CurrentClient Extension

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

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.