Non-stop client discovery
The only texting platform designed to continuously discover client needs and fill your referral pipelines.
Grow your business with client-led referrals
How it works
Create strong client relationships and communicate as often as you'd like.
Stay on top of your clients' needs by automating your outreach. Use campaigns for continuous discovery of high-priority changes to follow up on.
Let clients drive your referrals so you can grow your business effortlessly.
A dedicated compliance portal makes it possible to manage your organization. Turn features on or off with guardrails, route content to archivers so the audit trail is kept, and approve content for your organization to use.
Form a referral team with your clients at the center.
Get up and running
Sign up for an account and let your clients know what to expect
Create a discovery campaign for all or some of your clients
Send the campaign and use CurrentClient to manage leads and referrals
Keep the process going and help your partners do the same
No Waste Pricing
Your success is our success, and our value-based pricing is our commitment to help your business grow.
Contact us for pricing options
The building blocks
Use our continuous discovery tools to make sure you are fully aware of whats going on in your client's life.
Get a dedicated business texting number that your clients can reach you on. Forward any calls to an existing number.
Manage leads that are in progress (closed or opened), easily on the leads dashboard. Don't let anything fall through the cracks
Automate lead sharing with referral partners based on a client’s response. Obviously, you always control client privacy.