# ClientTether.com Reviews **Vendor:** ClientTether **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.7/5.0 **Total Reviews:** 12 ## About ClientTether.com Connect instantly with leads generated through your marketing efforts with our sales engagement automation platform and CRM. Send a personalized text message, receive a phone call, send an email or even a box of brownies within 29 seconds, when you receive a lead to maximize lead conversion. Our Franchise clients love that they can guarantee 100% lead follow-up across their networks using our platform. Convert leads effortlessly through our automated follow-up and scheduling technology. Schedule appointments, calls, texts and emails to your customers according to your desired time frame and frequency. Also, ensure your team is following up consistently with each quote, each lost opportunity, and each converted lead. Create long-term relationships and retain customers through our automated retention program. Engage with your clients with minimal effort from you. Schedule emails, texts, and calls, and send personalized post cards, thank you cards, brownies, golf balls, or other physical media to create a rich, omni-channel retention and re-engagement strategy. Use our integrated proposal management tools to create beautiful proposals or quick quotes. Receive notifications when they have been opened, and when your clients have used our e-signature tools to sign and approve your job. Automate online review management to make sure you optimize your online reputation using our reputation manager tool as well. Our platform was designed for home service and other service franchises and businesses. Our data architecture enables franchise systems to deploy our platform out of the box without massive customization to meet their needs. Business owners and franchisors alike love our visual pipeline and our dynamic dashboards. Track and monitor growth across lead flow, lead attribution, sales progression, activity, and close rates across multi-location or multi-unit businesses. ## ClientTether.com Reviews ### 1. Great product and great team **Rating:** 5.0/5.0 stars **Reviewed by:** ADRIAN R. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2023 **What do you like best about ClientTether.com?** Integrations to 3rd party software to fill the product needs **What do you dislike about ClientTether.com?** It's a great product backed by a great time. No worse than it's competitors. **What problems is ClientTether.com solving and how is that benefiting you?** sales enagagement ### 2. Strong Results and ROI **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2020 **What do you like best about ClientTether.com?** When engaging and converting leads, Client Tether is our secret weapon! Since we've started using the system, our sales teams, I have seen a strong increase in the number of scheduled appointments and sold jobs. The CT support team has done a very good job helping our team implement this across our nationwide company, which is always a challenging problem. The Client Tether support team has been highly engaged with our CTO, Director of Operations and various other teams to ensure our success with the platform. **What do you dislike about ClientTether.com?** There are some features that are redundant with other software programs we use. However, the core features that we utilize are excellent and are not present in our other software platforms so Client Tether has been a strong addition to our tech stack. Our team also struggled with the initial set up process, however, the Client Tether team provided excellent support every step of the way. **Recommendations to others considering ClientTether.com:** My best advice is to give Client Tether a shot. The CT team is very proactive, provides excellent service, and is highly engaged in client success, which we have appreciated from day one. **What problems is ClientTether.com solving and how is that benefiting you?** The primary problem we are solving is lead engagement, lead to quote conversion and lead nurturing. Across the board, we have seen an increase in conversions and a lift in sales. Client Tether has been an excellent tool for our nationwide network of dealers who rely on the system to help convert more leads into appointments and sales, ### 3. Key part of our retail lead generation strategy **Rating:** 5.0/5.0 stars **Reviewed by:** Brian H. | Chief Marketing Officer (CMO), Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2020 **What do you like best about ClientTether.com?** We like the ability to submit leads from our field lead generation team and have those leads automatically enter predefined action plans for contact and scheduling. We don't use CT for anything after the appointment is booked, but I know they have a lot of features to aid in followup and sales. The people we work with at CT have been fairly responsive and willing to help adapt the product to our business. **What do you dislike about ClientTether.com?** There have been bugs that come with growth which has made it less reliable at times, but the CT team has been good about fixing things quickly to keep us up and running. **Recommendations to others considering ClientTether.com:** Try it out. Their team is great about adapting to you. **What problems is ClientTether.com solving and how is that benefiting you?** We use CT to automate client contact and scheduling to ensure that every lead get the right amount of attention and care. It also aids in scheduling with customer who prefer using text messaging which is becoming more common. This has increased our schedule rate and helped our team feel more secure when sending in leads. ### 4. Helps you reach out to leads faster. **Rating:** 5.0/5.0 stars **Reviewed by:** Jonny W. | CTO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2020 **What do you like best about ClientTether.com?** We really like how we have a sales cycle set up in such a way that when a lead comes in to the website ClientTether gets that lead on the phone with us right away. No more cold leads that slip through the cracks due to a form submission ending up in the spam folder. **What do you dislike about ClientTether.com?** They do not have a direct integration with Facebook yet for capturing Facebook form leads yet. They informed us that that feature is in the works but for now we don't have that as an option. **What problems is ClientTether.com solving and how is that benefiting you?** My agency is testing out a new vertical and we have been driving traffic to a simple website we created. We are getting lots of leads through this niche we are going after. We are getting so many leads that we realized that we had to invest in a CRM to help manage all of those leads to help improve the close rate. **Official Response from Dave Hansen:** > Jonny - Thanks for your feedback! FYI - All of our clients are using our Zapier integration to automate lead transfer and engagement with their Facebook leads. Let us know if we can help you get that in place! ### 5. Great Custom Software! **Rating:** 5.0/5.0 stars **Reviewed by:** Clean G. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2020 **What do you like best about ClientTether.com?** Price and reaching out to past customers. **What do you dislike about ClientTether.com?** Sometimes they are a little busy and take a little longer to respond **Recommendations to others considering ClientTether.com:** great customized software that keeps old customers coming back **What problems is ClientTether.com solving and how is that benefiting you?** An all in one marketing plan tied into our calendaring & invoicing ### 6. The ClientTether Team Rocks! **Rating:** 5.0/5.0 stars **Reviewed by:** Heather B. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2020 **What do you like best about ClientTether.com?** Nathan and Dave are awesome to work. The tool does a create job of closing leads, and nurturing more to come. **What do you dislike about ClientTether.com?** Like any great tool, it takes a bit to learn how to properly utilize. However ClientTether's team is ready to help with training and support to make it as easy as possible. **What problems is ClientTether.com solving and how is that benefiting you?** How quickly you respond to a lead. How often do you follow up with a lead. How many leads do you close. Increasing the average order value per client. **Official Response from Dave Hansen:** > Thanks so much, Heather! They are two of our best, for sure. We appreciate your partnership with us and sharing our sales automation and lead response tools with your clients. We've loved seeing how it's transforming and simplifying their businesses! ### 7. Great way to organize leads! **Rating:** 4.0/5.0 stars **Reviewed by:** Austin J. | PPC Manager - Account Specialist, Consumer Services, Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **What do you like best about ClientTether.com?** Client tether is easy to use, and can be set up for automation! It is easy to track leads, be able to see where they came from, as well as send automated sms, emails, and calls to potential leads. Your sales team can easily connect with leads, and be able to have all of their information in one place. **What do you dislike about ClientTether.com?** The platform is a little confusing to learn at first, but one you know how to use it becomes very effective! Other than that, very easy to use after becoming familiar! **What problems is ClientTether.com solving and how is that benefiting you?** Being able to track all leads, and being able to automate the lead gen process ### 8. ClientTether has greatly improved the ability for us to communicate with our customers. **Rating:** 5.0/5.0 stars **Reviewed by:** Ashlee R. | Residential Scheduling, Construction, Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2016 **What do you like best about ClientTether.com?** Here at Jones Paint & Glass, we enjoy being able to easily contact new and existing customers from one place. We are able to email and text customers from one space and can leave internal notes about our experience with the customer on the same screen. This makes it easy for us to communicate upon initial contact and reminds us to follow up once we have gained their business and trust. We are able to communicate very quickly and efficiently and a lot of the contacts that come to us through ClientTether enjoy the convenience. So much so that a high percentage of them continue doing business with us from then on. **What do you dislike about ClientTether.com?** For a short time, communicating through ClientTether became difficult. It would not let us send emails to our customers. However, it seems this was a troubleshooting error and was very quickly addressed and the problem solved by our customer service contacts at ClientTether. The customer service agents with this company are very easy to work with and resolve problems quickly and efficiently. **Recommendations to others considering ClientTether.com:** I would highly recommend using this product. It makes communication easy, quick, and efficient. The convenience shows our customers that we care about them and the quick response lets them know that they are our top priority. Customers enjoy the ability to text back and forth with our representatives about any questions that they may have. The ability to go in and set reminders to contact is very valuable to us, as it ensures that no customer is forgotten. We are able to set our customers on cycles that are customizable to your business prerogative. For us at Jones Paint & Glass, we are able to set them on cycles including Estimate, Job Scheduled, Job Completed, and Paid. This is an excellent tool for us as it lets us know where our relationship stands with the customer. We are also able to go in and set their cycle to Not Interested if they are not pursuing any further business with our company. Overall, the convenience and quick communication has made this service a real value to our company. Their salesmen and customer service providers are very easy to talk to and truly care about their relationship with you. **What problems is ClientTether.com solving and how is that benefiting you?** We are solving the problem of difficult communication. We have seen tremendous benefit from being able to respond via text to our customers as soon as they send us a message indicating that they are interested. We can now send text reminders whereas some of our employees were unable to do so previously due to lack of a company cell phone. The convenience has helped us sell product through the website and we have also benefitted from being able to send out text reminders of additional appointments we have scheduled with customers such as an appointment for an estimate of product, installation, fulfilling service requests, etc. ### 9. Does my work for me! **Rating:** 5.0/5.0 stars **Reviewed by:** Conrad K. | General Manager, Construction, Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2015 **What do you like best about ClientTether.com?** Mostly that I don't have to think about following up with my online leads. **What do you dislike about ClientTether.com?** At this point, I don't think there is anything I don't like about it... **Recommendations to others considering ClientTether.com:** Do the demo - it will knock your socks off. You'll get hooked after the demo, then you'll be pleasantly surprised with all the other cool features that you can find in Client Tether. You wouldn't think that you would use the email and text templates that you can create in the settings, but we use them all the time. It's also great because now our employees no longer have to text someone from their personal phone, they can do it directly from Client Tether - and get the response from Client Tether too. The reports are awesome! It takes about ten minutes to set up the Sales Cycles, but once that is done, then your reports page is populated and you get some really cool graphs. IT really helps to know where things are at with the business and where the bottle necks are. **What problems is ClientTether.com solving and how is that benefiting you?** When I get an online lead, the system kicks in and does the calling, emailing and texting for me. It's all automated! It also has a great retention program that I use to churn through my existing clients to find more work - and I've modified the retention program to follow up with pending customers too. There are also some really cool business intelligence items that help me make better decisions for my business... ### 10. Great tool for converting online leads and retaining them as clients **Rating:** 4.5/5.0 stars **Reviewed by:** Michael H. | Owner, Design, Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2015 **What do you like best about ClientTether.com?** How easy and quick it puts me in contact with my potential clients. It really forces me to stay in touch which is great. **What do you dislike about ClientTether.com?** Not much to dislike. I think that being able to customize the form without having to do an email parse or post would be nice but overall it works really well. **What problems is ClientTether.com solving and how is that benefiting you?** Instant contact and continued contact with my clients. I get so busy with reacting to current clients and needs that I fail to followup with previous clients and that is important to stay top of mind. ## ClientTether.com Discussions - [What is ClientTether.com used for?](https://www.g2.com/discussions/what-is-clienttether-com-used-for) - [View ClientTether.com pricing details and edition comparison](https://www.g2.com/products/clienttether-com/reviews/clienttether-com-review-3126380?section=pricing&secure%5Bexpires_at%5D=2026-05-09+08%3A59%3A00+-0500&secure%5Bsession_id%5D=66613d50-daa9-427b-aff5-a27c69c24798&secure%5Btoken%5D=6054f87f47a3f7d3caed918c5903d76a45e92b7fa4787d48a8c7c39ed108bb1c&format=llm_user) ## ClientTether.com Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Integrated Workflows** - Task Management - Email Tracking/Automation - Calls and Voice - Other Outreach Options - CRM Integration - Calendar - Shared Records **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights - Gamification **Reporting & Analytics** - Reporting - Dashboards - Forecasting **AI and Automation** - Lead Prioritization - Lead Scoring - Best Time of Day Scheduling - Buyer Intelligence - Machine Learning **Mobile & Social** - Mobile User Support **Generative AI** - AI Text Generation **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top ClientTether.com Alternatives - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,143 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,567 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,816 reviews)