Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
API Access
Has API
Integrations
CallTools
Copper
Five9
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Insightly
Mosaic
Podio
Quickbase
Integrations
CallTools
Copper
Five9
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Insightly
Mosaic
Podio
Quickbase
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$69 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Analytics / Reporting
Bill of Materials
CMMS
Estimating
Field Service Management
PV Animation
Permitting
Preventive Maintenance
Proposal Management
Solar Design
Solar Maintenance Management
Solar Monitoring
Solar Project Management
Solar Sales / CRM
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Solar
2D/3D Drawing
Analytics / Reporting
Bill of Materials
CMMS
Estimating
Field Service Management
PV Animation
Permitting
Preventive Maintenance
Proposal Management
Solar Design
Solar Maintenance Management
Solar Monitoring
Solar Project Management
Solar Sales / CRM