Pricing

First, pick a plan

Decide if you want text only or a fully featured phone.
Start today, no contract required.

Texting only

All the essentials to engage clients and prospects over text. With best CRM integration in the industry and seamless connection with your archiver.

Engage
$27.00
Per user / month
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Industry’s best CRM sync
Premium inbox features
Archive everything
A2P 10DLC concierge registration
Ai contact suggestions
Great for solo-advisors and small firms keeping it simple and staying compliant
Texting + Calls

Everything in Engage, with a full-featured phone app. Give clients one number to contact you and manage all communication in one place.

Core
$49.00
Per user / month
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Modern phone system
Call recording
Visual voicemail
Conference calling
Team ring order
Great for firms ready to modernize and streamline all their communication
Buying for firm? Contact us for custom pricing.

Then, add power ups

Add bundles to power up your phone.
These are optional and charged per account, not user.

Automation and marketing engine

Level up your communication and establish a cadence for real engagement.

Growth Bundle
$29.00
Per month
Personalized mass texts
Auto-scheduled messages (e.g. birthdays)
Shareable video pages
Sequences
Get more done with the help from Ai

Ai is making waves. Get support from Ai with call summaries, suggested messages and more...

Ai Bundle
Coming soon...
Contact us for more info!
Call summaries
Transcripts
Suggested messages
and more...
Trusted by exceptional solo-advisors and RIAs
Feature
Engage
$27
Per user / per month
Texting only
Core
$49
Per user / per month
Fully-featured phone
Compliance
Archive all conversations
Archive history audit trail
Auto-compliance message (opt-out)
Unsubscribe management
2-Factor Authentication
A2P 10DLC Concierge Registration
Registration Required
$50 account setup fee
$50 account setup fee
A2P 10DLC Monthly Compliance Fee
Covered
Covered
CRM Integration
Number of contacts
up to 5k
up to 5k
Refresh Schedule
Daily
Daily
Customize contact fields in sync
Favorite
Sync based on filters
Quick-sync single contacts
Secure API Key Storage
Custom segments
Create tasks from inbox
View CRM notes from inbox
Favorite
CRM notes from conversations
Full contact history
Custom Fields
Custom data mapping support
Texting Inbox
1:1 Messages
Unlimited
Unlimited
Group Messaging
Templates
Media Library
Ai Contact Suggestions
Schedule messages for later
Favorite
Conversation reminders
Emojis and MMS (media messages)
Text-in keyword replies
Auto replies to missed calls
Phone
Call forwarding to cell phone
Paid Add-On
$6 /account/month
CRM connected dialer
Visual voicemail
Favorite
Voicemail based on business hours
Call forwarding
Auto-call recording
Toggle recording on-off
Trusted calling setup (SHAKEN/STIR)
Web app calling
Mobile app calling
Call hold
Call conferencing
Incoming call greeting
Phone menu (IVR)
Coming soon
Call transfer
Coming soon
Support
Email support
Text support
Priority support (Zoom video)
Dedicated account manager
Contact Us
Contact Us
Growth Bundle
$29
Per account / per month
Features
Mass texts
Surveys
Shareable video pages
Auto-schedule rules (e.g. birthday, client anniversary)
Favorite
Sequences
Coming soon
Mass and auto-schedule credits
1 credit = 1 message sent by the system, not you
300 credits /mo
Overflow usage rates
Additional message credits
If you go over 300 mass and auto-scheduled messages, you will flow into the overage charge. Credits reset every month.
$.07 /message
Ai Bundle
Coming soon
Per account / per month
Features
Generated call summaries
Coming soon
Summary to task in CRM
Coming soon
Suggested Messages
Coming soon

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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.