ClientTether Franchise CRM

Multi-Location Reporting

Track business and sales metrics with our customizable, integrated reporting system. The Dashboard is your ClientTether home for all key data points - view, share, and modify in one place.

Every component of ClientTether is recorded and measured so that you can track your sales, lead engagement, and job progress. Dashboards and Reporting are where you can view all important metrics - leads, engagement, calls, job status, action plans, sales cycles, and so on. A quick glance can tell you what leads need a follow-up, what projects are behind, and how sales campaigns are progressing.

Dashboards and Reporting are fully customizable, allowing you to display your most important metrics. All reports are shareable, making internal team communications flow smoothly. Customizable to even large scale projects, our estimating app allows you to track estimates, client communication, project status, and more. A Home Services favorite, ClientTether is a leading business automation software for HVAC, cleaning and maintenance, construction, etc. More marketing-driven industries, like Health and Fitness, will be able to track preferred metrics - sales campaigns, email blasts, customer loyalty programs. Dashboards and Reporting is the home page for you and your sales team - track, share, and modify all from one place.


Ready to increase your lead conversion rates?

Request a live demo below or request a risk free trial

By submitting the form above, you agree to receive calls, text messages, or emails from ClientTether at the contact information provided. Message rates may apply. Text STOP to cancel text messaging at any time. See Terms of Service for additional details.

Topics:

  • Customized to your Companies Branding - Beautiful and uniquely yours, your Dashboard can be branded or customly designed.

  • Track Sales, Leads, and Progress - Your convenient space to measure customer retention progress and easily follow up with any pending leads.

  • Manage Team Performance - Comparative team member progress reports allow for easy management and internal communication tools increase workflow.

  • Lead Distribution to streamline Resolution - Capture concerns and negative feedback immediately in order to alert team members and streamline resolution, keeping customer service and client response a top priority.

  • Custom - Display the metrics that are most relevant to your industry, sales process, and team flow.

  • Job Status - With our business service software you can generate estimates, track and manage projects, and follow up with clients on completed jobs.

  • View of Clients & Leads Categorized in Action Plans / Sales Cycles - Customized reports will display leads and current clients in any preferred set of data, allowing you to track demographics, financials, and various other points.

  • Easily View System Utilization Metrics - The Dashboards and Reporting UI was developed with usability in mind allowing you to easily navigate and utilize metrics.


Ready to increase your lead conversion rates?

Request a live demo below or request a risk free trial

By submitting the form above, you agree to receive calls, text messages, or emails from ClientTether at the contact information provided. Message rates may apply. Text STOP to cancel text messaging at any time. See Terms of Service for additional details.

Ready to increase your lead conversion rates?

Request a live demo below or request a risk free trial

By submitting the form above, you agree to receive calls, text messages, or emails from ClientTether at the contact information provided. Message rates may apply. Text STOP to cancel text messaging at any time. See Terms of Service for additional details.