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How does a document management software work?

A document management system brings all your communication and information flows together in one place. All data and documents are stored in a single database, and you decide yourself who has access.

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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.

How does the automated billing work?

OpusFlow runs a billing engine every night that checks all active contracts and automatically generates invoices for any that are due. There is no manual step required and no risk of a billing run being forgotten because someone was on holiday. The system also includes built-in safeguards that prevent a customer from ever being billed twice for the same period.

Which tools does OpusFlow integrate with natively?

OpusFlow currently integrates with Google Workspace, Microsoft 365, Mollie for payment processing, the Dutch 2BA product catalog, Exact and Peppol for accounting and e-invoicing, and AEAT for the Spanish market. For tools not on this list, the open API allows you to build custom integrations and connect OpusFlow to virtually any platform in your existing stack.

Can you make a strip schedule in the planning module?

Yes! Within OpusFlow you can easily create a strip schedule, with tasks and subtasks on the vertical axis and time on the horizontal axis. This way you always have a clear overview of what needs to be done and when.

Do you charge per quote or per project?

No. One subscription covers everything, no matter how much you use it. You should never be penalised for growing your business.

Is CRM software for installers hard to set up?

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.

Can I define different teams and schedule them on projects?

Yes! You can easily put together teams in OpusFlow and schedule them directly on projects, all from within the planning module.

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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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?

"With OpusFlow, we can now make different automations, streamline processes, and have the flexibility to change processes within the business."
Ace Noppen - Marketing manager
e-WNDR

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