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.
Notable Features:- 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!
Visão geral
CurrentClient é um software Freeware a categoria (2) desenvolvido pela CurrentClient, Inc.
É a versão mais recente de CurrentClient 0.15.1, lançado em 09/07/2024. Inicialmente foi adicionado ao nosso banco de dados em 09/07/2024.
CurrentClient é executado nos seguintes sistemas operacionais: iOS.
Usuários de CurrentClient deram-lhe uma classificação de 5 de 5 estrelas.
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