Let's do this thing! There are a few things we need to do to get your account fully set up. This trial period will give us plenty of time to get everything wired up and ready to go. The goal is that when your trial ends, you'll be ready to hit the ground running.

Create Account: Jump over to the signup page

During onboarding, it will ask you to pick a plan. We have 3 options: Text, Text + Forwarding, and Text + Phone. You'll need to pick a plan that fits your needs. Here's how to think about it:

Text

Compliant texting with CRM integration and archiving. Great if you want to keep your existing phone provider.

Text + Forwarding

Everything in Text, plus calls forwarded to your cell with your business number as the caller ID, and IVR phone menus. One number for texting and calling without changing how you take calls.

Text + Phone

Everything in Text, plus calling, advanced call routing, ring groups, and IVR phone menus. Built for teams.

Tip: It's easy to change your plan later, so don't stress about it too much.

Compare plans in detail: See full pricing and feature comparison

During onboarding, you'll be asked to choose a phone number. This step can be a little confusing, but you likely fall under one of these two categories...

I want a new number.

Great! You can just pick a new number with us during signup. Find one in your local area code - this helps clients feel more comfortable knowing you're local.

I want to keep my existing number.

We can do that! Just pick any temporary number for now during onboarding. We'll walk you through the porting process in a later step, and you can switch to your existing number then.

Once you complete the trial signup and initial setup, you're ready for the next step. Let's get the apps installed so you can start using CurrentClient on all your devices.