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!