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🎉 Congratulations!

You’ve done an amazing job getting CurrentClient set up! You now have a powerful phone system that’s going to transform how you communicate with your clients. Now that you’re up and running, let’s make sure everything is configured perfectly so you can hit the ground running. These next steps will help you customize your experience and ensure compliance.

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Your next steps

Here are the key configurations we recommend setting up to get the most out of CurrentClient:

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Connect your CRM

Keep your client data synchronized and organized by connecting your CRM system.

Set up CRM Sync

Configure your CRM integration to automatically sync client contacts and communication history.
Popular CRM integrations include Wealthbox, Redtail, Salesforce, and more.

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Set up archiving compliance

Ensure all your communications are properly archived for regulatory compliance.

Configure Archiving

Set up your archiving provider to automatically capture and store all messages and calls.
Most financial advisors need archiving for FINRA compliance. We support popular providers like Smarsh, Global Relay, and more.

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Customize your call experience

Create a professional calling experience with custom voicemail and call routing.

Set up Call Flow

Configure voicemail greetings, call routing, and business hours to provide the best client experience.

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Build your team

Invite team members to collaborate and manage client communications together.

Invite Team Members

Add team members to your account so everyone can stay connected with clients.