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CurrentClient

CurrentClient

For business professionals

37 ratings
29 reviews
💼 Business
📊 Productivity
Free
In-App Purchases

Details

  • Released
  • Updated
  • March 27, 2023
  • September 20, 2026

Developer

CurrentClient, Inc
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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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+1

What's New in CurrentClient

1.72.0

September 20, 2026

Big one this time, with WhatsApp joining the party and a whole lot of polish! - WhatsApp inboxes are here: see and reply to WhatsApp conversations right alongside your texts and calls - Wrap up a call with a disposition (Positive, Needs Follow-up, and more) next to your call note, then edit it later from the call details - The app is quicker and lighter on your battery, so your inbox and conversations open faster Thanks for being part of CurrentClient. Happy days!

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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

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.
Nickname101!!!!!!Nickname101!!!!!!

Intuitive, Easy, Fun, Forward Thinking, Best in Class

Has taken our client communication to a new level. The platform and team behind are top notch.
OPWNYC2026OPWNYC2026

My best tech

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

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
See 24 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.