CALL CENTER
Run a Fully Functional Call Center Inside Your Franchise CRM
Manage high-volume communication across your entire franchise network with automatic routing and local phone number preservation
Centralized Coordination, Local Connection
Operate an enterprise-level call center while maintaining the personal touch of local communication
Urgent Requests
Manage all agents from one place
Monitor call queues across locations
Track performance in real-time
Coordinate outreach campaigns
Unified inbox for all communication
Local Customer Experience
Calls from local phone numbers
Texts from franchise location
Emails from location address
Consistent branded experience
Personal connection maintained
Every Lead Routes to the Right Person Automatically
Combine Rollup Notifications with assigned agent ownership for seamless lead distribution
Lead Arrives
New lead comes in from any source
Smart Routing
System assigns based on location, availability, and role
Agent Receives
Notification sent to assigned agent instantly
Local Outreach
Agent contacts from location's number
Automatic Assignment
No manual routing or guesswork—every lead goes to the right person based on your rules and agent availability.
Location-Based Routing
Leads are automatically assigned to agents at the corresponding franchise location for local expertise.
Role-Based Distribution
Route different types of leads to specialized agents based on their role, skills, or workload capacity.
Keep All Communication Local
Calls, texts, and emails are sent from each location's phone number and email address
Local Phone Numbers
Every outbound call displays the franchise location's phone number on caller ID, maintaining customer trust and local connection.
Location Email Addresses
All emails are sent from the specific franchise location's email address, ensuring brand consistency and recognition.
Consistent Branded Experience
Customers always feel connected to their local franchise, even when centralized teams manage the communication.
Manage High-Volume Communication Without Juggling Tools
Handle calls, texts, emails, tasks, and follow-ups from one unified Franchise CRM
Calls
Make and receive calls directly through the platform with automatic logging and call recording capabilities.
Text Messages
Send and receive SMS messages that sync through your CRM, maintaining complete conversation history.
Emails
Manage all email correspondence within the CRM with templates, scheduling, and tracking capabilities.
Tasks & Follow-Ups
Track pending actions, set reminders, and ensure no customer interaction falls through the cracks.
Operate a Complete Call Center Inside Your CRM
Coordinate outreach, manage conversations, and support multiple locations from one place
Coordinate Outreach
Plan and execute campaigns across your entire network while tracking results at the location and agent level.
Manage Conversations
Monitor active calls, review conversation history, and step in to support agents when needed.
Support Multiple Locations
Provide centralized support to franchise or multi-unit locations without losing the local customer connection.
Track Agent Performance
View real-time metrics on call volume, response times, and conversion rates to optimize team performance.
Built for Enterprise-Level Teams
W Maintain visibility, reduce handoff errors, and scale with confidence
Complete Visibility
See every customer interaction across all locations in real-time. No more blind spots, no more guessing—just complete transparency into your call center operations.
Zero Handoff Errors
Automatic routing and unified communication history mean leads never fall through the cracks during transfers or agent changes.
Scalable Infrastructure
Add agents, locations, or communication channels without changing platforms or disrupting operations. Built to grow with your business.
Ready to Centralize Your Call Center Operations?
Manage high-volume communication across your franchise network without juggling multiple tools
Frequently Asked Questions
The Call Center feature is a fully functional call center built directly into ClientTether's CRM. It allows enterprise-level teams to manage high-volume communication (calls, texts, emails, tasks) across multiple franchise or multi-unit locations from one centralized platform. The system combines automatic lead routing with local phone number preservation, ensuring efficient operations while maintaining a personal, branded customer experience.
Automatic routing combines Rollup Notifications with assigned agent ownership at each location. When a new lead, task, or follow-up arrives, the system automatically assigns it to the right person based on location, agent availability, role, and your custom routing rules. This eliminates manual assignment, reduces response times, and ensures no leads fall through the cracks.
Customers always see local phone numbers. All agent activity stays local: calls, texts, and emails are sent from the specific location's phone number and email address. This preserves a consistent, branded experience and maintains the personal connection customers expect from their local franchise, even when centralized teams manage the communication.
Yes! You can assign multiple agents to the same franchise location. The system distributes leads among available agents at that location based on workload, availability, and role. This allows you to have specialized agents (e.g., sales vs. service) or simply balance the workload across your team while maintaining local phone number consistency.
The Call Center feature combines Rollup Notifications (which consolidate alerts from multiple locations) with automatic routing and agent assignment. When a notification arrives in the rollup feed, the Call Center system immediately routes it to the appropriate agent based on location and role. This creates a seamless workflow: alerts are consolidated for visibility, then automatically distributed for action.
Absolutely. The Call Center feature is specifically designed for enterprise-level teams managing franchise or multi-unit locations. It provides the centralized structure needed to coordinate outreach, manage conversations, and support multiple locations from one place—all while maintaining visibility, reducing handoff errors, and ensuring every customer interaction feels personal and connected to their local franchise.