Pricing

From solo to scale

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

Core 

All the essentials of a phone app but with best CRM integration in the industry and connection to your archiver.

$55.00
Per user / month
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Industry’s best CRM sync
Modern phone system
Archive everything
Great for solo-advisors keeping it simple and needing to stay compliant
Growth

Everything in core, plus additional automations and growth tools to take over the important, but tedious jobs and free up your time.

$79.00
Per user / month
Get Started
Auto-scheduling like birthdates
Personalized mass texts
Shareable video pages
Great for firms establishing a consistent cadence with clients
Ultra

Everything in growth, plus true power-up features like AI call summaries, AI suggested messaging, call transcription, and sequences.

Coming soon
Per user / month
Talk to Us
Ai call summaries
Call transcriptions
Ai powered sequences
Great for firms looking for some extra leverage to move faster
Trusted by exceptional solo-advisors and RIAs

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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 an 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.