"Thanks for reaching out! Your timing is impeccable, I have a todo item to give you a call today."
The Client Engagement App for Professionals
Text, Call, Survey, Video - all in one easy-to-use app
Trusted by
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.
Preview some sample surveys from our library
Services
Simple Financial Planning
Basic financial planning questions to stay on track with your clients' needs.
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Feedback
Open-ended Feedback
Subtle prompts to drive honest feedback.
Check in
Conversation Starter
Ask a few simple questions to prompt a more in depth conversation.
Review
Medicare OEP Review
A routine check in to see if there are any loose ends you can help with.
Capture Responses
Automatically capture responses in your CRM
When a client submits a survey, you will get their responses added to their client record.
Responses We Hear often
What will your clients say?
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"Thank you for always keeping us in the loop! We really appreciate it and tell everyone we can how great you are."
Nurture Raving Fans
"Good to hear from you. I have been feeling uncertain about some things and would really like to touchbase."
Lead With Advice
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.
View Integrations
Text, Call, Survey, Video
All in one app
Other Features
Everything you need, nothing you don't
iOS and Android app
Contact versioning
Ringless voicemail
A2P DLC registration
SMS templates
Business hours
Auto replies
Scheduled messages
Opt-out management
Virtual Cards
Access to tutorials
Call recording
Send to archive
Global search
Never miss an opportunity to help your clients
Faqs
Frequently Asked Questions
What is the monthly cost of your app?
CurrentClient is a monthly subscription. You can view the plan options on our pricing page.
Are you a CRM?
If you don't have a CRM, CurrentClient can function as a very simple CRM to keep track of your clients. We recommend using one of the CRM integrations though to really get a more complete CRM. View our CRM integrations page to learn more.
Do you integrate with my CRM?
We have several integrations already built out. Check out the integrations page to see if yours is there, or message us if you want to request a new integration.
Are you compliant?
We follow the latest A2P DLC regulations. Part of your onboarding is registering your business according to these regulations.
If you have compliance requirements for your firm, we can archive all messages to your email and also work to build out a custom integration directly with your archiver.
Note: Additional fees may apply for custom integrations.
Can I use my existing number?
We can often bring your number in from your existing provider. This is a case by case situation so just reach out to us and we will walk you through the entire process.
Do you have iOS and Android apps?
Yes! Both. You can use the mobile apps with no additional charge.
Client-centric. Day in and day out.
