you asked...

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.

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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 link OpusFlow to my calendar?

Yes! You can connect OpusFlow with Google Calendar or Outlook 365. Appointments sync in both directions, so your planning is always up to date wherever you work.

How does stock reservation work in OpusFlow?

When a project is confirmed, OpusFlow reserves the required stock against that project automatically, based on the Bill of Materials. The reservation is hard — meaning those items cannot be allocated to another project, eliminating the double-allocation problem that causes install-day shortages. Stock levels across your warehouses, vehicles, and staging locations all update in real time so you always have an accurate picture of what is actually available.

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.

Is the customer portal branded to our company?

Yes. The customer portal carries your branding, so the experience your customer has is consistent with the rest of your communications. It reinforces your company’s identity rather than surfacing OpusFlow’s.

What is the process for managing user permissions and roles?

OpusFlow gives you full control over who sees what. With the User Management module you can restrict access per employee, down to individual modules and actions, so your data stays exactly where it belongs.

What kind of customer support and training is provided?

Our onboarding process includes interactive video tutorials you can revisit at your own pace, plus personal support from our consultancy team whenever you need it. After onboarding, you’ll have access to a comprehensive knowledge base and can always reach our support team by phone or email. And whenever major updates roll out, we keep you informed through newsletters and updated tutorials.

What happens after the appointment — does OpusFlow handle the follow-up too?

Yes. Once the design and calculation are complete, OpusFlow’s automation engine can send a templated follow-up email the moment the quote goes out. OpusAI goes further: instruct it in plain language to draft a personalised proposal email, create the CRM contact record, and summarise the system spec from your notes — all without manual data entry. The calculation work closes the deal on-site. OpusFlow handles everything that comes after it.

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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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