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CurrentClient Extension

Item media 1 (screenshot) for CurrentClient Extension

Overview

Click-to-call and text your CRM contacts with CurrentClient. Works with Wealthbox, Slant, Redtail, and Salesforce.

CurrentClient for Chrome connects your CurrentClient phone system to your CRM. • Click to call — phone numbers on CRM pages become buttons that open the CurrentClient desktop app. Works with Wealthbox, Slant, and Redtail. • Contact at a glance — open a CRM contact and the sidebar shows the matching CurrentClient contact automatically. • Live conversation — recent calls, voicemails, and text messages in one thread that updates as replies arrive. • Send texts — reply by SMS from the sidebar without leaving your CRM, from any of your inboxes. Requires a CurrentClient account (currentclient.com) and the CurrentClient desktop app for calling.

Details

  • Version
    2026.8.1
  • Updated
    August 3, 2026
  • Size
    198KiB
  • Languages
    English
  • Developer
    Currentclient, Inc.
    300 Creek View Rd Ste 209 Newark, DE 19711 US
    Website
    Email
    help@currentclient.com
    Phone
    +1 385-312-6380
  • Trader
    This developer has identified itself as a trader per the definition from the European Union and committed to only offer products or services that comply with EU laws.
  • D-U-N-S
    118942170

Privacy

Manage extensions and learn how they're being used in your organization

CurrentClient Extension has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.

CurrentClient Extension handles the following:

Personal communications

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

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