Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
Other suppliers are reviewed and changed by us from time to time to ensure our current standards are being maintained.
From the filings
Software purchasing at Cruise Planners is controlled at the headquarters level, with Chief Information Officer Brian Shultz overseeing technology decisions for the franchise network. The franchisor mandates a CRM system across all 3,124 franchised units, creating a concentrated addressable market for vendors selling into travel-agency franchise systems. With an average unit volume of $518,262 and a lean 1.5% royalty, the system represents a sizable, tech-dependent operator base.
For software vendors selling into US franchise brands.
Live signals
Ongoing fee load
The recurring percentage of gross sales named in this filing. It is a floor, not a total — the filing discloses one of the two headline fees.
1.5%+of gross sales (FY2026)
15% reference
Franchisor behaviours
8 requirements the franchisor states in this filing, each in its own words; 10 explicit no's; 16 questions the text does not settle, which is not a no.
How the franchisor buys
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
Other suppliers are reviewed and changed by us from time to time to ensure our current standards are being maintained.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
In 2025, franchisees purchased no equipment or supplies from us or our affiliates.
Item 8 gives this proportion in one of two shapes: separate percentages for establishing the business and for operating it, or one figure covering "establishing and operating" together. Where they are separate, answer with the operating percentage; where the passage gives only the combined figure, answer with that. What percentage of the franchisee's purchases must come from designated or approved suppliers?
0Item 8
Purchases/leases from approved suppliers 0% – 5% 0% – 5%
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
We may also limit the number of approved suppliers with whom you may deal, and/or refuse any requests for the approval of alternative suppliers for any reason, including that we have already designated an exclusive source (which might be an affiliate), or a limited number of exclusive sources (which might be…
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesFranchise agreement
You agree, as applicable, to comply with, and/or to assist us in our compliance efforts regarding, all state and federal data and privacy laws, including, without limitation: PCI Data Security Standards;
Franchise management
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 14
We may revise the contents of the operating and training materials and you must comply with each new or changed standard.
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesItem 11
The CRM system you will use to collect customer and Cruise Planners FDD-0426 16 86323924;2 Travel Products and Services booking information is proprietary to us.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
In addition to the Initial Training Program requirement, we may, in our sole discretion, require you, your co-owners, or your Associates to complete additional training, and you must pay us a training fee for each person (currently $795 per person).
Cruise Planners operates 3,125 total units, of which 3,124 are franchised and a single unit is company-owned. That scale places it among the larger franchise systems in the travel-agency segment, and every one of those franchised locations is a potential seat for software that aligns with the franchisor’s tech mandates. The average unit volume sits at $518,262, and the royalty rate is just 1.5%, which suggests operators retain significant revenue and may have budget for tools that drive bookings or streamline operations.
The initial franchise term is three years, with renewal available for additional three-year periods. For a software vendor, that cadence matters: it creates natural moments when the franchisor and franchisees reassess their tech stack. The 2026 FDD does not report year-over-year unit growth, so the system’s expansion trajectory is not publicly clear from this filing.
Software purchasing authority at Cruise Planners sits at the corporate level. The FDD lists Brian Shultz as Chief Information Officer, and he is the executive most likely to evaluate, recommend, or approve technology vendors across the network. Other C-suite officers include Michelle Fee (Principal Owner, President and CEO), Theresa Scalzitti (Chief Operations Officer), Scott Koepf (Chief Strategy Officer), and Nikki Hetzel (Chief Financial Officer). In a system where tech mandates come from the top, the CIO is the natural entry point for any vendor pitch.
No multi-unit operators are mapped in our corpus, which further reinforces the HQ-centric buying model. Vendors should not expect a fragmented, operator-led procurement process; instead, they should prepare to engage the leadership team in Coral Springs, Florida.
The 2026 FDD explicitly mandates a CRM system for all franchisees. That is the only technology requirement disclosed in the document. No specific CRM vendor is named, and no other operational systems—point of sale, booking engines, back-office platforms—are listed as mandated or recommended. This creates both an opening and a question for software sellers: if the current CRM is not locked to a named vendor, there may be an opportunity to compete on features, integration, or pricing. However, vendors should verify during discovery whether an incumbent CRM is already deployed network-wide under a preferred arrangement not captured in the FDD.
Because the FDD is silent on additional tech, the full stack remains opaque. A vendor selling complementary software—such as marketing automation, commission tracking, or customer communication tools—will need to map the existing environment through direct conversation with the CIO’s office.
Item 8 of the FDD contains no extract regarding procurement restrictions or designated suppliers. That absence means the franchisor has not publicly disclosed a formal procurement program in this filing. In practice, this could indicate an open or lightly managed procurement environment, but vendors should not assume an easy path to franchisee adoption without HQ buy-in. The mandated CRM signal suggests the franchisor is willing to impose tech requirements when it sees strategic value.
Renewal conditions, drawn from Item 17, offer additional timing insight. A franchisee may renew unless in default or if either party gives 30 days’ written notice of non-renewal. The renewal agreement may be materially different from the original, and the franchisee must pay all owed fees and renew their E&O insurance policy. These three-year cycles, with potential changes to the franchise agreement at each renewal, create windows where the franchisor could introduce new technology mandates or renegotiate vendor relationships. Software sellers should track renewal cohorts and monitor any updates to the franchise agreement that signal tech-stack changes.
The full Franchise Disclosure Document is embedded below. It was filed with state franchise regulators in 2026 and contains the legal and operational disclosures that govern the franchise relationship. For a software vendor, the most relevant sections are Item 1 (executives), Item 8 (procurement restrictions), Item 11 (franchisor assistance and tech mandates), and Item 17 (renewal and termination). These sections reveal who buys, what is required, and when the next opportunity to influence the tech stack may arise.
If you need a ranked target list of franchise systems that match your software category, FranCloud can build one from FDD data across thousands of brands.
Questions vendors ask
Every number on this page traces back to this document. Read it in full, page by page. Buy the original PDF to download, search, and annotate it.
View only A one-time purchase: the original filing, yours to keep.
FDD alert
We’ll email you the moment CRUISE PLANNERS files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
3,275 operators run 3,275 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Top states by locations
| FL | 803 |
|---|---|
| TX | 350 |
| CA | 245 |
| GA | 162 |
| NY | 138 |
Ownership
unknown of mlm franchising.
Related Professional services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.