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CPF Tools is a software suite designed as a complete, lead-to-quote solar sales solution. It helps solar professionals drive their business, effectively manage customers, and sell more systems. An online dashboard to your business, CPF Tools helps you acquire and manage motivated and solar-ready leads, efficiently estimate and generate job proposals, and easily initiate and track an array of customer financing options.
Screen Shots
Keywords
Solar Sales, Quoting Tool, Proposal Tool, Solar Financing, Leads, Auto-Populate, Rebate Form, CRM software, Customer and Financing Dashboard
Validation/Testing
None
Expertise Required
Basic understanding of PV (CPF partners with solar training providers). Training is provided through multiple tutorial videos, live customer support, and free weekly webinars.
Users
3,400+ and growing
Audience
Solar professionals, from integrators to distributors to manufacturer. CPF Tools is designed for solar professionals, and those looking to enter the solar industry
Input
Standard information needed to create a solar installation job (customer registration data, site assessment and parameter information, cost/type of solar panels used, monthly customer energy usage, etc.)
Output
Fully customizable proposal with detailed energy, environmental, and financial analysis that takes into account the latest updated utility rates and incentives that are intended to be presented to end-customers. Ability to directly submit customers for financing consideration. Dashboard to track leads, assign to sales people within a company account. Automatic population of rebate forms. Solar sales training Webinars.
Computer Platform
Any Internet-enabled computer. CPF Tools will run on any browser, as it is a Web-based application.
Programming Language
PHP
Strengths
Significant administrative time reduction, best-in-class utility rate and solar incentives database (updated daily), solar sales and tools training. Up-to-date and adaptable Web-interface tool with 3,400+ registered nationwide providing constant feedback/input. Almost real-time information on utility rates, federal and state rebates/incentives, and list of CSI-approved equipment.
Weaknesses
Limited thermal and energy efficiency functionality (features forthcoming)
Contact
Availability
Free 7-day trial:
https://tools.cleanpowerfinance.com/secure/signup.php
$49 to 139/month per license
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