Quick verdict
- What it is
- Store information collected; independent summary not yet available.
- At a glance
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- Free to download
- In-app purchases
Categories and search queries
Official categories
- Business
- Productivity
AppCorpus categories
Key functions
| Function | Availability | Access | Scope | Evidence |
|---|---|---|---|---|
| Free app | Yes | Free | — | Store published |
| In-app purchases | Yes | Limited free | — | Store published |
Screens
App Store
15 store screenshots
Pricing & paywalls
App Store
- Sidecar App — $899.99
Ratings & reviews
App Store
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5/5“Reliable and High-Quality Phone Service for Businesses”
“We’ve been using Current Client for our phone service, and it’s been fantastic. The call quality is crystal clear, reliability has been top-notch, and the features make communication seamless for our team. Their customer support is responsive and helpful whenever we need assistance. Highly recommend for any business looking for a dependable business phone solution!”
Nolen0319! · 6 Aug 2026
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5/5BEST PHONE SYSTEM EVER
I can’t tell you how grateful I am we stumbled upon CurrentClient. The onboarding process was smooth and seamless. But more importantly, the ability for our calls to be recorded (and are INSANELY easy to listen too again), the call quality, the SMS … and how it seamlessly all integrates with our CRM system. You are MISSING OUT if you’re not utilizing Current Client!
McKenzie Burnside · 6 Aug 2026
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5/5So Impressed
I have been in the industry for almost 20 years - I have also used many different phone services - Current Client is hands down the best I have ever used. The app is so user friendly, how information is backed up to our CRM is seamless, and the ability to text and call knowing I am going to have a strong clear connection is next level. It’s one of the best parts of our tech stack -
Jacob E Hall · 6 Aug 2026
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5/5Head & Shoulders Above The Rest
There isn't an advisor tech team out there that comes close to matching CurrentClient's response time or personalization. They are lightning fast to respond to and address issues--I truly do not know how they do it. Beyond their communication/service level, which alone would have been enough for us to feel our transition was worth it, CurrentClient is transforming our 14-member team's experience with client communication. They've helped us leave behind the difficult-to-manage conversation silos of the past to a truly collaborative, bullpen-approach to client communication. CurrentClient has already significantly accelerated our response time to clients, simplified the data collection process for those lingering items, and improved our efficiency internally from an operational standpoint through an integration with Wealthbox that ACTUALLY works like it should. IYKYK. I cannot recommend them highly enough.
Kyle Harrison CDFA®, CEPA® · 6 Aug 2026
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5/5Exception Phone & Tool
CurrentClient has been amazing, it allows you to not only call and text your clients compliantly, but schedule, text messages, automate birthday, text messages, send branded audio messages, as well as branded videos to clients. It will easily help you deepen your relationships and is one of the best investments in technology I’ve made.
Bubblecaps20 · 6 Aug 2026
Privacy & accessibility
App Store
Privacy
- Data Linked to You — Analytics — Diagnostics — Crash Data Developer declared
- Data Linked to You — Analytics — Diagnostics — Performance Data Developer declared
- Data Linked to You — Analytics — Usage Data — Product Interaction Developer declared
- Data Linked to You — App Functionality — Diagnostics — Crash Data Developer declared
- Data Linked to You — App Functionality — Diagnostics — Performance Data Developer declared
- Data Linked to You — App Functionality — Usage Data — Product Interaction Developer declared
- Data Linked to You — Diagnostics Developer declared
- Data Linked to You — Usage Data Developer declared
Accessibility
- Dark Interface — SUPPORTED Store published
- Differentiate Without Color Alone — SUPPORTED Store published
- Larger Text — SUPPORTED Store published
Versions
App Store
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1.21.1
Cutting a release to make some a few things more obvious and improve the call performance. - Changes recent call icon to a clock icon - On call history show contact name as primary display - Improve performance of adding a call note - Improves performance for active call screen Thank you for using our app!
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1.22.0
Doing some under the hood updates to get everything to the latest and greatest.
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1.22.1
Before Thanksgiving got another update! - Fixes case where clicking call fast could trigger multiple calls - Fixes small sms template creation bug And other under the hood updates to keep this getting better and better.
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1.24.0
December is here and... a new update! - Fixes case where the keyboard wouldn't dismiss during call - Tidy up some search functionality - More fixes to fix some edge case notifications issues Thanks for using our app!
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1.25.0
Some more updates to make things better... - Dialpad keys now play dial tone without lag - Some ui fixes to visually make things less janky in a couple spots - On call actions are now more visible
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1.25.1
And some more updates! - Add more obvious sync from crm button - Fix scroll when trying to add a person to a call - Faster update on conversation messages - Fixes case where clicking call could bug out
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1.28.1
Nice rollup of features in this one... - Adding Slant CRM integration! - Better bluetooth selection - Can now click to call team members Keep the feedback coming friends!
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1.31.2
Adding in auto replies and out of office hours so you can manage it easily on the go! And some more under the hood things to fix some bugs and make things better.
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1.33.0
Improving device selection for cases the speaker didn't take first try.
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1.40.2
Updates to how we layout the inbox settings to let you edit auto replies and out of office easier! Focus on displaying list faster and also handling a quirky bug with the drawer animation. Adding new inbox settings. Adding in app purchases. And blocking a number is less clicks now. And bumping up the performance on this one. Like and subscribe.
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1.41.0
Added ability to import contacts from your phone and save them to your CurrentClient workspace!
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1.42.0
Adding archive receipt badges next to the messages.
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1.44.0
Packed a bunch in on this one! - Choose light, dark, or system appearance - Share contact cards right in the conversation, and save them with a tap - Switch inboxes faster with the new Active Inbox card on your dashboard - Team inboxes now show up in group titles, avatars, and participant lists - See when teammates are offline - Scheduled messages now easier to edit - Manage all inboxes from inbox settings
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1.45.0
Can now see where messages came from, if they were backfilled! We support bringing in messages from RingCentral, MyRepChat, Goole Voice, Zoom and Quo. Keep the history!
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1.46.0
Updating the contrast on the dialer to make it easier to see the paste number button! Adding some overall app hygiene updates under the hood.
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1.47.0
Under the hood updates to keep things fresh and happy.
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1.50.0
Packed some good stuff in this one! - Play incoming voice memos right inside the conversation - Filter contacts by tags or segment, and we'll remember your pick - Pin your favorite contacts to keep them up top - Get a heads up the moment a website lead comes in - Calls now tell you what's happening, start to finish - Tap a notification and jump straight into the right conversation Thanks for using our app!
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1.51.0
1.51.0 Now you always know who's calling! - Caller ID on iOS: see CurrentClient contact names on calls to your personal cell, even when they aren't saved in your phone - Get a heads up when a message can't be delivered, then resend it with one tap - Pinned contacts are now on your home screen, ready for one-tap calls and texts - A new banner shows when a contact filter is on, with a one-tap Clear Thanks for building your business with CurrentClient!
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1.52.0
A little polish and a smoother start to your day! - Land on a page that is not there? You will now get a friendly heads up instead of a confusing dead end (and if you popped the mobile app onto your computer, we will point you to the desktop app) - Tidied up some spacing so everything lines up just right Catch you in the next one. Thanks for being here!
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1.54.1
CurrentClient is now right at home on your iPhone! - Set CurrentClient as your default calling and texting app (iOS 18.2 and later) - Long-press any phone number, choose CurrentClient, pick your inbox, and land right in the conversation - Advisor pages with QR codes, your photo front and center, pinnable to your home screen - Swipe to unpin home screen items, plus a roomier dialer on tablets Happy calling, and thanks for growing with us!
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1.55.0
A whole batch of polish to keep your day humming! Quick sync can add or update a CRM contact's phone number right from a conversation (it asks first) Advisor page QR codes wear your accent color, and tapping one opens your page A fresh look for home screen cards Sent messages appear instantly, and your inbox refreshes when you return Smoother incoming calls, and you stay signed in through brief connection hiccups Thanks for being here. More on the way!
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1.56.0
Never let a follow-up slip through the cracks again! - Swipe a conversation and set a reminder in one tap, right from the quick menu - You choose whether a reminder still fires if the contact replies first Here's to fewer missed follow-ups. Thanks for being with us!
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1.57.0
A couple of small fixes that make a big difference! - Fixes an issue with intermittent ringback on outgoing calls - The settings cards at the bottom of your home screen stand out again in dark mode Small stuff, but the good kind. Thanks for being here!
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1.58.0
Your calls just got a little clearer, in more ways than one! - See your connection strength right on the call screen - A familiar phone ringing tone while your outgoing call connects - Know which inbox you're calling from the moment the call starts ringing - A crisp, properly sized CurrentClient logo when the app opens Thanks for calling with us. More good things ahead!
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1.59.3
· 4 Aug 2026
Your incoming calls can sound like you now! - Pick your own ringtone for incoming calls on iPhone, or keep your device's default - Add comments on calls and messages so your team can talk things through in one place - See a contact's local time before you reach out, and which of their numbers you're on - A tidier call screen, with the status and timer together and call notes that get the duration right Give them a listen. Thanks for being here!
Alternatives
- Slant CRM — Same category + similar ratings
- Vega Minds — Same category + similar ratings
- FinMate AI — Same category + similar ratings
- Jump AI — Same category + similar ratings
Availability by market
- US
Data quality & evidence
- Page completeness
- Live store listing
- Last verified
- 6 Aug 2026
- Sources
- App Store
- Independent summary has not been published yet.