Onboarding

Your CRM / ERP
set up on-site

Spend a day with the developer who built Currently. We help configure your article catalog, offer flow, and project pipeline — with 3D design plugged into the same workflow.

location_on On-site throughout the Netherlands · Remote option available
event Plan a session View packages
Why onboarding pays off

The whole system, configured the way your business works

Currently is a CRM / ERP built for solar installers, with 3D design built in. The dashboard runs your day-to-day — articles, quotes, projects, clients — and the 3D studio hangs on the same system. A focused day of setup means everything is configured the way your team actually works, not the way a manual assumes you do.

engineering

Firsthand answers

Direct answers to every question — intent, edge cases, what's on the roadmap, or why a specific workflow looks the way it does. No consultant filter, no "I'll check and get back to you".

home_work

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 catalog, your actual projects, and the decisions that matter to your business.

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Your feedback lands in the product

We're not a consultancy — we're 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.

What we cover

Tailored to your workflow

The depth and order of these topics are adjusted to what matters most for your team — we align on the shape of the session during a short intake beforehand. You set the priorities, we cover the ground.

01

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.

02

System tour — dashboard first

A practical walkthrough of the software: the dashboard where you run your business (articles, quotes, projects, clients), the 3D studio that plugs into it, and the launcher that keeps everything up to date.

03

Article catalog & pricing rules

Setting up your products, categories, margins, and VAT handling. Import from a spreadsheet or configure from scratch — your actual article catalog goes into the system during this block.

04

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.

05

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.

06

3D design & BOM handoff

How the 3D studio hooks into the dashboard: designing a project, generating the bill of materials, and seeing that BOM arrive directly in the quote of the same project.

07

Team, seats & cloud

Users, roles, seats, cloud project storage, and the organization-wide defaults that keep your team's output consistent across projects.

08

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.

Packages

Transparent, fixed-price onboarding

No discovery calls to get a quote. Three clear packages, published prices, pick the one that fits.

Remote Quick Start

A focused remote session for solo users or small teams that just need the essentials.

€ 495 / fixed price
One-time · ex. VAT
checkLive video session, up to 2 hours
checkPlatform tour: dashboard, studio, launcher
checkWalk through your article catalog together
checkBuild a first quote end-to-end
checkLink a 3D design into the quote
checkRecording of the session for your team
Book Quick Start
Most chosen
On-site Implementation

A full day with your team at your office — your software configured around your actual workflow.

€ 1.495 / fixed price
One-time · ex. VAT · travel within NL included
checkEverything in Quick Start, on-site
checkA full day at your office
checkUp to 4 team members attending
checkArticle catalog imported and configured
checkQuote templates set up with your branding
checkClient & project pipeline configured for your team
check3D design linked into the quote
checkWritten handover with your specific settings
Plan a day
Team Plus

Two on-site days for larger design teams or organizations introducing Currently across departments.

€ 2.495 / fixed price
One-time · ex. VAT · travel within NL included
checkEverything in On-site Implementation
checkTwo days (split or consecutive)
checkUp to 8 team members across sessions
checkDeeper article catalog migration from spreadsheets or an existing system
checkAdmin enablement — train one of your people to onboard colleagues
checkAdvanced topics and edge cases specific to your team
Book Team Plus
directions_car

We come to you

On-site packages include travel anywhere in the Netherlands. No per-kilometer surcharges, no expense lines on the invoice.

event_available

We plan together

We pick a date that works on both sides — weekdays, during office hours. A short intake call beforehand lets us shape the session around your priorities.

auto_awesome

Feedback becomes product

Suggestions and friction raised during the session feed straight into the Currently roadmap — not into a ticket queue. What you flag today can ship in the next release.

Who delivers it

The developer who built Currently comes on-site

Most onboarding programs send a consultant who learned the product from a manual. Yours is led by the same engineer who designed every layer — dashboard, article catalog, offer engine, 3D 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.

codeEvery layer, one engineer
history_edu15+ years software engineering
solar_powerFocused on the Dutch energy market
01
You talk to the decision-maker
No sales filter, no escalation chain
02
Your feedback shapes the roadmap
Real fixes land in the software, not in a ticket backlog
03
Direct technical answers
Architecture, data sources, limits — no "I'll check and get back to you"
04
Follow-up stays personal
The same person answers when you email later — no queue, no hand-off
FAQ

Common questions about onboarding

Is onboarding required to use Currently?
add
No. Currently is designed to be self-serve — every paid subscription comes with a Professional trial and enough in-product guidance to get started on your own. Onboarding exists for teams that want the whole platform configured around their workflow from day one, instead of piecing it together.
Do I need an active Currently subscription first?
add
Not necessarily. Many teams book an onboarding session while still on trial or right before signing up. If you're unsure about the fit, a Remote Quick Start during your trial is a low-risk way to see whether Currently is the right fit for your team.
Can we do this remotely instead?
add
Yes. The Remote Quick Start is a video session over Google Meet or Teams. On-site is usually more productive because everyone is in the same room on their own machines, but remote works well for solo users or when travel isn't practical.
What if I have more than 8 people to train?
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For larger teams we either split the group across multiple days within Team Plus, or put together a custom multi-day program. Either way we'll agree on a fixed price up front — no hourly billing.
How do I prepare?
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Two things: make sure Currently is installed on every attendee's machine before the session (we'll send instructions), and — if you have one — bring your existing article list or a recent offer so we can use your real data as the working example. Everything else we handle.
What happens after the session?
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You get a short written handover with the configuration choices your team made, and a direct line to the same person who ran the session. Follow-up questions go straight to them — no ticket queue, no hand-off, no escalation chain.
What if we need to reschedule?
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Life happens. Let us know as soon as you can and we'll find a new date that works for both sides.
How is this invoiced?
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One invoice after the session. Fixed price, ex. VAT. No hourly billing, no expense lines — if travel is inside the Netherlands it's included in the package price.

Something specific to your team?

Ask us directly
Whenever it suits you

Get 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.

event Plan a session View product pricing