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Enerflo

Enerflo offers an integrated SaaS platform that unifies the residential solar workflow—from lead qualification and design through financing, contract generation, and project execution. By connecting to popular third‑party tools and lenders, it eliminates data silos and manual entry, while real‑time dashboards and AI‑enhanced analytics on Domo’s BI engine provide actionable insights. The solution also includes automated customer communications, a branded portal, and a fast e‑signing engine to accelerate sales cycles and improve operational efficiency.

Huntington Beach, United StatesFounded 2019582K+ followers
Updated 2 months ago

Funding

$7M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.

Funding rounds are not available yet.

Founders

Product

Problem

Residential solar companies often rely on multiple disconnected software tools for sales, financing, contract signing, project management, and reporting, leading to data silos, manual entry, and inefficiencies that slow deal closure and increase errors.

Solution

Enerflo provides an integrated SaaS platform that unifies the entire residential solar workflow—from lead qualification and scheduling through design, financing, contract generation, and project execution. The platform connects with popular third‑party tools and lenders, automatically synchronizing data to eliminate duplicate entry and keep all stakeholders aligned. Built on Domo’s Business Intelligence engine, Enerflo delivers real‑time dashboards, scheduled reports, and AI‑enhanced insights to help companies monitor performance and forecast growth. Automated communications, a branded customer portal, and a proprietary Docflo engine streamline document delivery and e‑signing, reducing contract turnaround to seconds. Integrated financing (Lendflo) embeds loan applications and approvals directly in the workflow, removing the need for separate lender portals. Together, these capabilities accelerate sales cycles, improve data accuracy, and provide actionable analytics for better decision‑making.

Target Audience

Enerflo targets US‑based residential solar companies, including sales organizations, installers, EPCs, and vertically integrated or hybrid solar businesses that need a single platform to manage end‑to‑end operations.

Features

  • Unified sales pipeline with qualification, scheduling, and design tool integrations for seamless handoff
  • Docflo engine generates and e‑signs complex solar contracts in under 3 seconds, auto‑detecting required documents
  • Lendflo integration with the top five solar lenders embeds financing applications, approvals, and document signing
  • Real‑time project management with automated milestone notifications, task groups, and change‑order handling
  • Customer Portal offers transparent project tracking, document access, and automated SMS/email updates
  • Reporting suite built on Domo BI provides centralized dashboards, scheduled reports, filters, annotations, and export options
  • Advanced AI features (optional) include natural‑language query chat, predictive forecasting, benchmarking, and alerts
  • Extensive third‑party API ecosystem synchronizes CRM, design, and installer systems to maintain a single source of truth
This profile is AI-generated and may contain inaccuracies.