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CurrentClient

CurrentClient

For business professionals

39 ratings
33 reviews
💼 Business
📊 Productivity
Free
In-App Purchases

Details

Released
March 27, 2023
Updated
October 28, 2026

Developer

CurrentClient, Inc
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About

A communication and productivity app designed for business professionals, offering team chat, calendar integration, and advanced calling features. It streamlines client interactions with features like scheduled messages and AI call summaries.

✓Team chat with groups and channels
✓Calendar integration with teammate availability
✓Call recording and AI summaries
✓AI receptionist for missed calls
✓Automated client messages
✓CRM sync
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+1

What's New in CurrentClient

1.76.0

October 28, 2026

Team chat drafts now sync across your devices, and you can see when a teammate is typing. Plus bug fixes and performance improvements.

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Subscriptions & In-App Purchases

Sidecar App

CurrentClient sidecar app to send texts and call

$899.991 Year
How to cancel CurrentClient subscription ⁉️

User reviews

Most RecentHighest RatedLowest Rated

Solid!

As a founder of a RIA, this is EXACTLY what I need. So many great features and they are constantly improving. I switched from Microsoft Teams, and I’d recommend checking them out if you use another VoIP. Also they are very responsive and open to feedback. Great experience so far!
CPClark Purdy

No better Option for advisors

The CurrentClient team is really impressive and the mobile and web app are everything you’d want as an advisor trying to communicate to clients. Group texts, CRM syncing and of course compliance archiving
MMichaelbradyy

Excellent Advisor Experience

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

Best Phone Platform for Financial Advisors!

CurrentClient has transformed how my team communicates with our clients. It’s modern and connects with our most important tools!
Eethanlang4

Best phone system for soloRIA and mid-sized firms

White glove onboarding, archive friendly texting, group texting (for the spouses), second to none for advisors intent on communicating with clients where they prefer to communicate.
NNickname101!!!!!!
See 28 more reviews

FAQ

What is CurrentClient?

CurrentClient is a modern phone system and communication app built for advisors. It offers team chat, calendar integration, and tools to manage client interactions, including text messaging and AI-powered call summaries.

Does CurrentClient require an existing account?

Yes, this app requires an existing CurrentClient account to be used. It is designed to work with a pre-established business account.

What devices does CurrentClient support?

CurrentClient is available for iPhone, iPad, and iPod devices. It is designed for mobile use across Apple's ecosystem.

How often is CurrentClient updated?

The latest version is 1.76.0, and the app was last updated on October 28, 2026. This indicates a consistent update schedule to improve features and performance.

What is the age rating for CurrentClient?

CurrentClient has an age rating of 4+. This suggests it is suitable for a broad audience, with no mature content concerns.

What are the subscription plans for CurrentClient?

There is a 'Sidecar App' subscription plan available for $899.99 per year. This plan likely offers advanced features or expanded services for business users.

How does CurrentClient handle communication privacy?

While specific privacy controls aren't detailed, the app offers features like call recording and transcripts that can be reviewed before sharing, suggesting a focus on controlled communication.

What are the key communication features in CurrentClient?

Key features include a text inbox with group messaging and templates, team chat with direct messages and channels, and the ability to record and share video and audio messages.