CPF Tools
CPF Tools is the market-leading software for solar installers connecting sales, system design and financing. 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. Training is provided through our help site, which features training videos, a user community through Get Satisfaction, and user guides. We also offer live phone support and regular training webinars.
Users
More than 2,000
Audience
Solar professionals, including installers, sales representatives, operations and system design specialists. We also offer a "Channel Manager" version of CPF Tools for manufacturers and distributors.
Input
Standard information needed to create a solar installation job (customer registration data, site assessment and parameter information, equipment, monthly customer energy usage, etc.)
Output
Fully customizable, signature-ready proposals that highlight your brand. Proposals include detailed energy, environmental, and financial analysis and take into account the latest updated utility rates and incentives that are intended to be presented to homeowners. Qualified installers can access Clean Power Finance's online marketplace of residential solar lease and PPA products and process those deals right within the tool. CRM functionality includes Dashboard to track leads, assign to sales people within a company account.
Computer Platform
Any Internet-enabled computer or mobile device such as an iPad.
Programming Language
PHP
Strengths
Helps solar professionals sell more by creating proposals in less than 5 minutes though the use of our quick quote and quick template features that store your commonly used equipment and pricing settings. Includes advanced system design features such as a Solmetric site measurement tool and string sizing calculator. The ability to close more deals with finance by accessing our online marketplace of residential solar financing products.
Weaknesses
Limited thermal and commercial functionality.
Contact
Company: |
Clean Power Finance |
Address: |
201 Mission St |
Telephone: |
866-525-2123 |
Facsimile: |
415-817-9961 |
E-mail: |
|
Website: |
http://www.cleanpowerfinance.com/products/software/cpf-tools/ |
Availability
Free 14 trial: https://tools.cleanpowerfinance.com/user/signup $49 to 139/month per license