you asked...

Can I import data from my current CRM?

Yes! Our team imports data from other commonly used systems every day. Customer data and other relevant information can be migrated as part of your onboarding process.

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.

Does the consultant need technical training to run the heat loss calculation?

The calculator is designed to be used by sales consultants on-site, not heat pump engineers. The 3D scan does the heavy lifting for room geometry, the input flow guides the consultant through the remaining variables, and the output is generated automatically from there. The plain-language recommendation is specifically written to be read straight to the customer without requiring the consultant to interpret technical data. Most teams are comfortable running a full assessment independently after a single walkthrough of the tool.

What kind of customer support and training is provided?

Our onboarding process includes interactive video tutorials you can revisit at your own pace, plus personal support from our consultancy team whenever you need it. After onboarding, you’ll have access to a comprehensive knowledge base and can always reach our support team by phone or email. And whenever major updates roll out, we keep you informed through newsletters and updated tutorials.

Can I manage my full sales pipeline in OpusFlow’s CRM?

Yes. OpusFlow includes a visual Kanban pipeline where you can track every lead from first contact to signed contract. You can filter by installation type, assign deals to team members, and open a full project record directly from the board. Nothing gets lost, and your whole team always has the same overview.

Which documents can customers view and download in the Customer portal?

Customers can access any document linked to their project, including quotes, invoices, contracts, and completion certificates. Documents are available securely at any time, so a customer who needs to retrieve their invoice six months after installation can do so without contacting your office.

Can we track whether tickets are being resolved on time?

Yes. OpusFlow monitors initial response and resolution timelines against your configured targets and flags tickets that are approaching or past their deadline. Over time, the ticket data also surfaces patterns — recurring hardware issues, high-volume request types, or areas where response times consistently slip — giving your service management team the information they need to improve the process rather than just react to it.

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 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.

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?

"By using OpusFlow, we were able to centralise our processes and massively increase efficiency. Our cost-per-quote ratio has certainly decreased by 50% as a result."
Patrick Salmon – Sales Manager, AMPERA Solar- & Energiesysteme
AMPERA

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