About CurrentClient
CurrentClient is compliant texting and calling for financial advisors, with archiving and carrier registration built in.
CurrentClient + Slant
Connect CurrentClient from Settings → Phone and SMS after carrier registration is done in CurrentClient. Slant syncs up to seven years of texts and calls.
Texts and calls appear on the Phone tab of clients, prospects, other contacts and businesses, matched by phone number. After the first sync, new messages and calls sync automatically.
Common use cases
Text clients from their record
Send from the Phone tab, start from an SMS template filled with the client's details, and pick which of your numbers to send from.
Opt-outs handled for you
Replies like STOP mark the number as opted out and block further texts. START resubscribes it.
Several advisors, several lines
Add more than one CurrentClient account and label each number.
