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Call Catalyst AI

AI-powered sales intelligence built for franchise sales. Structured notes, call scores, compliance alerts, and automatic HubSpot updates after every call.

Call Catalyst surpasses 1000 FranDev calls analyzed!

In March 2026 Call Catalyst AI surpassed 1000 Franchise sales calls reviewed for AI notes, CRM updates, and Alerts for Franchise clients!

Call Catalyst AI Logo Card

More than a notetaker

Call Catalyst AI joins your franchise sales calls but it doesn't just take notes. It turns what it learns into sales intelligence and data that helps you close more deals and improve your franchise development process.

Better data

Call Catalyst extracts data, not just notes, from your calls. Things that would have lived on paper, in your Reps' brains, or even in AI notes get organized and written to HubSpot so nothing important is lost.

Better visibility

Call Catalyst goes deeper than notes by generating a scorecard comparing each diligence call to your proven process and agenda. It also surfaces alerts related to the FDD identifying calls that need review.

More time

Call Catalyst gives Development Reps and Leaders time back. The manual CRM updates they're not making, the info they're not scrambling for, and the meeting reviews that weren't needed.

AI Note Takers are not Franchise savvy.

Notes that miss the point

Your general purpose notetaker summarizes what your Rep said — and its the same on every call. You need to notes about the Candidate, their questions, their background, their interest. And you need details about each agenda item for each of the calls if your diligence process.

No franchise-aware flags

General purpose notetakers don't understand franchising and it makes problems a lot harder to spot. Franchise Development leaders need alerts and Reps need reminders if things verge too close to FDD territory.

No measure of call quality

You can't tell if your process is being executed without listening to every call. With 20+ calls per rep per week, manual review is impossible. Deal outcomes are a lagging indicator — by the time you know a rep is struggling, you've already lost deals.

How Call Catalyst AI works

  • Record: Call Catalyst joins your franchise sales call as the notetaker
  • Identify: Call Catalyst AI recognizes which milestone call it is (Discovery, Unit Economics/Operations, Territory, or FDD Review)
  • Analyze: Call Catalyst's franchise-tuned AI analyzes hundreds of dimensions and data points.
  • Process: Call Catalyst processes structured notes based on your agenda, scores the meeting, checks for alerts, and extracts data for HubSpot.
  • Update HubSpot: Call Catalyst updates HubSpot records automatically. Meeting records, Contacts, and Deals get updates across dozens of properties automatically so your data is accurate and Reps can focus on their Candidates.
NOTES

Franchise-Tuned Meeting Notes That Make Sense

Call Catalyst understands the unique needs of franchise sales and produces relevant, actionable notes.

General Notetakers

Capture what was said in the meeting but don't understand franchising so don't know what should have been said or what is important.

Discovery Summary - Bad - Markup Ready (1)

Call Catalyst AI

Trained to understand Franchise Sales calls. Call Catalyst knows which call in your diligence process it is reviewing and captures the details that matter.

Good Notes
SCORING

Each meeting's agenda completion is scored

Score

Each call in your diligence process has a specific agenda and focus, Call Catalyst identifies the call and scores it based on it's adherence to your diligence process.

Call Catalyst scores each call from 1-10 based on the completion of the priorities for that specific call.

  • Know exactly which calls hit your standards 
  • Identify and tackle the calls where your Franchise is weak across the board
  • Identify top performers and support reps where they need coaching
  • Focus on calls that actually need attention
  • Scale quality monitoring across every call and every rep
alerts

Get alerts for meetings that need review

Call Catalyst screens every call for compliance risk — statements about financial performance, unapproved FDD language, off-brand representations. Alert criteria are generated from your FDD, so the system flags what matters for your brand.

Flagged meetings surface in HubSpot with the specific conditions that triggered the alert, so you know exactly what to look for without re-listening to the whole call.

Alerts
Call Catalyst Dossier

Your entire process in one view

CCAI - Dossier-2

The data you need to close a new Candidate is all over HubSpot. Deal properties in one place, Contact details in another, Meeting details on those records. All that data is in the right place but its not always easy to find. The Call Catalyst Dossier pulls it all together on the Deal record. Overview, Territory information, FDD status, funding details, candidate background, meeting notes with score and alerts, Broker information, etc.

All pulled into one unified view.

hubspot

Every Call Feeds Your HubSpot Data

Call Catalyst's AI extracts dozens of data points from every call and writes them directly to your Meeting, Contact, and Deal records. No manual entry. No rep workflow change. Your HubSpot data gets richer after every call because the AI is doing the work that nobody had time to do in the first place.

Alerts
There's more

Did we also mention…

Reporting

HubSpot Reports and Dashboards surface Meeting Scoring and Alerts so Reps and Managers both get visibility into the data.

Candidate Backgrounds

Information like background, experience, and motivations, are extracted from call transcripts and written to HubSpot. The profile builds across calls without manual data entry.

Candidate Fit Signals

If you have a persona or avatar, Call Catalyst can extract and score Candidate fit using meeting data.

Slack Debrief and Coaching

Reps and Managers can get debriefs with AI powered coaching suggestions via Slack (or email, if you prefer).

Pricing

Call Catalyst AI

$10,000/year

AI analysis of every franchise sales call — structured notes, quality scores, and compliance alerts, and AI powered CRM updates. 

Includes

  • 3 Seats for Reps or Managers

  • Standard agendas, scoring criteria, and notes templates for all 4 milestone calls
    (Discovery, Territory, Unit Economics/Operations, FDD Review)

  • Compliance alert criteria generated from your FDD

  • Coaching recaps delivered via Slack or Email

  • Automatic HubSpot updates to Meeting, Contact, and Deal records

Let's Talk about Call Catalyst!

Add Ons

Additional Seats

Add seats for additional Reps or Managers if you need more than three.

Custom Fit and Profiles

Turn your Candidate Personas or Avatars into custom fit scoring criteria measure by AI and updated on their records in HubSpot.

Custom and Additional Agendas and Notes

Agendas, scoring criteria, and notes templates can be added or customized to your brand's specific franchise sales process.

Custom AI Property Updates

Automatically update additional custom properties in HubSpot from meeting transcripts.