A Franchise CRM
that works for you

Stay on top of your FranDev & Unit Operations like never before

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Take control with a Franchise CRM that delivers

Pipeline Visualization

Get clear visibility into your sales cycle with a detailed breakdown of prospects, deal values, sales potential and actions.

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Automated Lead Capture

Ensure timely and accurate lead details by automatically capturing and engaging leads from any lead source.

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Lead Routing

Improve customer experience by automatically sorting and assigning leads by source, location, team, team member, or account level.

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Multiple Contact Types

Segment various contacts into logical groups for managing, reporting and sales—create a unique Sales Cycle for up to 5 Contact Type segments.

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Sales Automation

Free up your time, eliminate administrative headaches and let your teams focus on the big picture.

Custom Sales Cycles

Tailor stages, tasks, and follow-ups to track the progress of contacts throughout your customizable sales process.

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Inbound/Outbound Calling

Click to call with our built-in phone system, packed with features that streamline communication like Automated Phone Calling, Call Recording, logging and more.

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2-Way Texting

Write and send text messages with ClientTether and have live, 2-way text discussions with your clients or partners.

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Run FranDev and Unit Ops in One Franchise CRM

Centralize the full lifecycle—from candidate to franchisee to customer—so franchisors and franchise owners work from the same source of truth

Role-based views & permissions for franchisors and franchisees

Onboarding & coaching pipelines to drive consistency across locations

Multi-brand management in one account (FSO-friendly) with unlimited users

Royalty & revenue reporting to keep finance and field aligned

This Franchise Got Their Time Back—and Their Sales Up

Automate Outreach, Prove ROI, and Stay Compliant

Move from manual follow-up to responding in seconds with native communications, attribution, analytics and compliance built into the workflow

Native 2-way SMS, click-to-call, and email auto-logged on every record

QuickBooks sync and TetherPay payment processing to keep ops and accounting in lockstep

UTM & source attribution to prove channel ROI from first touch to signed deal

Compliance guardrails (disclosures, records, permissions) that scale across markets without slowing franchise sales

Manage Operations, Communication, and Reporting in One CRM System

Vista previa
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See phone, text, email or Thumbtack messages and records right on your Franchise CRM.

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Get clear insights into lead acquisition, sales, team performance, lead progression, and more

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Stay up-to-date on contacts with real time logging of activity

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Manage task individually or cross-functionally as you move contacts through the pipeline.

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Store and host added account content such as PDFs, company logos, videos and other images

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Manage task individually or cross-functionally as you move contacts through the pipeline.

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Create quotes and invoices for clients or directly engage with subcontractors and team members

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Seamlessly request and trigger reactions to online reviews to optimize your online presence in Google, Facebook and other platforms that can bolster your online reputation

Plus: Custom Online Forms, Signatures, Call Center

A CRM for Franchises That Drives Real Results

How franchise brands win with ClientTether

Ratings and Logos
Ratings and Logos
Ratings and Logos

Your Next Step to Growing
Smarter Starts Here

Franchise CRM FAQ

Most CRMs are generic sales tools with plugins for texting or scheduling. ClientTether is built specifically for franchising, combining FranDev and unit operations in one system. That means FranDev teams can manage sales pipelines, nurture candidates, and handle agreements, while franchise owners use the same platform to run proposals, payment processing, client communications, and retention programs.

Speed-to-lead is at the core of ClientTether. Automated texting, calling, and emailing kick in within seconds of a new lead entering the system. Every interaction is auto-logged, so no candidate slips through the cracks, and your team spends less time chasing and more time closing.

No. 2-way SMS and calling are native and every touch auto-logs to the contact record (including call recordings), so your history is complete without manual notes.

We know a complex Franchise CRM can drain momentum. That’s why ClientTether includes hands on, dedicated onboarding specialists, unlimited users, and tailored training.

No. ClientTether supports unlimited users, so you can involve executives, FranDev, field coaches, and ops without nickel-and-diming seats in your Franchise CRM.

Yes. Built-in e-sign handles any document requiring signatures, saving signed docs to the record with timestamps and audit trails.

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