you asked...

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.

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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.

Can I switch between monthly and annual billing?

Yes, the minimum is one year. You can also sign up for multiple years upfront if you want an even better rate.

What happens if a product is on backorder and it affects an upcoming installation?

OpusFlow tracks backorder status at the order line level and feeds the expected delivery date directly into project scheduling. That means a delay from a supplier surfaces in the planning view before it becomes an install-day problem, giving your team time to source an alternative or reschedule rather than discovering the shortage on the morning of the job.

Can different team members see different dashboards?

Yes. Dashboard configurations are role-based, so you can assign different views to different parts of the organisation. A warehouse manager sees stock and procurement metrics. A financial controller sees revenue and invoice data. A business owner sees the full picture. Nobody is presented with data that is irrelevant to their role, and sensitive metrics are only visible to the people who should see them.

What happens when I add or remove users?

Each user is charged or credited on a prorated basis, so you only pay for what you actually use. Annual contracts renew automatically, with the user count calculated based on your team size one month before renewal.

We run more than one company under the same group. Can OpusFlow handle that?

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.

Can I track the progress of a project at each stage?

Yes! At every stage of a project you have a clear overview of the status, budget, timeline and all relevant documents, so you always know exactly where things stand.

Is my data safe?

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.

Schedule your free demo

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've streamlined processes significantly, reducing our reliance on external support."
Peter Feijen - Director of CMS Energiesystemen
CMS energiesystemen

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