CurrentClient
CurrentClient provides a client engagement platform integrating texting, video, and surveys for professionals
Overview
CurrentClient provides a client engagement platform integrating texting, video, and surveys for professionals. In practice that means keeping every contact, deal and follow-up in one place so nothing slips.
The natural audience is sales teams and founders who are tired of spreadsheets. Alongside the main category they mention CRM. They are a very small team, 1 to 10 people, which usually shapes who they work with. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.
CurrentClient is based in Provo, Utah. Their site is currentclient.com.
Our checklist for this category: pipeline stages, email sync, mobile app, and what reporting costs extra. Get the renewal terms in writing before the first invoice.
If you have worked with CurrentClient, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.
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