CRM
ClientTether
ClientTether is a franchise sales and development CRM — visual pipeline management, candidate profiles, two-way text/call/email automation, discovery-day scheduling, FDD tracking with e-signature, and royalty reconciliation. Founded in 2014 by Conrad Kolba and headquartered in Spanish Fork, UT.
midPlumbingElectricalHVACPaintingTradeAtlas verified· Jul 2026
Use Cases
- Managing franchise-development sales pipeline with drag-and-drop stages
- Automating outreach to franchise candidates via text, email, and phone
- Scheduling and reminding candidates ahead of discovery day
- Tracking FDD delivery and collecting e-signed franchise agreements
- Reconciling royalty payments and monitoring pipeline health dashboards
Capability Matrix
| Feature | Status | Depth |
|---|---|---|
| CRM / Customer Management | Yes | Advanced |
| E-Signature | Yes | Standard |
| Payment Processing | Yes | Basic |
| QuickBooks Sync | Yes | Basic |
| Reporting Dashboard | Yes | Standard |
| Royalty Management | Yes | Basic |
| Document Storage | Yes | Basic |
| Scheduling | Yes | Standard |