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CurrentClient Testimonials

  • "Easy to use, and implement into client communication process day 1. CurrentClient has enhanced our client and prospect touchpoint systems."

    Kyle HammerschmidtMokan Wealth Management

  • "Using CurrentClient has been so nice. The text message CRM roll-ups, mobile forms, and CRM integrations make it plug-and-play to communicate with my clients how they want, whether it's via text or phone."

    James CarlsonCarlson Planning Co
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