Pricing

From Solo to Scale.

Designed for every stage of your journey.
Start today, no contract required.

Solo 

For business owners

$55.00
Per month
Start Free Trial
150 Contacts
1 User seat included
Great for solo-advisors
Team

For growing teams

$79.00
Per month
Get Started
500 Contacts
2 User seats included
Great for well-established firms
Scale

For scaling firms

$140.00
Volume discounts for seats
Talk to Us
500+ Contacts
4 User seats included
Great for consistent volume
Trusted by exceptional solo-advisors and RIAs
Feature
Solo
$55
Per month
For business owners
Team
$79
Per month
For growing teams
Scale
$140
Per month
For scaling firms
Compliance
Archive all conversations
Archive history audit trail
Auto-compliance message (opt-out)
Unsubscribe management
2-Factor Authentication
A2P Registration
$50 setup fee
$50 setup fee
CRM Integration
Number of contacts
up to 150
150-500
500+
Active Connections
1
2
Unlimited
Refresh Schedule
Daily
Daily
Daily + On demand
Quick-sync single contacts
Secure API Key Storage
Custom segments
Create tasks from inbox
View CRM notes from inbox
CRM notes from conversations
Full contact history
Custom Fields
5
Unlimited
Custom data mapping support
Phone
CRM connected dialer
Visual voicemail
Voicemail based on business hours
Call forwarding
Auto-call recording
Trusted calling setup (caller id)
Web app calling
Mobile app calling
Coming soon
Coming soon
Coming soon
Phone menu (IVR)
Coming soon
Coming soon
Coming soon
Call transfer
Coming soon
Coming soon
Coming soon
Call hold
Coming soon
Coming soon
Coming soon
SMS
1:1 Messages
Unlimited
Unlimited
Unlimited
Templates
Schedule messages
Conversation reminders
Emojis and MMS (media messages)
Growth tools
Mass texts
Surveys
Auto-replies to missed calls
Hosted video pages
Sequences
Coming soon
Coming soon
Text-in keywords
Coming soon
Coming soon
Auto-schedule rules
2
5
10
Mass and auto-schedule credits
1 credit = 1 message
350 credits /mo
750 credits /mo
2,500 credits /mo
User seats
1 seat = 1 login
1 user included
$12 /additional seat
2 users included
$24 /additional seat
3 users included
$35 /additional seat
AI Automation
New contact suggestions
Writing assistant
Generated call summaries
Coming soon
Coming soon
Call tasks to CRM
Coming soon
Coming soon
Support
Chat/Email support
Priority support (Call, zoom)
Dedicated account manager
Add Ons
Additional mass message credits
$.10c /message
$.07 /message
$.05c /message
Additional users
$12 /user
$10 /user
$8 /user

Start a 10-day free trial

We would love to work with you, try it out for free.

Onboard in 10 min
Cancel anytime
Simple to use
questions & answers

Frequently Asked Questions

Get quick answers to common queries in our FAQs.

What is the monthly cost of your app?

CurrentClient is a monthly subscription. No lock-in contracts. You can view the plan options on our pricing page.

Can I use my existing number?

We can often bring your number in from your existing provider. This is a case by case situation so just reach out to us and we will walk you through the entire process.

Are you a CRM?

If you don't have a CRM, CurrentClient can function as a very simple CRM to keep track of your clients. We recommend using one of the CRM integrations though to really get a more complete CRM. View our CRM integrations page to learn more.

Do you integrate with my CRM?

We have several integrations already built out. Check out the integrations page to see if yours is there, or message us if you want to request a new integration.

Do you have iOS and Android apps?

Yes! Both. You can use the mobile apps with no additional charge.

Are you a FINRA approved archiver?

No, we connect with the archiver you already have with our communication routing system. You can setup multiple destinations in addition to logging messages to your CRM.

Are you compliant

We follow the latest A2P DLC regulations. Part of your onboarding is registering your business according to these regulations.

If you have compliance requirements for your firm, we can archive all messages to your email and also work to build out a custom integration directly with your archiver.