ClientTether Feature Overview

Because ClientTether automates lead response, client engagement, online review gathering, and simplifies the customer quoting and sales process for our franchisees and hundreds of other businesses today, our clients see an immediate boost to their lead conversion rates once they roll out our platform. Many of them experience 75% lead conversion rates. With the average lead conversion rates by industry averaging between 15% and 40%, you can imagine the business impact it has on a business to double or triple that metric.


Client Engagement Platform


  • Create automated engagement campaigns (Action Plans) triggered by lead sources, events, specific dates, etc.
  • Engage clients automatically in a 1-to-1 manner with calls, call reminders, and personalized texts and emails
  • Chat Tools
  • Automate cross-team/internal communications to coordinate operational needs


Dashboards/reporting


  • Track sales, lead follow-up, progress through sales cycles, and lead attribution through our dashboarding tools
  • Manage team performance with dynamic, comparative dashboards to show how each rep, franchise, or business location is performing
  • Quickly see which action plans or sales cycles all of your leads, prospects, and clients are in
  • See your system utilization metrics at a glance


Proposal Management


  • Create automated engagement campaigns (Action Plans) triggered by lead sources, events, specific dates, etc.
  • Engage clients automatically in a 1-to-1 manner with calls, call reminders, and personalized texts and emails
  • Chat Tools
  • Automate cross-team/internal communications to coordinate operational needs


CRM


  • Client, Employee, Partner, and Vendor contact grouping and management
  • Streamlined UI to simplify client interactions, history, etc.
  • Automated history tracking of outgoing emails, texts, calls, and incoming texts
  • Automated outbound call recording in client history
  • Click-to-dial functionality in client records
  • Text and email scheduling - write it now, and let the system deliver it for you at the right time
  • Call scheduling - set the time, and the system will call you
  • Customizable sales cycles (stage)
  • Customizable lead sources
  • Automated lead source attribution
  • Visual Pipeline - dynamically display opportunities
  • Integrate your Google calendar with ClientTether to simplify your scheduling/meeting management
  • Easily segment your clients with our open tagging and advanced filtering tools
  • Send group emails or texts
  • Manage and use communication templates for texts or emails
  • Hierarchical support for franchises or multi-site locations
    • Control branding, messaging, sales cycles, and abilities to delete contacts
    • Local Franchise or location has ability to customize messaging and action plans
    • Comparative reporting across locations/franchises
  • Assign phone numbers per sales/site/franchisee account with local area codes
  • Create no-cost user accounts for administrative or support roles within your organization


Royalty Tracking


  • Realtime reporting of all locations revenue in one dashboard, or view locations individually
  • Compare year over year, month over month or custom date trends
  • Clearly view top sales reps, and their revenue generated by all locations combined, or individual locations


Reputation Management


  • Automate the gathering of online reviews with ClientTether's Reputation Management tools
  • Automate invitations to rate client experience
  • Channel negative feedback into a process to capture concerns and immediately notify your team to streamline resolution
  • Drive traffic of positive client experiences to your desired review pages (Google, Facebook, Yelp, etc.)


Customer Scheduling, Resource Management


  • Quickly view and manage your estimators calendars
  • Manage your workers calendars


Task Management


  • Activity dashboards to help you stay on task with projects
  • Easily move projects through the lifecycle of your action plans


Call Center Suite


  • Enable your sales development or customer service team to streamline their engagement by using our Call Center Suite toolset
  • Manage rep availability
  • Route inbound/outbound calls
  • Instantly pull up client records for reps when they call in or before the rep calls out
  • Auto-log all outbound calls in CRM
  • Easy call disposition process to track results


CT Lookup/Add By Phone


  • When new prospects call you, access hundreds of potential data points about them with the click of the button
  • Automatically open a client record and populate relevant client details (Name, address, contact information, etc)


Open API - Integrations


  • ClientTether has an open API, clear API documentation, and we integrate with several platforms today
  • Zapier Connection
  • Integration with Google Calendar
Clients include

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