Customer portal

A unique experience for your customers
With the OpusFlow customer portal, you can enhance your service offerings while saving time. Provide your clients with access to view their quotes and attached documents, allowing them to easily accept and sign quotes digitally.

Why opusflow

Benefits for your company

OpusFlow’s Customer Portal gives your clients a dedicated space to stay informed, review documents and sign off on quotes without a single back-and-forth email. Everything updates automatically from within OpusFlow, so your clients always see the latest information without any manual work on your end.
Always up to date
The portal connects directly to OpusFlow, so client data updates automatically.
Faster conversions
Enable faster approvals with built-in digital signatures, no printing, scanning, delays.
Always in the loop
Clients get real-time access to quotes, planning, invoices and project status.
Secure document access
Give customers password-protected access to review and sign documents with confidence.

SOUND FAMILIAR?

Clients in the dark. You in the chaos.

Installers don’t lose clients because of bad work. They lose them because communication breaks down, approvals drag on, and nobody knows what’s happening or when. Every unanswered question costs you time, trust and eventually the next job. OpusFlow provides a solution to it.

Your solutions

You're chasing signatures instead of closing new work.

A quote goes out and then nothing. You follow up by phone, resend by email, wait another three days. Meanwhile your team is on hold and your planning is slipping.

“What’s the status of my project?” “Can you resend that quote?” “When is the installer coming?” Small questions, but five of them a day adds up to hours your team isn’t spending on actual work.

You know exactly what’s happening. Your client has no idea. That gap creates anxiety, unnecessary contact and the kind of frustration that turns a happy customer into a difficult one.

Sign. Done.

Clients approve and sign quotes directly in their own portal. No printing, no scanning, no waiting by the phone.

Clients help themselves.

Everything they need is in one place and always up to date.

Real-time project clarity

Clients follow their own project in real time, from planning through to completion, without needing to ask anyone.

Clients in the dark. You in the chaos.

Installers don’t lose clients because of bad work. They lose them because communication breaks down, approvals drag on, and nobody knows what’s happening or when. Every unanswered question costs you time, trust and eventually the next job. OpusFlow provides a solution to it.

A quote goes out and then nothing. You follow up by phone, resend by email, wait another three days. Meanwhile your team is on hold and your planning is slipping.

Sign. Done.

Clients approve and sign quotes directly in their own portal. No printing, no scanning, no waiting by the phone.

“What’s the status of my project?” “Can you resend that quote?” “When is the installer coming?” Small questions, but five of them a day adds up to hours your team isn’t spending on actual work.

Clients help themselves.

Everything they need is in one place and always up to date.

You know exactly what’s happening. Your client has no idea. That gap creates anxiety, unnecessary contact and the kind of frustration that turns a happy customer into a difficult one.

Real-time project clarity

Clients follow their own project in real time, from planning through to completion, without needing to ask anyone.

Join over 3.000 installers using OpusFlow

Know when they're interested.

The moment a client opens your quote, you know. You can see when it was opened, how many times, and by whom. No guessing, no awkward follow-up calls. Just the right nudge at exactly the right moment.

Quotation - Time opened | OpusFlow

Works with the tools your business already runs on

OpusFlow connects natively with Google Workspace, Microsoft 365, Exact, Mollie, and more, so your team hits the ground running, not starting over.

One click. Appointment confirmed.

Send a planning proposal and let your client approve or reject it straight from their inbox. No back-and-forth, no scheduling calls. The moment they click, your calendar is confirmed and your team can move.

Less chasing. Faster decisions. Happier clients.

Installation companies using the Customer Portal of OpusFlow spend less time chasing approvals and more time on the work. Here is what changed for them.

Dijkman
“OpusFlow has granted us significant control over our business, a capability that is truly unique and unmatched by any other solution in the market.”

Herik Super - Process Manager

Your docs always look the part.

Landscape presentations, detailed quotes, multi-page proposals. The portal handles every format and displays them exactly as intended. What your client sees always matches what you designed.

FAQ

Everything you want to know before booking a demo.

Which documents can customers view and download in the Customer portal?

Customers can access any document linked to their project, including quotes, invoices, contracts, and completion certificates. Documents are available securely at any time, so a customer who needs to retrieve their invoice six months after installation can do so without contacting your office.

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.

Can customers see photos from their installation in the Customer Portal?

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.

Can customers track where their installation is in the process?

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.

What can a customer actually see in the portal?

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.

What is the customer portal?

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.

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.

Still have questions?

Our team knows the product inside out. Ask us anything — no sales pressure, no scripts.

Schedule your free demo

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

What can I expect?

"By using OpusFlow, we were able to centralise our processes and massively increase efficiency. Our cost-per-quote ratio has certainly decreased by 50% as a result."
Patrick Salmon – Sales Manager, AMPERA Solar- & Energiesysteme
AMPERA

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