you asked...

How long does it take to get up and running?

Most teams are operational within a few weeks. OpusFlow is configured around your workflows by our team before go-live and your job types, project stages, and team structure are set up for you. Onboarding is guided, support is included, and you don’t need an IT department to get started.

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 customers see photos from their installation in the Customer Portal?

Yes. Field-captured photos linked to the project are displayed in a gallery within the portal, including installation progress images and final commissioning shots. It’s a straightforward way to keep customers informed and build confidence in the quality of the work being done.

Does OpusFlow’s CRM work for different types of installation companies?

Yes. The CRM is used by companies installing solar panels, heat pumps, EV charging stations, air conditioning systems, and more. You can tag and filter customers by installation type, which means your pipeline and customer records always reflect the specific products and services your business offers.

Can the heat pump calculation be combined with a solar or battery quote in the same proposal?

Yes. The heat pump calculator sits inside the same quotation flow as the PV Designer and battery calculator, so your consultant can cover solar design, battery sizing, and heat pump assessment in a single appointment and present a combined proposal with a full renewable energy picture — including a joint ROI calculation — in one branded PDF. No switching between tools, no separate follow-up visits.

Can I switch between monthly and annual billing?

Yes. You can upgrade from monthly to annual at any time. Once your annual contract ends, you’re free to switch back to monthly if you prefer.

How does the CRM help with follow-ups and sales conversion?

Every lead in OpusFlow has a clear next action attached to it. Follow-up tasks are tracked automatically, so no prospect goes cold because someone forgot to call back. Combined with the pipeline overview, you always know which deals need attention and when, without relying on memory or manual reminders.

Can I also fill out forms on my phone/tablet?

Yes! All OpusFlow modules work on any device, so filling out forms on your smartphone or tablet is no problem at all.

Is CRM software for installers hard to set up?

OpusFlow is designed for installation companies, not IT departments. Most teams are up and running quickly, and because everything (CRM, quoting, planning, service) lives in one platform, there is no complex integration work to do. Your data structure already matches the way installation businesses actually work.

Schedule your free demo

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?

"With OpusFlow, we've streamlined processes significantly, reducing our reliance on external support."
Peter Feijen - Director of CMS Energiesystemen
CMS energiesystemen

Sign Up

Select all services your company offers