CurrentClient 4+
For business professionals
CurrentClient, Inc
Designed for iPad
-
- Free
Screenshots
Description
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.
What’s New
Version 1.1.0
Happy March, everyone! Starting off this month improving support for group messaging and getting call transfers in!
What's fixed:
- Cleaned up the schedule and reminder actions
- Improve dial pad spacing for smaller phones
- Improve display for group messaging
- Improve audio message sharing
What's new:
- Add cold call transfer
- Add scheduled group messages
Ratings and Reviews
“Reliable and High-Quality Phone Service for Businesses”
“We’ve been using Current Client for our phone service, and it’s been fantastic. The call quality is crystal clear, reliability has been top-notch, and the features make communication seamless for our team. Their customer support is responsive and helpful whenever we need assistance. Highly recommend for any business looking for a dependable business phone solution!”
Great client communication tool
So happy to have found CurrentClient to address not just my compliant text messaging with clients, but also to allow me to utilize interactive surveys and branded video messaging.
Well designed, a pleasure to use, and a founder/developer who is laser focused on improving the product based on user feedback
Helps with retention and refferals
Was looking to find something that could help get referrals and make sure I was staying in front of my book of Buisness and this is the ultimate tool for that! Best SMS marketing tool I’ve used so far.
App Privacy
The developer, CurrentClient, Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Usage Data
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- CurrentClient, Inc
- Size
- 34.7 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 13.4 or later.
- iPad
- Requires iPadOS 13.4 or later.
- iPod touch
- Requires iOS 13.4 or later.
- Mac
- Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © CurrentClient, Inc
- Price
- Free