CurrentClient app for iPhone and iPad
4.6 (
9216 ratings )
Business
Productivity
Developer: CurrentClient, Inc
Free
Current version: 0.9.4, last update: 7 months agoFirst release : 27 Mar 2023
App size: 31.75 Mb
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!