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Messaging and contacts

Text your clients, automate replies, and keep your contacts organized

1 author13 articles
Send a broadcastSend personalized text messages to many people at once with broadcasts, so client updates go out in minutes and still read like a one-to-one note
Contacts overviewAdd, view, create, and manage your contacts in CurrentClient, from importing your book of clients to keeping contact details synced with your CRM
Contact segmentsUse contact segments to organize and filter your CurrentClient contacts into groups, so broadcasts and follow-ups reach exactly the right clients
Auto-repliesSet up automatic text responses for when clients call or text outside business hours, so no message goes unanswered while you are away from your desk
Block a numberBlock a number in CurrentClient to stop unwanted calls and texts, plus how blocking works and how to unblock a contact if you change your mind later
Switching between inboxesSwitch between multiple inboxes in your CurrentClient workspace, so teams with several lines can move between conversations without losing their place
Linking conversationsLink CurrentClient conversations to CRM contacts so every call and text syncs automatically, keeping client records complete without manual logging
Inbox overviewHow the CurrentClient inbox works and the key features inside it, so your team keeps every client conversation organized, answered, and archived
Send a group messageStart a group text from CurrentClient so everyone shares one thread, perfect for coordinating with couples, families, and small teams in one place
Inbox settingsHow CurrentClient inbox settings work and what to configure for each line, from notifications and permissions to the options that shape your workflow
TCPA complianceHow CurrentClient helps you stay compliant with TCPA regulations through automatic initial disclosure messages
Managing unsubscribesHow text opt-outs work in CurrentClient, what happens when a contact unsubscribes, and how to manage unsubscribed contacts to stay TCPA compliant
Routines (beta)Get AI-powered follow-up text suggestions drawn from your CRM tasks and your inbox, so client outreach happens before things fall through the cracks