Solutions / By firm / Solo advisors
Run like a firm from the phone in your pocket.
A business number for calls and texts on the phone you already carry, synced to your CRM and archived for compliance. No IT team required.
Sound familiar?
Clients text your personal cell.
Give them a business number instead. It rings on your phone and your laptop, and every message is archived.
You miss calls while you're with a client.
The AI receptionist answers, takes the details, and routes what's urgent.
Notes never make it into the CRM.
Calls, texts, and AI summaries log to the contact record on their own.
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 →Every call and text in the CRM
Calls, texts, voicemails, and transcripts log to the contact record in Wealthbox, Redtail, Salesforce, and more, in real time or as a daily summary.
CRM sync →AI receptionist
Answers, screens, and routes calls when your team is busy or after hours, so no client hits a dead end.
Calling →AI call transcripts and summaries
Every call transcribed and summarized with action items, then pushed to the CRM and your archive.
Calling →Birthday and milestone texts
Date-based automations for birthdays, anniversaries, and 30-60-90 day check-ins. Never miss a touchpoint.
Outreach →Website “Text us” widget
Prospects text you from your website, and the conversation lands in your inbox.
Texting →“Easy to use, and implement into client communication process day 1.”
Kyle HammerschmidtMokan Wealth ManagementRun like a firm from the phone in your pocket.
A business number for calls and texts on the phone you already carry, synced to your CRM and archived for compliance. No IT team required.