CurrentClient
50+
Downloads
Everyone
info
About this app
Compliant Communication for Advisors
A modern phone system built for advisors with simple-to-use growth tools.
Notable Features:
- Best in class CRM sync
- Connection to your archiver
- Easy to use text inbox
- Group messaging
- Smooth call experience
- Call recording
- Automate birthday, anniversaries, or other checkin messages
- Auto reply based on business hours
- Mass texts
- Power user features when you need them
Please note: This app requires an existing CurrentClient account.
Privacy: https://www.currentclient.com/privacy-policy
A modern phone system built for advisors with simple-to-use growth tools.
Notable Features:
- Best in class CRM sync
- Connection to your archiver
- Easy to use text inbox
- Group messaging
- Smooth call experience
- Call recording
- Automate birthday, anniversaries, or other checkin messages
- Auto reply based on business hours
- Mass texts
- Power user features when you need them
Please note: This app requires an existing CurrentClient account.
Privacy: https://www.currentclient.com/privacy-policy
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region and age. The developer provided this information and may update it over time.
What's new
Just some under the hood things to fix some bugs and make things better and adding in more inbox settings to mobile, like out of office and auto replies.
App support
About the developer
Currentclient, Inc.
help@currentclient.com
300 Creek View Rd Ste 209
Newark, DE 19711
United States
+1 385-336-1132
