Both options are available. OpusFlow ships with pre-configured automation templates built around common installation business workflows, which you can deploy immediately and adjust to fit your process. You can also build entirely custom automations from scratch using the rule builder, with full control over triggers, conditions, and chained actions. Most teams start with a template and modify it once they’ve seen how it works in practice.
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.
Yes. OpusFlow connects with Google Workspace and Microsoft 365 for calendar and email, external accounting packages via API export, wholesale product catalogues via 2BA, and payment processing via Mollie for automated SEPA billing. It also connects to Zapier for endless possibilities.
More integrations are added regularly and you can check out all possible integrations here.
OpusFlow is designed for installation companies, not IT departments. Most teams are up and running quickly, and because everything (CRM, quoting, planning, service) lives in one platform, there is no complex integration work to do. Your data structure already matches the way installation businesses actually work.
Yes. OpusFlow’s Multi-Entity Finance feature lets you manage multiple companies, labels, or subsidiaries from a single account. Each entity gets its own branding, invoice number sequences, payment terms, and accounting integration. Projects and quotes are automatically linked to the correct entity, so there’s no risk of invoices going out under the wrong logo or routing to the wrong general ledger.
Project management software helps you plan, organize and manage your projects from start to finish. OpusFlow is built specifically for sustainable installers, so every feature fits the way you actually work.
Absolutely! Your consultant stays your direct point of contact after onboarding, always available for questions or advice about your OpusFlow environment.
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.
Yes. OpusFlow uses reusable Contract Types that pre-fill pricing, billing frequencies, and contract durations. When a team member creates a new contract, they start from the correct template rather than building from scratch, which means pricing is consistent, billing terms are accurate, and nothing gets missed because someone forgot to include a clause.
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
