From solo to scale.
Designed to provide you with what you need for each stage. Start with compliant texting. Choose how calls work. Add marketing and AI features when you’re ready.
No contracts. Cancel anytime.
A few quick questions, then a recommendation.
[01] Plan
First, pick the plan that fits
Every plan includes compliant texting, CRM sync, and archiving out of the box. The difference is how you want to handle calls.
Text
Compliant texting with CRM integration and archiving
$24
Per user/month, billed $288 annually
Best for compliant texting integrated with your CRM and archiver.
- Compliant 1:1 texting
- Industry best CRM sync
- Archiving with receipts
- Group messaging
- Out-of-office text replies
Russ Thornton
Wealthcare for Women
“Thoughtfully designed and a joy to use compared to other compliant solutions I have used.”
Text + Forwarding
Texting on your business number, calls on your cell
$34
Per user/month, billed $408 annually
Best for one business number without changing how you take calls.
- Everything in Text, plus:
- Calls forwarded to your cell
- Outbound calls through your cell
- Business caller ID
- Incoming phone menus (IVR)
- Call logging and archiving
Matthew Reakus
Sound Wealth Financial Group
“Our team can text and call clients confidently knowing everything is captured and synced back to the CRM.”
Text + Phone
A dedicated business phone for you and your team
$44
Per user/month, billed $528 annually
Best for running a dedicated business number.
- Everything in Text, plus:
- Business number calling
- Incoming phone menus (IVR)
- Advanced call routing
- Ring groups
Jack Csenge
Csenge Advisory Group
“With CurrentClient, the client experience is better, we're unified, and shortened our sales cycle.”
Not sure? Start from what you use today.
Pick where you’re coming from and we’ll open the plan finder with that filled in.
[02] ADD-ONS
Then, unlock some power ups
Bundles bolt onto any plan. Some are priced per workspace and some per user. Each card notes which. Start lean, layer on growth tools or AI when you're ready. No contract, add or remove as needed. These are designed to be 1 flat fee for access and included usage. Then flexible with overflow usage. AI Transcription + Summaries is discounted on annual billing.
AI Transcription + Summaries
Every call captured, summarized, and searchable.
Billed $216 annually
Features
- Call transcription
- Call summaries
400
minutes /month
Included with your subscription each month.
$0.10
/minute
If you go over your included usage, overflow is billed at this rate. Usage resets every month.
AI Voice Agent
Your AI-powered receptionist and call screener.
Monthly billing only
Features
- AI call screener
- AI receptionist
60
minutes /month
Included with your subscription each month.
$0.30
/minute
If you go over your included usage, overflow is billed at this rate. Usage resets every month.
Compare to Ruby Receptionist at $250/mo for 50 minutes or $5/min. Source
Outreach Engine
Turn your phone into a proactive marketing engine.
Monthly billing only
Features
- Mass texts
- Date-based automations (birthdays, anniversaries)
- Sequences
- Text-to-join keyword replies
- API access
750
message segments /month
Included with your subscription each month.
$0.045
/segment
If you go over your included usage, overflow is billed at this rate. Usage resets every month.
A segment is 160 characters of a text message. Emojis and special characters can count as more than one character, so messages with them may use multiple segments.
AI Routines
Pulls tasks from your CRM, finds the client-facing ones, prioritizes what matters today, and surfaces them as one-tap texts.
Features
- Smart routines
Contact us
[03] Registration
We handle the carrier paperwork
U.S. carriers require every business to register before sending texts (A2P 10DLC). We take care of the heavy lifting.
- Carrier registration & identity verification
- Spam filter protection & number reputation
- Full TCPA compliance
- Typically approved in 5-7 business days
[04] Get started
Ready? Create an account
Smooth onboarding with a step-by-step guide. Pick your plan, and we'll handle the rest.
Kyle Harrison
Radian Partners
“Transforming our 14-member team from communication silos to collaborative client interaction.”
Feature Comparison
See exactly what's included in each plan.
| Feature | Text | Text + Forwarding | Text + Phone |
|---|---|---|---|
| Inbox | |||
| 1:1 messages | |||
| Group messaging | |||
| Media messaging (MMS) | |||
| SMS templates | |||
| Media file storage | |||
| Schedule messages | |||
| Conversation reminders | |||
| Global search | |||
| Out-of-office replies | |||
| Inbox business hours | |||
| Inbox management (active vs completed) | |||
| Real-time team typing indicators | |||
| Block numbers | |||
| Unsubscriber management | |||
| Multiple numbers | |||
| Voice memos | |||
| Contacts | |||
| Contact list | |||
| Contact tags | |||
| Contact history | |||
| Segments | |||
| Digital business card | |||
| Digital bio landing page | |||
| URL shortener | |||
| AI contact suggestions | |||
| CRM | |||
| CRM sync | |||
| Quick sync | |||
| CRM notes sync | |||
| Integrations | |||
| Slack notifications | |||
| AI notetaker | |||
| Zapier | |||
| Calling & Phone System | |||
| Calling with dedicated business number | |||
| Port in number | |||
| Business caller ID | |||
| Number verification (SHAKEN/STIR) | |||
| Visual voicemail | |||
| Voicemail | |||
| Auto record calls | |||
| Call forwarding | |||
| Forward to number | |||
| Forward to inbox | |||
| Contact-based routing | |||
| Dial plans | |||
| IVR phone menus | |||
| Web app calling | |||
| Mobile app calling | |||
| Auto call note prompt | |||
| Ring order | |||
| Ring groups | |||
| Extensions | |||
| Schedule-based routing | |||
| Multiple business caller IDs | |||
| Call Recording Storage | |||
| Included storage | N/A | 25 GB | 50 GB |
| Additional call storage | N/A | $0.10/GB | $0.10/GB |
| Team | |||
| Team members | |||
| Team member live status | |||
| Inbox permissions | |||
| Compliance & Archiving | |||
| Archive to 3rd party systems | |||
| Archive receipts | |||
| 5 year retention history | |||
| A2P registration | |||
| TCPA | |||
| Security | |||
| Multi-factor authentication (MFA) | |||
| Vendor due diligence packet** | |||
| SOC report** | |||
| Reporting | |||
| On-demand reports | |||
| Data export | |||
| Call metrics | |||
| Platform | |||
| Surveys | |||
| Branded domain for links | |||
| Branding style guide | |||
| Dark mode | |||
| Email notifications | |||
| Push notifications | |||
| Branded video action pages | |||
| Website Text Us widget | |||
| Support | |||
| Help center | |||
| Email support | |||
| Dedicated account manager | Contact us | Contact us | Contact us |
* Unlimited under fair use policy.
** Available upon request.
FAQ