CurrentClient 4+

For business professionals

CurrentClient, Inc

Designed for iPad

    • 4.9 • 10 Ratings
    • Free



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!

What’s New

Version 0.15.1

Adds support for displaying conversation reminder notices! Helping you follow up at the right time.

Ratings and Reviews

4.9 out of 5
10 Ratings

10 Ratings

rthornton ,

Great client communication tool

So happy to have found CurrentClient to address not just my compliant text messaging with clients, but also to allow me to utilize interactive surveys and branded video messaging.

Well designed, a pleasure to use, and a founder/developer who is laser focused on improving the product based on user feedback

Health 360 ,

Helps with retention and refferals

Was looking to find something that could help get referrals and make sure I was staying in front of my book of Buisness and this is the ultimate tool for that! Best SMS marketing tool I’ve used so far.

medicare-sky ,

Just getting better

Joined with CurrentClient a few months back and super happy with the support! I have made some feature suggestions and they are quick to make changes. 4 stars now, but on their way to be 5 stars no doubt!

App Privacy

The developer, CurrentClient, Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

You Might Also Like

FinMate AI
My Financial Pro
Csenge Wealth
Genera Advisors
Jump AI Notetaker