Streamline Every Process with Intelligent Workflows.

Customize workflows for any business process to ensure every step happens in the right order at the right time.

What Workflow Automation Can Do

With workflow automation, triggers can initiate the launch of outreach communications, assign tasks, send notifications to identified users, update records and escalate issues internally.

Launch Communications

Automatically initiate outreach communications to customers and prospects at the right moment

Assign Tasks

Distribute work automatically to team members based on workflow logic and conditions

Send Notifications

Alert identified users when specific events occur or actions are required

Update Records

Automatically modify customer and operational data as workflows progress

Escalate Issues

Route urgent matters to the appropriate personnel internally for quick resolution

If/Then Logic

Create conditional workflows and recurring processes without relying on manual oversight

Customize for Any Business Process

Workflows can be customized for sales, service, marketing or franchise operations

Sales Workflow Automation

Automate lead qualification, follow-up sequences, proposal approvals and deal progression. Ensure every sales opportunity moves through your pipeline with consistent timing and proper oversight.

Automatic lead assignment and qualification
Scheduled follow-up task creation
Approval workflows for proposals and discounts
Deal stage progression triggers

1

New Lead Enters CRM

2

Assign to Sales Rep

3

Send Welcome Email

4

Schedule Follow-up Task

Service Workflow Automation

Streamline service requests, work order routing, technician assignments and customer notifications. Keep service delivery consistent and communication transparent throughout the entire process.

Automatic work order creation and routing
Technician assignment based on availability
Customer status update notifications
Service completion and feedback collection

1

Service Request Received

2

Create Work Order

3

Assign Technician

4

Notify Customer

Marketing Workflow Automation

Coordinate campaigns, nurture sequences, content approvals and lead scoring. Ensure marketing activities are executed on schedule with proper review and optimization tracking.

Campaign launch and coordination
Content approval workflows
Lead nurture sequence triggers
Performance tracking and reporting

1

Campaign Trigger

2

Send to Approval

3

Launch Campaign

4

Track Results

Franchise Operations Workflow

Maintain operational consistency across locations with standardized workflows while still allowing flexibility for local adaptations. Ensure every franchise follows proven processes reliably.

Standardized onboarding procedures
Compliance and audit workflows
Multi-location communication cascades
Local customization with corporate oversight

1

Corporate Initiates

2

Notify All Locations

3

Local Implementation

4

Report Compliance

Built for Franchise Systems

We've partnered with Leashed Al to bring franchise-ready Al Agents into your existing CT workflows.

Operational Consistency

Ensure every location follows the same proven processes for reliable results

Local Flexibility

Allow individual locations to adapt workflows to their specific market needs

Reduced Missed Steps

Workflow automation reduces missed steps and improves accountability

Team Alignment

Keep teams aligned on shared goals with clear process visibility

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Seamless Integration with Your CRM

Integrating workflows with other features of the CRM ensures that every process flows seamlessly from start to finish.

SMS Messaging

Trigger text messages automatically based on workflow conditions and customer actions

Email Automation

Send personalized emails at each workflow step to keep customers informed

Work Orders

Automatically create, route, and track work orders through your service workflow

Reporting Dashboard

Provide leadership with clear visibility into ongoing operations and workflow performance



Increases Efficiency

Eliminate manual handoffs and streamline every process



Improves Customer Experiences

Deliver consistent, timely service at every touchpoint



Clear Visibility

Leadership gains real-time insight into all operations

Focus on What Matters Most

By automating repetitive or complex processes, ClientTether's Workflow tools help teams focus on high-value activities, reduce errors, and maintain consistent operational excellence across the organization.

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Explore features

Frequently Asked Questions

You can automate sales follow-up sequences, service scheduling and reminders, customer onboarding processes, internal approval workflows, recurring maintenance tasks, and franchise reporting procedures.

Workflows are built with an intuitive visual builder. You define triggers (what starts the workflow), actions (what happens), conditions (decision points), and timing (when things occur). No coding required.

Yes, workflows can coordinate actions across sales, service, marketing, and operations teams. For example, a closed deal can trigger service scheduling, customer onboarding, and accounting updates automatically.

Franchise systems gain consistent processes across all locations, automated reporting to corporate, standardized customer experiences, and local flexibility within defined parameters. Workflows ensure brand consistency while allowing operational efficiency