ClientTether Reviews

Pros

Very easy to use and the service has been outstanding. Honestly, it feels like the best option out there.

Cons

Nothing comes to mind. I really can't think of a single thing I dislike.

Pros

One of the best parts for me is the automation it makes possible. I've set up several workflows now and they help me stay in regular contact with my prospects without missing a beat.

Cons

It definitely comes with a steep learning curve and a few features feel like they're placed in odd spots. Still, the more I use it, the more comfortable I get and I'm starting to feel like a power user.

Pros

Having the texting feature is definitely useful although for some reason it only works on weekdays. It would be much better if texting were available on weekends too.

Cons

The FDD signature workflow feels dull and the franchise application form functions are awkward to use as well.

Pros

Getting started with this software was easy and the support team responds quickly with staff who actually know what they're doing.

Cons

At the moment, I don't really have any complaints to point out. Every software has its imperfections but I don't see that as a negative here especially since the programmers genuinely try to make adjustments that better accommodate the end user.

Pros

The interface is very user-friendly and everything feels simple to work with. The notifications and drip campaigns are especially useful and the set-it-and-forget-it approach really does the job. It honestly feels a lot like having an assistant handling things for you.

Cons

It's hard to point out many downsides but if I had to name one, it would be that there still isn't a mobile app.

Pros

One of the best parts is the pricing and the platform is very easy to use. The Pipeline feature is especially useful and simple to work with.

Cons

One thing I'd really like is the ability to send bulk announcement emails. For example, when we bring on a new franchisee, I want to be able to notify everyone in the database.

Pros

Using it is very easy and the automation features are a big plus. Being able to schedule texts is especially useful.

Cons

At the moment, the mobile app still needs a web browser to work although a dedicated mobile app should be available soon.

Pros

The texting and reminder features have been really useful and moving everything over from the older CRM I was using was a easy transition.

Cons

The pricing is a downside especially since other CRM options I looked at were more affordable.

Pros

It was easy and convenient to connect with this platform. Once we imported our list, we were up and running right away.

Cons

I'd really like the ability to navigate from Outlook and post directly from Clientether.

Pros

The software is very user-friendly especially with all the excellent training CT provided.

Cons

Not really a downside but there are a lot of features and extras so it took some time to fully learn how everything works.

Pros

Getting connected with incoming leads by email, phone call and text has been a big plus. It also works well with our other software which saves us time since we do not have to enter the same data twice. The reminder system helps us stay in contact through different follow-up and retention plans. A newer feature even checks whether the number provided is a cell phone or a landline which is really useful for knowing if texting is an option.

Cons

From time to time, we do need to adjust a step or two in the connection plan depending on when the lead comes in during the day. That said, a lot of the issues we had before have already been fixed and customer support has also shown us better ways to set things up. Overall, there really are not many downsides.

Pros

Dashboard, task management and the option to build drip campaigns for leads were the standout features for me.

Cons

It would be even better if it included a feature to verify whether phone numbers are listed on the Do Not Call Registry.

Pros

More than anything, the people behind this platform make the difference. Like with any technology, issues come up that nobody wants but the way they handle bugs and work to deliver what we need to improve our systems is exactly why we value it so much.

Cons

A mobile app would be a fantastic addition to the platform especially for users who spend a lot of time out in the field.

Pros

Right away, lead management became one of our favorite parts of the software and the overall usability has been excellent. The proposal tool and invoicing are also very easy for both our team and our clients which has made the whole process work really well.

Cons

Getting the QuickBooks integration working has been a bit challenging and the reporting could definitely use some improvements and added functionality.

Pros

They've built a CRM that's really simple to work with and it genuinely helps you close more deals while strengthening your relationships with clients.

Cons

I'm just waiting for the mobile app ,) once that's out, it'll be a total game changer.

Pros

Running our franchising company with this has been a big help especially when it comes to managing and staying connected with leads. Our team can clearly see where each lead is in the funnel and track how they're progressing which makes follow-up and coordination much easier.

Cons

At this point, we really haven't run into many limitations with the software. It's been doing what we need it to do and working the way we expect.

Pros

The automated action plans and scheduled text messaging are really useful and help keep lead follow-up consistent without much manual work.

Cons

Outside of lead management, the functionality feels pretty limited and there have been a lot of promised enhancements that still haven't happened.

Pros

Affordable pricing, a helpful onboarding process, responsive support and a layout that's simple to navigate. The product feels very user-friendly overall.

Cons

Nothing to point out at the moment. Thank you.

Pros

I found this software very easy to learn and navigating through the system feels simple. The lead automation is excellent and has really helped boost our productivity. Their support team is also quick to respond and genuinely helpful. Honestly, I have nothing but positive things to say about it.

Cons

There are only a couple of small usability features I think they could still add and connecting it to an outside lead source can be a little wonky. That said, they do help you through it so it hasn't been a major issue.

Pros

Getting around CT is very easy and the team I work with at their corporate headquarters is always available and willing to help.

Cons

I'd really like to see their training videos improved.