ClientTether Reviews

Pros

For a new business that's just getting off the ground, the Action Plans have been a really appealing part of the platform. Our team is small so we need to make the most of every opportunity to build connections and turn them into conversions and this helps with that.

Cons

A few parts are a little more complicated than expected especially things like adding signature logos or videos. Not being able to modify Action Plans can also be frustrating even though I can see the reason behind it.

Pros

The platform is easy to use and our conversion rates have increased noticeably since we started using it.

Cons

Reporting features and dashboard could be improved a bit so it's easier to spot opportunity areas earlier.

Pros

Across our organization, we use it for both consumer sales and Franchise Development and it has made a big impact. The customized, automated campaigns especially the ones that include text messaging, have helped us tremendously.

Cons

A few of the dashboard reports for consumer sales could be better and expanded with more detail.

Pros

Having this feels like adding three more people to the sales team. It does a really good job of reaching out to incoming leads and helping keep communication going with them.

Cons

The only thing missing is a mobile app. Once that's added, it'll be a total game changer.

Pros

Switching over from another CRM has gone really well thanks to how involved and supportive the team has been throughout the process. The platform offers a ton of customization and automation options that have made day-to-day work much more manageable and it comes at a much lower cost than many other CRM systems. I'd absolutely recommend it to others.

Cons

Because the system is so powerful, it has taken us a while to learn how to really get started and take advantage of everything it offers. It still feels like we are not using it to its full potential yet but as we become more comfortable with the platform, we are continuing to learn what it can do with help from the team.