In this video, we take you on a quick tour of OpusFlow's CRM module, where managing your clients and companies has never been easier! 🎉 Whether you’re creating new contacts manually or letting the system do it for you when a project starts, you’ll have all your client info in one place-name, address, emails, and more. Need to customize your view? No problem! You can add or remove columns, set up filters to quickly find what you need, and save them for later. 🚀
But that’s not all! Dive into each client’s account to see their connected projects, quotes, invoices, financial details, notes, and even internal tickets. It’s like having a super-organized digital filing cabinet that keeps all your communication in one place. 🗂️
Want to see how smooth and simple client management can be? Hit play and let’s get started! 😎
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About OpusFlow
Are you a solar installer, heat pump expert, or focused on sustainable installations? Whether you're looking to expand or optimize your established business, OpusFlow is here to help you take control of your operations.
OpusFlow is an all-in-one ERP software that centralizes and automates your business processes, from lead management to sales, quotations, staff planning, stock control, client communication, invoicing, and more-all in one place!
🔑 Key Features:
🚀 Customizable templates for quotations, offers, and invoices
🚀 Complete project management & staff planning
🚀 Sales management and complete control
🚀 Seamless CRM for better client relations
🚀 Full control of inventory, purchasing, and stock management
🚀 Internal communication tools like chat and tickets
🚀 Advanced reporting & analytics
🚀 FREE Solar Installation Module for precise project and ROI calculations
🚀 Powerful automation that saves you time and money
OpusFlow is fully customizable to your brand, with templates, emails, and designs tailored to your business. Automate repetitive tasks, track team performance, and ensure that nothing slips through the cracks.
Take control of your business operations today with OpusFlow and watch your productivity soar! 🌟
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6 окт 2024
