The CRM that speaks fluent MSP
A CRM built around how an MSP actually runs: MRR, agreements, seats and renewals on every record, synced two-way with Autotask, ConnectWise or HaloPSA, plus stage checkpoints, self-calculating commissions and AI daily briefs.
This film covers MSP CRM. That page has the detail behind it, with screenshots and how the PSA sync works.
Full transcript
Nobody starts an MSP because they love sales. And it shows. The CRM you bought speaks leads and opportunities. It's never heard of an agreement, a seat count, or a renewal. So the real pipeline lives in a spreadsheet. Current is a CRM built around how an MSP actually runs. MRR. Agreements. Seats. Renewals. On every record, synced both ways with Autotask, ConnectWise, or Halo.
And it ships with the sales system built in. The Current Sales OS. One click, and a ready-made MSP sales process is live. Stages, qualifying questions, quote automation. Prewired. Checkpoints guard every stage. A deal can't move until it's earned it. Commissions calculate themselves. Templates in, statements out. No spreadsheet. And the AI is actually useful.
Every morning it hands each seller a brief. Account sentiment, renewal risk, goal pacing. Who to call, and why. Your team didn't sign up to build a sales machine. Good. It's already built. The Current Sales OS. Current dot day.
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Your engineers hear every upsell. Whitespace catches them.
Current reads every ticket and email in your PSA, lights up what each customer keeps asking about but hasn't bought, shows the receipts behind every flag, and totals the missing MRR across your book.
Current in 106 seconds
The full tour: AI reads a won quote and builds the project plan, scheduling reflows around your team's real availability, time entries sync to your PSA, AI builds dashboards from a description, and Whitespace surfaces what customers ask about but never bought.
Won the quote? AI builds the project.
AI reads a won quote line by line and builds the whole project plan from it, phases, tasks and dependencies included, then pushes it into ConnectWise, Autotask or HaloPSA as a real project.