Apps Like CurrentClient for iPhone and iPad
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Ranked alternatives
Showing 441–460 of 1,000 ranked alternatives.
Farm Tilley
Farm Tilley, LLC
Access data and financial reports
Access data, predictive analytics, and financial reports. View key metrics, generate custom reports, and track financial performance. Collaborate with advisors to analyze trends and make informed decisions.
Auric Capital
Auric Capital Partners LLC
Manage client portfolios and communications
Access client account information, view portfolio performance, and receive personalized insights. Schedule calls, send messages, and access educational resources. Receive real-time updates and alerts on account activity.
Event Hawk
EVENT PROFESSIONAL MARKETING LLC
Respond to customers on the go
Manage customer interactions via text messages. Respond to inquiries directly on mobile. Use automated text campaigns at optimal times. Generate leads with high-converting forms. Display attention-grabbing pop-ups on websites.
CSG Home
Commonwealth Solutions Group, LLC
Find properties, connect with agents, manage transactions
Access property details, view documents, and manage appointments related to purchases or sales. Communicate with your real estate advisor instantly. Track searches and receive updates on transactions.
The Rad CRM
Rad CRM LLC
Manage contacts, track deals, and automate workflows
Manage client relationships with contact tracking, deal management, and task organization. Send SMS, email, and ringless voicemail messages. Monitor brand reputation and set up communication schedules.
symplr Clinical Communications
Halo Health, Inc.
Secure message, voice, and alert communication
Secure messaging and voice communication for clinicians. Access critical alerts and lab results. Manage on-call schedules and teams. Integrate with hospital systems for instant access to call center messages and data.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.