"Thanks for reaching out! Your timing is impeccable, I have a todo item to give you a call today."
Texts, Calls, Surveys, Videos, CRM Automations
All in one delightfully compliant app
Double entry is not fun and wastes your time. Automatically sync your contacts to the CurrentClient app. Your conversation history will be synced back to the client record in your CRM. Plus other shortcuts to make it feel like an extension of your CRM.
Personal phones or general purpose phone systems don't do enough for you. Upgrade to one that works directly with your CRM. This inbox helps you stay organized so no client is every overlooked.
Get all of your conversations archived to any compliance email you need. Also, you can save client conversations to their client record in your CRM. All data is encrypted when transferred and when stored.
Promote a client appreciation event, send a holiday greeting, or share a company update. You can target specific groups of clients by filtering them based on your CRM data.
We can schedule messages for you based on birthdays, anniversaries, or any other custom fields you have in your CRM. Messages are scheduled 7 days in advance, so you have a chance to personalize them when you need.
Easily check in and discover your clients' needs. Pick a template from our library, customize your questions, and send your survey.
When a client submits a survey, you will get their responses added to their client record.
"Thanks for reaching out! Your timing is impeccable, I have a todo item to give you a call today."
"Thank you for always keeping us in the loop! We really appreciate it and tell everyone we can how great you are."
"Good to hear from you. I have been feeling uncertain about some things and would really like to touchbase."
Educate, respond, and update with personal videos. Get your message across fast and allow your clients to respond on their own time.
CurrentClient is a monthly subscription. You can view the plan options on our pricing page.
If you don't have a CRM, CurrentClient can function as a very simple CRM to keep track of your clients. We recommend using one of the CRM integrations though to really get a more complete CRM. View our CRM integrations page to learn more.
We have several integrations already built out. Check out the integrations page to see if yours is there, or message us if you want to request a new integration.
We follow the latest A2P DLC regulations. Part of your onboarding is registering your business according to these regulations.
If you have compliance requirements for your firm, we can archive all messages to your email and also work to build out a custom integration directly with your archiver.
Note: Additional fees may apply for custom integrations.
We can often bring your number in from your existing provider. This is a case by case situation so just reach out to us and we will walk you through the entire process.
Yes! Both. You can use the mobile apps with no additional charge.