Two moments decide whether a deal closes or stalls. The first is the appointment — if your consultant can’t quote on-site, the customer cools off before the proposal arrives. The second is the follow-up — if it is slow, manual, or inconsistent, someone else gets there first.
They visit the property, take notes, go back to the office, open a separate design tool, validate the string configuration, run the ROI in a spreadsheet, and manually assemble the proposal. Two days later it lands in the customer’s inbox. By then, three competitors have already followed up.
Follow-up tasks live in someone’s head, a WhatsApp thread, or a calendar reminder that gets snoozed. There is no clear pipeline view, no record of what was discussed at the visit, and no automatic next step when a quote goes out. The lead was never lost — it just wasn’t followed up in time.
One consultant builds a detailed ROI model. Another sends a two-page PDF with a price and a panel count. A third specs a system that turns out to be undersized once engineering reviews it. There is no standard, no validation, and no way for management to know what is going out the door until a customer pushes back or a job comes in underpriced.
OpusFlow’s PV Designer, energy simulation, and ROI model are fully integrated. Your consultant places panels on the roof, models energy yield with real irradiance data, calculates 25-year savings, and generates a branded proposal — all in one screen, in one appointment.
OpusFlow’s CRM tracks every contact, lead source, and status transition through a structured sales pipeline. When a quote goes out, follow-up tasks are created automatically. OpusAI can draft the proposal email, create the CRM entry, and summarise the visit spec — in seconds.
OpusFlow standardises the entire quoting process across your sales team. Every consultant uses the same PV Designer, the same ROI model, and the same branded proposal templates — so output quality does not depend on who handled the appointment.
Two moments decide whether a deal closes or stalls. The first is the appointment — if your consultant can’t quote on-site, the customer cools off before the proposal arrives. The second is the follow-up — if it is slow, manual, or inconsistent, someone else gets there first.
They visit the property, take notes, go back to the office, open a separate design tool, validate the string configuration, run the ROI in a spreadsheet, and manually assemble the proposal. Two days later it lands in the customer’s inbox. By then, three competitors have already followed up.
OpusFlow’s PV Designer, energy simulation, and ROI model are fully integrated. Your consultant places panels on the roof, models energy yield with real irradiance data, calculates 25-year savings, and generates a branded proposal — all in one screen, in one appointment.
Follow-up tasks live in someone’s head, a WhatsApp thread, or a calendar reminder that gets snoozed. There is no clear pipeline view, no record of what was discussed at the visit, and no automatic next step when a quote goes out. The lead was never lost — it just wasn’t followed up in time.
OpusFlow’s CRM tracks every contact, lead source, and status transition through a structured sales pipeline. When a quote goes out, follow-up tasks are created automatically. OpusAI can draft the proposal email, create the CRM entry, and summarise the visit spec — in seconds.
One consultant builds a detailed ROI model. Another sends a two-page PDF with a price and a panel count. A third specs a system that turns out to be undersized once engineering reviews it. There is no standard, no validation, and no way for management to know what is going out the door until a customer pushes back or a job comes in underpriced.
OpusFlow standardises the entire quoting process across your sales team. Every consultant uses the same PV Designer, the same ROI model, and the same branded proposal templates — so output quality does not depend on who handled the appointment.
Solar sales consultants spend too much time waiting for technical validation that should happen in the room. OpusFlow’s PV Designer lets your team place panels on an interactive roof surface, configure inverter strings, and flag technical errors before a quote is ever sent. The built-in energy simulation calculates yield based on real irradiance data, orientation, and shading. Layer in the ROI model – with 25-year savings projections, break-even timelines, and subsidy inputs – and your consultant has a complete, physics-backed proposal they can present and send on-site, without waiting on anyone.
OpusFlow connects natively with Google Workspace, Microsoft 365, Exact, Mollie, and more, so your team hits the ground running, not starting over.
Most installation businesses manage their sales pipeline across a CRM they barely use, a shared inbox, and a few mental notes. OpusFlow’s CRM is built into the same system as your projects, BOMs, and invoices – so a lead that converts doesn’t need to be re-entered anywhere. Every contact has a full history: visits, quotes sent, documents delivered, and project outcomes. Pipeline stages are configurable, leads are filterable by source, status, and consultant, and GDPR compliance is built in. Your whole sales team works from one source of truth.
The admin after every sales visit – the CRM entry, the follow-up email, the task for the next touchpoint – takes time your consultants should spend selling. OpusFlow’s automation engine creates follow-up tasks and sends templated emails the moment a quote goes out. OpusAI goes further: instruct it in plain language to draft a proposal email, summarise the system spec, or log the visit notes as a CRM entry. Consistent follow-up, every time, without adding to anyone’s workload.
OpusFlow is not a quoting tool with a few extras bolted on. It is a full business platform built specifically for sustainable installation companies — with 25+ modules covering everything from your first customer contact to your final invoice. Here is what is included.
Everything you want to know before booking a demo.
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.
Customers can access any document linked to their project, including quotes, invoices, contracts, and completion certificates. Documents are available securely at any time, so a customer who needs to retrieve their invoice six months after installation can do so without contacting your office.
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.
The customer portal is a branded, self-service environment where your customers can track their installation progress, access documents, view appointment dates, and submit service requests — without needing to call or email your team. It’s available 24/7 and runs directly from OpusFlow, so everything your customer sees is always up to date.
Every lead in OpusFlow has a clear next action attached to it. Follow-up tasks are tracked automatically, so no prospect goes cold because someone forgot to call back. Combined with the pipeline overview, you always know which deals need attention and when, without relying on memory or manual reminders.
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.
Yes. OpusFlow includes a visual Kanban pipeline where you can track every lead from first contact to signed contract. You can filter by installation type, assign deals to team members, and open a full project record directly from the board. Nothing gets lost, and your whole team always has the same overview.
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.
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. OpusFlow includes a built-in PV designer, energy simulation engine, heatpump and ROI calculator. Your sales consultants can design the system, model a 25-year financial projection, and hand the client a professional proposal all in a single appointment, without waiting for back-office sign-off.
OpusFlow is an all-in-one business management platform built specifically for solar, heatpump, battery, charging stations and other sustainable energy installation companies. It connects your sales, operations, planning, warehouse, and finance in one system so your whole team works from the same data, not separate spreadsheets messaging apps or other external apps or software.
Our team knows the product inside out. Ask us anything — no sales pressure, no scripts.
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
