Does OpusFlow’s CRM work for different types of installation companies?
Yes. The CRM is used by companies installing solar panels, heat pumps, EV charging stations, air conditioning systems, and more. You can tag and filter customers by installation type, which means your pipeline and customer records always reflect the specific products and services your business offers.
How does the CRM help with follow-ups and sales conversion?
Every lead in OpusFlow has a clear next action attached to it. Follow-up tasks are tracked automatically, so no prospect goes cold because someone forgot to call back. Combined with the pipeline overview, you always know which deals need attention and when, without relying on memory or manual reminders.
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.
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.
Can I manage my full sales pipeline in OpusFlow’s CRM?
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.
How is a CRM for installers different from a standard CRM?
A standard CRM tracks contacts and deals, and that’s about it. CRM software built for installation companies goes further: it links each customer to their projects, installations, and service history. That means your sales team, planners, and technicians all work from the same customer record, without switching between tools.
What is CRM software for installers?
CRM software for installers is a customer management tool built specifically for installation companies. Unlike generic CRM systems, it connects your leads, quotes, projects, and after-sales service in one place, so your sales pipeline and your operations stay in sync from the first contact to the final handover.
Does OpusFlow integrate with other tools we already use?
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.
How long does it take to get up and running?
Most teams are operational within a few weeks. OpusFlow is configured around your workflows by our team before go-live and your job types, project stages, and team structure are set up for you. Onboarding is guided, support is included, and you don’t need an IT department to get started.
What is OpusAI and what can it do?
OpusAI is a conversational AI assistant built directly into OpusFlow. Because it has full context of your entire account, every project, schedule, invoice, and BOM, you can ask it to do real work. Generate a margin report, reschedule a week, draft a proposal email, flag overdue jobs, or create a purchase order. In plain language, […]
Does OpusFlow work for field technicians too, or just office teams?
Both. Field technicians get a mobile-first experience. Their daily schedule, job brief, materials list, and digital forms are all on their phone before they leave the depot. They can submit checklists, capture photos, collect signatures, and log hours directly on-site. No paper, no Friday-afternoon catch-up.
How does OpusFlow help with planning and scheduling?
The planning module replaces whiteboards and group chats with a live drag-and-drop calendar. When a job changes, the whole team is notified instantly via smart automations. Conflict detection prevents double-bookings, and every scheduled job is linked directly to its project record so field teams have everything they need before they arrive on-site.
Can my sales team build quotes and ROI proposals on-site?
Yes. OpusFlow includes a built-in PV designer, energy simulation engine, heatpump and ROI calculator. Your sales consultants can design the system, model a 25-year financial projection, and hand the client a professional proposal all in a single appointment, without waiting for back-office sign-off.
How is OpusFlow different from a generic CRM or ERP?
Generic tools aren’t built around the way installation businesses work. OpusFlow includes industry-specific features out of the box; PV system design, energy simulation, BOM-to-purchase-order automation, subsidy tracking, and field forms with on-site signatures. You don’t need to configure workarounds for things that should already be there.
What is OpusFlow and who is it built for?
OpusFlow is an all-in-one business management platform built specifically for solar, heatpump, battery, charging stations and other sustainable energy installation companies. It connects your sales, operations, planning, warehouse, and finance in one system so your whole team works from the same data, not separate spreadsheets messaging apps or other external apps or software.
