/total)
A tour of the screens
Every meaningful view, the path through it, and the moments that matter — so you know exactly what you're buying.
Power dialer
Click any number in the pipeline to place a Twilio call.
Real prospect context on the right; AI-structured notes after you write your own.
Who it's for
Built specifically for…
- Franchise sales reps making outbound calls
- Development teams running multi-touch nurture
- Master-franchisees recruiting from executive networks
What it replaces
The old way…
- Outreach.io / Salesloft
- HubSpot sequences without franchise-tuned templates
- Manual call notes in a spreadsheet
Setting it up
- 1
Build a sequence
Add email, SMS, task, or wait steps with day-offsets between them. Set it to manual enrollment, or auto-enroll when a prospect enters a stage.
- 2
Prospects enroll
Add prospects one at a time or trigger enrollment automatically. The sequences page shows active/completed/total enrollment counts per sequence.
- 3
Dial and let AI structure the notes
Click to call over Twilio. Type or dictate your notes after the call; AI extracts outcome, next step, and objections from what you wrote for you to review and save.
What this looks like in a shop
Illustrative scenario: A franchise-development rep used to hang up and immediately dread typing up notes before the next call. With the dialer's post-call AI extraction, she talks through what happened out loud, the notes get structured into an outcome and next step in a few seconds, and she reviews and saves before moving to the next dial — no separate note-taking app, no half-written scrawl she has to decipher the next morning.
Good to know
- Which plan includes follow-ups & calling?
- It's part of the CRM/Franchise Sales add-on, which you can add to any plan. See the Pricing page for everything in each plan.
- What's the dialer integration?
- Twilio Voice — the dialer bridges a call from your phone to the prospect's. There's no separate BYO-softphone integration (RingCentral/Aircall) today.
- How does the AI call-note feature work?
- It never listens to or records the call. After you hang up, you type or dictate your own notes, and AI extracts a short outcome label, a next step, and any objections from that text — never inventing a detail you didn't write. You review the draft before it's saved.
- Does a sequence auto-pause when a prospect replies?
- Not automatically today — enrollment status (active/paused/completed/cancelled) is something a rep sets by hand.
Works with your stack
Twilio Voice
Powers the click-to-call dialer
Pairs well with
Franchise Pipeline
New Lead → Contacted → Discovery Call → FDD Review → Validation → Onboarding. Custom, renamable stages; a weighted forecast; a real territory-conflict flag. Part of the +CRM/Franchise Sales add-on.
Lead Capture & Embed
A branded, hosted intake form or embeddable iframe. Submissions land in your pipeline auto-rated by declared budget — no manual entry. Part of the +CRM/Franchise Sales add-on.
Validation Calls
Track existing franchisees who take validation calls, book a call with one from the roster at an agreed time, and rate the outcome — a rating of 4-5 auto-advances the prospect's pipeline stage. Part of the +CRM/Franchise Sales add-on.
Playbook & FDD Vault
A 4-step sales playbook with target timelines and live conversion rates. A versioned FDD document library. A real compliance audit log built from actual pipeline activity. Part of the +CRM/Franchise Sales add-on.