Home › Business
US
1 of 1 storefronts
Content in en-US
Content in en-US
Information
Preview 2 platforms
iPhone 5 images
iPad 5 images
What’s New Version 1.52.0
A little polish and a smoother start to your day!
- Land on a page that is not there? You will now get a friendly heads up instead of a confusing dead end (and if you popped the mobile app onto your computer, we will point you to the desktop app)
- Tidied up some spacing so everything lines up just right
Catch you in the next one. Thanks for being here!
Description
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/
Capabilities
In-App Purchases
Accessibility
ipadiphonemacrealityDevicetvoswatch
Version history 25 versions
Build 888030817v1.52.02026-07-09 21:08:48
A little polish and a smoother start to your day!
- Land on a page that is not there? You will now get a friendly heads up instead of a confusing dead end (and if you popped the mobile app onto your computer, we will point you to the desktop app)
- Tidied up some spacing so everything lines up just right
Catch you in the next one. Thanks for being here!
Build 887803996v1.51.02026-07-06 13:24:06
1.51.0
Now you always know who's calling!
- Caller ID on iOS: see CurrentClient contact names on calls to your personal cell, even when they aren't saved in your phone
- Get a heads up when a message can't be delivered, then resend it with one tap
- Pinned contacts are now on your home screen, ready for one-tap calls and texts
- A new banner shows when a contact filter is on, with a one-tap Clear
Thanks for building your business with CurrentClient!
Build 887348500v1.50.02026-06-30 22:55:20
Packed some good stuff in this one!
- Play incoming voice memos right inside the conversation
- Filter contacts by tags or segment, and we'll remember your pick
- Pin your favorite contacts to keep them up top
- Get a heads up the moment a website lead comes in
- Calls now tell you what's happening, start to finish
- Tap a notification and jump straight into the right conversation
Thanks for using our app!
Build 886598747v1.47.02026-06-14 06:22:51
Under the hood updates to keep things fresh and happy.
Build 886289788v1.46.02026-06-06 00:30:43
Updating the contrast on the dialer to make it easier to see the paste number button!
Adding some overall app hygiene updates under the hood.
Build 885978688v1.45.02026-05-28 23:56:15
Can now see where messages came from, if they were backfilled!
We support bringing in messages from RingCentral, MyRepChat, Goole Voice, Zoom and Quo.
Keep the history!
Build 885916059v1.44.02026-05-21 17:56:54
Packed a bunch in on this one!
- Choose light, dark, or system appearance
- Share contact cards right in the conversation, and save them with a tap
- Switch inboxes faster with the new Active Inbox card on your dashboard
- Team inboxes now show up in group titles, avatars, and participant lists
- See when teammates are offline
- Scheduled messages now easier to edit
- Manage all inboxes from inbox settings
Build 884670655v1.42.02026-04-21 02:59:22
Adding archive receipt badges next to the messages.
Build 884595457v1.41.02026-04-18 14:03:30
Added ability to import contacts from your phone and save them to your CurrentClient workspace!
Build 882666612v1.40.22026-04-11 15:43:28
Updates to how we layout the inbox settings to let you edit auto replies and out of office easier!
Focus on displaying list faster and also handling a quirky bug with the drawer animation.
Adding new inbox settings.
Adding in app purchases.
And blocking a number is less clicks now.
And bumping up the performance on this one.
Like and subscribe.
Build 882559791v1.33.02026-02-19 14:54:07
Improving device selection for cases the speaker didn't take first try.
Build 881982078v1.31.22026-02-07 15:27:32
Adding in auto replies and out of office hours so you can manage it easily on the go!
And some more under the hood things to fix some bugs and make things better.
Build 881581084v1.28.12026-01-23 07:15:47
Nice rollup of features in this one...
- Adding Slant CRM integration!
- Better bluetooth selection
- Can now click to call team members
Keep the feedback coming friends!
Build 880628256v1.25.12025-12-14 04:57:18
And some more updates!
- Add more obvious sync from crm button
- Fix scroll when trying to add a person to a call
- Faster update on conversation messages
- Fixes case where clicking call could bug out
Build 880568897v1.25.02025-12-12 16:33:46
Some more updates to make things better...
- Dialpad keys now play dial tone without lag
- Some ui fixes to visually make things less janky in a couple spots
- On call actions are now more visible
Build 880398703v1.24.02025-12-11 16:08:35
December is here and... a new update!
- Fixes case where the keyboard wouldn't dismiss during call
- Tidy up some search functionality
- More fixes to fix some edge case notifications issues
Thanks for using our app!
Build 880048577v1.22.12025-11-25 05:02:58
Before Thanksgiving got another update!
- Fixes case where clicking call fast could trigger multiple calls
- Fixes small sms template creation bug
And other under the hood updates to keep this getting better and better.
Build 879803327v1.22.02025-11-22 20:31:23
Doing some under the hood updates to get everything to the latest and greatest.
Build 879614900v1.21.12025-11-09 22:08:42
Cutting a release to make some a few things more obvious and improve the call performance.
- Changes recent call icon to a clock icon
- On call history show contact name as primary display
- Improve performance of adding a call note
- Improves performance for active call screen
Thank you for using our app!
Build 878871383v1.20.112025-10-14 06:28:17
Better date display on fields and better draft management!
Build 878817236v1.20.62025-10-11 18:49:29
Some fixes to tidy up the badge display on the tab bar!
Build 878781993v1.20.52025-10-10 03:59:51
More updates to make multi-inbox setups perform better!
Build 878578843v1.20.42025-10-01 16:10:10
Some tidy up to support multiple numbers better.
Build 878373283v1.20.22025-09-29 18:31:38
Now with support for multiple numbers in your workspace!
Biggest update to our app ever, we hope you love it.
Build 876854296v1.16.02025-08-01 03:48:34
Bringing some under the hood updates to the version to keep everything fresh.
Also, now allows landscape orientation if that's your thing.
And 1 click call back from recent calls history.
Ping us with anything else you'd like to see!
No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.
Availability 1 of 1 storefronts
| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
| US | en-US | Free | 30 | 5.0 | 1.52.0 |
Change log 29 changes · US
✎
releaseNotes updated
A little polish and a smoother start to your day!
- Land on a page that is not there? You will now get a friendly heads up instead of a confusing dead end (and
✎
description updated
Compliant Communication for Advisors
A modern phone system built for advisors with simple-to-use growth tools.
Notable Features:
- Best in class CRM sync
- Co
✎
subtitle updated
For business professionals
✎
name updated
CurrentClient
◆
Version 1.52.0 released
A little polish and a smoother start to your day!
- Land on a page that is not there? You will now get a friendly heads up instead of a confusing dead end (and if you popped the mobile app onto your computer, we will point you to the deskt
◆
Version 1.51.0 released
1.51.0
Now you always know who's calling!
- Caller ID on iOS: see CurrentClient contact names on calls to your personal cell, even when they aren't saved in your phone
- Get a heads up when a message can't be delivered, then resend it with
◆
Version 1.50.0 released
Packed some good stuff in this one!
- Play incoming voice memos right inside the conversation
- Filter contacts by tags or segment, and we'll remember your pick
- Pin your favorite contacts to keep them up top
- Get a heads up the moment a
◆
Version 1.47.0 released
Under the hood updates to keep things fresh and happy.
◆
Version 1.46.0 released
Updating the contrast on the dialer to make it easier to see the paste number button!
Adding some overall app hygiene updates under the hood.
◆
Version 1.45.0 released
Can now see where messages came from, if they were backfilled!
We support bringing in messages from RingCentral, MyRepChat, Goole Voice, Zoom and Quo.
Keep the history!
◆
Version 1.44.0 released
Packed a bunch in on this one!
- Choose light, dark, or system appearance
- Share contact cards right in the conversation, and save them with a tap
- Switch inboxes faster with the new Active Inbox card on your dashboard
- Team inboxes now
◆
Version 1.42.0 released
Adding archive receipt badges next to the messages.
◆
Version 1.41.0 released
Added ability to import contacts from your phone and save them to your CurrentClient workspace!
◆
Version 1.40.2 released
Updates to how we layout the inbox settings to let you edit auto replies and out of office easier!
Focus on displaying list faster and also handling a quirky bug with the drawer animation.
Adding new inbox settings.
Adding in app purchases.
◆
Version 1.33.0 released
Improving device selection for cases the speaker didn't take first try.
◆
Version 1.31.2 released
Adding in auto replies and out of office hours so you can manage it easily on the go!
And some more under the hood things to fix some bugs and make things better.
◆
Version 1.28.1 released
Nice rollup of features in this one...
- Adding Slant CRM integration!
- Better bluetooth selection
- Can now click to call team members
Keep the feedback coming friends!
◆
Version 1.25.1 released
And some more updates!
- Add more obvious sync from crm button
- Fix scroll when trying to add a person to a call
- Faster update on conversation messages
- Fixes case where clicking call could bug out
◆
Version 1.25.0 released
Some more updates to make things better...
- Dialpad keys now play dial tone without lag
- Some ui fixes to visually make things less janky in a couple spots
- On call actions are now more visible
◆
Version 1.24.0 released
December is here and... a new update!
- Fixes case where the keyboard wouldn't dismiss during call
- Tidy up some search functionality
- More fixes to fix some edge case notifications issues
Thanks for using our app!
◆
Version 1.22.1 released
Before Thanksgiving got another update!
- Fixes case where clicking call fast could trigger multiple calls
- Fixes small sms template creation bug
And other under the hood updates to keep this getting better and better.
◆
Version 1.22.0 released
Doing some under the hood updates to get everything to the latest and greatest.
◆
Version 1.21.1 released
Cutting a release to make some a few things more obvious and improve the call performance.
- Changes recent call icon to a clock icon
- On call history show contact name as primary display
- Improve performance of adding a call note
- Impro
◆
Version 1.20.11 released
Better date display on fields and better draft management!
◆
Version 1.20.6 released
Some fixes to tidy up the badge display on the tab bar!
◆
Version 1.20.5 released
More updates to make multi-inbox setups perform better!
◆
Version 1.20.4 released
Some tidy up to support multiple numbers better.
◆
Version 1.20.2 released
Now with support for multiple numbers in your workspace!
Biggest update to our app ever, we hope you love it.
◆
Version 1.16.0 released
Bringing some under the hood updates to the version to keep everything fresh.
Also, now allows landscape orientation if that's your thing.
And 1 click call back from recent calls history.
Ping us with anything else you'd like to see!