Your All-in-One Franchise CRM Software for FranDev & Unit Operations

Our franchise CRM solution streamlines your sales, boosts client loyalty, nurtures relationships, and helps your team stay on top of their deals like never before.

Franchise Customer Management Features

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Contact Grouping and Management

Get easy access to up to 5 contact groups with unique sales cycles, automations, and custom fields. Time to stop fighting your old CRM that wasn’t designed for Franchising and try something built for you by franchisors.

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Streamlined User Interface

The easy-to-use interface that lets you effortlessly view, track, share, and engage across SMS, email, phone, and even brownies in the mail.

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Automated History Tracking

Effortlessly track all outgoing emails, calls, and texts, and track all customer communications. Trust us, your franchise attorneys and field support team will love this.

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Automated Call Recording

Don't worry about remembering details; our franchise CRM software records all calls, which automates reporting and lets your team focus on productivity and not manual administrative tasks.

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Click-to-dial Functionality

Stop wasting your team’s time with 3rd party dialers and apps that need constant attention and increase your costs of sales operations. Start streamlining their calling and inbound call management today with our click-to-dial system.

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Setting up Scheduled Text and Emails

Never miss out on an opportunity to personalize your sales and clients engagement by scheduling emails, texts, and calls at times that optimize client response. Never leave your desk feeling that you’re missing something with our powerful automation tools.

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Call Scheduling

Throw away your sticky notes and stop cluttering up your calendar with call reminders. Schedule your automated call when the customer is available, and smile as you answer the phone when ClientTether calls you.

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Customizable Sales Cycles

Personalize your sales pipeline in minutes without hiring an expensive admin to do it. Track up to five different sales types (i.e. franchise candidates, brokers, resales, conversions, and franchisees) in one account and visualize sales performance in ways you’ve only ever dreamed of.

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Customizable Lead Sources & Reporting

As we automate lead follow up on your favorite lead channels such as trade shows, HomeAdvisor, Thumbtack, Facebook, BizBuySell, FranchiseGator, we’ll also automate conversions tracking and help you manage your marketing spend effectively.

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Automated Lead Source Attribution

Track how well your marketing campaigns work with automated lead source attribution, pre-built dashboards, and dynamic pipelines.

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Visual Sales Pipeline

Stop bouncing back and forth between sub-par reports, and start driving your business with true insights from our dynamic sales pipeline and pre-built dashboards. We’ll help you understand what's important and how well sales are going for your team in minutes… not hours.

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Integrate with Google Calendar and Outlook

Easily schedule follow-up meetings with your clients using our automated scheduler and integrated calendaring tools. You love Google? Great! Microsoft shop? No problem!

Lead Source Performance Reporting

Badges

More Features

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Send Group Emails & Texts

Segment your audiences with our powerful filtering tools, and engage with precise emails, texts, or omnichannel campaigns. Rehash “dead” leads, send customer appreciation or franchisee anniversary messages, and customize your communications with our templates.

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Communication Templates for Emails & Texts

Discover ready-made and easy-to-use email and text templates or create your own messages for effective engagement and re-engagement of your franchise candidates, franchisees, or your franchise unit leads.

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Hierarchical Support for Multi-Site Locations & Franchise

Avoid the $1 Million mistake we’ve seen repeated in the franchise industry as franchisors try to force big-box CRMs to support franchising in a way they simply cannot. Instead, leverage our out-of-the box data structure that helps you honor your data integrity processes and simplifies data management to keep reporting and access controls in line with franchise industry requirements.

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Control Branding, Messaging, Sales Cycles, and Abilities to Delete Contacts

As you’re building a franchise CRM system, it’s important to maintain brand consistency and balance local personalization. You’ll love the tools we’ve built to simplify SMS and email customization that also ensure a consistent brand feel across locations.

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Local Franchise or Locations can customize messaging and automations

Messaging and action plans are easily customized to support your growing franchise system without restricting franchisee creativity. Be a national brand that feels local

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Comparative Reporting Across Locations & Franchises

“I like guessing what my franchisees are struggling with,” said no franchisor EVER! Finally get the analytics your franchise support and field operations team has been begging for or manually tabulating to know how to help - even if the franchisees don’t. Franchisors and multi-location business owners can easily spot stagnant performance and identify top-performing locations with our dynamic reporting tools built for franchising.

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Use Local Phone Numbers to Improve Customer Engagement

Calling from a local area code number can increase your answer rate by 4X vs calling from an out-of-state or toll-free number. Even if you’re operating with a central call center team, ClientTether’s franchise CRM tools are designed to localize each call and text to maximize your team’s conversion rates.

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Unlimited User Accounts

We’ve all shared logins before, because we didn’t want to pay for additional user licenses. And we’ve also all ruined our data reliability by doing so. That’s why we want all of our clients to enjoy no-cost user licensing, so your can finally have accurate dashboards and track user behavior without paying a king’s ransom for it.

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Streamline Client Engagement without the Admin Headache

Almost 90% of sales come from follow-ups, but it shouldn't take up 90% of your time. We simplify client engagement to make it efficient by automating task tracking, communication, client responses, and sales pipeline management. We know how much your team loves manual reporting…but…it’s time for something better.

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Automated Lead Routing

Assign leads based on location details like state, province, Zip code, or round robin, ensuring they reach the right contact for a personalized engagement experience. Save admin time and ensure your team responds to every lead personally with in minutes with our routing tools.

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Contact Grouping and Management

Keep all contacts - clients, employees, vendors, partners - organized for quick and easy access.

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Simplified Call Routing

Our franchise CRM solution makes it easy to get your leads in touch with the right contact every time. Manage call routing, text notifications, and even after-hours calling with our simple and yet powerful call and text settings.

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Auto-log All Outbound and Inbound Calls

We know how much your team wants to click on that “Log A Call” button to justify they effort and waste valuable selling time, but it’s time to make their lives easier. Track your franchise sales team, franchise support team, and franchise owner sales efforts with automated logs and recordings of all calls.

Contact Grouping and Management

Contact Grouping and Management

Keep all contacts - clients, employees, vendors, partners - organized for quick and easy access.

See what ClientTether can do for Your Business.

Unleash the full potential of your business with ClientTether.

Schedule a free consultation today to witness the instant boost our franchise management software can bring to your operations.