--- 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" publication_date: "2026-10-19" --- # ClientTether Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 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 46 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 alternatives Highest Rated [5.0 (28)](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 (80)](https://www.capterra.com/p/123572/Vonigo/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% 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 business owners, founders, presidents, and other executives who oversee client relationships and growth. Sales, business development, and franchise development teams use it to manage leads, follow-up sequences, and prospect communications. Operations, office management, marketing, and accounting staff rely on it for contact records, workflow coordination, and customer service tracking. Answer based on 44 reviews Overview ### What company size and industries is ClientTether built for? ClientTether is designed for small franchise businesses, which account for 89% of reviewers, especially in Construction and Consumer Services at 14% each. Built by a franchisor for franchise development and service unit operations, it also serves HVAC, pet care, elderly care, restoration, and painting franchises for franchise management. Answer based on 44 reviews Features and Usability ### What are the key features of ClientTether? ClientTether offers CRM, customer database, lead management, and customer history for tracking client records and sales activity. It also includes billing and invoicing, credit card processing, electronic payments, and invoice management, plus workflow management, task management, reporting and statistics, and access controls/permissions. Integrations ### Which third-party tools and platforms does ClientTether integrate with? ClientTether integrates with 10 third-party tools and platforms, including CRM and business apps such as ClubReady, Delightree, Dispatch, Waterstreet FMS, and QuickBooks Online Advanced, plus productivity and communication tools like Gmail, Google Calendar, Microsoft Outlook, LinkedIn for Business, and Zapier. Answer based on 6 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 setup, webinars offer scheduled group instruction, and documentation and videos provide self-paced reference materials for learning product features and steps. Answer based on 2 reviews Getting Started and Support ### What customer support options does ClientTether offer? ClientTether offers email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. Users describe the support team as quick to help, with issues often resolved by guidance on setup changes or software adjustments. Support is often helpful when workflows need to be modified for specific business needs. Answer based on 2 reviews Features and Usability ### Is ClientTether easy to use? ClientTether becomes easy to use after onboarding, but its broad CRM tools can feel confusing at first. Small business teams value lead management, proposals, invoicing, automation, and text scheduling. Some users report clunky forms, external lead-source connections, limited mobile usability, and a training period before adopting more features. Answer based on 11 reviews Features and Usability ### How easy is the ClientTether interface to navigate? ClientTether offers a generally clear, customizable interface for managing leads, action plans, notifications, and automated campaigns. Small business sales teams find the desktop application straightforward to navigate after onboarding and value its configuration options. Some users encounter occasional glitches, clunky signature or application workflows, and a mobile site that is harder to use. 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 --- Get Advice We can help you find the software with the features you need. Features 4.5 (46) 4.5 Based on 46 reviews ## Pricing Value for money 4.8 (45) Value for money 4.8 (45) 4.8 Based on 45 reviews ## Integrations [ 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/)[ Delightree](https://www.capterra.com/p/10020631/Delightree/) 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 (45) 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 (45) 4.9 Based on 45 reviews ## User reviews Overall rating 4.8 Based on 46 reviews Filter by rating Counts reflect reviews available in this feed. 5(38) 4(8) 3(0) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful RE Reviewer Controller Used the software for: Less than 1 year ### "Client Tether" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 October 28, 2026 At first it was a "rocky start" but once \[sensitive content hidden\] was assigned to our account, things progressed quickly and smoothly. He was extremely helpful and very informative. It makes a huge difference when the person that is training thoroughly knows the software. Pros The various types of automation throughout the life cycle of a lead and how user friendly the software is. Cons The dashboard reports and not having access to the tables and fields to customize those dashboards and reports. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Executive Used the software for: 1-3 years ### "Happy with ClientTether" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 18, 2026 I have been able to use it successfully and train others on the platform to use it to leverage their business. Pros I love the ease of use of ClientTether. I have been working in it for 9 years and it is intuitive and easy to use. Cons Outdated UI. Looking forward to the updated UI coming soon. I have been in the new UI and have had a chance to offer feedback as well to improve it. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Founder Used the software for: 3-5 years ### "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 7, 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? Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer president Used the software for: Less than 1 year ### "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 24, 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer Accountant Specialist Used the software for: Less than 1 year ### "Great for small business" 4.0 December 17, 2020 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Chief Development Officer Used the software for: Less than 1 year ### "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 7, 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KM Kyle M. Director of New Franchise Development Used the software for: 3-5 years ### "The Maids on ClientTether" 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 6, 2022 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Director of Franchise Recruitment Used the software for: 1-3 years ### "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 September 5, 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! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer VP of Operations Used the software for: 3-5 years ### "Color World Painting Review of Client Tether" 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 7, 2022 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Owner Used the software for: Less than 1 year ### "A must for any business who's serious about closing more leads" 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 April 27, 2020 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/196842/ClientTether/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [FranConnect vs ClientTether](https://www.capterra.com/compare/79205-196842/FranConnect-Franchise-Software-vs-ClientTether) [Cerca vs ClientTether](https://www.capterra.com/compare/196842-230100/ClientTether-vs-Cerca)