CurrentClient
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5 ta sharh
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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
Oxirgi yangilanish
Xavfsizlik — dastur ishlab chiquvchilar maʼlumotlaringizni qanday jamlashi va ulashishini tushunishdan boshlanadi. Maʼlumotlar maxfiyligi va xavfsizlik amaliyotlari ilovadan foydalanish, hudud va yoshga qarab farq qilishi mumkin. Bu axborot dastur ishlab chiquvchi tomonidan taqdim etilgan va keyinchalik yangilanishi mumkin.
Bu ilova tashqi hamkorlarga quyidagi turdagi maʼlumotlarini ulashishi mumkin
Men haqimda, Ilova tarixi va yana 2 ta
Ushbu ilova quyidagi axborot turlarini toʻplashi mumkin
Men haqimda, Xabarlar va Ilova axboroti va unumdorlik
Maʼlumotlar uzatish vaqtida shifrlanadi
Maʼlumotlarni oʻchirishni soʻrashingiz mumkin
Reytinglar va sharhlar
5,0
5 ta sharh
Nima yangiliklar
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!
Ilova yuzasidan yordam
Dasturchi haqida
Currentclient, Inc.
help@currentclient.com
300 Creek View Rd Ste 209
Newark, DE 19711
United States
+1 385-336-1132