Yes! Within OpusFlow you get a clear overview of your most important financial data, all in one place.

Yes. The customer portal carries your branding, so the experience your customer has is consistent with the rest of your communications. It reinforces your company’s identity rather than surfacing OpusFlow’s.

Very. OpusFlow’s Role-Based Access Control lets you define permissions at the individual module, record type, and field level. You can restrict a user to read-only access on financial data while giving them full edit rights on projects, for example. Permissions are assigned via profiles that you can apply to multiple users at once, so updating a role type updates everyone assigned to it in a single action.

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.

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.

Yes! The OpusFlow planning module gives you a real-time view of your team’s capacity and availability, so your schedule stays accurate at all times.

A standard CRM tracks contacts and deals, and that’s about it. CRM software built for installation companies goes further: it links each customer to their projects, installations, and service history. That means your sales team, planners, and technicians all work from the same customer record, without switching between tools.