Latest Version
0.15.1 Safe to install
0.15.1 Safe to install
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!
Overview
CurrentClient is a Freeware software in the category Business developed by CurrentClient, Inc.
The latest version of CurrentClient is 0.15.1, released on 07/09/2024. It was initially added to our database on 07/09/2024.
CurrentClient runs on the following operating systems: iOS.
Users of CurrentClient gave it a rating of 5 out of 5 stars.
Screenshots (Click to view larger)
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