Founding 100$50/user for lifePricing →
Everything your PSA can’t do

Close more deals with the team you already have.

For managed services providers, Current’s AI finds the revenue hiding in your book, drafts the outreach, builds the project plan, and keeps your PSA billing whole, so growing revenue never means growing payroll.

Card up front. We email you the exact amount three days before the first charge, and you can cancel anytime during the trial.

Built by an MSP, for MSPsTwo‑way sync with Autotask, ConnectWise, HaloPSA and SyncroNo per-seat AI taxSOC 2 Type II audited
current.day · Monday, 8:04 AMRadar read 214 tickets overnight
8:02 · Morning brief
Foxfield quiet for 12 days.
Copper Creek: 3 MFA tickets.
Sandpiper: nudge today.
Pipeline
Disc.Prop.Won
Sandpiper Marina
$5.4k MRR
Closed‑won
PSA project
P20260811.0042 · created
3 phases · 7 tasks · dependencies wired
Time → billing
Tenant migration6.5h
Firewall hardening3.0h
User onboarding2.5h
Synced to your PSA

One workspace: the brief finds the deal, the deal becomes the project, the hours become the invoice.

Runs on the stack you already trust
  • Autotask
  • ConnectWise PSA
  • HaloPSA
  • Syncro
  • Microsoft 365
  • HubSpot
  • ScalePad Quoter
  • Kaseya Quote Manager
  • IT Glue
  • Datto RMM
  • NinjaOne
  • Handwrytten
  • See all 43 integrations

Add up what you pay for the tools around your PSA.

A 13-person MSP (10 technicians and 3 in sales) running a CRM, a marketing tool, an account-management tool, a dashboard product and a project planner pays $2,641 a month for them. Current does all five jobs for $650, and your PSA stays where it is.

  • CRM & pipeline
    Assumes 3 sales seats
    $300 a month
  • Marketing & sequences
    Assumes 3 seats and 5,000 marketing contacts
    $260 a month
  • Account management & whitespace
    Assumes 3 sales seats, exactly the vendor’s Starter band
    $299 a month
  • Dashboards & reporting
    Assumes 6 data sources (PSA, RMM, backup, security, M365 and finance)
    $857 a month
  • Project management
    Assumes 10 users, from a May 2026 quote to an MSP
    $925 a month
Five tools, one MSP$2,641 a month
Current
All five jobs in one workspace
$650a month

13 users at $50 each, the Founding Partner rate for the first 100 workspaces. The list price after that is $95 per user.

You keep
$23,892 a year
$1,991/mo

US dollars. Four tiles use each vendor’s published monthly rate, read on September 6, 2026 and September 14, 2026; the project tile is an order form’s annual total, shown per month. The vendors, their sources and the one-time fees are on one page: See how that adds up.

Each workspace’s data is isolated in the database. IT Partners Plus LLC, the MSP that builds Current, is SOC 2 Type II audited.

SOC 2 TYPE II AUDITED

106 seconds of proof.

Watch AI turn a won quote into a project plan, build a dashboard from a sentence, and find the deals hiding in your PSA data.

The MSP CRM

Your next deal is already in your book.

Current’s AI reads every ticket, email, and renewal, surfaces the opportunity on each account, and lands it on your pipeline warm, so your team closes more revenue and chases less.

Speaks fluent MSP: MRR, seats, tickets and renewals on every record, in your own currency
Deals board synced two‑way with PSA opportunities in Autotask, ConnectWise, HaloPSA, or Syncro
AI daily briefs, account sentiment, and goal pacing for every seller
Checkpoints on any stage, or a ready-made MSP sales process in one click
Explore the MSP CRM
current.day/sales/dealsSynced with your PSA
Discovery$96k
Copper Creek Schools
M365 security · $18,400
Kestrel & Moss CPA
vCIO · $2,100/mo MRR
Proposal$130k
Bluewater Machining
Network refresh · $64,200
Ridgeline Legal
Backup & DR · $1,850/mo MRR
Closed‑won$72k
Vandermeer Mechanical
SharePoint migration · $12,750
becomes a PSA project
Stonebridge Clinic
Managed IT · $4,800/mo MRR
Weighted forecast$298k
WhitespaceBuilt automatically from your PSA billing
CompanyBackupEDREmail sec.MFA / ID
Northwind Dental
Harbor Freight Log.
Summit Ridge CPA
Copper Creek Schools
Billed in your PSANot sold (whitespace)Demand detected · evidence attached
Discussed, not sold. 6 tickets and 2 emails in 90 days about MFA / Identity, a service Northwind doesn’t buy.
Start expansion deal
AI-detected demand

Your customers already told you what they’ll buy.

Current already knows what every customer buys: it reads it straight out of your PSA billing in Autotask, ConnectWise, HaloPSA, or Syncro. Then the AI reads every ticket and email, and drops a red flag the moment a customer keeps raising a service they don’t pay for. There is nothing to configure, and no keywords or tags to keep up.

The buy / don’t-buy grid builds itself from your PSA billing, with no setup
Hover a flag for the ticket-and-email count; click it to open the evidence
One click starts the expansion deal, with the evidence attached
See the whitespace grid

Patent pending

Marketing, on autopilot

From cold lead to handwritten card, without touching a pen.

Drop a lead into a sequence and Current runs the whole cadence: AI-drafted emails on business-day schedules, and a real pen-and-ink Handwrytten card that lands in the prospect’s mailbox. You approve each step, then it runs.

Campaigns with 12 stackable audience filters: target by contract type, seats, or stack
AI drafts every step in your voice, and nothing sends without a human
Campaign emails wear your logo and brand colors, so your name is the one in the inbox
Handwrytten direct mail as a sequence step, personalized from the CRM record
ZeroBounce hygiene and send caps protect your sender reputation
Explore campaigns & sequences
current.day/marketing/sequences · New-client welcomeRunning
Meridian Title Co.NEW LEAD
Dropped into sequence · 34 seats · no contract
Step 1 · Day 0 · Intro emailOPENED
AI-drafted · approved by Dana · sent 9:04 AM
Step 2 · Day 3 · Case studyCLICKED
Business-day schedule · send cap respected
Step 3 · Day 5 · Handwrytten cardMAILED
A real pen writes it. USPS delivers it.
Meeting booked · Thursday 10:00
“Loved the card. Nobody does that anymore.”
In the prospect’s mailbox
A handwritten note card reading “Great meeting you. Talk soon!” beside its envelope
Handwrytten · triggered by the sequence,
personalized from the CRM record
Dependency map · P20260619.0002Critical pathHas slack
Today
Discovery & audit
Cutover plan
Procure hardware
Firewall hardening
M365 migration
Go-live & handoff
Cutover +3 days → 4 tasks rescheduled, critical path updated
Project delivery

Move one date. The whole plan moves with it.

A dependency engine with a real critical path. It reschedules around working calendars, holidays, and PTO, and your techs get boards they’ll actually use.

Gantt, Kanban, calendar, and list over one source of truth
Time logs once in Current, flows straight to PSA billing
Native Microsoft 365: Teams, SharePoint, Calendar, To Do
Explore project delivery
Roadmaps

Each customer’s IT plan, on one board.

The account plan keeps what the customer told you: their goals, their budget and how often you meet. The board holds the work you propose to get there, quarter by quarter, and the room approves, defers or declines each item while everyone is looking at it.

A Suggested tray fed by your lifecycle, backup and security tools
Draft a plan with AI, then accept, edit or drop each line
Your business review reads the goals and budget from the plan
Explore roadmaps
Roadmap · FY27$15,750 approved of $40,000 stated
Unscheduled1
Growth
Move file shares to SharePoint
$6,800one-time
Continuity
3 protected systems with no recent backup
Value on quote
FY27 Q1Today2
Lifecycle
Replace 12 out‑of‑warranty laptops
$14,400one-timeApproved
Security
MFA on the last 18 accounts
$1,350one-timeApproved
Suggested2
ContinuityBackup
3 protected systems with no recent backup
No completed backup in three days
Accept to UnscheduledDismiss
LifecycleLifecycle
9 workstations past end of support
On a Windows release your RMM reports as unsupported
Build a review · step 5 of 6Reading the record
214 PSA tickets38 email threads163 Lifecycle assets41 CrewHu surveys
WinFirst-response held at 22 min all year. CSAT closed at 96%.KeepTrim
Risk31 password resets in 90 days, up from 14. Identity is the fix.KeepTrim
Sell9 laptops out of warranty by Q2. $312/mo covers the fleet.KeepTrim
Every claim carries evidence chips that resolve to a real record. Nothing ships until you approve it.
The QBR, rebuilt

The QBR deck that writes itself from receipts.

Current drafts the Strategic Business Review from the year that actually happened (tickets, email, notes, CSAT, Lifecycle data), with evidence on every line, in your voice.

A six-step wizard proposes findings; you keep or trim
Present full-screen in Live Mode, or hand over a branded print pack
Explore the Strategic Business Review
Dashboards

Describe the number. Get the dashboard.

Say what you want to see in plain words and Current draws it from your PSA, your RMM, and the rest of your stack without a consultant or a week of setup, on a metric layer where every figure carries one definition everywhere it appears.

Leaderboards, gauges, trends and tables, built by asking
Put any board on the office TV with a kiosk link that needs no login
Explore Dashboards
New tileDrawn in 4s
“Backup success rate across every managed client”
Backup success rate
Last 30 days · every managed client
At target
97%
95% target · 1 client below it
Counts the most recent job per protected device. Devices with no job in the window are excluded and named.
Every tile arrives with its definition attached: what it counts, what it leaves out, and why.
AI-native

Your AI works the night shift.

While your team sleeps, Current reads the pipeline, tickets, email, and CSAT together, then hands each seller the next opportunity and the words to win it, and each PM the risk before it slips.

The AI comes with every plan, with no add-on SKU and no per-seat AI tax.
Current mark
Ask Current
Ask a question in the search box and Current answers from your own tickets, projects, deals, calendar and time, with a link to every record it read. It reads only what your role can open, and your conversations stay private to you.
Radar, the nightly read
Every night it reads every active project and tells each PM what to act on before anyone asks.
Daily sales briefs
Pipeline moves, quiet accounts and pace against goals, written overnight and in every seller’s inbox by 9 AM.
Churn watch
Scores every account from real signals and raises the flag while there’s still time to save the renewal.
SOW → project plan
Paste a statement of work and get back phases, tasks, and dependencies as a draft you refine.
Campaign writer
Best-practice outreach drafted to your goal and tone. Nothing sends without a human.
Weekly insights digest
Wins, risks, and decisions needed, emailed to leadership without a status meeting.
Closed‑won → kickoff

A signed SOW or a won quote becomes a project, ready to staff.

Current makes both moves between selling and delivering for you: a signed SOW becomes a phased plan, and a won quote becomes a PSA project, line items and all.

AI project importer

Drop in a SOW and the project builds itself.

Statement of Work.pdf
Drop it anywhere in Current
Read by Current AI
Phase 1 · Discovery · 2 tasks
Phase 2 · Build · 3 tasks, 2 dependencies
Phase 3 · Go-live · 2 tasks, milestone
Project scheduled: dependencies wired, ready to staff
An afternoon of project setup, reduced to a draft you refine.
Win Quote wizard

A won quote becomes a PSA project in a few guided minutes.

Vandermeer Mechanical · SharePoint migration
ScalePad quote · won today
$12,750
Won quote
Map to project
Phases & tasks
Charges
Build
P20260811.0042 created in your PSA
3 phases · 7 tasks · charges attached · synced
No re-keying and no missed line items: the deal you closed becomes the work you deliver.
Connected to your stack

Plugs into what you already run.

Your PSA, Microsoft 365, quoting, CSAT, direct mail, and identity keep doing their jobs. Current wires them together so the work moves and the data stays put.

RMM, backup, and security feeds are read-only, and their evidence flows straight into your Strategic Business Reviews.

Current is not a PSA. You still need yours.

Tickets, contracts, and invoicing stay in Autotask, ConnectWise, HaloPSA, or Syncro. Current is the CRM, the scheduling engine, and the AI layer that sits on top, syncing both ways so your PSA stays the system of record.

PSA & core sync

The deepest connection: a two-way sync that keeps your PSA the source of truth for time and billing while Current runs scheduling. One PSA per workspace.

Autotask
Syncs deals, projects, and time with Autotask in both directions.
ConnectWise PSA
Syncs companies, deals, projects, tickets, and time with ConnectWise PSA in both directions.
HaloPSA
Syncs deals, projects, and time with HaloPSA in both directions, while customers and tickets flow in.
Syncro
Runs each project as a Syncro parent ticket with its tasks as children, and syncs customers, leads, tickets and time in both directions.

Microsoft 365

One shared Microsoft app powers SharePoint documents, Teams threads, two-way Outlook Calendar, and tasks in To Do. Each person connects their own account.

Microsoft 365
Connects Teams threads, SharePoint docs, a two-way Outlook Calendar and tasks in To Do.

Sales & marketing

Feed and clean the CRM: quotes that become projects, your HubSpot book, prospecting, address verification, CSAT from CrewHu, SimpleSAT or your PSA's built-in surveys, and pen-and-ink direct mail.

ScalePad Quoter
Turns a won ScalePad quote into an Autotask project with its charges attached.
ConnectWise CPQ
Queues won quotes from ConnectWise CPQ (formerly ConnectWise Sell) in Current and builds each into a ConnectWise project, line items and all.
Kaseya Quote Manager
Carries a won Kaseya Quote Manager quote into an Autotask project with its charges, order and delivery details.
HubSpot
Imports your whole HubSpot book of companies, contacts, and deals and keeps both systems in step while you switch.
ZeroBounce
Verifies each address once every six months and keeps bad ones, spam traps and known complainers out of every send, which protects your sender reputation.
Sign up for ZeroBounce ↗
Seamless.ai
Lets you prospect their B2B database from inside Current and enrich records without overwriting a thing.
CrewHu
Feeds CSAT into the churn watch, so a bad streak raises it automatically, and without CrewHu your PSA's built-in surveys feed the same screens.
SSimpleSAT
Feeds CSAT into the same churn watch, and credits each answer to the technician who worked the ticket.
Handwrytten
Sends real pen-and-ink cards from a sequence step, personalized from the CRM record.
Sign up for Handwrytten ↗
10% off with the code CURRENT

Monitoring, security & lifecycle

Read-only value signals for your business reviews: asset lifecycle, device health and patching, endpoint, identity and email-security posture, admin-rights control, security awareness, and your Apple fleet. Current only reads.

Lifecycle Manager
Puts warranty risk, the DMI score and roadmap budgets on the customer’s record.
Datto RMM
Reads managed devices and open alerts per customer for the fleet-health headline your QBR opens with.
ConnectWise RMM
Reads sites, devices, and patch posture per customer from Asio as fleet evidence for the review.
N-able N-central
Reads device inventory and active monitoring issues and maps them to your companies for reviews and insights.
NinjaOne
Reads endpoints, servers, and network gear per organization, with patch and antivirus posture and the alerts firing right now.
Datto EDR
Reads the protection footprint and alert posture by org or location, so you can show the endpoints are covered.
Kaseya MDR (RocketCyber)
Counts the incidents your SOC caught per customer, and shows the Microsoft 365 events and automatic responses waiting for approval.
Addigy
Reads your Apple-device inventory with each Mac’s compliance and patch status.
Inky
Streams phishing catches and user reports straight into Current, so the phishing you stopped is on the record.
Huntress
Reads protected endpoints, EDR and firewall coverage, and the managed-detection SOC incidents still open.
SentinelOne
Reads which endpoint agents are actually reporting, the threats open right now, and licence headroom per site.
ThreatLocker
Reads how many machines are enforcing Zero Trust, how much was blocked, and which have no agent at all.
AutoElevate
Reads which machines have admin rights under control, which are stuck in audit or bypass, and what users asked to elevate.
Duo
Reads MFA coverage, the people in bypass, the policies that let them, and denied sign-ins, so you can see who can still sign in with a password alone.
KnowBe4
Reads the phish-prone rate, test outcomes, and who is behind on training, without employee names.
Petra Security
Reads the Microsoft 365 account compromises still open, a 31-control identity posture score, and the sign-in attacks that failed.

Documentation

Each customer's documents and passwords on the company record and the ticket, with the renewal dates you already track. Passwords are fetched when someone reveals one and never stored in Current.

IT Glue
Brings runbooks and passwords to where the work is. A password shows for 30 seconds when someone reveals it, and every reveal is on the record.

Networking

The network estate behind every site you cover: which gateways and devices are online, how much of the month each WAN circuit held, and the support and licence cover that runs out next. Read-only, and it doubles as your renewal list.

Auvik
Reads device inventory and live alert counts per site, which make the infrastructure story concrete.
UniFi
Reads sites, devices and gateway posture, and how much of the month the WAN circuit into each building actually held.
Cisco Meraki
Reads devices, WAN uplinks and licence expiry per site, including which branch is quietly running on mobile backup.
Fortinet
Builds your renewal list from every registered serial, with the date its support runs out and the SKU that renews it.

Backup & continuity

Backup appliance health, Microsoft 365 and Google seat coverage, restore-point recency, immutability, and job-level results from every backup tool you run, as proof that backups are actually working.

Datto Backup
Reads BCDR appliance, M365 seat, and Direct-to-Cloud health per customer as proof the backups work.
Backup Radar
Reads backup jobs across every tool you run, with the latest result and SLA compliance per customer, ready for the review.
Veeam
Reads workloads, restore-point age, immutability, and the Microsoft 365 job nobody configured, to show what is recoverable.
Axcient
Reads each customer’s protected systems, restore points, boot verification, and which ones are failing.
N-able Cove
Reads device and Microsoft 365 backup health and recovery-testing configuration, and keeps unknown results visible.
Slide
Reads every appliance and the systems behind it, with restore-point recency, recovery activity, and the agents whose backups are failing.
Acronis
Reads which computers are backing up, failing or have no plan, with open alerts and usage per customer.

Sign-in & security

Your team signs in with the work accounts they already carry.

Microsoft Entra ID
Lets your team sign in with one click using the identities they already carry, with no new passwords.

Live in an afternoon.

1
Connect your PSA + Microsoft 365
Point Current at your PSA (Autotask, ConnectWise, HaloPSA, or Syncro) and your Microsoft 365 tenant. Companies, contacts, projects, and history flow in, read-only until you’re ready for two-way sync.
2
Sell in the CRM
Work the pipeline with AI morning briefs, run campaigns and sequences, and watch goals pace themselves.
3
Deliver and bill
Won deals become projects, techs run the boards and log time, and synced projects push it straight to PSA billing.

The questions MSPs ask first.

What is Current?+

Current is an AI-native CRM and project management platform for managed services providers (MSPs), built by an MSP. It runs the whole motion in one workspace: pipeline, campaigns and sequences, quote-to-project handoff, dependency-aware scheduling, time entry, and billing sync.

Is Current a PSA?+

No. Current is not a PSA and it does not replace the one you run. You keep Autotask, ConnectWise, HaloPSA, or Syncro for tickets, contracts, and invoicing, and Current integrates with it. What Current adds is the part your PSA never had: a real CRM, a dependency-aware scheduling engine, and an AI layer, all syncing both ways so your PSA stays the system of record.

Does Current replace my PSA (Autotask, ConnectWise, HaloPSA, or Syncro)?+

No. It runs on top of it, and you still need it. Two-way sync keeps your PSA the source of truth for time and billing, while Current adds the CRM, the scheduling engine, and the AI layer your PSA never had. Nothing gets ripped out and nothing gets migrated away from it.

Which PSAs does Current support?+

Autotask, ConnectWise PSA, HaloPSA, and Syncro, all four with full two-way sync covering companies, contacts, opportunities, projects, tickets, and time entries. Each workspace connects one PSA, chosen at signup and switchable later in Integrations.

Does Current work with ConnectWise?+

Yes. ConnectWise PSA is a first-class integration with deep two-way sync: companies, contacts, opportunities, projects, service tickets, and time entries all flow both ways, whether your ConnectWise runs in ConnectWise's cloud or on your own server. ConnectWise CPQ (formerly ConnectWise Sell) won quotes walk themselves into projects, and a view-only ConnectWise RMM feed supplies fleet evidence for your business reviews.

Does Current work with HaloPSA?+

Yes. HaloPSA syncs at the same depth as Autotask, ConnectWise and Syncro. Projects, milestones, tasks, opportunities, and time entries sync both ways, while clients, contacts, tickets, and contracts flow in from Halo. Halo stays the billing system of record while Current owns scheduling and pushes it back, time logged in Current flows to Halo for billing, and won Halo quotes walk themselves into projects through the same win-quote engine as ScalePad Quoter. HaloPSA support was added in July 2026.

Does Current work with Syncro?+

Yes. Syncro joined as the fourth PSA in September 2026, at the same depth as Autotask, ConnectWise and HaloPSA. Customers, contacts, sales leads, tickets and time sync two-way. Estimates, contracts and recurring invoice schedules flow in. Syncro has no project record, so a project is a parent ticket with child tickets under it, and you choose which parent tickets Current tracks. Syncro stays the billing system of record while Current owns scheduling, time logged in Current goes back to Syncro for billing, and approved Syncro estimates walk into projects through the same win-quote engine as ScalePad Quoter. Syncro's RMM half also feeds assets, patches and alerts into the whitespace and posture views, read-only.

How does the AI work?+

AI is built into the platform, with no add-on license. Overnight it reads your portfolio and writes each PM a Radar briefing and each seller a morning brief; it scores account sentiment and flags churn risk from real signals. On demand, it turns a SOW into a phased project plan and drafts campaign copy you approve before anything sends.

Which integrations does Current support?+

Autotask, ConnectWise PSA, HaloPSA, and Syncro (deep two-way PSA sync, one per workspace), Microsoft 365 (Teams, SharePoint, Outlook Calendar, To Do), HubSpot, ScalePad Quoter and Lifecycle Manager, ConnectWise CPQ (formerly Sell), Kaseya Quote Manager and HaloPSA quotes, CrewHu, Handwrytten, ZeroBounce, IT Glue (each partner's documents and passwords on the company record and the ticket; a password is fetched when someone reveals it and never stored), Acronis Cyber Protect Cloud (backup status, alerts, EDR incidents and usage per partner), and Microsoft Entra ID single sign-on, plus view-only QBR evidence feeds from ConnectWise RMM, Datto RMM/Backup/EDR, Backup Radar, Veeam, Axcient, Slide, NinjaOne, Auvik, Huntress, SentinelOne, ThreatLocker, AutoElevate, Petra Security (Microsoft 365 identity: account compromises and a 31-control posture score), Kaseya MDR (RocketCyber, with Microsoft 365 events), UniFi, Cisco Meraki, Fortinet, KnowBe4, Duo (multi-factor coverage), Addigy, and Inky.

How much does Current cost?+

Current is $95 per user per month, or $85 per user per month billed annually. Right now the first 100 MSPs join as Founding Partners at $50 per user per month ($45 billed annually), locked in for as long as your subscription stays active. Every plan starts with a 14-day free trial, includes every feature and integration, has a 3-seat minimum, is billed in US dollars, and partner-portal viewers are always free.

Can Current work in our currency?+

Yes. A workspace keeps its own books in one of sixteen currencies, including pounds sterling, euros, and Canadian, Australian and New Zealand dollars. An admin picks it once under Settings, and every deal, MRR figure, margin, commission, dashboard tile and export reads that way, written the way that currency normally is. Current never converts between currencies, so the number your PSA holds is the number you see. Your Current subscription is billed in US dollars, euros, pounds sterling, or Canadian, Australian or New Zealand dollars, whichever you pick at signup, and the pricing page shows the price in your currency.

Is Current secure?+

Current is operated by Current MSP Inc. and built by the team at IT Partners Plus LLC, which is SOC 2 Type II audited: an independent auditor has examined our security controls in operation over time, not just on paper. Every tenant's data is isolated at the database layer with row-level security, partner-portal viewers can never reach financial data, and the Microsoft 365 connection uses delegated permissions your admin can revoke at any time. The audit report is available under NDA on request.

See Current on a real book of business.

The demo walks through the pipeline, the dependency engine, the AI briefs, and how time flows straight into your PSA billing.

A 30-minute tour tailored to how your team sells and delivers
Straight answers on Autotask, ConnectWise, Halo, Syncro, Microsoft 365, and HubSpot sync
A clear path to rolling it out across your team and co-managed customers
Start your 14-day free trial
Book a demo30 or 60 minutes, on your calendar