# ClientTether Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is ClientTether the right Franchise Management solution for you? Explore 44 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/196842/ClientTether/reviews --- ClientTether 4.8 (44) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of ClientTether Ease of use 4.7 Customer Service 4.9 ## Pros and Cons in Reviews AA Allison A COORetail, 11 - 50 employeesUsed the software for: Less than 6 months. “ClientTether has so many opportunities for customization and automation that make our lives so much easier, and at a fraction of the cost of other CRM platforms. “ December 5, 2022 NR Nick R Owner / OperatorRenewables & Environment, Self-employedUsed the software for: More than 2 years. “It also integrates with our other software, which saves time not having to enter data twice.“ December 7, 2022 CG Chet G CEOEducation Management, 2 - 10 employeesUsed the software for: 1-2 years. “So I'm willing to forego some bells and whistles because the cost is so good.“ April 16, 2024 KL Ken L PresidentFood & Beverages, 2 - 10 employeesUsed the software for: 6-12 months. “Team is helpful, system works as advertised, and the cost is justifiable. “ December 5, 2022 ## Showing most helpful reviews Showing 1-25 of 44 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use George D. Founder Staffing and Recruiting Used the software for: 2+ years ### "Best in the Business" June 1, 2024 5.0 The overall experience started with \[sensitive content hidden\]. Loved him right from the start. Totally authentic guy who does right by his clients. Then, I've had the pleasure of having\[sensitive content hidden\] as my support guru. He is brilliant, patient and keeps me in line when I try to take shortcuts. He makes sure I know how to use the product to its fullest extent. \[sensitive content hidden\] is a rockstar! Pros User interface - Ease of Use - Notifications - Drip Campaigns - Set it and Forget it Mode - Like having an assistant. Cons This is a tough one to come up with... maybe that they don't have an app? Reason for choosing ClientTether Really respect and trust their people - and love their software. #nobrainer Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) More up to date features and ease of use. Review Source Response from ClientTether September 5, 2024 Hey, George! Thanks for your feedback. We appreciate you sharing your experience. Just wanted to make sure you know we have an app on both Android and IOS. Check it out and let us know what you think :) DW Daniel W. Chief Development Officer Retail Used the software for: 6-12 months ### "Client Tether Review from EarthWise Pet" October 1, 2024 4.0 I appreciate that the team is willing to work on improvements based on my suggestions and recommendations. Pros Texting capability, though for some reason texts are only available during weekdays. I would like them to be available on weekends as well. Cons The FDD signature process is clunky, as is the franchise application form functions. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Wanted better texting capabilities. And I'm glad CT has that. But it lacks in the area of filling out a franchise application and then being able to easily view that data. Review Source Response from ClientTether October 22, 2024 Thank you for your feedback! Glad we can help you improve your texting. It looks like you just need to adjust some settings to allow weekend texting to go out. We'll have the team help you get that sorted out. Thanks for trusting us to help you grow your FranDev business! VR Verified Reviewer Accountant Specialist Accounting Used the software for: 6-12 months ### "Great for small business" December 14, 2020 4.0 This was an extremely helpful software while we were a small company and growing, but have since outgrown it as it has become crowded. Pros This product is very easy to use, and seems to be perfect for small businesses. Anyone would be able to test out the product and function with it within a few hours. Cons Once we grew above 1500 clients, we started to become dependent on other softwares to make up for what ClientTether was lacking: integration with Quickbooks, storage of documents on profiles (until the most recent update). Review Source MS Michael S. president Automotive Used the software for: Less than 6 months ### "The Best in the Business!" February 23, 2025 5.0 We are3 a new startup franchise company and they have been great to work with, even with our limited knowledge. Pros Easy to work with, top-notch service. The best in the business! Cons Nothing. I cannot think of one thing that I do not like. Alternatives considered [Waterstreet FMS](https://www.capterra.com/p/80953/Waterstreet-FMS/) Reason for choosing ClientTether For all of the reasons listed in the above box Switched from [Waterstreet FMS](https://www.capterra.com/p/80953/Waterstreet-FMS/) Ease of use, training, features that we found important Review Source Response from ClientTether February 24, 2025 Michael - Thanks for your amazing feedback about our franchise software and CRM. We love working with energetic and engaged franchise executives like you! Glad we could help you start your journey on solid footing! EW Eric W. Director of Franchise Recruitment Restaurants Used the software for: 1-2 years ### "Great Platform!" August 29, 2024 5.0 I've enjoyed working with the team at CT and found their application robust yet simple to navigate. CT does exactly what it is intended to do...that is, continue to engage my prospects, active clients, and professional partners, regardless of the type of relationship. Pros Ease of use, fast support response time and knowledgeable staff! Cons I don't currently have any negatives to share. I think every software has their flaws, but it doesn't make it a negative, especially when the programmers make every effort to adjust things to accommodate the end user! Switched from [FranConnect](https://www.capterra.com/p/79205/FranConnect-Franchise-Software/) Expensive - was difficult to get anything changed or customized. Review Source Response from ClientTether September 5, 2024 Eric - We love working with you, and we appreciate your feedback. Thanks for your kind words and for trusting us to help you scale your Franchise Development efforts! KM Kyle M. Director of New Franchise Development Consumer Services Used the software for: 2+ years ### "The Maids on ClientTether" December 5, 2022 5.0 ClientTether has been an incredible partner of ours. We have been working together since their early days and the system has grown into a full business management software. The company is led by a group of very talented people who are always thinking about "what's next?". ClientTether only has the sky as it's limit. Pros ClientTether is used in our organization on both the consumer sales side and Franchise Development. The ability for customized and automated campaigns that include text messages has helped us drastically! Cons Some of the reports on the dashboard could be improved and expanded upon for consumer sales. Switched from [Conversica](https://www.capterra.com/p/156614/AI-Automated-Sales-Assistant/) ClientTether offered a much larger suite of tools at our disposal. They were also willing to make integrations with our our other software to make life easier. Review Source JB Jon B. VP of Operations Consumer Services Used the software for: 2+ years ### "Color World Painting Review of Client Tether" December 6, 2022 5.0 The overall experience has be great. The tech and support is excellent. Pros The best thing about Client Tether is it's people. Just like with any tech, things happen that we don't want to happen. It is how they respond to bugs and get us what we need to improve our systems is why we love Client Tether. Cons A mobile app would be an amazing addition to this platform for those users that are out in the field. Alternatives considered [Estimate Rocket](https://www.capterra.com/p/158263/Estimate-Rocket/) Reason for choosing ClientTether We have a previous business relationship with the founder of Client Tether and we saw the power in what he was developing. Review Source PL Peter L. Owner Marketing and Advertising Used the software for: Less than 6 months ### "A must for any business who's serious about closing more leads" April 22, 2020 5.0 Fantastic experience. The support that this team offers has been unparalleled and the results thus far are very exciting! Pros I have over 40 of my HVAC clients on their software and I can tell you that even companies who thought they had their follow up nailed down are seeing significant improvements in their booking and closing ratios. One of my clients in Virginia for example has added over $82,000 in revenue in the past two weeks using Client Tether to book our leads. Everyone KNOWS to call back within 5 minutes, repeatedly text leads, and call back multiple times - but it never happens because of how busy we all get. With Client Tether's automated follow up and calling system, you don't think about it. It just... happens. Cons Can be a little clunky at first, but once you get used to it and learn how to use it's features it quickly becomes very powerful The mobile site is very difficult to use, not practical Alternatives considered [HighLevel](https://www.capterra.com/p/177156/HighLevel/) Reason for choosing ClientTether Reporting Reliable Software / not spinning out without ever loading I had two clients on it (without me initiating) that were having terrific results, HighLevel was unproven so far. The clients I did have on it weren't using it for some reason Switched from [HighLevel](https://www.capterra.com/p/177156/HighLevel/) HighLevel didn't have the same reporting capabilities, my clients and employees were complaining that it kept freezing up becoming unusable, and it was very difficult to integrate with our Facebook ads and Zapier. Review Source AJ Aren J. VP of Operations Marketing and Advertising Used the software for: 6-12 months ### "ClientTether Delivers Amazing Results" July 12, 2020 5.0 It has been an amazing experience both from utilizing the software itself and working with their phenomenal team. Pros The software is clearly built with an in depth understanding of the industry for which it serves. The team involved in building ClientTether built it to serve people who are literally in the same shoes they have been in. It delivers a robust solution for lead management specifically for Franchisees and Franchisors alike. It takes the human error out of lead management and allows flexibility for Franchisees while providing insight and control for Franchisors. Cons The product is evolving constantly and there are still some things that can be a bit glitchy. However this is more than made up for by the amazing team at ClientTether. They will go above and beyond to assist with any customization, issues, or expand the product to meet client needs. Alternatives considered [Zipwhip](https://www.capterra.com/p/165106/Zipwhip/) Reason for choosing ClientTether It is the complete package and makes lead management simple. It also is built for Franchising by a team of veteran franchisors and franchisees. Review Source KW Ken W. CVO Consumer Services Used the software for: Less than 6 months ### "Outstanding CRM for a New Franchisor!" February 17, 2025 5.0 Keith Levenson has been wonderful as a sales rep. The training teams have also been great. It is very helpful to have weekly training sessions as we are getting started. Pros I love the automation that ClientTether allows me to implement! I now have multiple workflows setup to make sure I am in constant communication with my prospects. Cons There is a steep learning curve and some things are in seemingly weird places. But now that I am getting used to it, I am becoming a power user. Review Source Response from ClientTether February 24, 2025 Thanks for your kind feedback, Ken. We built our whole franchise CRM platform around best practices in franchising, so sometimes it feels a bit different than the big-box CRMs that were all built for software and pharma sales. So glad you've got your bearings and are seeing fantastic value for your investment in our franchise software. JC Jordan C. Founder Marketing and Advertising Used the software for: 1-2 years ### "Salty's Media" December 5, 2022 5.0 Overall great experience. Pros It's like having 3 extra people on your sales team. It helps with contacting/staying in touch with the leads that come in. Cons All it needs is a mobile app, and it will be a game changer. Review Source RL Rushford L. Partner/Owner Design Used the software for: 6-12 months ### "After trying 2 others this works really well for me. " April 22, 2020 5.0 Great. I'm a slow learning I think, but I've found it works just perfect for me. Pros It's simple for me to use. I might use it a little differently as I track sales and callback as well as client projects. It allows me to keep track of a large number of clients in a personal way. I like the ability to do Action Plans and do one on one contacting. The more I use it the more I see I can do. Cons That I had to learn to use it. But, actually it was the easiest and most efficient for me to learn. The support has been great, even when I'm asking stupid questions. Reason for choosing ClientTether It seemed to fit me the best and is easy to use on a daily basis. Review Source TF Thomas F. Director of Franchise Development Automotive Used the software for: Less than 6 months ### "ClientTether Review" October 28, 2022 4.0 The support has been amazing as we've grown. They have increased and modified the system to our specifications, even created additional tools. I really appreciate the team and lengths they have gone through to help us. Pros Sales Platform, Action Plans, Customization, Integration with Google Suite, and their support. Cons Limited "permissions" that can be edited. And the synchronization with users. Reason for choosing ClientTether Birdeye, Review Source BS Bill S. Consultant Professional Training & Coaching Used the software for: 6-12 months ### "Great CRM with enhancements in the works " April 22, 2020 5.0 My experience has been very positive and I've recommended this CRM software to several of my professional colleagues. Pros Great automation for texting and emailing. Still in learning mode. Cons Would like to see a few cosmetic changes. Review Source Response from ClientTether May 8, 2020 Glad we can have such an impact on your business, Bill. JG Jeff G. Business Development Construction Used the software for: 1-2 years ### "Greatest Bang for you Buck" December 8, 2022 5.0 Pros The integration was easy and seamless. We were up and running as soon as we imported our list Cons I would love to navigate from outlook and post from clientether Review Source Response from ClientTether February 23, 2023 Thanks for your great feedback about how seamless your experience was using our platform. CG Chet G. CEO Education Management Used the software for: 1-2 years ### "{YEL!} CT Review" April 16, 2024 4.0 Pretty good. The price is hard to beat. So I'm willing to forego some bells and whistles because the cost is so good. Pros The price and ease of use. The Pipeline is really nice and easy to use. Cons I'd like to send mass emails about announcements. For instance, when we sign a new franchisee, I want to notify everyone in the database. Reason for choosing ClientTether Ryan talked me into it. Good job. CT has a most of what I want at a really affordable price. Review Source Response from ClientTether May 2, 2024 Chet - Thanks for your kind words about our franchise CRM. We're glad you're finding value in the platform. If you like it now, You'll love to see some of the email solutions coming in the near-term. Glad you love the pipeline feature. I hope the text and calling automation have helped you scale your lead engagement as well! Eunice S. Business Development Manage Information Technology and Services Used the software for: 6-12 months ### "Make it easy for purchasers to pick out you it will make you trust." April 24, 2021 5.0 It is a fully automated CRM and guides commitment, artificial intelligence system with powerful communication, several places, top-down description, and much more. It's CRM SMS marketing potential is so powerful we enjoyed business in lead conversion rates. Its features are very easy. It robotic reporting lead response, client management, client commitment, simplifies the customer retell, and sale process. Their clients and employees contact them in groupings. Its team provides excellent support every step of the way. Pros It is software designed specially to increase the lead exchange rate. Customers submit their information through a form or app they also visit their websites. It gives the best hone services. The client sees an instant improvement in their lead conversion rates. Clients can call, text, and email again and again with a united effort. Inmost like if you call ones then they will call you it is very reliable for their customers. There is a system automatically connected with their employees. When the lead submitted their information they immediately get a response. They excellently achieve their target. It’s scheduled and the sales cycle is very beneficial. It works very well. Cons It is a convenient way customers enter data through websites it is an easy way but sometimes there is a problem its franchisees needed to spend more effort to manage their online opinion .it was difficult to find a franchise of client tether. There is a bug that occurs in growth which makes it difficult but it's teamwork good they fix the problem in a short time. Some features are not available on our platform. We need a very great experience to work in. We cannot connect with client tether through Facebook directly. We face many problems without training. This platform is confusing to learn at first after training it is very easy to use. Review Source NR Nick R. Owner / Operator Renewables & Environment Used the software for: 2+ years ### "Great software for single person operator" December 7, 2022 5.0 If I'm on a job site and a lead comes in, it is like having a virtual office assistant answer the lead's initial inquiry. It also lets me know to contact them and provides easy-to-use options to do so. It is a must-have for any small business seeking to connect quickly with potential clients. Pros The ability to connect us with incoming leads via email, call, and text is great. It also integrates with our other software, which saves time not having to enter data twice. Provides reminders to stay in touch via multiple connection or retention plans. One new feature checks if their number provided is a cell or a landline, which helps whether or not we can text them. Cons Occasionally you may have to modify a step or two in the connection plan, depending on the time of day the lead comes in. However, many previous issues have been fixed or the customer support has told us a way to set up the process better. Not many cons. Review Source KL Ken L. President Food & Beverages Used the software for: 6-12 months ### "Client Tether Helps Winery Franchise Expand!" December 5, 2022 5.0 One of the best experiences I've had with an application provider. Team is helpful, system works as advertised, and the cost is justifiable. Pros It's very easy to learn, and navigate. The automation for leads is amazing and very helpful with increasing our productivity. Support is very responsive and helpful. Nothing but good things to say about Client Tether! Cons There are a few minor "ease of use" functions they could add into the software, and it's a little wonky connecting with an outside lead source, but they help you with this, so not a big deal. Review Source Jett C. CEO Marketing and Advertising Used the software for: 2+ years ### "Client Tether is awesome! " December 6, 2022 5.0 Client Tether is awesome! Pros I love Client Tether because they have created a CRM that is easy to use that helps you ultimately close more deals and improve your client relationships. Cons I am just waiting on the mobile app :) this will be a game changer Review Source CK Conrad K. Founder Construction Used the software for: 2+ years ### "AMAZING! Can’t live without it!" November 19, 2019 5.0 We now about double the lead to appointment ratio, which allows us to either grow our business faster, or spend less on marketing. It does so much automation for us that if we didn’t have ClientTether, I would have to hire at least another person to do what it does automatically, if not two other people. Pros This software saves us a ton of time and money. It drastically increases the effectiveness of our marketing, helps us close more work, let’s us know what marketing source is working and what isn’t working, and even helps us get more online reviews. The whole process of helping us get in front of new leads is the best thing since sliced bread...you have to check it out and have them do a demo for you or else you won’t fully understand how powerful it is...really cool stuff and is definitely a game changer. Cons The old design kind of sucked, but they just did a massive overhaul for that, so it’s much better. Review Source Response from ClientTether November 20, 2019 Thanks, Conrad. Glad we can make such an impact on the Painter1 group. PH Paul H. Registered Franchise Consultant Investment Management Used the software for: Less than 6 months ### "Love it! Must Have" September 8, 2023 5.0 Outstanding Pros Ease of use and automation Ability to schedule texts Cons Mobile app requires a web browser, but the mobile app will be released soon Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Ease of use, functionality, price Review Source DS Davonna S. Chief Administrative Officer Construction Used the software for: 6-12 months ### "ClientTether " December 6, 2022 5.0 ClientTether helped us streamline our process for managing clients from the point of first contact through the project completion. Pros The lead management and ease of use is one of our favorite things but the proposal tool and invoicing is also easy for us and our clients. Cons The integration with QuickBooks has been a little tough and the reporting also needs some enhancements. Reason for choosing ClientTether We felt like it was going to offer a better experience for our crews since some of them are Spanish speaking and the work orders can be translated when they open them. Review Source TW Travis W. Owner Construction Used the software for: 2+ years ### "Great for a Sole Proprietor business" December 6, 2022 4.0 Pros Automated action plans and scheduled text messages Cons Limited functionality outside of lead management and many empty promises on enhancements. Review Source BB Bryan B. President Financial Services Used the software for: 6-12 months ### "ClientTether CRM review " September 6, 2023 5.0 Professional and great customer service. Pros Texting and reminders. It was easily converted to my other older CRM I was using. Cons Price. Other CRM's were less expensive. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reason for choosing ClientTether In our IFPG network. Ease of transporting over old leads. Review Source Response from ClientTether September 7, 2023 Bryan - Thank you for your feedback about your experience switching over from Zoho CRM and working with us. We appreciate your kind words and love working with our IFPG clients! ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.