Most installation companies don’t lose deals because of the work. They lose them because quotes take too long, follow-ups get forgotten, and customer info is scattered across inboxes and spreadsheets. OpusFlow fixes that.
Leads in your inbox, quotes in a spreadsheet, project notes in someone’s head. By the time you piece it all together, the moment has passed and the deal has gone cold.
Every day you spend waiting for a quote to be built is a day your prospect is talking to someone else. Speed is where deals are won and lost in this market.
Without a system tracking what needs doing and when, leads go cold and service calls get missed. Not from lack of effort, but because no one can keep up manually.
Every project, email, and document linked to one profile. Pick up the phone knowing everything before you say hello.
Build a quote, run the ROI, and send a professional proposal in the same appointment.
Every lead tracked from first contact to signed contract, with automatic follow-up tasks so the next step always happens.
Most installation companies don’t lose deals because of the work. They lose them because quotes take too long, follow-ups get forgotten, and customer info is scattered across inboxes and spreadsheets. OpusFlow fixes that.
Leads in your inbox, quotes in a spreadsheet, project notes in someone’s head. By the time you piece it all together, the moment has passed and the deal has gone cold.
Every project, email, and document linked to one profile. Pick up the phone knowing everything before you say hello.
Every day you spend waiting for a quote to be built is a day your prospect is talking to someone else. Speed is where deals are won and lost in this market.
Build a quote, run the ROI, and send a professional proposal in the same appointment.
Without a system tracking what needs doing and when, leads go cold and service calls get missed. Not from lack of effort, but because no one can keep up manually.
Every lead tracked from first contact to signed contract, with automatic follow-up tasks so the next step always happens.
Know exactly where each prospect stands, from first contact to signed deal. Drag leads between stages, filter by installation type, and open a full project record directly from the board. You and your whole team always see the same live picture of what’s moving and what needs attention.
OpusFlow connects natively with Google Workspace, Microsoft 365, Exact, Mollie, and more, so your team hits the ground running, not starting over.
By using automations within the CRM, new tasks are automatically entered to the right employees. This makes work more efficient and customers receive better service. For example, you can choose to automatically fire a task at the account manager as soon as a new lead comes in.
Never lose track of where a relationship stands. OpusFlow brings every call, email, and interaction together in a single contact view, so your team always knows the full history before they pick up the phone. Paired with a clear next action and live deal status, your salespeople spend less time piecing together context and more time closing. No more switching between tools to figure out what was said, what was sent, or what comes next.
Everything you want to know before booking a demo.
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.
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.
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.
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.
The customer portal is a branded, self-service environment where your customers can track their installation progress, access documents, view appointment dates, and submit service requests — without needing to call or email your team. It’s available 24/7 and runs directly from OpusFlow, so everything your customer sees is always up to date.
Yes! Our team imports data from other commonly used systems every day. Customer data and other relevant information can be migrated as part of your onboarding process.
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.
Yes! You can add price lists, product prices and discounts directly in OpusFlow, so your team always works with the right figures when building a quote.
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.
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.
Customers have access to real-time project milestone tracking, all commercial documents linked to their project, scheduled appointment and survey dates, photo galleries from the installation, and a communication thread with your team. Everything relevant to their project is in one place, presented clearly without exposing any of your internal data or other customers’ records.
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.
Our team knows the product inside out. Ask us anything — no sales pressure, no scripts.
Get a live customized demo focused on what your organization needs, get answers to your specific questions, and find out why OpusFlow is the right choice for your organization
