CurrentClient 0.15.1

A comprehensive solution for effectively managing your expanding business. Tailored for Financial Advisors, Insurance Agents, Estate Planners, Tax Professionals, and other professionals striving to maintain proactive client engagement.

• Obtain a local area code business number
• Efficiently prioritize client conversations to prevent oversight
• Record your calls for detailed follow-ups
• Create personalized surveys to gain deeper insights into clients
• Automatically respond based on business hours

CurrentClient is an invaluable tool when you begin to feel overwhelmed by your business growth and seek to enhance time management efficiency.

We are eager to collaborate with you!