Business introduction
Modern phone for financial advisors
Communicate with your clients without friction or fines. Hyper-integrated. Thoughtfully designed. Compliance ready
A modern phone system built by some 90's kids, but not in the 90's
Sync CRM contacts
You can leverage all the effort you put into your CRM immediately with a highly customizable integration.
Auto-assign conversations to CRM contacts
Auto-attach conversations based on contact numbers in your CRM and view recent CRM notes on their record.
Incoming caller ID
You don't answer calls blind. You can now see key contact details when they call.
CRM connected dialer
Our dialer let's you find contacts synced from your CRM. With a direct search to quickly sync any new contact immediately.
Visual voicemail
You can read a transcription of the voicemail to quickly see what's needed without replaying the recording.
Searchable call log
A full searchable call log is available, with call recording and voicemails available for review.
CurrentClient Solutions
CurrentClient
A better SMS inbox with simple to use features that feel like power-ups Schedule messages Do the work today while it's on your mind, but deliver it when it's the right time for the client. SMS templates Find yourself saying the same thing over and over? Create a template to quickly populate a draft......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
