CurrentClient

CurrentClient

ଏହି ଆପ୍ ବିଷୟରେ

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

ନୂଆ କଣ ଅଛି

Happy calling, and thanks for growing with us!

- Long-press any phone number, choose CurrentClient, pick your inbox, and land right in the conversation
- Advisor pages with QR codes, your photo front and center, pinnable to your home screen
- Swipe to unpin home screen items, plus a roomier dialer on tablets