---
title: "ClientTether Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about ClientTether Software - reviews, pricing plans, popular comparisons to other CRM products and more."
source_url: "https://www.capterra.com/p/196842/ClientTether/"
page_type: "product"
language: "en"
---

# 

 ClientTether Software Review 2026: Features, Integrations, Pros & Cons

Last updated on September 16, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

ClientTether

## What is ClientTether?

#1 franchise technology per Entrepreneur.com with 100s of brands trusting us daily to scale. Excellent replacement for Naranga, FranConnect CRM, FranchiseSoft CRM, and EMax. Our Franchise CRM & sales automation platform boosts lead conversions by 2-3X in franchise sales and unit operations. Automate lead response w/ text, email, calls, cross-team communication, call reminders, & even mail delivery. Streamline client engagement post-sale to stay connected, request online reviews, and ask for referrals. Build, send, e-sign quotes & proposals Track activity & sales analytics with our dynamic dashboards Streamline FranDev with automated Item 23 receipts Monitor & automate new Zee onboarding and streamline and centralize franchisee communication to simplify compliance. Use our Task management tools to track onboarding and launch of new locations.

## What is ClientTether used for?

[Franchise Management](https://www.capterra.com/franchise-management-software/)[Sales Engagement Platform](https://www.capterra.com/sales-engagement-platform-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)

Overall rating

Based on 44 user reviews

Reviews sentiment

Positive

100%

Neutral

0%

Negative

0%

Starting price

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

## ClientTether Overview

Updated September 2026

AI summary

ClientTether offers franchise management software for businesses of all sizes, integrating CRM, lead management, sales activity, and operations tools with billing, invoicing, and reporting features. Users can automate tasks, customize workflows, and integrate with third-party platforms. The platform is accessible via web and mobile devices, supporting multi-location operations and providing onboarding assistance and support services.

## ClientTether alternatives

Highest Rated

[5.0 (27)](https://www.capterra.com/p/179750/Brand-Wide/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[4.3 (209)](https://www.capterra.com/p/79205/FranConnect-Franchise-Software/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[4.7 (49)](https://www.capterra.com/p/161551/Propago/reviews/)

Starting price

$499.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[4.5 (79)](https://www.capterra.com/p/123572/Vonigo/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/196842/ClientTether/alternatives/)

## FAQs about ClientTether

Overview

### Which roles and teams benefit most from ClientTether?

ClientTether is most used by owners, founders, presidents, and other executives who need to automate lead follow-up, client communication, and operational visibility. Sales, business development, marketing, and franchise growth teams benefit from managing pipelines, nurturing prospects, and standardizing outreach, while operations and administrative leaders use it to streamline workflows and improve responsiveness.

Answer based on 44 reviews

Overview

### What company size and industries is ClientTether built for?

ClientTether is built for small businesses in franchise development and service franchise operations, with 89% of reviewers from small companies and Construction and Consumer Services each representing 14%. It also appears in Marketing and Advertising at 9%, with use centered on franchise management across home services, HVAC, pet care, elderly care, restoration, and painting.

Answer based on 44 reviews

Features and Usability

### What are the key features of ClientTether?

ClientTether offers CRM, lead management, customer database, and sales activity management for tracking client and prospect interactions. It also includes billing and invoicing, credit card processing, commission and royalty management, plus reporting and statistics, workflow management, task management, and third-party integrations.

Integrations

### Which third-party tools and platforms does ClientTether integrate with?

ClientTether integrates with 10 third-party tools and platforms, including Dispatch, Hireology, Waterstreet FMS, ClubReady, Delightree, Gmail, Google Calendar, Microsoft Outlook, QuickBooks Online Advanced, LinkedIn for Business, and Zapier. The catalog covers scheduling, email, accounting, CRM, and workflow connections.

Answer based on 7 reviews

Getting Started and Support

### What training and onboarding options does ClientTether offer?

ClientTether provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide visual walkthroughs for self-paced review.

Answer based on 2 reviews

Getting Started and Support

### What customer support options does ClientTether offer?

ClientTether provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. Users report that support is quick to help with setup changes and software adjustments when business needs shift, though some issues require modifying a step or two in the process.

Answer based on 2 reviews

Features and Usability

### Is ClientTether easy to use?

ClientTether feels easy for many small business teams after setup, but the learning curve can be real at first. Users often like lead management, texting, proposals, and automation, while some mention clunky forms, outside lead source connections, and a difficult mobile experience without training and onboarding help.

Answer based on 11 reviews

Features and Usability

### How easy is the ClientTether interface to navigate?

ClientTether offers a user-friendly interface for daily CRM work, especially for sales and customer follow-up. Many teams find navigation clear once they learn the system, and they like customization, notifications, and action plans, though some mention clunky signature workflows, occasional glitches, and a weak mobile site experience.

Answer based on 10 reviews

## Features

AI summary

Based on 167 CRM reviews

Capterra reviewers highlight these as the features buyers value most when choosing franchise management software:

-   **Lead Management** (**71%** of reviewers rated this feature as critical)
-   **Document Management** (**58%**)
-   **Compliance Management** (**59%**)

ClientTether supports **Lead Management** and **Document Management**, giving franchise teams a way to track prospects and organize important files in one system. However, it does not offer **Compliance Management**. Instead, it provides other features that reviewers also rate as important, including **CRM** (**54%**) and **Mobile Access** (**43%**). These features help businesses manage customer relationships and stay connected while away from the office, allowing teams to respond faster and keep daily operations moving.

Lead Management

4.9 (27)

66.67% of 27 reviewers that rated this feature as important or highly important

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Document Management

1.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

CRM

5.0 (25)

68.00% of 25 reviewers that rated this feature as important or highly important

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Mobile Access

3.0 (4)

50.00% of 4 reviewers that rated this feature as important or highly important

Access software remotely via mobile devices

Access Controls/Permissions

4.7 (21)

33.33% of 21 reviewers that rated this feature as important or highly important

Define levels of authorization for access to specific files or systems

Activity Dashboard

4.9 (21)

57.14% of 21 reviewers that rated this feature as important or highly important

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

ClientTether 36 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Brand Management: The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience.
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Commission Management: Tracking, calculating, and paying commissions and earnings to employees
- Credit Card Processing: Accept and process credit card transactions
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Import/Export: Import and export data to and from software applications
- Data Security: Protect sensitive data for digital privacy
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Email Marketing: Create and send email blasts/campaigns
- Employee Management: Track employee schedules, availability, and performance across projects and tasks
- Financial Management: Plan, manage, and track the financial activities of an individual or organization
- For Field Service: Intended to be used by field service companies
- Forecasting: Form predictions based on past and present data/trends
- Franchise Operations Management: Track and manage the day-to-day operations of all franchise locations.
- Job Scheduling: Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments
- Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process
- Mobile Access: Access software remotely via mobile devices
- Multi-Location: Manage and support multiple locations
- Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Real-Time Data: Receive data and information in real time
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Royalty Management: Streamline royalty relationship management via payment processing, lease tracking, reporting, and more.
- Sales Activity Management: Define, track, and/or automate sales activities and sales processes
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Support Ticket Management: Allow customers/users to submit support queries and service requests
- Task Management: Create, manage and track all task activities and progression
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

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We can help you find the software with the features you need.

Features

4.6 (44)

4.6

Based on 44 reviews

## Pricing

Value for money

4.8 (43)

Value for money

4.8 (43)

4.8

Based on 43 reviews

## Integrations

[

Gmail](https://www.capterra.com/p/202338/Gmail/)[

Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[

Zapier](https://www.capterra.com/p/130182/Zapier/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[

LinkedIn for Business](https://www.capterra.com/p/213505/LinkedIn-for-Business/)[

QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[

Dispatch](https://www.capterra.com/p/139893/Dispatch/)[

ClubReady](https://www.capterra.com/p/104884/ClubReady/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.9 (43)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.9 (43)

4.9

Based on 43 reviews

## User reviews

Overall rating

4.8

Based on 44 reviews

Filter by rating

5(37)

4(7)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

MS

Michael S.

president

Automotive

### "The Best in the Business!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 23, 2025

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.

Switched from

[Waterstreet FMS](https://www.capterra.com/p/80953/Waterstreet-FMS/)

Ease of use, training, features that we found important

Alternatives considered

[Waterstreet FMS](https://www.capterra.com/p/80953/Waterstreet-FMS/)

Reasons for choosing ClientTether

For all of the reasons listed in the above box

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

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!

KW

Ken W.

CVO

Consumer Services

### "Outstanding CRM for a New Franchisor!"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 17, 2025

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

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

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.

DW

Daniel W.

Chief Development Officer

Retail

### "Client Tether Review from EarthWise Pet"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

October 1, 2024

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

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

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!

EW

Eric W.

Director of Franchise Recruitment

Restaurants

### "Great Platform!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 29, 2024

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

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

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!

George D.

Founder

Staffing and Recruiting

### "Best in the Business"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 1, 2024

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?

Switched from

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)

More up to date features and ease of use.

Reasons for choosing ClientTether

Really respect and trust their people - and love their software. #nobrainer

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

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 :)

CG

Chet G.

CEO

Education Management

### "{YEL!} CT Review"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

April 16, 2024

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.

Reasons 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

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

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!

PH

Paul H.

Registered Franchise Consultant

Investment Management

### "Love it! Must Have"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 8, 2023

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

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

BB

Bryan B.

President

Financial Services

### "ClientTether CRM review "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 6, 2023

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/)

Reasons for choosing ClientTether

In our IFPG network. Ease of transporting over old leads.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

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!

JG

Jeff G.

Business Development

Construction

### "Greatest Bang for you Buck"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 8, 2022

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

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

February 23, 2023

Thanks for your great feedback about how seamless your experience was using our platform.

AY

Adam Y.

Director of Sales

Facilities Services

### "Should have made the change years ago"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 8, 2022

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

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

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!

[View all Reviews](https://www.capterra.com/p/196842/ClientTether/reviews/)

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Popular comparisons

[FranConnect vs ClientTether](https://www.capterra.com/compare/79205-196842/FranConnect-Franchise-Software-vs-ClientTether)