# CurrentClient — For business professionals > Compliant business communication and CRM sync for advisors. (iPhone/iPad app by CurrentClient, Inc.) - Source: https://appshunter.io/ios/app/currentclient/id6446603544 (this page in markdown: same URL + `.md`) - Developer: [CurrentClient, Inc](https://appshunter.io/developer/1678381574) - Category: Business, Productivity - Price: Free with in-app purchases - Rating: 4.90/5 from 33 App Store ratings · 26 written reviews indexed - Age rating: 4+ - Requires: iOS 15.1 · 48 MB - Languages: American English - Released: 2023-03-27 - Data updated: 2026-08-24 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/currentclient/id6446603544/reviews.md ## What is CurrentClient? 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. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ ## Key features - CRM sync - Archiver connection - Unified text inbox - Group messaging - Call recording - Automated check-in messages - Auto-reply based on business hours ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | Sidecar App | $899.99 | per year | ## Recent user reviews (10 of 26) All indexed reviews: https://appshunter.io/ios/app/currentclient/id6446603544/reviews.md ### 5/5 — Great client communication tool *2026-07-16* 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 ### 5/5 — Terrific tech 9 yr advisor *2026-07-08* 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! ### 5/5 — My best tech *2026-07-08* I couldn’t live without CurrentClient! Love the app no complaints! ### 5/5 — Excellent Advisor Experience *2026-07-05* Long time CurrentClient user. Lot the advisor experience on both mobile and the web. Excited to see what Dustin builds next! ### 5/5 — Love it! *2026-07-04, version 1.50.0* Best phone app for professional service businesses ever!! ### 5/5 — Best Phone Platform for Financial Advisors! *2026-07-03* CurrentClient has transformed how my team communicates with our clients. It’s modern and connects with our most important tools! ### 5/5 — Best Product in the Space *2026-07-03* Amazing product. Amazing team. Excellent customer service. Leave your legacy provider behind and switch to CC ### 5/5 — Most used item in my business... *2026-07-02* I work with mostly individuals who are below the age of 50. They expect texting to be a part of their communication with me. CurrentClient is the number one tool I use in my business to help make a positive impact in my clients lives. Highly recommend for any advisor who's looking to add a tool that truly goes above and beyond expectations. ### 5/5 — Best phone/text app *2026-02-09* I’ve been using this app for over a year now and it’s the best app I’ve used for texting automation. Simple to use and very powerful. ### 5/5 — Best Phone System App on the Market *2025-12-19* It speaks for itself....... It's a must have in the tech stack ## Frequently asked questions about CurrentClient ### 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. ## Version history (last 5 releases) ### 1.66.0 — 2026-08-19 Some polish on the things you use most, plus a round of call fixes. - Quick replies in the + menu each have their own emoji, plus a tap when you pick one - Steering wheel and Bluetooth hang-up buttons end the call cleanly, no - A proper ringback tone while your call connects, and an in-call timer that reads right everywhere Thanks for being part of CurrentClient. More on the way! ### 1.65.0 — 2026-08-18 New shortcuts in your composer! - Drop a Calendly or GReminders booking link into any message from the + menu - Quick replies for the messages you send over and over - Mark a conversation complete right from the composer - Your music resumes after CarPlay, and the steering wheel hang-up button works Thanks for being part of CurrentClient. Happy texting! ### 1.64.0 — 2026-08-14 A few handy new tricks, some conversation polish, and calls that hold up better than ever. - Create a task in your CRM straight from any message or call - Land on your own assigned inbox the moment you open the app - Team inboxes now show as team inboxes, with the right name and symbol - Fewer failed outbound calls after the app has been open a while Thanks for being part of CurrentClient. Go give it a spin! ### 1.63.0 — 2026-08-14 Your conversations got a fresh new look, plus a few things you have been asking for. - Messages from the same person group together now, so threads read cleaner - Swipe left in a conversation to see exactly when each message was sent - A new Contacts filter in your inbox, active and done in one place - Conversations you have read clear right away, badge and all Thanks for being part of CurrentClient. Enjoy! ### 1.62.0 — 2026-08-11 A little under the hood polish to keep your calls running smoothly. Thanks for being part of CurrentClient. 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Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-24.*