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What is oClient?

We assist entrepreneurs in enhancing their sales through effective client management solutions. Our robust tool features a flexible pricing model, "Pay as you wish," allowing users to tailor their investment. It enables comprehensive data collection on clients, with options to create custom fields, groups, tags, as well as the ability to import and export documents seamlessly. Managing accounts becomes straightforward and efficient. By utilizing our system, you can boost the number of appointments and elevate their overall quality. Appointment reminders are available to ensure you stay organized with your clients and meetings, and you can also collaborate by sharing your calendar with team members. Incorporating contracts, proposals, files, and tasks into your account management system will significantly enhance its functionality. Should any questions or issues arise, our dedicated customer support team is always ready to assist you. In addition, we strive to continuously evolve our services based on user feedback to ensure that your experience is as beneficial as possible.

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!

Media

Media

Integrations Supported

Integrations Supported

Acculynx
CompanyCam
Dispatch
Gmail
Google Calendar
LinkedIn
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
SendJim
ServiceBridge
Waterstreet Franchise Management Software
Zapier

API Availability

API Availability

Has API

Pricing Information

$1
We don't have a price! You name the price starting from $1 a month
Free Trial Offered?

Pricing Information

Pricing varies by customer need
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad
Chromebook

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

GETREVE

Date Founded

2018

Company Location

United Kingdom

Company Website

oclient.me/

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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Task Management
Territory Management

Database

Backup and Recovery
Creation / Development

Sales Enablement

Collaboration
Contact Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Proposal Management
Territory Management

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Task Board View
Task Scheduling
Task 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

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