CurrentClient
5.0star
5 Rezensionen
Jedes Alter
info
100+
Downloads
Über diese 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
Aktualisiert am
Was die Sicherheit angeht, solltest du als Erstes verstehen, wie Entwickler deine Daten erheben und weitergeben. Die Datenschutz- und Sicherheitspraktiken können je nach deiner Verwendung, deiner Region und deinem Alter variieren. Diese Informationen wurden vom Entwickler zur Verfügung gestellt und können jederzeit von ihm geändert werden.
Diese App kann die folgenden Datentypen an Dritte weitergeben
Personenbezogene Daten, App-Aktivitäten und 2 andere
Diese App kann die folgenden Datentypen erheben
Personenbezogene Daten, Nachrichten und App-Informationen und -Leistung
Daten werden bei der Übertragung verschlüsselt
Du kannst das Löschen der Daten beantragen
Bewertungen und Rezensionen
5.0
5 Rezensionen
Neuerungen
A whole batch of polish to keep your day humming!
Quick sync can add or update a CRM contact's phone number right from a conversation (it asks first)
Advisor page QR codes wear your accent color, and tapping one opens your page
A fresh look for home screen cards
Sent messages appear instantly, and your inbox refreshes when you return
Smoother incoming calls, and you stay signed in through brief connection hiccups
Thanks for being here. More on the way!
Quick sync can add or update a CRM contact's phone number right from a conversation (it asks first)
Advisor page QR codes wear your accent color, and tapping one opens your page
A fresh look for home screen cards
Sent messages appear instantly, and your inbox refreshes when you return
Smoother incoming calls, and you stay signed in through brief connection hiccups
Thanks for being here. More on the way!
App-Unterstützung
Informationen zum Entwickler
Currentclient, Inc.
help@currentclient.com
300 Creek View Rd Ste 209
Newark, DE 19711
United States
+1 385-336-1132