CurrentClient 4+

Name: CurrentClient
Rating: 4.9 (11 reviews)
Author: CurrentClient, Inc

CurrentClient, Inc

Разработано для iPad

- 4,9 • Оценок: 11

- Бесплатно

Описание

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!

28 окт. 2024 г.

Версия 0.99.14

v 0.99.14

Doing some cleanup before the pumpkins start getting carved!

What's Fixed:

- Resolved keyboard behavior issues for a smoother experience.
- Team members' profile images now display correctly.
- Call display is more responsive.

What's New:

- Send emails directly from the contact view.
- Manage and customize your SMS templates with ease.
- Try our new beta: Send audio messages!

4,9 из 5

Оценок: 11

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

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.

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!

Разработчик CurrentClient, Inc указал, что в соответствии с политикой конфиденциальности приложения данные могут обрабатываться так, как описано ниже. Подробные сведения доступны в политике конфиденциальности разработчика.