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Description

Utilize product usage analytics to identify your highest self-serve signups. Gain a comprehensive understanding of your customers and the relationships you maintain with them. Connect with customers during pivotal moments to enhance conversion rates. Amplify your product-led go-to-market strategy by consolidating insights and actions into a single platform. Concentrate your efforts on the customers with the greatest potential for growth. Leverage both product and customer data to prioritize sign-ups that are most likely to yield conversions. Analyze customer engagement with your product and their interactions with your team. Eliminate the confusion of an incomplete customer profile and gain clarity. Engage customers during crucial milestones to bolster conversion success. Receive immediate notifications when customers reach specific metrics or undertake significant actions. Optimize your processes with Calixa to execute tasks seamlessly, whether it’s launching a sequence, creating an opportunity, or extending a trial—all from one interface. Stop the frustration of switching between different tabs. Begin your journey in just a few minutes instead of waiting months. By simply clicking a few buttons, you can integrate all your data into Calixa, and we will manage the rest for you, ensuring a smooth experience. Additionally, this streamlined approach allows for better tracking of customer progress and enhances overall engagement.

Description

ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data. Our Franchise CRM boasts leading proposal system technology that can be molded to your unique bidding system, payment processing, Quickbooks integration, online review automation, nurturing, referral request automation, and so much more. Your FranDev or franchisees can visualize their pipelines, potential at risk, and engage candidates seamlessly from one screen. You can build your entire franchise development process, send FDDs and get digital signatures, as well as manage franchisee communications, onboarding, and onboarding all from one place. Our dashboards make it easy to manage Zee performance. We also offer unparalleled support and onboarding!

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Acculynx No 
Amplitude Yes 
CompanyCam No 
Dispatch No 
Gmail No 
Google Calendar No 
Google Cloud BigQuery Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Intercom Yes 
LinkedIn No 
Outreach Yes 
QuickBooks Online No 
Segment Yes 
SendJim No 
Sentry Yes 
Slack Yes 
Stripe Yes 
Waterstreet Franchise Management Software No 
Zendesk Yes 

Integrations

Acculynx Yes 
Amplitude No 
CompanyCam Yes 
Dispatch Yes 
Gmail Yes 
Google Calendar Yes 
Google Cloud BigQuery No 
HubSpot CRM No 
HubSpot Customer Platform No 
Intercom No 
LinkedIn Yes 
Outreach No 
QuickBooks Online Yes 
Segment No 
SendJim Yes 
Sentry No 
Slack No 
Stripe No 
Waterstreet Franchise Management Software Yes 
Zendesk No 

Pricing Details

$499 per month
Free Trial No 
Free Version Yes 

Pricing Details

Pricing varies by customer need
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Calixa

Country

United States

Website

calixa.io

Vendor Details

Company Name

ClientTether

Founded

2014

Country

United States

Website

www.clienttether.com/

Product Features

Customer Journey Mapping Tools

Action Management No 
Attribution Modeling No 
Behavioral Analytics No 
Collaboration No 
Customer Profiles No 
Data Import / Export No 
Predictive Analytics No 
Surveys & Feedback No 
Templates No 

Customer Success

Account Alerts No 
Account Management No 
Communication Management No 
Customer Engagement No 
Customer Lifecycle Management No 
Health Score No 
Onboarding No 
Revenue Management No 
Usage Tracking / Analytics No 
Win / Loss Analysis No 

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

Product Features

Appointment Reminder

Appointment Scheduling Yes 
Calendar Management Yes 
Call Reminders Yes 
Email Reminders Yes 
Online Booking Yes 
Payment Reminders Yes 
Recurring Appointments No 
Rescheduling Yes 
SMS Messaging Yes 
Two-Way Messaging Yes 

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling Yes 
Calendar Sync Yes 
Client Database Yes 
Group Scheduling Yes 
Mobile Access Yes 
Multi-Location Yes 
Online Booking Yes 
Online Payments Yes 
Recurring Appointments No 
Room Booking Management No 

Construction CRM

Client Tracking Yes 
Contract Management Yes 
Forecasting Yes 
Project Management Yes 
Quote Management Yes 
Sales Management Yes 
Scheduling Yes 
Time Management No 

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Customer Advocacy

Advocate Management No 
Campaign Management Yes 
Communication Management Yes 
Community Management No 
Gamification No 
Referral Tracking Yes 
Reporting/Analytics Yes 
Rewards Program No 
Social Engagement No 

Customer Engagement

Analytics Yes 
Churn Management No 
Communication Management Yes 
Community Management No 
Content Syndication No 
Feedback Collection Yes 
Gamification No 
Live Chat No 
Video Content Yes 

Customer Experience

Action Management Yes 
Analytics Yes 
Customer Segmentation Yes 
Dashboard Yes 
Feedback Management Yes 
Knowledge Management No 
Multi-Channel Collection No 
Sentiment Analysis No 
Survey Management No 
Text Analysis No 
Trend Analysis No 

Customer Loyalty

CRM Yes 
Corporate Memberships No 
Customer Activity Tracking Yes 
Discount Management Yes 
Gift Card System No 
Loyalty Card System No 
Member Portal No 
Membership Management No 
No-Card Loyalty System No 
Referral Tracking Yes 
Rewards Management No 

Customer Reference Management

Nomination Tracking Yes 
Program Notices No 
Reference Usage Tracking Yes 
Reward Distribution No 
Search Yes 

Customer Success

Account Alerts Yes 
Account Management Yes 
Communication Management Yes 
Customer Engagement Yes 
Customer Lifecycle Management Yes 
Health Score No 
Onboarding Yes 
Revenue Management Yes 
Usage Tracking / Analytics Yes 
Win / Loss Analysis Yes 

Direct Mail Automation

A/B Testing No 
Analytics/Reporting Yes 
Campaign Management Yes 
Data Import/Export Yes 
Delivery Tracking No 
Design Management No 
Event Triggered Mailings Yes 
List Scrubbing No 
Mailing List Purchasing Yes 
Mailing Services Integration Yes 
Pre-made Templates Yes 
Printing Services Integration Yes 
Response Alerts Yes 

Franchise Management

Appointment Scheduling Yes 
Automatic Re-ordering No 
CRM Yes 
Commission Management Yes 
Construction Tracker Yes 
Contract Management & Signature Yes 
Franchise Intranet No 
Job Scheduling Yes 
LMS / Training No 
Marketing Yes 
Onboarding Yes 
Online Store No 
Reputation Management Yes 
Website Manager No 

Inside Sales

Auto-Dialing Yes 
Call List Management Yes 
Call Recording Yes 
Campaign Management Yes 
Dashboard Yes 
Data Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Scoring No 
Performance Management Yes 

Lead Capture

Business Card / Badge Scanning No 
Dashboard Yes 
Data Extraction No 
Lead Distribution Yes 
Lead Notifications Yes 
Lead Nurturing Yes 
Lead Qualification Yes 
Lead Scoring Yes 
Online Forms Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking Yes 
Artificial Intelligence Yes 
Content / Blogging Platform No 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content No 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence No 
Search Marketing No 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking No 

Proposal Management

Automatic Formatting Yes 
Calendar Management Yes 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library No 
Pipeline Management Yes 
RFP Management No 
Requirements Management Yes 
Revision Management Yes 
Task Management Yes 
Templates Yes 
Version Control Yes 

Quoting

Automated Quoting No 
Catalog Management Yes 
Client Portal No 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Real Estate CRM

Campaign Management Yes 
Client / Property Matching No 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts No 
Referral Tracking Yes 
Segmentation Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Goals / Quota Management No 
Lead Management Yes 
Meeting Management Yes 
Performance Management Yes 
Presentation Management Yes 
Proposal Management Yes 
Territory Management No 
Training Management No 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps Yes 
Email Sequences Yes 
Email Tracking / Automation Yes 
Lead Management Yes 
Reporting / Analytics Yes 
Sales / Voice Dialer Yes 
Sales Automation Yes 
Search Yes 
Task Management Yes 
Templates Yes 
Workflow Management Yes 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

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