ClientTether Financial Service for Personal Care

Financial Service for Personal Care

Making healthcare more affordable for your clients is your job. ClientTether allows you to connect with a large client base and keep your services organized.

Providing financial assistance for personal care is a sensitive service. Clients look for providers that they can trust with their personal and financial information. With ClientTether, you can offer your clients the sense of trust they are looking for. Manage organized operations and build a positive offering with our financial business automation software.

  • Contact Database - As a financial institution, keeping track of client information can be difficult without a proper system. ClientTether offers a contact database that keeps client information clear, organized and updated. Communication records keep track of all contact and interactions and tagging tools aid in client filtering. Automated communication tools enhance client engagement and customizable responses allow for a personal touch.

  • Powerful Integrations - Google Calendar, Office 360, and more. In addition to general business organization apps, ClientTether supports integrations with all of the financial tools you need to run your business. Strong analytics, data rich financial resources, and archivable reporting are all available.

  • Workflow Customization - Manage all of your clients and their ongoing services from your project management dashboard. Create tasks, track and update job progress, schedule meetings and calls, alert employees, send out reminders, and collect payments all from one place. External and internal communication tools keep everyone in the loop.

  • Marketing Management - With ClientTether, you get more than a financial services email CRM software. Our powerful program tackles SMS, calls, sales organization and marketing campaigns. Create and update campaigns, view visual sales pipelines and funnels, and track progress of sales efforts. Keep your marketing team in the know with sales data for a more targeted marketing approach.

  • Data Rich Reporting - You can view countless data points from the ClientTether Dashboard - sales, marketing, leads, employee progress, job status and more. Our intelligent program gathers and displays information in a simple way so that you can make better business decisions.

For a powerful business organization software that offers financial services email CRM software and more, consider ClientTether. Contact us today to try a risk free trial.

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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.

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


Increasing Sales Conversion Rates For The Following Industries

Franchise Groups & Multi-Location Brands

Business & Professional Services

Health Care & Educational Services

Home Improvement & Home Services

Because Being First Really Does Matter


Your marketing spend is creating great leads. How quickly you connect with and nurture them determines how many convert and eventually become raving fans. You have 5 minutes to connect before your chance of making contact and converting them drops by 10X. Wait 30 minutes and it drops 100X. The old approach of relying on manual sales follow-up with some marketing email automation just won't cut it — That's where ClientTether steps in — Lead engagement with calls, texts, emails, and call reminders to your staff with our easy-to-use client engagement platform.

Clients include
ClientTether Financial Services Email CRM Software
ClientTether sms marketing platforms
ClientTether marketing automation for small business
ClientTether business sms platform
ClientTether crm and marketing automation
ClientTether service business software
ClientTether marketing automation tools

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.