Leave a Review CurrentClient
Best app for compliant communications
It’s clean and simple to use. Much better than any other alternatives.Max 77821
Excellent Advisor Experience
Long time CurrentClient user. Lot the advisor experience on both mobile and the web. Excited to see what Dustin builds next!JackCAG
Big fan
A direct integration with Wealthbox is way better than cobbling up something with zapier. Really Enjoying the appkal_r_bell
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.Health 360
Amazing
Excellent product!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 feedbackShow lessrthornton
Love This App
CurrentClient is an awesome tool for staying in touch with my clients and prospects!Matt Arndt
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!medicare-sky
Simple and helpful!
I am way more organized now and it feels great! It’s a simple system for getting messages out to clients✨lisa-rein
