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Set up CurrentClient, learn how it works, and find answers to common questions.
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Messaging
Send, receive, and broadcast text messages with your clients.
11 guides
Calling
Make and receive calls through your CurrentClient number.
5 guides
Contacts
Organize your clients and segment them for outreach.
2 guides
Integrations
Connect CurrentClient to your CRM and automation tools.
7 guides
Porting
Move your existing phone number to CurrentClient.
14 guides
Archiving
Stay compliant with SEC and FINRA recordkeeping rules.
23 guides
Account & Admin
Manage your team, workspaces, and branding.
7 guides
Troubleshooting
Fix common issues with calls, microphones, and 2FA.
3 guides
Resources
Get help, leave a review, and find other useful links.
3 guides