We automate and simplify your sales process so you can increase client retention, deepen customer relationships, and track sales cycles.
Keep all contacts - clients, employees, vendors, partners - organized for quick and easy access.
Our intuitive UI was designed with usability in mind - easily view, track, share, and click.
Save a copy of all outgoing emails, calls, texts, and track all customer communications.
Forgot which furnace unit your client has installed? Our CRM software records all calls, so you never have to remember.
Getting in contact with customers is one click away.
To ensure no opportunity is lost, you can easily set-up emails, texts, and calls at the schedule of your choosing.
As soon as you receive a new lead, you'll have a chance to call them or schedule a follow-up for later.
Every industry has a unique sales cycle - ClientTether allows you to customize your unique cycle, track its effectiveness, and compare it to industry standards.
Choose the lead sources that are most relevant to your company (trade shows, HomeAdvisor, Thumbtack, Facebook, etc.) to effectively track conversion and ROI.
Automated lead source attribution allows you to track marketing campaign effectiveness.
Gain a clear understanding of sales priorities and sales stage effectiveness with our Visual Sales Pipeline so that you can dynamically display opportunities for your sales team.
Scheduling is made easy for both you and your clients with our Google Calendar feature - never miss a call.
Sales campaigns, customer appreciation, and other templates can easily be sent in group email or texts to selected contacts.
Choose from various email and text templates or design unique messages for relevant communication.
Keep everyone on your team updated, no matter the size of your organization.
Franchise systems will benefit from ease of customization, ensuring fluid brand representation across locations.
Local franchisees will benefit from messaging and action plan customization, keeping metrics relevant to local business.
Franchisors and multi-location business owners can easily see where performance is stagnate and which locations are performing in the top percent.
Customize for local area codes to ensure that all leads are connected with the right location.
Additional user accounts allows for ease of access between team members and administration roles.
90% of sales is follow-up… that doesn't mean it should take 90% of your time - streamline client engagement with ClientTether.
By state, province, Zip code, round robin, etc. Make sure leads are assigned to the right location or contact and further personalize their engagement experience.
Our CRM software makes it easy to get your leads in touch with the right contact.
Client records allow for personal communication, making your customers feel valued.
Track your sales efforts with logs and recordings of all out-bound calls.
Gain valuable information with our call disposition recording process so that your sales team can easily optimize phone performance.
"ClientTether boosted our franchisee lead conversion rates by 278% across our entire system within the first 90 days of deployment. It has been a game changer in boosting unit-level performance while providing insightful visibility into Zee behavior."
Set up a free consultation to see how ClientTether can boost your business, instantly.
Phone: +1 385-332-8144
105 N Main St, Spanish Fork
UT 84660, US