Monitor Team Performance with Comprehensive Activity Insights

Track calls, texts, emails, tasks, and appointments across your organization to ensure accountability and drive consistent performance

Track All Activity Types in One Dashboard

Track performance insights across every client interaction to drive better results

Calls
Calls

Monitor call volume, duration, and outcomes to see exactly how your team members are connecting with leads and clients.

Texts
Texts

Track SMS engagement frequency and response times to ensure complete and consistent text communication.

Emails
Emails

Measure email activity, including sends, opens, and responses, to track communication effectiveness.

Tasks
Tasks

Monitor task completion rates and follow-through to ensure accountability and timely execution.

Appointments
Appointments

Track appointment scheduling, attendance, and outcomes to measure engagement quality.

Performance
Performance Metrics

Get deep insight into team accountability and performance across all activity types.

Clear View of Team Engagement and Performance

Ensure consistent follow-up and effective client interactions are taking place.

Qualified
Individual Performance Tracking

Monitor engagement levels and overall performance of each team member in real time

Maintain Consistent
Consistent Follow-Up

Ensure consistent follow-up is happening across your team and organization

Closed Won
Effective Client Interactions

Verify that effective client interactions are taking place at every touchpoint

Activity Tracking Report in ClientTether

Powerful Use Cases Across Your Organization

From sales leaders to franchisors to call centers, our Franchise Software 
delivers the insights each team needs to drive performance

Follow Ups
Sales & Operational Leaders

Sales and operational leaders use this tool to manage team KPIs and required behaviors, ensuring accountability and consistent performance across their teams.

Improve Pipeline
Franchisors

Franchisors use this data to coach franchise owners and their teams to ensure they are engaging leads and clients to optimize outcomes.

Qualified
Call Centers

Franchise brands with call centers using ClientTether’s Franchise Software use this data to track agent efficiency and performance

Flexible Filtering to Identify 
Trends and Top Performers

Easily identify trends, top performers and areas where additional support may be needed.

Identify Smooth
Filter by User

Analyze individual team member performance to identify gaps and identify coaching opportunities.

Identify Smooth
Filter by Region

Compare performance across geographic regions to identify best practices and regional trends.

Identify Smooth
Filter by Location

Evaluate activity levels at specific franchise locations to ensure consistent engagement standards.

Network-Wide Visibility for Franchise Organizations

Franchise organizations benefit from network-wide visibility, ensuring all locations 
maintain consistent engagement standards and operational efficiency

Tasks
Network-Wide Visibility

Ensure all franchise locations from network-wide visibility into activity levels and performance metrics across all locations.

Attrition Rate
Identify Trends & Top Performers

Easily identify trends across your network and highlight top performers to recognize success and share best practices.

Appointments
Pinpoint Coaching Opportunities

Pinpoint areas where additional support or coaching may be needed to improve performance across the franchise network.

Engagement
Consistent Engagement Standards

Ensure that all locations maintain consistent engagement standards and operational efficiency across the entire organization.

Turn Daily Activities Into Actionable Insights

By converting day-to-day activities into actionable insights, Activity reporting empowers teams to manage and improve team and franchise owner performance. 

Daily Activities
Improve Pipeline
Consolidate Day-to-Day Activities

Capture activities across all channels and consolidate, easy-to-understand reports and dashboards.

Maintain Consistent
Generate Actionable Insights

Convert raw activity data into actionable insights that drive informed decision-making.

Follow Ups
Empower Teams to Improve

Activity reporting empowers teams to manage and improve team and franchise owner performance.

Flexible Filtering to Identify 
Trends and Top Performers

Easily identify trends, top performers and areas where additional support may be needed.

Icon-5
Monitor Performance Metrics

Leadership can monitor performance metrics in real time to stay on top of team productivity and engagement. Track calls, texts, emails, and all key activities in easy-to-understand dashboards with comprehensive dashboards and detailed reporting.

Closed Won
Make Informed Decisions

Make informed decisions that drive productivity based on comprehensive activity data and trends. Use real-time insights to track individual team and franchise owner performance, and optimize team workflows for maximum efficiency.

Qualified
Maintain High Service Standards

Maintain high-service standards across the entire franchise organization with consistent monitoring. Ensure every location adheres to your prescribed engagement standards, and delivers exceptional client experiences.

Follow-Ups
Drive Productivity

Drive productivity across your organization by identifying opportunities for improvement and optimization. Compare individual and team performance across locations to replicate success and address challenges proactively.

Start Tracking Team Performance Today

Consolidate day-to-day activities into actionable insights that empower teams and drive productivity across your organization.

Team Performance

Frequently Asked Questions

User Activity Tracking shows how calls, texts, emails, tasks, and appointments are being managed across the organization, providing deep insights into team accountability and performance.

This data gives teams and leadership a clear view of engagement levels and operational performance of each team member, helping ensure consistent follow-up and effective client interactions are happening. Sales and operational leaders use this tool to manage team KPIs and required behaviors.

Franchisors use this data to coach franchise owners and their teams to ensure they are engaging leads and clients to optimize outcomes. The network-wide visibility helps identify coaching opportunities and maintain consistent engagement standards.

Yes, franchise brands with call centers using ClientTether use this data to track agent efficiency and performance, ensuring quality and consistency across all customer interactions.

ClientTether’s Dashboard allows filtering by user, region, or location, making it easy to identify trends, highlight top performers, and pinpoint areas where additional support or coaching may be needed.

Franchise organizations benefit from network-wide visibility, ensuring that all locations maintain consistent engagement standards and operational efficiency. These insights allow leadership to monitor performance metrics and make informed decisions that drive productivity and maintain high service standards across the entire franchise.