Your CRM / ERP
set up on-site
Spend a day with the developer who built Currently. We help configure your article catalogue, quote flow and project pipeline: the whole flow from lead to invoice, with design plugged into the same workflow.
The whole system, configured the way your business works
Currently is a CRM / ERP built for sustainable-energy installers, with design built in. The dashboard runs your day-to-day work, from articles and quotes to projects and clients, and Plan and Studio hang on the same system. We call that flow Lead-to-Invoice or L2I. A focused day of setup means everything is configured the way your team actually works, not the way a manual assumes you do.
Firsthand answers
Direct answers to every question: the intent, the tricky cases, what is coming, or why a specific way of working looks the way it does. No consultant in between, no "I'll check and get back to you".
At your office, on your catalog
We come to you, anywhere in the Netherlands. Your team stays at their own desks, with their own monitors, and we configure the platform around your actual article catalogue, your actual projects, and the decisions that matter to your business.
Your feedback lands in the product
We are not a consultancy; we are the team behind Currently. Suggestions your team raises during the session regularly ship in the next release. Feedback goes into the roadmap, not a ticket queue.
Tailored to your workflow
The depth and order of these topics are adjusted to what matters most for your team, and we agree on the shape of the session during a short intake beforehand. You set the priorities, we cover the ground.
Intake & goals
We sit down with the decision-makers and the people who'll actually use the system, agree on what should be working by the end of the session, and map Currently onto your existing customer, quoting, and project flows.
System tour: the dashboard first
A practical walkthrough of the software: the dashboard where you run your business (articles, quotes, projects, clients), Plan in the browser and Studio on Windows that plug into it, and the launcher that keeps everything up to date.
Article catalog & pricing rules
Setting up your products, categories, margins and VAT handling. Import from a spreadsheet or configure from scratch: your actual article catalogue goes into the system during this block.
Quoting & offers
From intake to a signed offer: the quote editor, article selector, bundles and rules, margin control, and producing a branded PDF your client can actually sign.
Clients & projects
How clients and projects flow through the dashboard: status, assignments, contact details, and the links between quotes, projects, and the cloud-stored design files.
Layouts & BOM handoff
How Plan and Studio hook into the dashboard: drawing a layout in the browser or in 3D, generating the bill of materials, and seeing that BOM arrive directly in the quote of the same project.
Team, seats & cloud
Users, roles, seats, cloud project storage, and the organization-wide defaults that keep your team's output consistent across projects.
From lead to invoice: inbox, portal & invoicing
The commercial cycle around the quote: the lead inbox where website and shop enquiries land, the branded client portal where customers view and accept proposals, and invoicing with online payment. The full Lead-to-Invoice flow, end to end.
Your questions
Open questions, workflow suggestions, and a walkthrough of what's on the Currently roadmap that's relevant to the specific challenges your team raised during the session.
Transparent, fixed-price onboarding
No discovery calls to get a quote. Three clear packages, published prices, pick the one that fits.
Two hours together in your own environment, from the first customer to a quote you can send.
A day at your office, with everyone who is going to work with it.
Two days, so there is time to train someone and to come back to what turned out differently.
We come to you
On-site packages include travel anywhere in the Netherlands. No per-kilometer surcharges, no expense lines on the invoice.
We plan together
We pick a date that works on both sides, on a weekday during office hours. A short intake call beforehand lets us shape the session around your priorities.
Feedback becomes product
Suggestions and friction raised during the session feed straight into the Currently roadmap instead of into a ticket queue. What you flag today can ship in the next release.
The developer who built Currently comes on-site
Most onboarding programmes send a consultant who learned the product from a manual. Yours is led by the same engineer who designed every layer: the dashboard, the article catalogue, the quote engine, Plan and Studio, and the data pipeline underneath.
When your team hits a question, or spots a feature they wish existed, the answer is immediate and genuinely actionable. Feedback from onboarding days regularly ends up in the next release.
Common questions about onboarding
Something specific to your team?
Ask us directlyGet your software running the way your team works
Send us a short message with your team size and preferred location. We'll take it from there and plan a date together.