CurrentClient

For business professionals

Free · In‑App Purchases

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/

  • 5.0
    out of 5
    30 Ratings

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!

The developer, CurrentClient, Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Usage Data
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

The developer indicated that this app supports the following accessibility features. Learn More

  • Supported Features

    • Larger Text

    • Dark Interface

    • Differentiate Without Color Alone

Seller
  • CurrentClient, Inc
Size
  • 43.2 MB
Category
  • Business
Compatibility
Requires iOS 15.1 or later.
  • iPhone
    Requires iOS 15.1 or later.
  • iPad
    Requires iPadOS 15.1 or later.
  • iPod touch
    Requires iOS 15.1 or later.
Languages
  • English
Age Rating
4+
In-App Purchases
Yes
Copyright
  • © CurrentClient, Inc