Solutions / By role / Client service
Every client gets a fast answer, from whoever's free.
One shared inbox for calls and texts, with templates, reminders, and the client's full history on screen.
Sound familiar?
Two people answer the same client.
Live typing indicators and active and completed views show who has it.
Typing the same answer all day.
Save it as a template, and schedule the ones that can wait.
Hunting for context before you reply.
Every call, text, and note for the client is in their profile.
What you'll use
The parts of CurrentClient that matter most here. Every one is archived and synced to your CRM.
Shared team inbox
Inbox permissions, live typing indicators, and active and completed views, so two people never answer the same client.
Texting →Templates and reminders
Save the replies you send every day, and set a reminder to come back to any conversation.
Texting →Scheduled messages
Write it now and send it at the right time. Undo send works even after you close the app.
Texting →The whole history on the contact
Every call, text, and note for a client in their profile, so whoever picks up has the context.
CRM sync →CRM tasks from any conversation
Turn a text into a CRM task without leaving the conversation, on desktop or mobile.
CRM sync →Away replies and business hours
Automatic replies after hours, on holidays, and when you're out, so clients always know when to expect an answer.
Texting →“With CurrentClient, the client experience is better, we're unified, and shortened our sales cycle.”
Jack CsengeCsenge Advisory GroupEvery client gets a fast answer, from whoever's free.
One shared inbox for calls and texts, with templates, reminders, and the client's full history on screen.