Average Ratings 0 Ratings
Average Ratings 2 Ratings
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!
Description
Followup CRM is a simple CRM for sales and project management that's designed for construction companies. It will provide visibility into your team's activities, allow you to report on your progress internally and open up channels of transparency for collaboration between teams. This CRM will give you everything you need to make your business a success.
Convert won opportunities into projects seamlessly, without losing any data. Track milestones, manage processes and integrate with other systems to ensure timely delivery and happy customers. Every business knows that winning a client is just the beginning. Customer relationships are only as good as the people who work together to deliver the product or service.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
CompanyCam
Yes
Gmail
Yes
Microsoft Outlook
Yes
QuickBooks Online
Yes
Acculynx
Yes
DataXchange
No
Dispatch
Yes
FOUNDATION
No
Google Calendar
Yes
Jobba
No
Integrations
CompanyCam
Yes
Gmail
Yes
Microsoft Outlook
Yes
QuickBooks Online
Yes
Acculynx
No
DataXchange
Yes
Dispatch
No
FOUNDATION
Yes
Google Calendar
No
Jobba
Yes
Pricing Details
Pricing varies by customer need
Free Trial
Yes
Free Version
No
Pricing Details
$55/user/month
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
ClientTether
Founded
2014
Country
United States
Website
www.clienttether.com/
Vendor Details
Company Name
Followup CRM
Founded
2012
Country
United States
Website
followupcrm.com
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
Product Features
Construction Bid Management
Bidder Management
Yes
Building Product Database
Yes
Cost Database
Yes
File Sharing
Yes
Proposal Management
Yes
Quotes / Estimates
Yes
RFP Management
Yes
Subcontractor Management
Yes
Takeoff
No
Version Control
Yes
Construction CRM
Client Tracking
Yes
Contract Management
Yes
Forecasting
Yes
Project Management
Yes
Quote Management
Yes
Sales Management
Yes
Scheduling
Yes
Time Management
Yes
Construction Management
Accounting Integration
Yes
Budget Tracking/Job Costing
Yes
CRM
Yes
Change Orders
Yes
Commercial
Yes
Contract Management
Yes
Contractors
Yes
Equipment Tracking
No
Estimating
No
Incident Reporting
No
Mobile Access
Yes
Offline Access
No
RFI & Submittals
No
Residential
No
Subcontractor Management
Yes
Timesheets
No
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
Proposal Management
Automatic Formatting
Yes
Calendar Management
Yes
Collaboration
Yes
Contact Management
Yes
Content Repository
Yes
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
Yes
Pipeline Management
Yes
RFP Management
Yes
Requirements Management
Yes
Revision Management
Yes
Task Management
Yes
Templates
Yes
Version Control
Yes
Quoting
Automated Quoting
Yes
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
Sales Analytics
Collaboration Tools
Yes
Dashboards
Yes
Forecasting Analytics
Yes
Ideal Customer Profile (ICP)
Yes
Lead Analytics
Yes
Pipeline Management
No
Predictive Forecasting
Yes
Predictive Lead Scoring
Yes
Sales Intelligence Reporting
Yes
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
Yes
Contact Management
Yes
Contract Management
Yes
Customer Database
Yes
Email Marketing
No
Field Sales Management
No
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
Yes
Referral Tracking
No
Sales Forecasting
Yes
Territory Management
Yes
Sales Forecasting
Competitor Analysis
No
Correlation Analysis
No
Dashboard
No
Dynamic Modeling
No
Exception Reporting
No
Graphical Data Presentation
No
Modeling & Simulation
No
Performance Metrics
No
Sales Trend Analysis
No
Statistical Analysis
No