CPF Tools

CPF Tools logo

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
San Francisco, CA 94105
United States

Telephone:

866-525-2123

Facsimile:

415-817-9961

E-mail:

Sales@cleanpowerfinance.com

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