Migrate your ClientTether.com data

Contacts are the primary CRM record in ClientTether, containing name, phone, email, company association, and communication history. We export all standard contact fields and associated tags during migration scoping.

Leads are generated through web forms, IVR, or imported via CSV and flow into pipeline stages. We preserve lead source attribution and the originating form or campaign ID.

Accounts group Contacts under franchisee or franchise owner entities. The account hierarchy — brand account, franchise owner account, FBC structure — is exported as a nested parent-child relationship.

ClientTether Pipelines map to stages with customizable names and ordering. We preserve stage names, positions, and the deals/opportunities associated with each stage.

Proposals carry template-based content, pricing, start/end dates, and can be linked to Work Orders. We export proposal body text and line items; rich template formatting may require re-rendering at the destination.

Work Orders reference Proposals and carry operational data for franchisee execution. We export Work Order records including linked proposal dates, status, and assigned franchise owner.

Tags are used as both segmentation markers and automation trigger conditions. We export all tag assignments per Contact, Lead, Account, and Workflow record and preserve trigger-action tag logic.

Workflows encode trigger conditions, action sequences, and communication steps (SMS, email, call, task assignment). Full workflow JSON is not exposed via the public API; we reconstruct automation logic from exported workflow configuration where available and flag any automations requiring manual rebuild.

Sequences are time-triggered email drip campaigns attached to Leads or Contacts. We export sequence step content, timing delays, and enrollment status for reconstruction in the destination platform.

Inbound and outbound call records are automatically logged with duration, direction, and linked Contact. We export call metadata including missed-call follow-up task generation.

Custom fields on Contacts, Leads, Accounts, and other objects are supported via the API. Field types and picklist options are enumerated during discovery; we map them to destination equivalents or flag schema differences requiring value translation.

ClientTether is priced per account (not per user) and supports unlimited user seats. User records include name, role, and assignment of Leads and Tasks. We export user rosters and reassign open tasks and leads to mapped destination users.