Overview
OpusFlow offers all-in-one ERP software with integrated CRM for installation companies, streamlining operations through advanced workflow automation. While the UI could be more modern, its customizable, industry-specific modules provide a comprehensive solution. Overall, it's a strong choice for businesses aiming to unify, automate, and optimize their operational processes.
Overall Rating
Based on 7 users reviews
4.1
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
OpusFlow Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is OpusFlow?
OpusFlow is an enterprise resource planning (ERP) system designed specifically for sustainable installers and general installation companies. It centralizes all business processes, from sales and quoting to final invoicing, into a single, unified platform. By providing integrated tools for customer relationship management (CRM), detailed project planning, and a client portal for transparent communication, the software helps businesses eliminate operational errors, reduce administrative overhead, and improve service delivery for clients in specialized trade industries.
OpusFlow Pricing
The software’s pricing starts with the following plan:
- Basic Plan: €89.00/user/month
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
OpusFlow Integrations
The platform integrates with several third-party applications, such as:
- Exact
- G-Suite Calendar
- Microsoft 365 Calendar
The software also supports connections via Zapier software, allowing it to connect with over 1000 applications.
Who Is OpusFlow For?
OpusFlow software is ideal for sustainable installation companies across categories such as:
- Solar energy
- Heat pump systems
- Air conditioning
- Climate control solutions
- Wind energy installations
- General installations
Is OpusFlow Right For You?
If an installation business is struggling with disconnected systems and manual processes, OpusFlow presents a cohesive solution. Its key strength lies in its deep workflow automation, which connects every operational step from sales to invoicing.
Designed specifically for the needs of installers, the OpusFlow ERP and CRM tools are tailored to the industry's challenges. With clients like e-WNDR and WarmPlus, the software is also GDPR compliant and conducts regular SOC2 audits for robust security.
Still doubtful if OpusFlow software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
OpusFlow Features
Among the core OpusFlow features, this module allows businesses to automate routine tasks and create multi-step processes based on specific triggers. The software's workflow automations are specifically designed to keep day-to-day operations in mind and ensure smooth business continuity, offering a choice of different templates, customizable workflows, and flexible triggers and actions.
The software offers a clear KANBAN board view for managing multiple projects per customer with structured file storage and tailored workflows. This feature enhances efficiency by allowing task assignments, schedule monitoring, and access to all project details. It includes features like task tracking, automated reminders, and ticket creation to support smooth and organized project execution.
OpusFlow simplifies CRM by consolidating all client interactions, documents, communications, and project details into one centralized environment. Teams can access complete customer histories, manage follow-ups, and maintain consistent communication throughout the project lifecycle. This organized approach supports smoother collaboration and helps ensure timely, informed decision-making across departments.
The software supports structured sales process management through a visual pipeline that tracks deal progress from lead to closure. The drag-and-drop interface and intuitive design make it easy to manage opportunities, while built-in automation ensures no deal is overlooked. Modular setup allows teams to tailor stages and workflows to match specific sales strategies.
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