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How your operations look now
What you want to improve
How we help get you there
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"With CurrentClient, the client experience is so much better, we are more unified as a team, and we shortened the sales cycle using a few simple automations."
Jack Csenge
Advisor at Csenge Advisory Group
questions & answers

Frequently Asked Questions

Get quick answers to common queries in our FAQs.

What is the monthly cost of your app?

CurrentClient is a monthly subscription. No lock-in contracts. You can view the plan options on our pricing page.

Can I use my existing number?

We can often bring your number in from your existing provider. This is a case by case situation so just reach out to us and we will walk you through the entire process.

Are you a CRM?

If you don't have a CRM, CurrentClient can function as a very simple CRM to keep track of your clients. We recommend using one of the CRM integrations though to really get a more complete CRM. View our CRM integrations page to learn more.

Do you integrate with my CRM?

We have several integrations already built out. Check out the integrations page to see if yours is there, or message us if you want to request a new integration.

Do you have iOS and Android apps?

Yes! Both. You can use the mobile apps with no additional charge.

Are you a FINRA approved archiver?

No, we connect with the archiver you already have with our communication routing system. You can setup multiple destinations in addition to logging messages to your CRM.

Are you compliant

We follow the latest A2P DLC regulations. Part of your onboarding is registering your business according to these regulations.

If you have compliance requirements for your firm, we can archive all messages to your email and also work to build out a custom integration directly with your archiver.

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