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Description
Enerflo enhances efficiency from lead generation to Permission to Operate (PTO), helping your solar business thrive. As an authentic open platform, we encourage you to integrate your preferred tools and allow Enerflo to unify them all. Rely on our technology, and we will exceed your expectations. Enerflo Sales Core provides your sales representatives with the most cohesive solar sales process available in the market. With one platform and a single login, you can experience a smooth journey throughout the entire solar customer experience. Present us with your toughest contracting challenges, and we will impress you with precise, real-time contract creation, integrated interconnection documents, secure signing, and much more. Designed specifically for the solar sector, our solutions outshine any other signing options. Additionally, with Enerflo’s integrated financing capabilities, sales representatives can avoid the hassle of managing multiple logins for solar finance platforms. Our robust integrations with leading lenders in the industry ensure that quoting, applying, approving, and signing processes are effortlessly streamlined for everyone involved, ultimately simplifying the solar sales experience.
Description
Solar eCRM is an all-encompassing Customer Relationship Management (CRM) system tailored specifically for the solar sector. This cloud-based solution facilitates a completely automated workflow, allowing you to concentrate on enhancing growth and profitability. With its straightforward setup, you can easily initiate the automation of your daily solar business operations using this robust and adaptable platform. Gain superior control over your leads, as all necessary information is readily available at your fingertips, ensuring that you never overlook a potential lead. The system enables you to generate precise, detailed quotes and deliver them to clients without delay, in addition to offering solar benefit analyses that account for all associated costs. Orders are processed seamlessly, maintaining oversight of customer details, site specifics, installer information, and product requirements. You can monitor profit margins using standardized pricing for sales orders, while also creating organized job packs for installers to reduce installation challenges. Additionally, it allows you to lodge and track STC claims efficiently, along with providing connection and rebate forms to bridge the gap between installers and clients, ensuring a smooth operational flow throughout the entire process. Ultimately, Solar eCRM empowers your business to maximize efficiency and customer satisfaction in a competitive market.
API Access
Has API
No
API Access
Has API
No
Integrations
CallTools
Yes
Copper
Yes
Enzy
Yes
Five9
Yes
GoHighLevel
Yes
Google Calendar
Yes
Google Sheets
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Insightly
Yes
Integrations
CallTools
No
Copper
No
Enzy
No
Five9
No
GoHighLevel
No
Google Calendar
No
Google Sheets
No
HubSpot CRM
No
HubSpot Customer Platform
No
Insightly
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$69 per user per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Enerflo
Founded
2019
Country
United States
Website
enerflo.com
Vendor Details
Company Name
Solar eCRM
Founded
2012
Country
Australia
Website
www.solarecrm.com
Product Features
Solar
2D/3D Drawing
No
Analytics / Reporting
No
Bill of Materials
No
CMMS
No
Estimating
No
Field Service Management
No
PV Animation
No
Permitting
No
Preventive Maintenance
No
Proposal Management
No
Solar Design
No
Solar Maintenance Management
No
Solar Monitoring
No
Solar Project Management
No
Solar Sales / CRM
Yes
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Solar
2D/3D Drawing
No
Analytics / Reporting
No
Bill of Materials
No
CMMS
No
Estimating
No
Field Service Management
No
PV Animation
No
Permitting
No
Preventive Maintenance
No
Proposal Management
Yes
Solar Design
No
Solar Maintenance Management
No
Solar Monitoring
No
Solar Project Management
No
Solar Sales / CRM
Yes
