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

Now.... you can assign conversations to your team members!

And when you do, you can then filter to see who is assigned which conversations.

Should help much with organization!

And.. bunch of other stuff.