Non-stop client discovery
The only texting platform designed to continuously discover client needs and fill your referral pipelines.
https://becurrent.io/k!xn$D
Grow your business with client-led referrals
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My experience with CurrentClient has been nothing but positive and game changing. It has completely turned the tables on how to align with strategic partners and accelerate the process on how to help people in the most effective and efficient manner
CurrentClient has been an incredibly effective program to help us stay connected to our clients and to make sure that we are addressing their planning needs. It has provided us with a way to stay top of mind with our clients and uncover new opportunities to assist them
Because of CurrentClient the value I bring to a strategic partnership relationship has grown exponentially. I bring all of my inherent value as a Medicare Advisor, plus the ability to drive organic growth for my partners.
Current Client is the easiest way to get and give referrals. It's easy to use and produces great results!
I used Current Client to keep in touch with my own clients while also coordinating with a referral partner when someone from his book of business needed my services which quadrupled the amount of business he sent me.
How it works
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Nurture with texting
Create strong client relationships and communicate as often as you'd like.
Discover with campaigns
Stay on top of your clients' needs by automating your outreach. Use campaigns for continuous discovery of high-priority changes to follow up on.
Grow with referrals
Let clients drive your referrals so you can grow your business effortlessly.
Easy with compliance
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.
Make business easier with CurrentClient
Form a referral team with your clients at the center.
Life without CurrentClient
Life with CurrentClient
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
Client discovery
Use our continuous discovery tools to make sure you are fully aware of whats going on in your client's life.
Easy texting
Get a dedicated business texting number that your clients can reach you on. Forward any calls to an existing number.
Manage leads
Manage leads that are in progress (closed or opened), easily on the leads dashboard. Don't let anything fall through the cracks
Automate referrals
Automate lead sharing with referral partners based on a client’s response. Obviously, you always control client privacy.