Founding 100Round 1 is open — the first 100 MSPs lock in $50/user for life.See founding pricing →
Everything your PSA can’t do

Close more deals
with the team you already have.

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.

Built by an MSP, for MSPsTwo-way PSA sync — ConnectWise, Autotask & HaloPSANo per-seat AI taxSOC 2 Type II audited
current.day — Monday, 8:04 AMRadar read 214 tickets overnight
8:02 — Morning brief
Foxfield quiet — 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
Current is not a PSA. Keep ConnectWise, Autotask, or HaloPSA and we integrate with it.
ConnectWise PSA
Autotask
HaloPSA
Microsoft 365
Microsoft Teams
SharePoint
Outlook Calendar
ScalePad Quoter
ConnectWise CPQ
Lifecycle Manager
HubSpot
Handwrytten
ConnectWise RMM
Datto RMM
Datto Backup
Datto EDR
Backup Radar
Auvik
RocketCyber
NinjaOne
Addigy
Inky
CrewHu
NeverBounce
Microsoft Entra ID

Sell it. Schedule it. Bill it. Once.

1workspace
From first touch to final invoice — sales, delivery, and billing all happen in the same place. No tab-hopping, no exports.
2-wayPSA sync
Deals, projects, and time flow in both directions. Your PSA — ConnectWise, Autotask, or HaloPSA — keeps the billing truth; Current keeps it moving.
0hours re-keying
The quote becomes the project becomes the invoice — data entered once, never copy-pasted between teams.

105 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. And that’s just the highlights.

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, renewals on every record
Deals board synced two-way with PSA opportunities — ConnectWise, Autotask, or HaloPSA
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 — whitespaceDemand detected · evidence attached
Discussed, not sold. 6 tickets and 2 emails in 90 days about MFA / Identity — a service Northwind doesn’t buy. That’s a doorway.
Start expansion deal
AI-detected demand

Your customers already told you what they’ll buy. Current was listening.

Current already knows what every customer buys — it reads it straight out of your PSA billing, ConnectWise, Autotask, or HaloPSA. 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. No configuration, no keywords, no tagging.

The buy / don’t-buy grid builds itself from your PSA billing — zero setup
Hover a flag for the ticket-and-email count; click it to open the evidence
One click starts the expansion deal — evidence attached
See the whitespace grid
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; it executes.

Campaigns with 12 stackable audience filters — target by contract type, seats, or stack
AI drafts every step in your voice — nothing sends without a human
Campaign emails wear your logo and brand colors — your name in the inbox, not ours
Handwrytten direct mail as a sequence step — the touch nobody deletes
NeverBounce 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
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
The QBR, rebuilt

The QBR deck that writes itself — from receipts.

Stop rebuilding the deck the night before. 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
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.
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. You wake up ahead.

No add-on SKU. No per-seat AI tax. It’s just how Current works.
Current mark
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, pace vs goals — written overnight, 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, get back phases, tasks, and dependencies — a draft you refine, not build.
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

The handoff is where MSPs bleed margin. Not here.

The two moves between selling and delivering — a signed SOW into a plan, a won quote into a PSA project — Current does for you, line items and all.

AI project importer
Drop a SOW. Watch the project build 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. Guided, in 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, no missed line items — the deal you closed becomes the work you deliver.
What Current does

Everything an MSP needs to sell and deliver. Nothing to rip out.

Your PSA — ConnectWise, Autotask, or HaloPSA — holds your billing truth. Current adds the CRM, the scheduling engine, and the AI it never had.

The Current engine
Move one date and every dependent task reschedules against calendars, holidays, and PTO.
Kanban & Gantt boards
Drag work across columns or read the whole engagement as a timeline — always in sync.
Time that flows to billing
Log time once. Synced projects push entries straight to your PSA — nothing goes unbilled.
AI from the ground up
SOW to plan, morning briefs, Radar’s nightly portfolio read — built in, not bolted on.
Current Score health
Every project earns a live grade — see what’s on track and what needs you today.
Win-quote engine
A won ScalePad or ConnectWise CPQ quote becomes a PSA project in a click — plus clonable PMI playbooks.
Campaigns & sequences
AI-drafted copy you approve, business-day scheduling, send caps that respect the inbox.
Secure by design
Every workspace is isolated in the database itself — access control is architecture, not a checkbox. And it's independently verified: ITPartners+ is SOC 2 Type II audited.
SOC 2 TYPE II AUDITED
Connected to your stack

Plugs into what you run. Rips out nothing.

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 view-only by design — Current can never touch your tools. Their evidence flows straight into your Strategic Business Reviews.

Current is not a PSA. You still need yours.

Tickets, contracts, and invoicing stay in ConnectWise, Autotask, or HaloPSA. 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. We integrate with your PSA. We never replace it.

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.

ConnectWise PSA
Stays the system of record — Current makes it move. Companies, deals, projects, tickets, and time sync both ways.
Autotask
Stays the system of record — Current makes it move. Deals, projects, and time sync both ways.
HaloPSA
Stays the system of record — Current makes it move. Deals, projects, and time sync both ways; clients and tickets flow in.

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
Teams threads, SharePoint docs, two-way Outlook Calendar, tasks in To Do.

Sales & marketing

Feed and clean the CRM: quotes that become projects, your HubSpot book, prospecting, address verification, CSAT, and pen-and-ink direct mail.

ScalePad Quoter
Close the quote, skip the busywork — it walks itself into an Autotask project, charges attached.
ConnectWise CPQ
Formerly ConnectWise Sell — won CPQ quotes queue up in Current and walk themselves into a ConnectWise project, line items and all.
HubSpot
Bring your whole book with you — import companies, contacts, and deals, and keep both systems in step while you switch.
NeverBounce
Protect your sender reputation — bad addresses verified once, suppressed everywhere.
Seamless.ai
New pipeline on demand. Prospect their B2B database from inside Current, and enrich records without overwriting a thing.
CrewHu
CSAT becomes an early-warning system — a bad streak raises the churn watch automatically.
Handwrytten
Real pen-and-ink cards, triggered from sequences and 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 and network health, endpoint and email-security posture, and your Apple fleet. Current reads; it never controls.

Lifecycle Manager
Warranty risk, DMI score, and roadmap budgets, right on the customer’s record.
Datto RMM
Managed devices and open alerts per customer — the fleet-health headline your QBR opens with.
ConnectWise RMM
Sites, devices, and patch posture per customer — fleet evidence for the review, straight from Asio.
NinjaOne
Endpoints, servers, and network gear per organization — patch and antivirus posture plus the alerts firing right now.
Auvik
The network, per site — device inventory and live alert counts that make the infrastructure story concrete.
Datto EDR
Show the endpoints are covered — protection footprint and alert posture, mapped by org or location.
RocketCyber
What your SOC caught — managed-detection incident counts per customer, ready for the security section.
Addigy
The Mac fleet, accounted for — Apple-device inventory with compliance and patch status.
Inky
The phishing you stopped, made visible — catches and user reports stream straight into Current.

Backup & continuity

Backup appliance health, Microsoft 365 and Google seat coverage, and job-level results from every backup tool you monitor — read-only proof that backups are actually working.

Datto Backup
Proof the backups work — BCDR appliances, M365 seats, and Direct-to-Cloud health per customer.
Backup Radar
Backup jobs across every tool you run — latest result and SLA compliance per partner, ready for the review.

Sign-in & security

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

Microsoft Entra ID
One click in, no new passwords out — sign in with the identities your team already carries.
How it works

Live in an afternoon. Not a quarter.

1
Connect your PSA + Microsoft 365
Point Current at your PSA — ConnectWise, Autotask, or HaloPSA — and your 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.
Questions, answered

Everything MSPs ask us first.

What is Current?+

Current is an AI-native CRM and project management platform built by an MSP, for MSPs. 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 ConnectWise, Autotask, or HaloPSA 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 (ConnectWise, Autotask, or HaloPSA)?+

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?+

ConnectWise PSA, Kaseya Autotask, and HaloPSA — all three 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. 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 is a first-class integration alongside Autotask and ConnectWise. 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.

How does the AI work?+

AI is built into the platform — 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?+

ConnectWise PSA, Autotask, and HaloPSA (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) and HaloPSA quotes, CrewHu, Handwrytten, NeverBounce, and Microsoft Entra ID single sign-on — plus view-only QBR evidence feeds from ConnectWise RMM, Datto RMM/Backup/EDR, Backup Radar, NinjaOne, Auvik, RocketCyber, 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, and partner-portal viewers are always free.

Is Current secure?+

Current is built and operated by 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 it live

Real data. No slideware.

We’ll show you Current on a real book — 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 Halo, ConnectWise, Autotask, Microsoft 365, and HubSpot sync
A clear path to rolling it out across your team and co-managed clients
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