ClientTether Features

ClientTether

Cloud-based CRM and lead automation software for franchises

4.87/5 (15 reviews)

ClientTether Feature Summary

  • Calendar/Reminder System
  • Email Marketing
  • Interaction Tracking
  • Marketing Automation Integration
  • Quotes/Proposals
  • Reporting/Analytics
  • Sales Pipeline Management
  • Segmentation

Competitor Feature Comparison

API
Activity Dashboard
Activity Management
Activity Tracking
Call Routing
Commission Management
Communication Management
Contact History
Contact Management
Customer Segmentation
Email Integration
Forecasting
History Tracking
Lead Capture
Lead Management
Multi-Channel Communication
Multi-Location
Ratings & Reviews
Referral Tracking
Status Tracking
Tagging
Task Management
Territory Management
Third Party Integration
Trend Analysis
Workflow Management
Visit WebsiteCompare App
API
Activity Dashboard
Activity Management
Activity Tracking
Call Routing
Commission Management
Communication Management
Contact History
Contact Management
Customer Segmentation
Email Integration
Forecasting
History Tracking
Lead Capture
Lead Management
Multi-Channel Communication
Multi-Location
Ratings & Reviews
Referral Tracking
Status Tracking
Tagging
Task Management
Territory Management
Third Party Integration
Trend Analysis
Workflow Management
Visit WebsiteCompare App
API
Activity Dashboard
Activity Management
Activity Tracking
Call Routing
Commission Management
Communication Management
Contact History
Contact Management
Customer Segmentation
Email Integration
Forecasting
History Tracking
Lead Capture
Lead Management
Multi-Channel Communication
Multi-Location
Ratings & Reviews
Referral Tracking
Status Tracking
Tagging
Task Management
Territory Management
Third Party Integration
Trend Analysis
Workflow Management
Visit WebsiteCompare App

ClientTether Feature Reviews

8 reviewers had the following to say about ClientTether's features:

Aren Johnstone

ClientTether Delivers Amazing Results

2020-07-12

It has been an amazing experience both from utilizing the software itself and working with their phenomenal team.

Pros

It delivers a robust solution for lead management specifically for Franchisees and Franchisors alike.

Cons

The product is evolving constantly and there are still some things that can be a bit glitchy. However this is more than made up for by the amazing team at ClientTether. They will go above and beyond to assist with any customization, issues, or expand the product to meet client needs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Accounting company, 11-50 employees)

Great for small business

2020-12-14

This was an extremely helpful software while we were a small company and growing, but have since outgrown it as it has become crowded.

Pros

This product is very easy to use, and seems to be perfect for small businesses.

Cons

Once we grew above 1500 clients, we started to become dependent on other softwares to make up for what ClientTether was lacking: integration with Quickbooks, storage of documents on profiles (until the most recent update).

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Katie O'Brien

New (and extremely happy) customer!

2020-07-10

Overall, the experience has been great! Customer service is exceptional and they are always willing to help when we need them. Definitely has not been the typical "sale is made, I forget about you" support, which is a breath of fresh air!

Pros

Lastly, the fact that CT is able to work with our in-house software team to develop APIs that will allow our proprietary software to speak to CT to the point where there will be little to no double-entry needed.

Cons

The fact that you can't completely customize the design of the emails.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Conrad Kolba

AMAZING! Can’t live without it!

2019-11-19

It does so much automation for us that if we didn’t have ClientTether, I would have to hire at least another person to do what it does automatically, if not two other people.

Pros

This software saves us a ton of time and money.

Cons

The old design kind of sucked, but they just did a massive overhaul for that, so it’s much better.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from ClientTether


Thanks, Conrad. Glad we can make such an impact on the Painter1 group.

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Jacob Menke

Great Platform to Stay in Touch with Customers and Prospects

2020-07-10

Second, we use it to ask customers for reviews and give them a few attempts. Third, we use it for collection efforts sometimes.

Pros

I love how it can follow up on my sales presentations for me and how it can be used for several other things as well like asking for feedback/reviews, staying in touch, trying to collect from delinquent customers, etc. Being able to text and receive texts from customers is huge.

Cons

Occasionally I give them feedback to make it better and they either take it into consideration or implement it right away. I would love an app version sometime soon since its all browser only.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Lauren Dunn

Amazing Program

2020-07-27

This has helped us automatically reach our clients and help manage where they are in our process.

Pros

This program is so easy to use.

Cons

I would like our clients to be able to be in more then one campaign.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rushford Lee

After trying 2 others this works really well for me.

2020-04-22

Great. I'm a slow learning I think, but I've found it works just perfect for me.

Pros

I might use it a little differently as I track sales and callback as well as client projects.

Cons

That I had to learn to use it. But, actually it was the easiest and most efficient for me to learn. The support has been great, even when I'm asking stupid questions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Peter Lewis

A must for any business who's serious about closing more leads

2020-04-22

Fantastic experience. The support that this team offers has been unparalleled and the results thus far are very exciting!

Pros

I have over 40 of my HVAC clients on their software and I can tell you that even companies who thought they had their follow up nailed down are seeing significant improvements in their booking and closing ratios. One of my clients in Virginia for example has added over $82,000 in revenue in the past two weeks using Client Tether to book our leads. Everyone KNOWS to call back within 5 minutes, repeatedly text leads, and call back multiple times - but it never happens because of how busy we all get. With Client Tether's automated follow up and calling system, you don't think about it. It just... happens.

Cons

Can be a little clunky at first, but once you get used to it and learn how to use it's features it quickly becomes very powerful The mobile site is very difficult to use, not practical

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more