Solutions / By role / Advisors
Spend the day with clients, not your CRM.
Call and text from any device on your business number. Summaries, notes, and follow-ups land in the CRM without a second step.
Sound familiar?
You write the same call notes twice.
Calls are transcribed and summarized, and the summary goes straight to the CRM.
Follow-ups slip through the cracks.
AI Routines reads your CRM tasks and hands you the client texts to send today.
Birthdays and check-ins depend on your memory.
Milestone texts go out on their own, and you can still personalize any of them.
What you'll use
The parts of CurrentClient that matter most here. Every one is archived and synced to your CRM.
AI call transcripts and summaries
Every call transcribed and summarized with action items, then pushed to the CRM and your archive.
Calling →AI Routines
Pulls tasks from your CRM, finds the client-facing ones, prioritizes today, and turns them into one-tap texts.
CRM sync →CRM connected dialer
Search your CRM by name and call. The call logs back to the contact record on its own.
Calling →Birthday and milestone texts
Date-based automations for birthdays, anniversaries, and 30-60-90 day check-ins. Never miss a touchpoint.
Outreach →Scheduled messages
Write it now and send it at the right time. Undo send works even after you close the app.
Texting →“Advisors have needed something like this for years. It integrates communication directly into the workflow.”
Jake GardnerDefining WealthSpend the day with clients, not your CRM.
Call and text from any device on your business number. Summaries, notes, and follow-ups land in the CRM without a second step.