Solutions / By role / Operations
Set it up once. Keep the whole firm running.
Port your numbers, build call routing, copy settings across inboxes, and see who's handling what, all from one admin console.
Sound familiar?
Numbers are scattered across carriers and cell phones.
Port them in, and every line lives in one account the firm controls.
Every inbox is set up differently.
Configure one inbox, then copy its settings to the rest.
You can't see who's handling what.
Live team status, workload views, and daily call and text trends.
What you'll use
The parts of CurrentClient that matter most here. Every one is archived and synced to your CRM.
Business numbers for the whole team
Local and toll-free numbers for every advisor and team inbox, with business caller ID. Port the number your clients already know.
Calling →Phone menus and routing
Multi-level phone menus, ring groups, extensions, and schedule-based routing, so every call reaches the right person.
Calling →Copy settings between inboxes
Set up one inbox the way you want it, then copy its settings to the rest.
Texting →Team activity reports
Daily call and text trends, message delivery, and team workload at a glance.
Texting →Shared team inbox
Inbox permissions, live typing indicators, and active and completed views, so two people never answer the same client.
Texting →Carrier registration handled
We file your A2P 10DLC registration with the carriers, so your texts get delivered from day one.
Texting →“Transforming our 14-member team from communication silos to collaborative client interaction.”
Kyle HarrisonRadian PartnersSet it up once. Keep the whole firm running.
Port your numbers, build call routing, copy settings across inboxes, and see who's handling what, all from one admin console.