It’s rarely one big failure. It’s the lead that fell through the cracks, the quote that took too long to land, the invoice that went out a week late with a missing line item. These are the three places OpusFlow closes the gap for installation businesses.
A customer calls, someone writes it down, and then nothing happens for three days. By the time the quote goes out, they’ve already signed with someone else. When your customer data lives across email inboxes, spreadsheets, and sticky notes, leads don’t convert the way they should.
Your consultant goes back to the office, pulls up a spreadsheet, builds the proposal manually, and sends it the next day. By then, the customer has two other quotes. The business that closes on-site wins the job.
The job goes well, but the invoice goes out days late with missing line items. Project costs aren’t tracked properly. Hour registrations aren’t submitted on time. By the time the job is closed in the system, the margin is already gone and nobody knows exactly where.
OpusFlow’s CRM gives every lead a clear owner, a status, and a timeline. From first contact to signed contract, every interaction is logged, every follow-up is visible, and nothing gets lost. When a lead is ready to convert, the quote is one click away and every detail carries over automatically.
OpusFlow gives your consultant everything they need in one screen. Build an itemised quote, calculate costs against your material list, and send a branded proposal before leaving the appointment. Every quote links directly to the project record, the CRM contact, and the material list, so nothing gets lost between the visit and the install.
OpusFlow automates the parts that shouldn’t need human effort. Invoices inherit line items directly from finalised project records. Hour registrations feed straight into project cost reports. Every status change and financial event is timestamped and auditable, so month-end reporting is a dashboard view, not a week of reconciliation.
It’s rarely one big failure. It’s the lead that fell through the cracks, the quote that took too long to land, the invoice that went out a week late with a missing line item. These are the three places OpusFlow closes the gap for installation businesses.
A customer calls, someone writes it down, and then nothing happens for three days. By the time the quote goes out, they’ve already signed with someone else. When your customer data lives across email inboxes, spreadsheets, and sticky notes, leads don’t convert the way they should.
OpusFlow’s CRM gives every lead a clear owner, a status, and a timeline. From first contact to signed contract, every interaction is logged, every follow-up is visible, and nothing gets lost. When a lead is ready to convert, the quote is one click away and every detail carries over automatically.
Your consultant goes back to the office, pulls up a spreadsheet, builds the proposal manually, and sends it the next day. By then, the customer has two other quotes. The business that closes on-site wins the job.
OpusFlow gives your consultant everything they need in one screen. Build an itemised quote, calculate costs against your material list, and send a branded proposal before leaving the appointment. Every quote links directly to the project record, the CRM contact, and the material list, so nothing gets lost between the visit and the install.
The job goes well, but the invoice goes out days late with missing line items. Project costs aren’t tracked properly. Hour registrations aren’t submitted on time. By the time the job is closed in the system, the margin is already gone and nobody knows exactly where.
OpusFlow automates the parts that shouldn’t need human effort. Invoices inherit line items directly from finalised project records. Hour registrations feed straight into project cost reports. Every status change and financial event is timestamped and auditable, so month-end reporting is a dashboard view, not a week of reconciliation.
OpusAI native data assistant is built directly into OpusFlow. Tell it what you need in plain language, show me all open projects planned for this week, create a quote for customer De Groot, build a report on revenue by project type this quarter, and it handles the rest. No navigation, no clicking through menus. OpusAgent has full context of every customer, project, quote, and invoice in your account, so its outputs are specific to your business, not generic suggestions.
OpusFlow connects natively with Google Workspace, Microsoft 365, Exact, Mollie, and more, so your team hits the ground running, not starting over.
OpusFlow’s project management keeps every job moving through clear stages, from lead to survey to quote to planned to installed to invoiced. Every project has one central record linking all contacts, material lists, purchase orders, invoices, and field forms. Tasks are assigned, deadlines are tracked, and every status change is logged automatically. Your team always knows where every job stands, and your back office always has the data it needs to invoice accurately and on time.
OpusFlow is not a quoting tool with a few extras bolted on. It is a full business platform built specifically for sustainable installation companies — with 25+ modules covering everything from your first customer contact to your final invoice. Here is what is included.
Everything you want to know before booking a demo.
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.
Yes. Every ticket is linked directly to the parent project in OpusFlow, which means the moment a service request comes in, the person handling it has immediate access to the original Bill of Materials, installation photos, engineering models, and the full project history. There is no need to search through archives or ask a colleague — the context is already there.
Yes. Field-captured photos linked to the project are displayed in a gallery within the portal, including installation progress images and final commissioning shots. It’s a straightforward way to keep customers informed and build confidence in the quality of the work being done.
Yes. The customer portal displays a visual milestone tracker showing exactly where the project stands, from initial survey through to commissioning. The indicators update in real time as your team progresses the project in OpusFlow, so customers always have an accurate picture without needing to chase your team for an update.
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.
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.
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.
No. Automations in OpusFlow are configured through a visual rule builder — you select a trigger, add conditions, and define one or more actions. No code involved. For more complex workflows, pre-configured automation templates give you a proven starting point you can adapt rather than build from scratch. Most teams have their first automations running within an hour of setup.
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.
Yes! You can easily put together teams in OpusFlow and schedule them directly on projects, all from within the planning module.
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.
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.
Our team knows the product inside out. Ask us anything — no sales pressure, no scripts.
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
