Yes. A single automation can span multiple modules — for example, when an installation is marked complete in project management, it can trigger an invoice in finance, create a follow-up task for the sales team, and send a completion notification to the customer portal simultaneously. Workflows aren’t limited to one department, and you can build approval chains that route between teams as part of the same sequence.

Absolutely! Your consultant stays your direct point of contact after onboarding, always available for questions or advice about your OpusFlow environment.

Three-way matching is the process of validating a purchase order against the warehouse goods receipt and the supplier invoice to confirm they all align before payment is approved. OpusFlow handles this automatically, flagging any discrepancies between what was ordered, what arrived, and what the supplier is billing. It removes a significant source of invoice errors and gives your finance team a clean, auditable trail for every purchase.

Where a traditional ERP implementation can take months or even years, OpusFlow is designed to get you up and running in just a few weeks. The platform works intuitively, which means less time spent on training and significant cost savings from the start.

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.

OpusFlow supports Single Sign-On (SSO) and Multi-Factor Authentication (MFA) for all users. Every login event and critical data action is recorded in an immutable audit log that cannot be edited or deleted. Role-based access control ensures users only interact with the data and modules relevant to their role. For businesses operating across multiple entities, each company can be managed with independent access configurations under the same overarching account.

The calculator is designed to be used by sales consultants on-site, not heat pump engineers. The 3D scan does the heavy lifting for room geometry, the input flow guides the consultant through the remaining variables, and the output is generated automatically from there. The plain-language recommendation is specifically written to be read straight to the customer without requiring the consultant to interpret technical data. Most teams are comfortable running a full assessment independently after a single walkthrough of the tool.