Features | Client Tether

Our Platform Over-Performs so your Business can too.

Customer Engagement Platform

Engage with your customers 1-to-1 in real time, automatically triggered by lead source, events, dates, etc.

Create automated engagement campaigns
Communicate with clients in real-time
Call, text, or email with a personalized touch
Automate internal communications to coordinate client needs

Three automated messages are shown on three different phones: one text, one call, and one email

CRM

Meet our seamless, fully automated, easy-to-use sales management dashboard. Manage customer interactions like never before with in-platform text, call, and email.

Automated UI tracks client interactions
Automated outbound calls and tracking
Manage, place, and close
Collect invoices, manage payments, and more

A new form submission is shown automatically triggering a phone call

Easy-to-use Dashboard

Manage team performance with dynamic, comparative dashboards to show how each rep, franchise, or business location is performing.

Track sales, lead follow-up, progress through sales cycles, and lead attribution through our dashboarding tools
Manage internal output and team performance
Quickly see/understand needs of clients
Real-time task manager keeps your team up-to-date and action-driven.

A dashboard shows example sales data from various geographical locations

Sales-Closing Feature

Create automated engagement campaigns triggered by lead sources, events, specific dates, etc. Engage clients automatically with calls, reminders, texts, and emails.

Visual pipelines
Call center
Easy-to-connect API
Chat tools

An example sales pipeline is shown from new leads and contacting to quotes given and job completed

Open API Integrations

Integrate with several platforms today.

Open API & Clear API documentation
Zapier Connection
Integration with Google Calendar, Google Sheets, ClubReady, Home Advisor, Mailbox Power, and anything else with our powerful webhooks.

API integrations interface with sales data

Feature Overview

Royalty Tracking

Realtime reporting of all locations revenue in one dashboard, or view locations individually
Compare year over year, month over month or custom data trends
Clearly view top sales reps, and their revenue generated by all locations combined, or individual locations

Reputation Management

Automate the gathering of online reviews with ClientTether's Reputation Management tools
Automate invitations to rate client experience
Channel negative feedback into a process to capture concerns and immediately notify your team to streamline resolution

Scheduling

Quickly view and manage your estimators calendars
Manage your workers' calendars

Task Management

Activity dashboards to help you stay on task with projects
Easily move projects through the lifecycle of your action plans

Call Center Suite

Enable your sales development or customer service team to streamline their engagement by using our Call Center Suite toolset
Route inbound/outbound calls
Instantly pull up client records for reps when they call in or before the rep calls out

Lookup / Record Search

When new prospects call you, access hundreds of potential data points about them with the click of a button
Automatically open a client record and populate relevant client details (Name, address, contact information, etc)

No Matter your Franchise Needs, we've got your Communications Covered