CurrentClient

CurrentClient

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

Ratings and reviews

Phenomenal service and the mobile app works flawlessly. Initial versions had some bugs but the team behind CurrentClient worked those out quickly. They really listen to their users through making improvements and rolling out new features based on feedback. This app makes managing business communication (calls/texts) simple even when you're not at your desk.

As an advisor, this app has been a tremendous game changer. We used 2 other texting/phone systems before and CurrentClient is far superior. Couldn't recommend more

In a world with overloaded email inboxes, Current Client has been a god send to reach our clients seamlessly via mobile communication. The capabilities and ease of use of the Current Client apps far surpass the competitors

What’s new

A big round of calling upgrades, plus a few things you asked for!

- New Inbound Calls settings for each number: ring your whole team at once, in random order, or one at a time in the order you choose, with ring duration and per-person silencing
- Pick which voicemail catches unanswered forwarded calls, and publish the dial plans you built on the web right from your phone
- A new AI Summary filter on the Calls tab

Thanks for being part of CurrentClient. Happy calling!