# Page 2 | ClientTether Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 # Page 2 - Reviews of ClientTether ## Showing most helpful reviews Showing 26-44 of 44 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AY Adam Y. Director of Sales Facilities Services Used the software for: 6-12 months ### "Should have made the change years ago" December 8, 2022 5.0 Being able to automatically set multiple emails to go out at specified times has been a game changer for my company. We have multiple outlets and types of clients and we were able to set the emails, timeframes etc., and CT does the rest. We know we have only touched on a small % of the software but already has been a big satisfier for my team. Pros Easy to use software especially after all the great training provided by CT. Cons Not a con, just a lot of bells and whistles and took time to learn all the ins and outs of the software. Review Source Response from ClientTether February 23, 2023 Adam - We're glad to be making such an impact on your franchise sales efforts. Thanks for your feedback about our franchise CRM and your experience working with our team! LS Lee S. Owner Consumer Services Used the software for: 2+ years ### "Game Changer" December 5, 2022 5.0 It's been a game changer and everyone using it really likes it. Pros Easy to use and conversion has gone up significantly Cons Reporting and the reporting dashboard could be a little better so we can identify opportunity areas sooner. Review Source PT Paul T. VP Franchise Development Food & Beverages Used the software for: 1-2 years ### "We're Very Happy With ClientTether" December 5, 2022 4.0 Pros CT is very easy to use and the team I work with at their corporate HQ is always ready to help. Cons I'd like to see an improvement in their training videos. Review Source LL Logan L. VP of Sales Real Estate Used the software for: Less than 6 months ### "New Client Review" December 5, 2022 5.0 I have loved working with the client tether team. I think that product is amazing and I hope to be able to use the product to its full potential as soon as possible. Pros Action Plans are very attractive for a new business just getting started. We have few people and need to maximize our ability to create connections and conversions. Cons There are slight complications with things that you would think would be a bit easier like including signature logos or videos. The inability to change actions plans are difficult, but I understand why. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing ClientTether Price point was more competitive for the quality that it provides. Customer service is more responsive. Action plans are more understandable and passive lead development is awesome. Review Source CV Christopher V. CEO Consumer Services Used the software for: 1-2 years ### "Experience using Client Tether" October 26, 2022 5.0 It's been great, and I would recommend. Pros It's made our team more efficient in communication with customers, and saving our team overall time, while looking at the data. Cons Like any software from time to time they have small glitches but get fixed in a normal period of time. Review Source rH ricky H. President Retail Used the software for: 1-2 years ### "Review from NutritionHQ" December 6, 2022 5.0 Pros Price, Onboarding, Support, and ease to navigate the product. Very user-friendly! Cons Nothing at this time. Thank you. Switched from [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) Scalability. Review Source SH Sean H. VP of Franchise Development Individual & Family Services Used the software for: 6-12 months ### "As good, and as easy, as it gets!" December 5, 2022 5.0 Pros The software is intuitive...it just makes sense. It does everything you need it to do in a way that is effortless (almost). Cons The reports are good, but could be more robust. Long term reporting is a mind shift from most of the tools you have probably used in the past. It takes some adjustment. Review Source JM Jacob M. President Consumer Goods Used the software for: 1-2 years ### "Great Platform to Stay in Touch with Customers and Prospects" July 10, 2020 5.0 Clienttether has helped solve a ton of problems. First it helps with follow up with people that I have taken time to give an estimate to. Second, we use it to ask customers for reviews and give them a few attempts. Third, we use it for collection efforts sometimes. Pros I love how it can follow up on my sales presentations for me and how it can be used for several other things as well like asking for feedback/reviews, staying in touch, trying to collect from delinquent customers, etc. Being able to text and receive texts from customers is huge. Cons Occasionally I give them feedback to make it better and they either take it into consideration or implement it right away. I would love an app version sometime soon since its all browser only. Review Source AA Allison A. COO Retail Used the software for: Less than 6 months ### "Love ClientTether" December 5, 2022 5.0 Pros The team at ClientTether has been very hands-on and helpful in our transition from a different CRM platform! 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. I would definitely recommend them to anyone! Cons Given the complexity of the system, it has taken some time for us to learn how to start using ClientTether for all that it can do. I feel like we still are utilizing it to its full potential, but as we get more familiar with the system, we are learning how to do things with the support of the ClientTether team! Review Source LD Lauren D. Office Manager Hospital & Health Care Used the software for: 6-12 months ### "Amazing Program" July 27, 2020 5.0 This has helped us automatically reach our clients and help manage where they are in our process. Pros This program is so easy to use. It's simplified program with a robust capabilities. The support is also AMAZING! Cons I would like our clients to be able to be in more then one campaign. Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) Reason for choosing ClientTether Better program Switched from [Keap](https://www.capterra.com/p/76390/Infusionsoft/) Ease of use and support Review Source Aaron A. Vice President Construction Used the software for: 6-12 months ### "Great software to stay connected and easy the pain of logistics" July 10, 2020 5.0 Great communication and care. Working from the same side of the table to enable solutions that fit our business and our customers. Pros The personalized automatons that come from the action plans are fantastic to keep connected Cons Dekstop or browser based, would love to see app version in the future Review Source JB Justin B. Dir of Marketing Restaurants Used the software for: 6-12 months ### "A great addition to our tools" December 6, 2022 5.0 ClientTeather has been a really solid addition to our sales arsenal and allows our team to see the progress in a more collaborative way. Pros We use this to manage and connect with leads for our franchising company. It has been very helpful to our team to see leads in the funnel, see how leads are progressing, etc. Cons We have not found too many limitations within the software thus far. Everything works as we need it to. Review Source Response from ClientTether February 23, 2023 Thanks, Justin! We love working with you and your team. And we're glad to be making such an impact on your franchise sales. ZL Zac L. CEO/Owner Insurance Used the software for: 6-12 months ### "ClientTether is AMAZING For the Money!" July 10, 2020 4.0 AWESOME! Pros Automation and functionality. Client Tether's willingness to make the changes and evolve for my business needs. Cons The ability to upload and store specific files to a client. Alternatives considered [Vertafore Agency Platform](https://www.capterra.com/p/95850/Vertafore-Agency-Platform/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing ClientTether Price. Ease of use. No long term contracts Review Source KO Katie O. Director of Marketing & Branding Consumer Services Used the software for: Less than 6 months ### "New (and extremely happy) customer!" July 10, 2020 5.0 Overall, the experience has been great! Customer service is exceptional and they are always willing to help when we need them. Definitely has not been the typical "sale is made, I forget about you" support, which is a breath of fresh air! Pros The fact that we are able to automate so much of our manual daily office operations and the fact that it basically forces our locations to convert leads. I also like that it is very easy to see who's converting and who isn't in the pipeline and dashboard. Lastly, the fact that CT is able to work with our in-house software team to develop APIs that will allow our proprietary software to speak to CT to the point where there will be little to no double-entry needed. Cons The fact that you can't completely customize the design of the emails. You can put text, photos, etc. but you can't necessarily create it to be a fancy email template with lots of design and colors. Review Source SM Scott M. Owner Staffing and Recruiting Used the software for: 1-2 years ### "Clienteher" April 22, 2020 5.0 Oustanding Pros The ease of use. I am not a tech, so this is a peace of cake for me. Cons Nothing yet. Nothing to complain about. Review Source Response from ClientTether May 8, 2020 Thanks, Scott! BP Bryan P. CEO Construction Used the software for: 6-12 months ### "Great company and support" April 22, 2020 5.0 Pros The support team for the product is very attentive and willing to always step in and help. Cons Our business has stretched the capabilities of the software at times due to our unique business model. The support team is always quick to help modify the software to meet our needs. Review Source RM Rick M. Consultant/Owner Professional Training & Coaching Used the software for: I used a free trial ### "Working With Client Tether's Software" December 6, 2022 5.0 My experience with the software was great. Pros The dashboard, task management, and the ability to create drip campaigns for leads is what I liked best about Client Tether. Cons Client Tether should integrate a feature that checks if phone numbers are on the Do Not Call Registry. Review Source PK Preston K. Marketing Director Utilities Used the software for: Less than 6 months ### "Best bang for its buck" April 22, 2020 5.0 So glad I gave them a shot. They've increased our booking rate dramatically and with it our ROI for some campaigns. Pros Loved how such a simple thing like automating follow up calls could make such a dramatic effect. Cons The low limit on texts per month, we hit our cap very fast and wish there was more. Review Source mD matthew D. franchise ownership coach Staffing and Recruiting Used the software for: Less than 6 months ### "ClientTether Review" April 23, 2020 5.0 ove how helpful the program is and the support staff behind it are Pros totally automates my contact needs with customers Cons the only hiccup is the need to click twice on an email or text in action plan to open and see it. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.