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What is Coconut Software?
Our appointment scheduling and visitor management platform, designed for enterprise use, seamlessly integrates both in-person and online interactions. It offers features such as self-service booking, curbside pickup, online and in-person queuing, callback requests, wait time monitoring, virtual meeting support, and integration with contact centers.
This tailored experience, whether experienced physically or online, boosts client interaction, creates additional revenue opportunities, and optimizes workforce management. Additionally, it delivers crucial insights that organizations often miss when relying solely on their CRM systems or calendars. Acting as a smooth interface, we enhance the functionality of existing technologies, fostering meaningful connections through a streamlined engagement process that simplifies interactions for all users. By bridging the gap between various platforms, we ensure a cohesive experience for both clients and staff.
What is ClientTether?
ClientTether is a CRM specifically designed for franchise sytstems, created by franchisors to streamline sales automation in the franchising sector. With our suite of automated tools that include options for contacting, texting, emailing, quoting, and requesting online reviews, your FranDev teams and franchisees can efficiently capture leads and nurture prospects throughout their entire customer journey.
Our user-friendly franchise management software boasts robust communication features, digital signing capabilities, estimation tools, and comprehensive multilocation reporting for tasks such as royalty calculations. In addition, functionalities like chat bots, reputation management, and online scheduling are among the numerous features offered to enhance user experience.
FranDev teams and franchisees can easily visualize their sales pipelines, identify potential risks, and manage to-do lists all from a single dashboard. Moreover, our platform allows users to construct their entire franchise development process, send Franchise Disclosure Documents (FDDs), obtain digital signatures, and oversee franchisee communications and onboarding seamlessly from one centralized location.
Our intuitive dashboards facilitate the management of franchisee performance metrics, ensuring that every aspect of your franchise development is monitored effectively. Furthermore, we provide exceptional support and onboarding to ensure that clients maximize the benefits of our services.
There's a reason ClientTether was ranked the #1 franchise technology partner in 2024 by Entrepreneur Magazine. Find out why!
Integrations Supported
Gmail
Google Calendar
Microsoft Outlook
Cisco Webex
CompanyCam
Dispatch
Facebook
Google Analytics
Google Hangouts
LinkedIn
Integrations Supported
Gmail
Google Calendar
Microsoft Outlook
Cisco Webex
CompanyCam
Dispatch
Facebook
Google Analytics
Google Hangouts
LinkedIn
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Coconut Software Corporation
Date Founded
2007
Company Location
Canada
Company Website
www.coconutsoftware.com
Company Facts
Organization Name
ClientTether
Date Founded
2014
Company Location
United States
Company Website
www.clienttether.com/
Categories and Features
Appointment Scheduling
Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management
Customer Experience
Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis
Visitor Management
Alerts/Notifications
Badge Management
Document Management
ID Scan
Pre-Registration
Registration Management
Self Check-in
Visitor Tracking
Watch List
Categories and Features
Appointment Reminder
Appointment Scheduling
Calendar Management
Call Reminders
Email Reminders
Online Booking
Payment Reminders
Recurring Appointments
Rescheduling
SMS Messaging
Two-Way Messaging
Appointment Scheduling
Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management
Construction CRM
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Customer Advocacy
Advocate Management
Campaign Management
Communication Management
Community Management
Gamification
Referral Tracking
Reporting/Analytics
Rewards Program
Social Engagement
Customer Engagement
Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content
Customer Experience
Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis
Customer Loyalty
CRM
Corporate Memberships
Customer Activity Tracking
Discount Management
Gift Card System
Loyalty Card System
Member Portal
Membership Management
No-Card Loyalty System
Referral Tracking
Rewards Management
Customer Reference Management
Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search
Customer Success
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
Direct Mail Automation
A/B Testing
Analytics/Reporting
Campaign Management
Data Import/Export
Delivery Tracking
Design Management
Event Triggered Mailings
List Scrubbing
Mailing List Purchasing
Mailing Services Integration
Pre-made Templates
Printing Services Integration
Response Alerts
Franchise Management
Appointment Scheduling
Automatic Re-ordering
CRM
Commission Management
Construction Tracker
Contract Management & Signature
Franchise Intranet
Job Scheduling
LMS / Training
Marketing
Onboarding
Online Store
Reputation Management
Website Manager
Inside Sales
Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management
Lead Capture
Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Marketing Automation
A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Sales Engagement
CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management