One
Get going
Get ongoing access to all features of CC for $8 per month
Rethink your referral strategy
The only texting platform designed to nurture your clients and reap heaps of leads from your referral partners
Yep, we know what you are thinking, texting platforms are the new fad.
But CurrentClient is the only tool designed to...
Let clients update their own info
Discover the sales you're missing
Actually get you referrals
Be easy on your wallet
Heritage Solutions Group
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CurrentClient has been amazing! The response from my clients has more than exceeded my expectations.
Cambridge Financial
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CurrentClient has completely turned the tables on how to align with strategic partners and accelerate the process on how to help people
Nuture + Grow
You have to sow before you reap. We think of this as Nurture and Grow. We want to give you the tools to nuture your clients. Help them feel special. When that relationship is solid, they will help you grow.
It's what you'd expect in a texting platform. Plus some.
Be a nice human
Email is dead, and texting is alive. Dont just talk business with them. Use Emoji’s, Gif’s, and Cat Pictures to create an authentic relationship.
No more wrong numbers
Keep your client book accurate and up to date with automated audits. We flipped keeping accurate records on its head. Now your clients will share their changes with you.
A tool specific for professionals with a client book
CurrentClient is the communication platform that aids you in nurturing your current clients. And the only tool that also lets you connect with referral partners.
Know your clients better
Every once in a while you should send your clients a discovery form. Basically, it just runs through what you should know about whats going on in their life. Know thy client.
More than a referral
Its not just a name and number. Work together with your business partners to take a holistic approach to providing for all of your clients needs together.
Don't miss an easy sale
Use CurrentClient to find untapped value with your own clients.
Proven Industries
CurrentClient is industry agnostic. Our goal is to make it possible for more business professionals to work together. And for your clients to get high quality service from you and your trusted partners.
Industry
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CurrentClient has provided us with a way to stay top of mind with our clients and uncover new opportunities to assist them.
Greg
Tencap Wealth Coaching
“
CurrentClient has been amazing! The response from my clients has more than exceeded my expectations... I can't wait to "unlock" its full potential
Todd
Heritage Solutions Group
Don't see your industry? Lets brainstorm your strategy.
Your Next Moves
To begin growing with CurrentClient
Two
Get trained
Become a CC professional after watching a few short videos
Win
Get growing
Tap into the latent potential of your clients and referral opportunities.
![Greg]()
“
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.
GregTencap Wealth Coaching
![Jeff]()
“
CurrentClient has completely turned the tables on how to align with strategic partners and accelerate the process on how to help people
JeffCambridge Financial
![Nick]()
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I used Current Client to coordinate with a referral partner when someone from his book of business needed my services. This quadrupled the amount of business he sent me
NickTencap Wealth Coaching
![Todd]()
“
CurrentClient has been amazing! The response from my clients has more than exceeded my expectations.
ToddHeritage Solutions Group
![Greg]()
“
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.
GregTencap Wealth Coaching
![Jeff]()
“
CurrentClient has completely turned the tables on how to align with strategic partners and accelerate the process on how to help people
JeffCambridge Financial
Use CurrentClient to grow your business
We believe in you. Believe in us. Its good to try it on first though, use the 14 day free trial to see how it fits.