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.
[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.
Core
Texting with CRM integration and archiving
$24Save over 10%
Per user/month
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.”
Pro
Core texting with calling added
$34Save over 10%
Per user/month
Best for a dedicated business number for calling and texting.
- Everything in Core, plus:
- Ability to make calls
- Business caller ID
- Call logging + archiving
- Call recording
Eric Negron
Forefront
“The communication engine for modern advisors who want to standout and deepen trust.”
Scale
More advanced team features
$44Save over 10%
Per user/month
Best for scaling teams that need to collaborate together.
- Everything in Pro, plus:
- Incoming phone menus (IVR)
- Advanced call routing
- Ring groups
- Scale support
Jack Csenge
Csenge Advisory Group
“With CurrentClient, the client experience is better, we're unified, and shortened our sales cycle.”
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 | Core | Pro | Scale |
|---|---|---|---|
| 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) | |||
| Web app calling | |||
| Mobile app calling | |||
| Visual voicemail | |||
| Auto record calls | |||
| Auto call note prompt | |||
| Ring order | |||
| Call forwarding | |||
| Forward to number | |||
| Forward to inbox | |||
| Contact-based routing | |||
| Dial plans | |||
| IVR phone menus | |||
| 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 | |||
| Text support | |||
| Priority support (Zoom video) | |||
| Dedicated account manager | Contact us | Contact us | |
* Unlimited under fair use policy.
** Available upon request.
[02] ADD-ONS
Then, unlock some power ups
Bundles bolt onto any plan. They are priced for the workspace, not per user. 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 usage. Then flexible with overflow usage.
Outreach Engine
Turn your phone into a proactive marketing engine.
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.
AI Transcription + Summaries
Every call captured, summarized, and searchable.
Features
- Call transcription
- Call summaries
300
minutes /month
Included with your subscription each month.
$0.06
/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.
Features
- AI call screener
- AI receptionist
60
minutes /month
Included with your subscription each month.
$0.50
/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
AI Nudges
Pulls tasks from your CRM, finds the client-facing ones, prioritizes what matters today, and surfaces them as one-tap texts.
Features
- Smart nudges
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 — you just answer a few questions.
- 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.
FAQ
Frequently Asked Questions
Price Calculator
Estimate your price
Which billing cycle do you want?
Which plan do you need?
$34/user/mo
How many people at the firm?
Which workspace power-ups are we adding?
Call usage
≈ 0 calls/mo · avg 15 min/call
Price breakdown
$34 avg. per user/mo