HolaTeams
holateams.com
What it is
HolaTeams is a web-based franchise management platform built on Microsoft 365 for franchisors and franchise teams. It connects sales, onboarding, training, support, finance, royalties, audits, marketing, communication and reporting. Sales and onboarding tools include prospect pipelines, document workflows, location setup, tasks, approvals and launch milestones. Training covers courses, multimedia lessons, quizzes and progress tracking; support requests can be tracked, assigned and followed by status. The platform supports royalty calculations and payment tracking, financial reporting, location audits, compliance checks and performance scorecards. HolaTeams says its AI can summarize activity, assist support responses and reporting, surface information, and help with workflows and knowledge search. The maker says customer data stays in the customer’s Microsoft tenant, with role-based access, encrypted workflows and audit trails. The Complete Platform costs $750 a month for up to 10 active locations, with unlimited franchise and corporate users. Microsoft licenses, Azure AI usage and third-party services are separate costs unless specified in a proposal. Mobile app coverage is listed as none.
Spec sheet
- What it does
- HolaTeams is franchise-management software connecting sales, onboarding, training, support, finance, royalties, audits, marketing and reporting in one Microsoft 365-based environment.Read 21 Oct 2026 · holateams.com
- Product
- HolaTeams is a franchise management platform built on Microsoft 365 for franchisors.Read 3 Oct 2026 · holateams.com
- Integrations
- Listed integrations include DocuSign, Adobe Acrobat Sign, Twilio, WhatsApp, RingCentral, Constant Contact, Stripe, QuickBooks, Shopify, Power BI and Microsoft services.Read 21 Oct 2026 · holateams.com
- Security
- The maker says customer data stays in the customer’s own Microsoft tenant and describes role-based access, encrypted workflows and audit trails.Read 3 Oct 2026 · holateams.com
- Support
- Standard support is included, while premium implementation help, migration, complex integration support, change management and custom development may cost extra.Read 21 Oct 2026 · holateams.com
- Founded
- LinkedIn lists HolaTeams as founded in 2025.Read 21 Oct 2026 · linkedin.com
- AI
- HolaTeams says its AI summarizes activity, assists support responses and reporting, surfaces information and helps with workflows and knowledge search.Read 3 Oct 2026 · holateams.com
- API and extensibility
- Custom API integrations and workflows are supported when APIs, permissions, licensing, security and architecture permit; API access is not automatically included in every subscription.Read 21 Oct 2026 · holateams.com
- Assessments
- Assessment tools schedule audits, support weighted scoring and pass/fail thresholds, and create corrective-action tasks.Read 21 Oct 2026 · holateams.com
- Company headquarters
- LinkedIn lists Miami, United States as HolaTeams’ headquarters and primary location.Read 21 Oct 2026 · linkedin.com
- Company maturity
- HolaTeams says its first customers are signed and deploying and describes itself as an early-stage vendor.Read 21 Oct 2026 · holateams.com
- Company size
- LinkedIn lists HolaTeams as a privately held software-development company with 11–50 employees.Read 21 Oct 2026 · linkedin.com
- Compliance limitation
- HolaTeams states that it does not hold SOC 2 or ISO 27001 certification and does not certify a customer’s regulatory or franchise-law compliance.Read 21 Oct 2026 · holateams.com
- Coverage
- It connects franchise sales, onboarding, training, support, finance, royalties, audits, marketing, communication and reporting.Read 3 Oct 2026 · holateams.com
- Data location
- Operational franchise data is stored in the customer’s own Microsoft 365 tenant, with SharePoint Online holding the data and Power Automate running workflows.Read 21 Oct 2026 · holateams.com
- Feature limitations
- The FAQ says HR and staff management, inventory management, universal automatic POS capture and default ACH or card collection are not included modules or defaults.Read 21 Oct 2026 · holateams.com
- Finance and audits
- The platform supports royalty calculations and payment tracking, financial reporting, location audits, compliance checks and performance scorecards.Read 3 Oct 2026 · holateams.com
- Finance integrations
- Finance modules list Stripe and Worldpay payment options plus QuickBooks reconciliation workflows; scope and fees are confirmed separately.Read 21 Oct 2026 · holateams.com
- Founder
- HolaTeams identifies Ziad Dalal as founder and CEO and says he spent forty years in franchise operations.Read 21 Oct 2026 · holateams.com
- Implementation duration
- Typical guided deployment is described as six to eight weeks, with historical-data migration handled as a separate project.Read 21 Oct 2026 · holateams.com
- Legal name
- The website footer identifies the company as HolaTeams LLC and says HolaTeams is its trademark.Read 21 Oct 2026 · holateams.com
- Limit: pricing ambiguity
- The Franchising Centre describes a $75-per-user monthly price, while HolaTeams’ current pricing page presents location-based pricing and a $40-per-corporate-user CRM price without stating that billing period.Read 21 Oct 2026 · thefranchisingcentre.com
- Location opening
- Location-opening workflows provide checklists, owners, milestones, dependencies, reminders and real-estate or construction tracking.Read 21 Oct 2026 · holateams.com
- Marketing assets
- Marketing tools store searchable approved collateral, support local personalization and can connect optionally to Shopify.Read 21 Oct 2026 · holateams.com
- Microsoft foundation
- HolaTeams runs inside a customer Microsoft 365 environment using services such as SharePoint, Teams, Power Automate, Dynamics 365 and Power BI.Read 21 Oct 2026 · holateams.com
- Microsoft licensing
- Microsoft licenses, Azure AI usage and third-party services are separate costs and are not included in the HolaTeams subscription unless specified in the proposal.Read 3 Oct 2026 · holateams.com
- Mobile limitation
- There is no native mobile application; the product is responsive in a browser and is not listed in an app store.Read 21 Oct 2026 · holateams.com
- News: analytics launch
- On February 26, 2026, HolaTeams announced an AI analytics dashboard with predictive location scoring, anomaly detection, natural-language queries and customizable alerts, offered to customers at no additional cost.Read 21 Oct 2026 · holateams.com
- Praise: data control
- The Franchising Centre highlighted that customer data remains inside the customer’s own Microsoft environment rather than on another company’s server.Read 21 Oct 2026 · thefranchisingcentre.com
- Praise: integrated franchise workflow
- The Franchising Centre praised HolaTeams for connecting CRM, operations, training, finance and communications in one Microsoft 365 environment.Read 21 Oct 2026 · thefranchisingcentre.com
- Pricing basis
- Location-based configurations are priced by active franchise location, and pipeline and prospect locations are not billed.Read 3 Oct 2026 · holateams.com
- Prospect portal
- A secure prospect portal supports franchise applications, candidate workflows and controlled document collection.Read 21 Oct 2026 · holateams.com
- Rating on G2
- 5.0 out of 5 from an unspecified number of verified user reviews shown on the HolaTeams homepage.Read 21 Oct 2026 · holateams.com
- Rating on Software Advice
- No rating out of 5 is published because the listing states that HolaTeams has no reviews yet.Read 21 Oct 2026 · softwareadvice.com
- Royalty workflow
- Royalty processing runs from weekly sales submissions through calculation, invoice creation, payment recording and P&L updates.Read 21 Oct 2026 · holateams.com
- Sales and onboarding
- Features include prospect pipeline management, document workflows, structured location onboarding, tasks, approvals and launch milestones.Read 3 Oct 2026 · holateams.com
- Sales CRM
- The platform tracks franchise prospects, pipeline stages, follow-ups, documents and agreements through signed-deal handoff.Read 21 Oct 2026 · holateams.com
- SDK documentation
- The reviewed public pages do not provide a developer portal, SDK download or API reference.Read 21 Oct 2026 · holateams.com
- Security controls
- Security claims include Microsoft 365 enterprise protections, MFA, role-based access, encrypted workflows, secure connections and audit logging.Read 21 Oct 2026 · holateams.com
- Support desk
- The Support Hub offers ticket routing, assignments, status dashboards, comments, alerts, a Planner kanban board and FAQ knowledge search.Read 21 Oct 2026 · holateams.com
- System requirements
- Corporate deployment requires a Microsoft 365 tenant with relevant services and licenses, MFA, guest collaboration or external sharing and temporary Global Administrator setup access.Read 21 Oct 2026 · holateams.com
- Target users
- The maker describes the platform as built for franchisors and franchise teams, including sales, operations, support, finance and franchisees.Read 3 Oct 2026 · holateams.com
- Training
- Training includes a course builder, multimedia lessons, quizzes, acknowledgements, completion tracking and progress reports.Read 21 Oct 2026 · holateams.com
- Training and support
- Training includes courses, multimedia lessons, quizzes and progress tracking, while support includes request tracking, assignment and status visibility.Read 3 Oct 2026 · holateams.com
- Users
- The pricing page states that unlimited franchise and corporate users are included, subject to Microsoft terms and fair-use guidelines.Read 3 Oct 2026 · holateams.com
Plans and prices
Strong points and limits
Strong points
- Supports royalty calculations and payment tracking.
- Training includes courses, quizzes and progress tracking.
- Unlimited franchise and corporate users are included in Complete Platform.
- Customer data stays in the customer’s Microsoft tenant, according to the maker.
Limits
- Complete Platform costs $750 a month for up to 10 locations.
- Microsoft licenses and third-party services may cost extra.
- Mobile app coverage is listed as none.
Who it suits
HolaTeams is aimed at franchisors and teams across sales, operations, support, finance and franchisees. It may suit organisations seeking connected location workflows for royalties, audits, training and reporting.
Verdict
HolaTeams brings a broad set of franchise workflows together, with pricing tied to active locations and a stated starting package. Account separately for Microsoft and third-party costs, and note the lack of mobile app coverage.
Where Specifiction places it
- Franchise Management Software#3 of 278.6
- Franchisee Management Software#2 of 108.6
- Franchise CRM Software#6 of 228.3