you asked...

Can my sales team build quotes and ROI proposals on-site?

Yes. OpusFlow includes a built-in PV designer, energy simulation engine, heatpump and ROI calculator. Your sales consultants can design the system, model a 25-year financial projection, and hand the client a professional proposal all in a single appointment, without waiting for back-office sign-off.

more QUESTIONS?

Frequently Asked Questions

Below are the answers to the questions we are most frequently asked about the OpusFlow software solution. Is your question not among them? Feel free to contact support.

Can we track stock across multiple warehouses and vehicles?

Yes. OpusFlow monitors stock levels across your primary warehouses, service vehicles, and any forward staging locations in real time. Every movement — inbound receipt, outbound deployment, or internal transfer between locations — is recorded in an immutable timestamped log. Items can be tracked by barcode, supplier SKU, or your own internal identifier, so you always know exactly where each product is across your entire operation.

What is the process for managing user permissions and roles?

OpusFlow gives you full control over who sees what. With the User Management module you can restrict access per employee, down to individual modules and actions, so your data stays exactly where it belongs.

What can a customer actually see in the portal?

Customers have access to real-time project milestone tracking, all commercial documents linked to their project, scheduled appointment and survey dates, photo galleries from the installation, and a communication thread with your team. Everything relevant to their project is in one place, presented clearly without exposing any of your internal data or other customers’ records.

Can I link my billing to my financial package?

Yes! OpusFlow connects with a wide range of accounting software. We have extensive experience integrating with platforms like Exact, Holded and Quipu, and through our Zapier integration you can link virtually any financial package.

What is CRM software for installers?

CRM software for installers is a customer management tool built specifically for installation companies. Unlike generic CRM systems, it connects your leads, quotes, projects, and after-sales service in one place, so your sales pipeline and your operations stay in sync from the first contact to the final handover.

Can I take all my data with me to OpusFlow?

You can migrate a large part of your data to OpusFlow via a fixed Excel template. It is worth considering whether all your historical data still needs to be active in the system, as you can always choose to store older data elsewhere and start with a clean slate in OpusFlow.

Can I link OpusFlow to my calendar?

Yes! You can connect OpusFlow with Google Calendar or Outlook 365. Appointments sync in both directions, so your planning is always up to date wherever you work.

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Get a live customized demo or discovery call focused on what your organization needs, get answers to your specific questions, and find out why OpusFlow is the right choice for your organization

What can I expect?

“OpusFlow has granted us significant control over our business, a capability that is truly unique and unmatched by any other solution in the market.”
Herik Super - Process Manager
Dijkman

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