OpusFlow offers a truly fantastic customer portal, setting a new standard for how you send quotes and keep your clients updated on project progress. This exceptional feature empowers you to effortlessly manage client interactions, ensuring they have all the information they need at their fingertips. With OpusFlow, you can enhance your communication and streamline your processes like never before. Discover more as you read further.
Simplified quotation process
OpusFlow empowers you to send professional, detailed quotes effortlessly. Once you've crafted a quotation, sending it to your client is as simple as sending an email with a magic link to their personalized client account. This innovative feature allows your clients to access all their quotations, complete with project details, product brochures, and location information. For solar installations, it even provides insights into the project's return on investment, giving clients a comprehensive understanding of their potential benefits.
- Send professional, detailed quotes effortlessly.
- Email your clients with their personalized account and their quotation.
- Your clients access all quotations, project details, and locations.
Enhanced customer experience
OpusFlow’s customer portal is built with ease of use in mind. Your clients can view, download, and preview quotations, along with any additional information you include. When they're ready to proceed, they simply click the "approve" button and sign the document digitally. Whether using a mouse or their finger on a mobile device, the mobile-responsive design ensures a seamless experience across all platforms.
- Built for ease of use.
- Clients can view, download, and preview their quotations.
- Approve and sign documents digitally and with ease.
- Mobile-responsive design for seamless access.
Real-time insights and engagement
OpusFlow offers you valuable insights into client engagement with your quotations. You can track how many times a client has viewed a quotation, the last time they accessed it, and even the exact times of access. This level of detail allows you to gauge client interest and make timely, informed follow-ups. For instance, if a client views a quotation multiple times, it might be the perfect opportunity to reach out and address any questions they may have.
- Track client engagement with quotations.
- Monitor how often and when clients view quotations.
- Gauge client interest for timely follow-ups.
- Opportunity to address client questions.
Streamlined approval and documentation
Once a client approves and signs a quotation, OpusFlow updates all project details automatically, including the signature and approval date. You can then download the signed document, ensuring all necessary documentation is organized and accessible.
- Automatic project detail updates upon approval.
- Includes signature and approval date.
- Download signed documents for organized documentation.
Endless automation possibilities
OpusFlow's automation capabilities are second to none. The system sends you instant email notifications when a client approves a quotation, ensuring you're always in the loop. Additionally, OpusFlow can automatically generate a ticket for the accounting department to prepare invoices, further streamlining your workflow. The automation possibilities are virtually limitless, allowing you to focus on what truly matters—delivering exceptional value to your clients.
- Instant email notifications for approved quotations.
- Automatically generate tickets for your team members.
- Streamline your workflow with automations.
- Focus on delivering exceptional client value.
Ready to revolutionize the way you manage your client communications? Book a demo with us today and experience the excellence of OpusFlow’s customer portal firsthand. Don't miss out - book now!