Never miss an opportunity to help your clients

Simple phone system
Modern text inbox synced with your CRM/ Call and text your clients with our web-based phone system. No training required.

Broadcast messages
Reach more clients with a text broadcast. Promote a client appreciation event, send a holiday greeting, or share a company update.

Send surveys
Discover opportunities with 45 second surveys. Easily check in and discover your clients' needs. Pick a template from our library, customize your questions, and send your survey.

Leverage video
Share branded video pages for better engagement. Educate, respond, and update with personal videos. Get your message across fast and allow your clients to respond on their own time.

Integrate your CRM
Sync contacts from your CRM. Automatically sync your contacts in the CurrentClient app. Your conversation history will be synced daily to the client record in your CRM.