Yes. Once the design and calculation are complete, OpusFlow’s automation engine can send a templated follow-up email the moment the quote goes out. OpusAI goes further: instruct it in plain language to draft a personalised proposal email, create the CRM contact record, and summarise the system spec from your notes — all without manual data entry. The calculation work closes the deal on-site. OpusFlow handles everything that comes after it.
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.
Yes, the minimum is one year. You can also sign up for multiple years upfront if you want an even better rate.
The tools are designed to be used on-site by sales consultants, not engineers. The PV Designer handles string validation and technical checks automatically, flagging errors without requiring the user to understand the underlying rules. The battery and heat pump calculators guide the user through a step-by-step input flow and generate the recommendation from there. Most consultants are comfortable running a full calculation independently within their first few demos.
Anyone can take part in this referral program, whether you are an existing customer or not. Simply complete the referral form with your own details and the referral information and we’ll take care of the rest.
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.
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.
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.
Yes, through two routes. The 2BA integration gives you access to over a million supplier products — search, compare pricing, and link results directly to your stock articles, with a bulk sync option to keep pricing up to date across all articles from a given supplier. The ENF integration covers solar panels, batteries, and inverters specifically, auto-populating product specifications on import so you can add new hardware to your catalogue and set your own pricing without any manual spec entry.
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