Enerflo Review
All-in-one lead-to-PTO operations platform for residential solar
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Quick verdict
Enerflo is best for Residential solar dealers, EPCs, and vertically integrated companies that want to unify sales, design, financing, and install tracking into one lead-to-PTO workflow with flat per-company pricing. Pricing is custom-quoted (sales call required). Strongest fit: Solar.
About Enerflo
Enerflo takes a different angle than the design-first solar tools: it's an all-in-one operations platform that unifies the entire residential solar lifecycle — sales, design, financing, and install tracking — into one lead-to-PTO workflow. Founded in 2019 in Huntington Beach, California, it's built for sales dealers, master dealers, installers, EPCs, and vertically integrated companies that have outgrown a pile of disconnected point tools and want a single source of truth from first contact to permission-to-operate.
Rather than replacing your design or CRM outright, Enerflo connects the solar tools you already use into one seamless workflow, layering on a Sales Core (deal pipeline, AI-powered PV design, title check, proposals, financing integrations), an Install Tracker for project management, a Customer Portal, a Virtual Sales Rep for self-serve web quoting, and DOMO-powered reporting. The pitch is reducing soft costs and shortening project timelines by eliminating the handoff gaps between tools.
Its pricing model is a notable differentiator: a flat monthly subscription for unlimited users and deals, rather than charging per opportunity or per seat like many competitors — attractive for scaling dealers whose headcount and deal volume swing month to month. The trade-offs: pricing isn't public (you book a discovery call), it's residential-solar-specific, and because it's fundamentally an integration-and-workflow layer, the value you get depends on how well you connect and configure your underlying tools.
Pricing
| Tier | Price | Notes |
|---|---|---|
| Flat monthly — contact sales | Custom quote | Entry tier |
Flat monthly subscription for unlimited users and deals (distinct from per-user or per-deal competitors). Pricing is not public — book a discovery call with an Enerflo consultant.
Enerflo uses custom-quoted pricing — typical for enterprise field service platforms where deployment includes data migration, training, and pricebook setup. Expect a 30-60 minute discovery call before getting a number, and the spread between quoted figures can be wide depending on your team size, vertical, and feature requirements. Always get quotes in writing and confirm what's included (number of users, integrations, support tier) before signing.
Pricing verified 2026-05-28. Vendors change pricing without notice; verify with Enerflo before purchasing.
Estimate uses the published starting tier and detects per-user vs per-company pricing automatically. For an exact quote at your team size and feature requirements, request a quote from Enerflo.
Key features
Integrations
Pros
- + Unifies the whole lead-to-PTO lifecycle
Sales, design, financing, and install tracking in one workflow eliminates the handoff gaps between disconnected tools — the soft-cost and timeline killer for scaling solar operations.
- + Flat per-company pricing
A flat monthly subscription for unlimited users and deals (vs per-seat or per-opportunity) is attractive for dealers whose headcount and volume fluctuate, removing the penalty for growth.
- + Connects your existing tools
Rather than forcing a rip-and-replace, Enerflo integrates the design, financing, and CRM tools you already use, so you keep what works and unify the workflow on top.
- + Built for dealer/EPC structures
Purpose-built for the layered sales-dealer, master-dealer, installer, and EPC structures common in residential solar — a workflow reality generic CRMs handle poorly.
- + Strong reporting and self-serve quoting
DOMO-powered dashboards give full pipeline visibility, and the Virtual Sales Rep enables web-based self-serve quoting — capabilities that help larger operations scale without proportional overhead.
Cons
- − Pricing not public
Enerflo requires a discovery call to get pricing, so you can't quickly self-serve a number or compare cost up front — friction relative to transparent or free competitors.
- − Residential-solar-specific
Enerflo is built for residential solar dealers and EPCs. It's not a fit for other trades, and even commercial solar isn't its focus — a narrow (if deep) lane.
- − Value depends on your tool stack
Because Enerflo is an integration-and-workflow layer over your existing tools, the payoff depends heavily on how well you connect and configure them. A poorly integrated stack limits the benefit.
- − Onboarding complexity
Unifying sales, design, financing, and install tracking is inherently more involved to set up than a single-purpose design tool. Expect a real implementation, not a same-day launch.
- − Overkill for small teams
The platform's value compounds with scale and organizational complexity. A small one-or-two-rep shop may be better served by a focused design/proposal tool like OpenSolar or Solo.
Implementation timeline
3–6 months for full deployment
Enerflo is an operations platform, so onboarding is more involved than a standalone design tool — plan a real implementation with Enerflo's team. The work centers on connecting your existing solar stack (design, financing, CRM) into Enerflo's Sales Core and configuring your deal pipeline, proposal flow, financing integrations, Install Tracker stages, and reporting. Because the platform's value comes from eliminating handoffs between tools, prioritize getting those integrations clean and mapping your actual lead-to-PTO process into the system rather than accepting defaults. Dealer/EPC operations should configure their dealer hierarchy and permissions early. Budget time for team training across both sales reps (Sales Core, Virtual Sales Rep) and operations staff (Install Tracker, reporting). Pricing and scope are set via a discovery call, so confirm exactly which capabilities and integrations are included before committing. The payoff for the heavier setup is a single source of truth from first contact to permission-to-operate.
Best for / Watch out for
Best for
Residential solar dealers, EPCs, and vertically integrated companies that want to unify sales, design, financing, and install tracking into one lead-to-PTO workflow with flat per-company pricing
Watch out for
Pricing not public (discovery call required); residential-solar-specific (not for other trades); it's an integration-and-workflow layer, so value depends on connecting your existing tools well
Available for these trades
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User reviews
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Frequently asked questions
What is Enerflo?
Enerflo is an all-in-one operations platform for residential solar that unifies sales, design, financing, and install tracking into one lead-to-PTO workflow. It's built for sales dealers, master dealers, installers, EPCs, and vertically integrated companies, and it connects the solar tools you already use rather than replacing them outright.
How much does Enerflo cost?
Enerflo charges a flat monthly subscription for unlimited users and deals — distinct from competitors that charge per seat or per opportunity. Exact pricing isn't public; you book a discovery call with an Enerflo consultant to get a quote scoped to your operation.
Enerflo vs Aurora Solar — are they competitors?
They solve different problems. Aurora is a design-and-proposal tool (the best AI roof modeling); Enerflo is an operations platform that can sit on top of your design tool and unify the whole lifecycle (sales, financing, install tracking, reporting). Many solar companies use a design tool for proposals and an ops platform like Enerflo to run the business — they can be complementary.
Is Enerflo good for a small solar company?
Its value compounds with scale and organizational complexity (dealer/EPC structures, high deal volume). A small one-or-two-rep shop may get more immediate value from a focused design/proposal tool like OpenSolar or Solo, and grow into an ops platform like Enerflo as headcount and deal volume increase.
Does Enerflo replace my CRM and design tools?
Not necessarily — Enerflo is designed to connect your existing solar tools (design, financing, CRM) into one workflow rather than force a rip-and-replace. That means you keep tools that work, but it also means the value you get depends on how well those integrations are set up and configured.
Ready to try Enerflo?
Get a custom quote — pricing is not public.
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