Estimates, Invoices & Receipts

Effectively manage projects with better reporting, steady communication, and simplified scheduling.

ClientTether is an intuitive platform that allows you to efficiently manage all aspects of your business, from initial client contact to project completion. A solid review management platform that connects all the dots, our software makes it easy for your team to follow through from start to finish. Automated client communication tools help your customers feel like they're your only customer, saving you and your team time.

Bid worksheets, estimate calculators, drawing tools, and proposal templates allows for a customizable and organized workflow. Internal communications encourage team management and keep everyone up to date. Data rich reporting helps you view progress quickly, making prioritizing easy. Completed projects are saved and customer contacts updated automatically. Our CRM software is your homepage for efficiency. Share, collaborate, track, and update all from our intuitive UI and never again lose a moment of your precious time.


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:

  • Automated Action Plans based on lead source, events, etc. - Capture more leads with automated action plans based on customizable data points.

  • Automatic Client Engagement - Make your customers feel like they’re your only customer with automatic, unique, customizable client engagement tools.

  • Chat Tools - Keep the lines of communication open 24/7 with our integrative chat tools.

  • Automated Internal Communication - Streamline workflow with automated cross-team communications - share, collaborate, and delegate all from one place.

  • Open API with clear API documentation - Organize and connect all of your workflow apps with ClientTether.

  • Zapier Connection - ClientTether connects seamlessly with Zapier, keeping workflow apps uninterrupted.

  • Integration with Google Calendar - Keep a tight schedule, never miss a call, and send out alerts for team members via Google Calendar.

  • Access to Hundreds of Potential Data Points about new Prospects - Every industry has a unique sales cycle - ClientTether allows you to customize your unique cycle, track its effectiveness, and compare it to industry standards.

  • Customizable Lead Sources - Increase your chances of closing a deal with access to relevant data points about new leads.

  • Automatically Open Client Records and Populate Relevant Client Details - Make clients feel valued with informed communication.

  • Effortless Proposals - Customizable proposal templates can be automated to include tax, parts, labor, and other costs.

  • Custom Bid Worksheet - Bid sheets are customizable to project size - create, save, and share all bids within your business SMS platform.


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.

Increasing Sales Conversion Rates For The Following Industries

Franchise Groups & Multi-Location Brands

Business & Professional Services

Health Care & Educational Services

Home Improvement & Home Services

  • Estimates - Build estimates, click to send to clients, and close more deals. CAD Drawing Tool - Create professionally polished proposals with our built-in CAD drawing tools.

  • CAD Drawing Tool - Create professionally polished proposals with our built-in CAD drawing tools.

  • Click to Send Quotes to Clients - Move projects along with one click.

  • All Quotes Saved in Client Record - Keep track of all communication, proposals, and quotes in the client records.

  • Quote Amounts Update Client Forecast Values - Prioritize projects and sales with accurate forecasting tools.

  • Closed Projects automatically update in Sales Reports - Client records and sales reports are automatically updated as projects are completed.

  • Client Digital Signature and Approval - Client communication and project approval is made faster with paperless approvals.

  • Team Notifications for Approved Quotes - Automatically update relevant team members to approved quotes and other important project milestones.

  • Manage Change Requests - This business CRM and SMS platform was built for flexibility - manage change requests and updates from your dashboard.

  • Upload Before and After Pictures - Keep clients and team members informed of progress with easy photo uploading.

  • Send Invoices for Completed Projects - Automate invoices and keep track of payments.

  • Send Supplier Work Orders - Streamline project progress with automated supply work orders.

Details about Clean Green’s success after implementing ClientTether. Follow-up and lead engagement automation boosted sales and eliminated the need for $8k spend on PPC per month.


“When we implemented ClientTether, we had more bookings the first week than the previous month through our web page form…ClientTether helped us bridge that gap between leading the customer to us, and then implementing a quick quote, a quick call, or a quick text…”

Jeff Barnes
Owner, Clean Green Carpet Cleaning


In-depth look at how ClientTether boosted Absolute Air lead conversion rates and automated sales follow up.


“[Customers] want quick response, they want to be able to communicate with companies in the way that they want, with either phone, text, or email. We provide them with all of those different methods through ClientTether, and it’s been really successful for us.”

Brian Hortin
Operations Manager, Absolute Air

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.