A simple system for managing your growing business
CurrentClient
What is it about?
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.
App Screenshots
App Store 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!
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