Call analytics and CRM messaging

This release adds powerful call reporting and disposition workflows, makes call routing more flexible, and brings CurrentClient messaging and history directly into Wealthbox.

• Call analytics dashboard

  New

  Explore inbound and outbound call performance with filters for volume, answer rates, talk time, contacts, and calling patterns.

• Manage call outcomes at scale

  New

  Apply a disposition to hundreds of selected or filtered calls at once, including marking calls as spam.

• Capture call outcomes after every call

  New

  A new post-call prompt makes it easy to assign, create, and later update dispositions while the conversation is fresh.

• Export call analytics

  New

  Download the detailed records behind any filtered call analytics view as a CSV for reporting and further analysis.

• CurrentClient context inside Wealthbox

  New

  View Wealthbox contact details alongside CurrentClient call and SMS history, with calling shortcuts directly in the browser extension.

• Text contacts from Wealthbox

  New

  Send SMS messages from the CurrentClient browser extension panel without leaving your CRM.

• Forward calls to extensions

  New

  Inbound call forwarding now supports extension dialing for smoother routing into existing phone systems.

• Flexible call-recording announcements

  New

  Configure and preview call-recording announcements at the inbox, workspace, or network level.

• Transcripts on shared calls

  Improvement

  Shared call pages now include a speaker-formatted transcript alongside the recording and summary.