SALES AUTOMATION
From First Contact to Closed Deal, Automatically
Engage leads, automate team reminders and tasks, and collect payments and reviews without leaving your CRM
Visual and data-based cues
Identify bottlenecks and stay ahead of follow-ups with ClientTether’s pipeline visualization
First Contact
Lead enters your system and triggers automated welcome sequence
Nurture
Personalized emails, texts, and follow-up reminders based on lead source, inquiry type, or time in the Pipeline
Close Deal
Automated task assignments and reminders keep sales team on track
Retention
Long-term nurture sequences maintain relationships and drive repeat business
Intelligent Workflows That Respond in Real Time
Build automated communication sequences that maintain a personal, organic touch
Automated Emails & Texts
Automatically send personalized emails, texts, and follow-up reminders based on lead source, inquiry type, or time in the Pipeline. The system responds to customer actions without manual intervention.
Integrated Communications
& Scheduling
ClientTether integrates communications, scheduling, and reminders into a single system, giving sales teams the structure they need to work efficiently without losing human connection.
Action Plans
Set up fully customized, automated communication sequences that nurture leads, assign tasks to team members, push data to other systems, and track progress, all while maintaining a personal, organic touch.
Eliminate Manual Tasks
By eliminating manual data entry and repetitive tasks, ClientTether helps users focus on what matters most: engaging with customers directly and closing deals.
Build Workflows With Simplicity and Flexibility
Designed with both simplicity and flexibility in mind, automation tools allow you to build intelligent workflows that respond to customer actions in real time.
Trigger-Based Automation
Launch workflows based on lead source, inquiry type, or lead behavior
Multi-Channel Sequences
Combine emails, texts, tasks, and reminders in one automated flow
Team Task Assignment
Automatically assign follow-ups and activities to the right team members
Progress Tracking
Monitor workflow performance and lead engagement at every stage
Trigger Event
Send Email
Wait 2 Days
Send Text
Assign Task
Location A
Location B
Location C
Location D
Built for Franchise Networks
Franchise networks especially benefit from automated communications as they maintain brand consistency across every market while allowing for localized customization.
Brand Consistency
Deploy the same proven workflows across all territories to ensure messaging stays on-brand
Local Customization
Allow individual franchisees to personalize workflows for their market while maintaining core messaging
Centralized Control
Corporate can push updates to automation templates across the entire network instantly
Scalable Growth
New locations inherit proven automation workflows from day one, accelerating ramp-up
Real Results from ClientTether Automation
See the measurable impact on sales teams using intelligent workflows
70%
of previously manual tasks automated
65-80%
Improvement in Lead Conversion Rates
15–25%
Increase in Close Rate
How Sales Automation Works
ClientTether makes automation effortless
Define Your Triggers
Choose what events launch your workflows: new lead, inquiry type, pipeline stage change, or specific time delays
Build Your Sequence
Combine emails, texts, task assignments, and reminders into a single automated flow that nurtures leads systematically
Set It and Forget It
Once activated, your workflows run automatically in the background, responding to customer actions and keeping your pipeline moving
Ready to automate your sales process?
Stop losing leads to manual follow-up and start closing more deals with intelligent automation
Get Started
Frequently Asked Questions
Sales automation ensures immediate follow-up with every lead, maintains consistent communication throughout the sales process, and prevents leads from falling through the cracks. This systematic approach significantly increases conversion rates.
Yes, you can create different automation workflows based on lead source, service interest, location, customer type, or any other criteria. Each workflow can have its own sequence of emails, tasks, and triggers.
You can track conversion rates by source, measure response times, monitor pipeline velocity, analyze team performance, and identify bottlenecks. All reports are available in real-time dashboards.