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What is Ecrion?
A modern and savvy strategy for improving the customer experience is crucial for businesses today. While Customer Communication Management may initially seem simple, a deeper examination of the various communication methods employed—ranging from sales proposals to invoices, and from promotional offers to appointment alerts—reveals a growing complexity. As companies utilize an array of channels such as print, email, interactive online documents, SMS, and push notifications, alongside accommodating the diverse preferences and languages of their customers regarding formats and tones, effective communication can quickly become a daunting task. Ecrion’s document automation platform offers a solution by streamlining the generation and distribution of essential business documents within a flexible and scalable structure. By establishing workflow rules, it accelerates and clarifies complex processes—whether manual, fully automated, or a mix of both—ensuring that communications remain consistent, high-quality, and properly managed. This not only boosts the efficiency of the organization’s communication efforts but also fosters enhanced customer satisfaction and loyalty, ultimately giving businesses a competitive edge in their respective markets. Investing in advanced communication solutions is a proactive step toward sustained success and customer retention.
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
Acculynx
CompanyCam
Dispatch
Gmail
Google Calendar
LinkedIn
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
SendJim
API Availability
API Availability
Has API
Pricing Information
Pricing not provided
Free Trial Offered?
Pricing Information
Pricing varies by customer need
Free Trial Offered?
Supported Platforms
SaaS
Windows
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Chromebook
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard 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
Ecrion Software
Date Founded
2002
Company Location
United States
Company Website
www.ecrion.com
Company Facts
Organization Name
ClientTether
Date Founded
2014
Company Location
United States
Company Website
www.clienttether.com/
Categories and Features
Customer Communications Management
Batch Communications
Chat / Messaging
Content Management
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Print Management
Template Management
Video Content
Customer Engagement
Analytics
Communication Management
Community Management
Feedback Collection
Video Content
Customer Experience
Customer Segmentation
Dashboard
Multi-Channel Collection
Survey Management
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Marketing Automation
Analytics / ROI Tracking
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Sales Intelligence
Segmentation
Website Visitor Tracking
Categories and Features
Appointment Reminder
Appointment Scheduling
Calendar Management
Call Reminders
Email Reminders
Online Booking
Payment Reminders
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
Construction CRM
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
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
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Customer Advocacy
Campaign Management
Communication Management
Referral Tracking
Reporting/Analytics
Customer Engagement
Analytics
Communication Management
Feedback Collection
Video Content
Customer Experience
Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Customer Loyalty
CRM
Customer Activity Tracking
Discount Management
Referral Tracking
Customer Reference Management
Nomination Tracking
Reference Usage Tracking
Search
Customer Success
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
Direct Mail Automation
Analytics/Reporting
Campaign Management
Data Import/Export
Event Triggered Mailings
Mailing List Purchasing
Mailing Services Integration
Pre-made Templates
Printing Services Integration
Response Alerts
Franchise Management
Appointment Scheduling
CRM
Commission Management
Construction Tracker
Contract Management & Signature
Job Scheduling
Marketing
Onboarding
Reputation Management
Inside Sales
Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Performance Management
Lead Capture
Dashboard
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
Analytics / ROI Tracking
Artificial Intelligence
Customizable CTAs
Drip Campaigns
Landing Pages / Web Forms
Lead Scoring
Segmentation
Social Marketing
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Pipeline Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Quoting
Catalog Management
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Real Estate CRM
Campaign Management
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Referral Tracking
Segmentation
Sales
Not specified
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal 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
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