Sell Like You've Never Sold Before with Enerflo
Close more deals on the one sales platform to rule them all. Onboard and train reps faster, increase efficiencies and reduce errors with Enerflo’s unified Sales Process.
Wherever your process fits within the sales journey, Enerflo has tools and integrations to streamline the process. You’ve never sold like this before.
Whatever your process -- 1-touch, 2-touch, 3-touch, more-touch -- our internal scheduling tools allow you to find availability across multiple reps and auto-assign your best closers in seconds. Sync to Google Calendar and Zoom for virtual appointments.
Clearly see where each customer is in the sales process, and easily pick up where you left off to move them forward. Enerflo gives you visibility into all your customer interactions and guides you through what to do within each stage.
Maybe you prefer Solo, Sighten, SolarGraf or HelioScope… or maybe you have an internal design team… or maybe you outsource designs offshore… whatever it may be, Enerflo supports your process to ensure accuracy, quality and quick turnarounds.Learn More
Our sales proposal tool, Optimus, is quickly becoming the new industry standard with first-ever features and a stunning, interactive experience your customers will love. Unify your sales experience with a superior proposal tool, regardless of which design tool or installer(s) you use.
With 90% of solar deals on Enerflo being financed, it needs to be seamless. Enerflo’s integration with the top 5 Solar Lenders enables quick approvals with NO portal logins and NO manual entry. We make applying, receiving approvals and doc signing a breeze. And, as lenders get more progressive with their integrations, Enerflo is at the forefront to ensure we’re utilizing all of their latest technology.Learn More
Get the right customer docs, every time. Enerflo’s proprietary Docflo engine was built specifically for the solar industry, putting it head and shoulders above other docsigning solutions. Close deals faster with signing packets built in 3 seconds, including interconnection agreements, rebate forms, HOA docs and more. Reduce mistakes and change orders.Learn More
Installer Project Submission
After your customers sign, transfer their data automatically to the installer. With Enerflo’s integrations and customized configurations, project submission is seamlessly automated, regardless of the installer CRM or submission process. Enerflo intelligently alerts reps of any outstanding items to submit a clean deal and confirms when it’s been successfully submitted. No manual entry. No emails. No separate logins. Only automation. Geez... Enerflo thought of everything.
Digital Welcome Calls
Until now, Welcome Calls required people power to call and collect necessary information from customers for residential solar projects, often resulting in long hold times, delays, as well as transcription or recording errors. Enerflo Digital Welcome Calls powered by CallPilot change all that with fully customizable cloud-based surveys, zero hold times and a 35% reduction in overall call times, saving solar installers money and resources, while increasing customer satisfaction.
Homegrown and purpose-built for solar, Enerflo Project Management enables smooth progression with important milestone updates, notifications, tasks and more. Customize reports on the data that’s important to you and discover where you may need to step in to help your customers along the way. Get all of the information you need in one place, without having to login to multiple installer CRMs or backend systems.Learn More
Enerflo’s Customer Portal makes it easy for you to keep your customers informed along the entire project journey, increasing your conversion and pull-through rates. Your customers can upload bills, reference documents, chat, contact their project managers, see important updates and notes, submit referrals and more.Learn More
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