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Start your free trial

Let’s do this thing! There are a few things we need to do to get your account fully set up. This trial period will give us plenty of time to get everything wired up and ready to go. The goal is that when your trial ends, you’ll be ready to hit the ground running.

Create Account

Jump over to the signup page

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Choose your plan

During onboarding, it will ask you to pick a plan. We have 2 options: Engage and Core. You’ll need to pick a plan that fits your needs. Here’s how to think about it:

Engage Plan

Perfect if you just want to do texting with us and want to keep your existing phone provider.

Core Plan

Perfect if you want a full-featured phone system (VoIP) and will cancel your existing phone provider.
Note: It’s easy to change your plan later too, so don’t worry about it too much.

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What do you recommend I do?

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Are you a solo advisor?

Start simple! The Engage plan is a great option. You’ll get:
  • Dedicated business number for all client communications
  • Archiving feed
  • CRM integration
  • Industry-best inbox for managing 1:1 and group messages
  • And much more…
Do you also want calling? You can add a call forwarding add-on which is a very simple and affordable way to make and receive calls using your dedicated business number.

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Do you have a team?

The Core plan will likely work much better for you since it includes:
  • Everything in Engage
  • Allows all users to make and receive calls with the same number
  • Advanced call routing and management, like transfers and conferencing
Want to see all the details? Check out our full pricing comparison to help you decide.

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Pick your number

During onboarding, you’ll be asked to choose a phone number. This step can be a little confusing, but you likely fall under one of these two categories…
Great! You can just pick a new number with us during signup. Find one in your local area code - this helps clients feel more comfortable knowing you’re local.
We can do that! Just pick any temporary number for now during onboarding. We’ll walk you through the porting process in a later step, and you can switch to your existing number then.

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You’re all set!

Once you complete the trial signup and initial setup, you’re ready for the next step. Let’s get the apps installed so you can start using CurrentClient on all your devices.