Ask Current: ask your MSP anything
Three questions a PSA can't answer in one place: which customers are at risk right now, how profitable one customer really is, and which customers have failing backups or security alerts. Ask Current answers them in one box at the top of Current, from your PSA and every tool you connected, with a source on every number that opens the record it came from. Ask what a customer really earns you and, where your role can see money, it shows margin, recurring margin and gross profit, and why. Ask across every customer at once, get ready before a call, or ask for a chart drawn from your own numbers. Then say the next step in one sentence, such as a note, an opportunity or a to-do, and Current shows it as a card you press. It reads as you, so it answers only from what your role can open, and a question only ever reads.
This film covers Ask Current. That page has the detail behind it, with screenshots and how the PSA sync works.
Full transcript
Your PSA holds every ticket, every contract and every hour your team logs. So ask it three simple questions. Which customers are at risk right now? How profitable is Blue Anchor Credit Union? Which customers have failing backups or security alerts? Your PSA can't answer them in one place. The answers are spread across six tools.
Now, ask Current. Current runs your projects, your sales, your business reviews and your dashboards. On top of the PSA you already have. Autotask, ConnectWise, HaloPSA or Syncro. Keep your PSA. Connect more than 50 tools, and ask across all of them. Ask it the way you'd ask your best ops manager. It reads your agreements, your tickets and your alerts, and names the customers.
Every number shows where it came from. Click it, and you're on the record. Ask what a customer really earns you. Margin, recurring margin and gross profit, from your agreements, your costs and every hour logged. And it tells you why. The project work ran at a loss. Or ask across every customer at once.
Failing backups. Critical security alerts. Everything ending in the next 60 days. Before a call, ask what's going on. Open tickets. The renewal. The open opportunity. Four people signing in without MFA. One answer, from every tool you connected. Ask for a chart, and it draws one from your own numbers. Then tell it what to do.
File a note, and it asks which record it belongs on. Start an opportunity. Book the meeting from your own Outlook. Add the to-do. One sentence each. You press go. Share the answer with your team in Teams or by email, and pin the chats you come back to. It reads what you can read, and nothing more.
A question only ever reads. Every feature and every integration, with Ask Current included. $50 a user a month, locked for life for the first 100 MSPs. Start your 14-day free trial at current.day.
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Current's Business Review reads like a magazine, with your logo and colors on every sheet, built in minutes from every system you've connected. It shows how the customer compares with firms like them from your own book (never named), where they're exposed from their own record, and their roadmap quarter by quarter against the budget they gave you. Then they approve, defer or decline, and an approval opens an opportunity on your Expansion pipeline.