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.
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.
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.
Yes! The planning module is linked to your stock, so you can reserve inventory for upcoming projects and always know exactly what is coming in and going out.
When a project reaches the invoicing stage, OpusFlow pulls the line items directly from the project’s Bill of Materials and generates the invoice automatically, with correct quantities, pricing, and totals already populated. For service contracts, you set a billing frequency at the start and the system generates and sends invoices on schedule without anyone triggering it manually. A built-in dry-run mode lets you simulate a billing cycle before it goes live.
Onboarding is not included in the subscription price. It starts from €1,500 depending on the complexity of your setup. Your sales consultant will walk you through the exact cost during contract signing.
For every successful referral, when the referral subscribes to OpusFlow for a minimum of 3 licenses and on an anual contract, both you and the referred installer receive €250.
The referred installer receives their award as a discount to their first years subscription, and you will receive the money via bank transfer as outlined in our terms and conditions.
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.
The data is live. Dashboards in OpusFlow reflect the current state of your system at the moment you are looking at them, not a snapshot from the last time someone ran an export or a report compiled overnight. When a project moves stage, an invoice is paid, or a stock level changes, the relevant dashboard metrics update immediately.
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
