Yes. OpusFlow lets you create distinct user profiles with separate permission sets for internal team members, subcontractors, and any other user type you need. Subcontractors can be given access to only the specific modules and records relevant to their work, with no visibility into financial data, other clients, or internal processes. Access can be time-limited and revoked immediately when a project ends.
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.
It’s not mandatory to use the onboarding, but we strongly recommend it. Implementing an ERP system is a big step for your organization, and the success of it largely depends on how well your team embraces the platform. A structured onboarding makes all the difference.
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.
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.
Yes. Dashboard configurations are role-based, so you can assign different views to different parts of the organisation. A warehouse manager sees stock and procurement metrics. A financial controller sees revenue and invoice data. A business owner sees the full picture. Nobody is presented with data that is irrelevant to their role, and sensitive metrics are only visible to the people who should see them.
Yes. The customer portal displays a visual milestone tracker showing exactly where the project stands, from initial survey through to commissioning. The indicators update in real time as your team progresses the project in OpusFlow, so customers always have an accurate picture without needing to chase your team for an update.
OpusFlow currently integrates with Google Workspace, Microsoft 365, Mollie for payment processing, the Dutch 2BA product catalog, Exact and Peppol for accounting and e-invoicing, and AEAT for the Spanish market. For tools not on this list, the open API allows you to build custom integrations and connect OpusFlow to virtually any platform in your existing stack.
Yes! You can manage your employees’ skills and competences directly in OpusFlow and use them in your planning, so you always assign the right person to the right project.
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
