About
Enerflo is the only lead-to-PTO solar platform designed specifically for residential solar companies — including sales orgs, installers/EPCs, and hybrid organizations across all 50 US states. It acts as an open, centralized hub that connects your existing tools — canvassing apps, CRMs, design tools, dialers — through a growing library of integrations, APIs, and webhooks, so no two Enerflo setups look exactly the same. The platform's Sales Core gives reps a unified sales process under a single login, covering the full customer journey from proposal to signed contract. Enerflo's intelligent contracting tool (Docflo) generates accurate solar contracts in seconds, handles interconnection documents, and enables secure e-signatures. Integrated lending connects directly to top solar lenders, removing the need to juggle multiple finance portals. On the operations side, the Install Tracker gives all stakeholders real-time visibility into project progress, while the Customer Portal automates communication and notifications to keep homeowners informed and engaged. Enerflo's newest addition is an AI-powered reporting suite built on Domo's Business Intelligence Platform, delivering industry-leading insights straight from your subscription. Enerflo is ideal for solar businesses looking to reduce soft costs, shorten project durations, and scale their operations with a single, trusted technology partner.
Key Features
- Lead-to-PTO Unified Workflow: Manages the entire residential solar process from initial lead through proposal, contract, installation, and Permission to Operate in a single platform.
- Intelligent Solar Contracting (Docflo): Generates accurate, real-time solar contracts in seconds — including interconnection documents and secure e-signatures — built specifically for the solar industry.
- Integrated Solar Financing: Deep integrations with top solar lenders allow reps to quote, apply, get approvals, and collect signatures without ever leaving the platform.
- AI-Powered Reporting Suite: Built on Domo's Business Intelligence Platform, Enerflo's reporting suite delivers competitive industry insights with a starter tier included in every subscription.
- Open Integration Platform: Connects with CRMs, canvassing apps, design tools, dialers, and more via robust APIs and webhooks, allowing each solar company to build their own custom tech stack.
Use Cases
- A residential solar sales organization uses Enerflo to manage the full customer journey — from lead to signed contract — in one platform, reducing rep training time and improving close rates.
- A solar installer/EPC leverages the Install Tracker to give project managers, installers, and customers real-time visibility into every installation milestone, reducing delays and support calls.
- A hybrid solar company connects its existing CRM and canvassing app to Enerflo via API, centralizing data and automating workflows without replacing the tools its teams already rely on.
- A solar dealer uses Enerflo's integrated lending to present multiple financing options to homeowners during the sales appointment, streamlining approval and reducing time-to-close.
- A solar operations manager uses Enerflo's AI-powered reporting suite to analyze sales performance, pull-through rates, and project durations to identify bottlenecks and optimize team efficiency.
Pros
- Truly End-to-End Solar Platform: Covers every stage from lead capture to PTO, eliminating the need for multiple disconnected tools and reducing administrative overhead.
- Highly Customizable via Integrations: Open APIs and a growing integrations library let companies plug in their preferred tools, making Enerflo adaptable to any solar org's existing workflow.
- Industry-Specific Features: Solar-specific capabilities like interconnection document handling, lender integrations, and Install Tracker outperform generic CRM or project management solutions.
Cons
- US-Only Availability: Enerflo is exclusively available to US-based residential solar companies, limiting its use for international solar businesses.
- Paid Subscription Required: There is no free tier or trial publicly advertised, which may present a barrier for smaller or newer solar startups evaluating the platform.
- Residential Solar Niche: The platform is purpose-built for residential solar, making it unsuitable for commercial solar projects or other renewable energy verticals.
Frequently Asked Questions
Who is Enerflo designed for?
Enerflo is built for US-based residential solar companies, including solar sales dealers, installers/EPCs, and vertically integrated or hybrid solar organizations operating in all 50 states.
Can I use my existing CRM or tools with Enerflo?
Yes. Enerflo is an open platform that integrates with your favorite tools — including CRMs, canvassing apps, design tools, and dialers — via robust APIs, webhooks, and a growing integrations library.
What is Docflo?
Docflo is Enerflo's intelligent contracting module that generates accurate solar contracts in seconds, handles interconnection documents, and enables secure electronic signing — all within the platform.
Does Enerflo include reporting and analytics?
Yes. Enerflo offers an AI-powered reporting suite built on Domo's Business Intelligence Platform. A starter version is included with every Enerflo subscription, with premium tiers available.
How does Enerflo handle solar financing?
Enerflo has deep integrations with the industry's top solar lenders, allowing sales reps to quote, apply for financing, receive approvals, and collect signatures all within a single login — no switching between multiple lender portals.
