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Voice memos just learned to keep up with you, and your inbox got a few new tricks too! - Record a voice memo in one pass and watch the words appear as you speak - Tidy up faster with bulk select: pick several conversations, then complete or block them at once - Meeting links drop in as neat cards, with AI able to draft a message around the link - Smoother calling, plus a call recording toggle right in inbox settings Thanks for being part of CurrentClient. Talk soon!
A simple client communication system for professionals
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