CRM & deal pipeline
ClientTether
ClientTether is a CRM and sales automation platform built for franchise systems and multi-unit operators. It covers both sides of a franchise brand: franchise development, meaning recruiting, qualifying and onboarding new franchisees, and unit-level sales for the franchisees themselves, with reporting rolled up to the home office.
The platform runs automated text, call and email sequences triggered by lead capture, with two-way texting, inbound and outbound calling, activity auto-logging, notification roll-up, multiple contact types and pipeline visualization. Franchisor-side features include onboarding and compliance tracking, automated Item 23 confirmation receipts, royalty reconciliation, job board management and a franchise success hub. Proposals and quoting, scheduling tools, payment processing, review automation and a QuickBooks integration sit alongside the CRM, and an integration with CompanyCam pulls job site photos into proposals.
The company says it was created by a franchisor who ran into lead-response problems that a general-purpose CRM could not fix. Every customer is assigned a dedicated US-based representative reachable by call, email or calendar link. Its offices are at 105 N Main St in Spanish Fork, Utah, with a sales line at (385) 332-8144.
ClientTether does not publish prices. Its pricing page describes separate license structures for franchisors, franchise development teams, franchise consultants and franchise sales organizations, each quoted after a conversation, so a buyer should establish which structure applies before comparing it with a per-seat CRM.
Best for
Franchisors and multi-unit brands that need one CRM for franchise recruitment and for franchisee-level sales, with unit activity reported back to the brand; a single-location operator is not the intended buyer.
What they do
- Franchise development CRM
- Franchisee unit-level sales CRM
- Automated text, call and email follow-up sequences
- Two-way texting
- Inbound and outbound calling
- Proposal and quoting system
- Royalty reconciliation
- Franchisee onboarding and compliance tracking
- Multi-location reporting and dashboards
- QuickBooks integration
Details
| Attribute | Value |
|---|---|
| Offices | Spanish Fork, UT |
What stands out
- Assigns every customer a dedicated US-based representative reachable by call, email or calendar link.
- Automates Item 23 confirmation receipts as part of the franchise development workflow.
- Offices at 105 N Main St, Spanish Fork, Utah, with a sales line at (385) 332-8144.
Common questions
- Can ClientTether scale as a franchise system grows?
- ClientTether states that the platform is built to scale alongside a franchise's growth, absorbing higher demand without changing how lead management, customer engagement or support work. The company directs prospects to its contact page to discuss specific scaling requirements.
- What does ClientTether offer emerging franchise brands?
- Automated SMS, email and calling, AI tools for client inquiries, online review automation, custom lead forms for confidential questionnaires or applications, mail and media delivery, automated Item 23 confirmation receipts, quoting, omnichannel nurturing, payment processing, a QuickBooks integration, reporting and data visualization, and trigger-based automation.