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Enterprise Layer Intelligence
Categories/CRM/Enerflo
Enerflo

Enerflo

Founded 2019

Manage residential solar projects from initial customer proposal and financing through installation

Pricing model

Demo

You can use Enerflo to run residential solar sales, financing, and installation workflows in a single connected environment. The system brings together customer relationship management, solar design tools, loan and lease financing options, and digital contract signing. Sales reps can generate accurate solar proposals, run credit checks, and collect electronic signatures without switching between separate applications. After contract execution, project managers can track installation milestones, handle change orders, coordinate utility interconnection, and update homeowners on project status through custom branded customer portals.

What Enerflo does

Generate residential solar proposals with pricing and equipment designsSend digital solar contract packets for electronic signaturesRun soft credit checks and process loan applications for homeownersTrack installation milestones from contract signing to PTOUpdate customers automatically via dedicated project portalsProcess change orders when system designs require post-sale adjustmentsExport operational and sales performance reports to business intelligence dashboardsDocflo digital contracting system that compiles agreements into one signing packetLendflo financing workflow with live loan, lease, and PPA optionsInstall Tracker with configurable project milestones from contract to PTODirect integrations with major solar design engines like Aurora Solar and ScaniflyVirtual Sales Rep web-based tool for interactive homeowner lead captureDedicated homeowner project portals without required account loginsPre-built Domo analytics dashboards for pipeline and installation reportingAutomatic synchronization with existing CRM and canvassing tools via open APIs

Pricing breakdown

Pricing model: Book a demo

Frequently asked

SalesforceSalesforceHubSpotHubSpotZohoZohoAurora SolarAurora SolarScaniflyScaniflyDomoDomo

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Enerflo, residential solar, solar sales, solar financing, solar design, PTO tracking, Lendflo, Docflo, solar proposal, solar installer