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CurrentClient

CurrentClient

For business professionals

30 ratings
26 reviews
💼 Business
📊 Productivity
Free
In-App Purchases

Details

  • Released
  • Updated
  • March 27, 2023
  • July 15, 2026

Developer

CurrentClient, Inc
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iphone
ipad
🧾$899.99
In-App Purchase↘︎
⭐26
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About

This app provides a compliant communication platform designed for business professionals, offering a modern phone system with integrated growth tools. It simplifies client interactions through features like CRM sync, a unified inbox, and automated messaging.

✓CRM sync
✓Archiver connection
✓Unified text inbox
✓Group messaging
✓Call recording
✓Automated check-in messages
✓Auto-reply based on business hours
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What's New in CurrentClient

1.54.1

July 15, 2026

CurrentClient is now right at home on your iPhone! - Set CurrentClient as your default calling and texting app (iOS 18.2 and later) - 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 Happy calling, and thanks for growing with us!

More

Subscription plans

Sidecar App

CurrentClient sidecar app to send texts and call

$899.991 Year
How to cancel CurrentClient subscription ⁉️

User reviews

Most RecentHighest RatedLowest Rated

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
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rthorntonrthornton

Terrific tech 9 yr advisor

The great thing about CurrentClient is that the company has a great product that works and they’re hungrily improving it. Those are key. Get on board!
Drew AldersDrew Alders

My best tech

I couldn’t live without CurrentClient! Love the app no complaints!
Catfished by aiCatfished by ai

Excellent Advisor Experience

Long time CurrentClient user. Lot the advisor experience on both mobile and the web. Excited to see what Dustin builds next!
JackCAGJackCAG

Love it!

Best phone app for professional service businesses ever!!
DdddddddRrrrrrrrrrDdddddddRrrrrrrrrr
See 21 more reviews

FAQ

What does this app do?

This app provides a modern, compliant phone system built for business professionals, particularly advisors. It integrates growth tools to simplify client communication and management. Key functionalities include CRM synchronization, a unified text inbox, and automated messaging capabilities.

What are the key features of this app?

The app offers best-in-class CRM sync, connection to your archiver, an easy-to-use text inbox, group messaging, a smooth call experience with call recording, and automation for check-in messages. It also includes auto-reply based on business hours and mass texting functionality.

Is this app free to use?

Based on the provided information, the app is listed as 'free' and does not have in-app purchases or ads. However, it requires an existing CurrentClient account to function.

Who is the target audience for this app?

The app is specifically designed for business professionals, with a focus on advisors. It aims to enhance their communication efficiency and client relationship management through its specialized features.

What are some common use cases for this app?

Common use cases include managing client communications compliantly, automating routine check-in messages like birthdays and anniversaries, responding to clients outside of business hours with auto-replies, and conducting smooth calls with the option for recording. It also facilitates group and mass texting for efficient outreach.