CurrentClient 4+
For business professionals
CurrentClient, Inc
Designed for iPad
-
- Free
Screenshots
Description
A simple system for managing your growing business. Built for Financial Advisors, Insurance Agents, Estate and Tax professionals and anyone else trying to stay proactive with client outreach.
Notable Features:
- Get local area code business number
- Triage conversations with clients so nothing slips through cracks
- Record your calls
- Build custom surveys that let you discover more about clients and deliver to text
- Auto reply based on business hours
CurrentClient is a great system for when you start feeling like your growth is bogging you down and you need to leverage your time better.
We would love to work with you!
What’s New
Version 0.99.15
Doing some cleanup before the turkeys start getting carved!
What's Fixed:
- Fixed issue with starting a new conversation
What's New:
- Adding support for dark and light mode transition
Ratings and Reviews
Great client communication tool
So happy to have found CurrentClient to address not just my compliant text messaging with clients, but also to allow me to utilize interactive surveys and branded video messaging.
Well designed, a pleasure to use, and a founder/developer who is laser focused on improving the product based on user feedback
Helps with retention and refferals
Was looking to find something that could help get referrals and make sure I was staying in front of my book of Buisness and this is the ultimate tool for that! Best SMS marketing tool I’ve used so far.
Just getting better
Joined with CurrentClient a few months back and super happy with the support! I have made some feature suggestions and they are quick to make changes. 4 stars now, but on their way to be 5 stars no doubt!
App Privacy
The developer, CurrentClient, Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Usage Data
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- CurrentClient, Inc
- Size
- 37.8 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 13.4 or later.
- iPad
- Requires iPadOS 13.4 or later.
- iPod touch
- Requires iOS 13.4 or later.
- Mac
- Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © CurrentClient, Inc
- Price
- Free