No. Automations in OpusFlow are configured through a visual rule builder — you select a trigger, add conditions, and define one or more actions. No code involved. For more complex workflows, pre-configured automation templates give you a proven starting point you can adapt rather than build from scratch. Most teams have their first automations running within an hour of setup.

Yes! OpusFlow takes security seriously. Every environment has its own dedicated database, hosted and managed by AWS (Amazon Web Services), and we use Clerk for authentication, one of the leading platforms for securing cloud applications.

Every ticket has a built-in conversation thread where your team and the customer can exchange messages directly. The full history is stored chronologically and cannot be edited or deleted, so there is always a clear, accurate record of what was said and when. No more hunting through email chains to piece together what happened.

OpusAiis an agentic AI built into OpusFlow that can take action, not just answer questions. You can ask it to generate a labour cost report for a specific period, flag timesheets awaiting approval, summarise outstanding purchase orders, or pull a project margin breakdown for a client meeting. Because it has full access to your live OpusFlow data, the outputs are accurate and actionable, not generic summaries. It’s currently rolling out to early adopters, with a broader release to follow.

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.

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.

When a project is confirmed, OpusFlow reserves the required stock against that project automatically, based on the Bill of Materials. The reservation is hard — meaning those items cannot be allocated to another project, eliminating the double-allocation problem that causes install-day shortages. Stock levels across your warehouses, vehicles, and staging locations all update in real time so you always have an accurate picture of what is actually available.