you asked...

Does the CRM connect to quoting and project management?

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.

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Frequently Asked Questions

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.

Which documents can customers view and download in the Customer portal?

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.

How many users can I add to the software?

There is no limit to the number of users you can invite to OpusFlow. Each user is billed at the agreed monthly or yearly subscription fee.

What is a project management software?

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.

Is a ticket linked to the original installation project?

Yes. Every ticket is linked directly to the parent project in OpusFlow, which means the moment a service request comes in, the person handling it has immediate access to the original Bill of Materials, installation photos, engineering models, and the full project history. There is no need to search through archives or ask a colleague — the context is already there.

Can I link my billing to my financial package?

Yes! OpusFlow connects with a wide range of accounting software. We have extensive experience integrating with platforms like Exact, Holded and Quipu, and through our Zapier integration you can link virtually any financial package.

Is it possible to add photos/files to my forms?

Yes! You can easily attach photos and files directly to your forms, straight from your phone or tablet on-site.

Does OpusFlow have a time registration module?

Yes! All your employees can log their hours directly in OpusFlow via the mobile web app. Time registrations are linked to projects, so you always have a clear picture of project profitability including labor costs.

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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

What can I expect?

"I saw the system and immediately knew OpusFlow was what I needed. I've tried competitor software at the expo as well, but none of them, even to this day, come close to what OpusFlow can do."
Cedric Boone
hivolta

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