you asked...

What’s the difference between the automation engine and OpusAgent?

The automation engine runs predefined rule-based workflows in the background — you set the trigger and the actions once, and they fire automatically whenever the conditions are met. OpusAgent is the AI layer that lets you give instructions in plain language and get results on demand. They work well together: automations handle the predictable, recurring work, and OpusAgent handles the ad-hoc requests that would otherwise need manual effort.

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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 CRM connect to quoting and project management?

It does. When a lead becomes a customer, their data flows directly into their first project and quote. There is no re-entering information, no copy-pasting between systems, and no risk of details getting lost in the handover from sales to operations.

How do customers sign contracts?

When a contract is ready to send, the customer receives a secure magic link by email. They can open it on any device, review the contract, sign digitally, and authorise their payment mandate — all without creating an account or needing a password. The whole process is designed to be as frictionless as possible so that signing does not become a reason for delay.

Can I define different teams and schedule them on projects?

Yes! You can easily put together teams in OpusFlow and schedule them directly on projects, all from within the planning module.

What can a customer actually see in the portal?

Customers have access to real-time project milestone tracking, all commercial documents linked to their project, scheduled appointment and survey dates, photo galleries from the installation, and a communication thread with your team. Everything relevant to their project is in one place, presented clearly without exposing any of your internal data or other customers’ records.

Can I participate in the OpusFlow referral program?

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.

What’s the difference between the automation engine and OpusAgent?

The automation engine runs predefined rule-based workflows in the background — you set the trigger and the actions once, and they fire automatically whenever the conditions are met. OpusAgent is the AI layer that lets you give instructions in plain language and get results on demand. They work well together: automations handle the predictable, recurring work, and OpusAgent handles the ad-hoc requests that would otherwise need manual effort.

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.

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What can I expect?

"I saw the system and immediately knew OpusFlow was what I needed. I've tried competitor software at the expo as well, but none of them, even to this day, come close to what OpusFlow can do."
Cedric Boone
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