What Enerflo does

Enerflo is the operating system for the US residential solar industry, providing a lead-to-Permission-to-Operate (PTO) platform that connects CRM, design tools, financing, contracting, and project management into a single infrastructure layer. Founded in 2019 by Pat Bennett and a co-founder identified as Spencer, the company is headquartered in Huntington Beach, California, operates as a fully distributed workforce of 51-100 employees, and serves residential solar installers, sales dealers, master dealers, vertically integrated operators, and solar financiers across all 50 US states and Puerto Rico. The platform exposes REST API (v1), GraphQL API (v2), and webhook interfaces and integrates with 150+ native tools across CRM (Salesforce, HubSpot, Zoho), solar design (Aurora, Scanifly, Aerialytic, Solargraf), and 10+ ranked solar lenders.

The product portfolio spans core modules — Sales Core with the Optimus proposal tool, Lendflo for financing, Docflo for contract packet generation in approximately 3 seconds, Install Tracker for project management, and a white-labeled Customer Portal — plus add-on modules including the AI-Powered Reporting Suite built on the Domo BI platform, Virtual Sales Rep (VSR) for 24/7 lead capture, Solar Market Intelligence for benchmarking, and a Solar Financing Operating System (SFOS) for lenders. Named sub-brands include Lendflo, Docflo, and Virtual Sales Rep. The platform has processed more than $15B in residential solar transactions and reports a 62% reduction in install timelines versus peers per an Ohm Analytics case study. The company holds SOC 2 Type 1 and Type 2 certifications, won Solar Power World's Best in Show for Residential in 2024 and 2025, and operates an open, CRM-agnostic architecture.

Enerflo generates revenue through volume-based flat-rate monthly subscriptions (with no per-seat, per-design, per-proposal, or per-job fees), one-time implementation fees, and premium add-on subscriptions for advanced AI reporting and Virtual Sales Rep capabilities; contracts carry a 12-month minimum with tiered enterprise pricing. Go-to-market is sales-led via Platform Consultants conducting discovery calls and demos, with no disclosed reseller or channel distribution. The company has raised $7M in a March 2024 round led by Congruent Ventures.

Name

Enerflo

Legal name

Enerflo

Website

https://enerflo.io:443

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

51–100 employees

Short description

Enerflo is a sales and operations platform serving US residential solar companies, integrating CRM, design, financing, contracting, and project management into one lead-to-PTO system with 150+ native integrations and a volume-based subscription model.

Ownership category

akta.pro rank

Headquarters

HQ city

Huntington Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Platform Subscription: Flat-rate monthly subscription based on average monthly volume. Unlike competitors, Enerflo does not charge per seat, per design, per proposal, per contract, or per job, providing predictable all-inclusive pricing. Includes Sales Core, Install Tracker, Customer Portals, Onboarding & Training, Dedicated Account Support, and Reporting & Analytics.
2. Implementation Services: One-time implementation fee covers configuring the Enerflo instance to match specific workflows, tools, and processes for each partner.
3. Premium Add-on Features: Additional fees for advanced AI reporting features including custom dashboards, predictive insights, AI chat, custom reports, custom data integration, benchmarking, forecasting, and alerts. Also additional fees for Virtual Sales Rep (VSR) premium capabilities.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Enerflo provides a residential solar operating system that connects solar CRM, design tools, financing, contracting, and project management into one infrastructure layer, enabling solar companies to run the entire deal lifecycle from first door knock to Permission to Operate (PTO) without manual handoffs. The platform is sold as a volume-based flat-rate monthly subscription with one-time implementation services and premium add-on modules, and is deployed across all 50 US states and Puerto Rico.

Product overview

Enerflo is a platform-plus-modules architecture serving as the operating system for residential solar companies. The core Enerflo Platform unifies sales (Sales Core with Optimus proposal tool), project management (Install Tracker), and customer engagement (Customer Portal, Docflo contracting) into one infrastructure layer. Financing is handled through Lendflo with integrations to 10+ lenders. Add-on modules include the AI-Powered Reporting Suite (built on Domo BI), Virtual Sales Rep (VSR) for 24/7 lead capture, Solar Market Intelligence for industry data, and Solar Financing Operating System (SFOS) for financiers. A new Palmetto Energy Backup battery-only TPO lease is available via partnership integration. The platform connects 150+ tools including Aurora Solar, Scanifly, Aerialytic, Salesforce, HubSpot, and major solar lenders through open APIs.

Differentiator

Problem solved

Functional benefit

Brands

• Lendflo: Enerflo's integrated solar financing system enabling real-time loan and lease options within proposals, connecting sales reps to multiple lenders.
• Docflo
• Virtual Sales Rep (VSR)

Products and services

• Enerflo Platform (Operating System for Residential Solar) All-in-one residential solar operating system connecting solar CRM, design tools, financing, contracting, and project management into one infrastructure layer, handling the entire deal lifecycle from first knock to Permission to Operate (PTO). Sold via volume-based flat-rate monthly subscription to US-based residential solar companies across all 50 states and Puerto Rico.
• Lendflo (Integrated Solar Financing) Integrated solar financing system connecting sales reps to top solar lenders (Palmetto LightReach, IGS Energy, OneEthos, GoodLeap, Sungage, EnFin, Dividend, Sunlight, PayKeeper, Lumifi) with instant quoting, embedded loan applications, real-time approval status tracking, and integrated docs for signature.
• Docflo (Solar Contracting System) Proprietary solar contracting engine that automatically generates complete, compliant signing packets in approximately 3 seconds, intelligently serving the right documents based on geography, language preference, system details, utility, and rebates, with eSign compliance and secure AWS-hosted storage.
• Sales Core (Solar Sales Process) Unified solar sales process module with deal pipeline tracking, scheduling, AI-powered PV system design, battery sizing, title checks, Soft Pulls, savings forecaster, proposal building, finance integrations, real-time pricing, contract generation, and e-signatures.
• Install Tracker (Solar Project Management) End-to-end solar project management software with configurable milestones, task management, automated customer communications, and operational visibility from contract to PTO.
• Customer Portal White-labeled homeowner-facing portal for project tracking, document access, communication, reviews showcase, and referral generation, that transforms into a solar install tracker post-close without requiring customer login.
• Virtual Sales Rep (VSR) 24/7 automated lead capture and qualification tool — a white-labeled, web-based app that captures contact and utility data, generates instant solar quote estimates, and syncs qualified prospects directly into the Enerflo deals pipeline with built-in analytics and reporting.
• AI-Powered Reporting Suite Business intelligence and analytics tool built on Domo BI with hundreds of pre-built dashboards for sales, financing, project management, and installation tracking; premium tier adds AI-powered forecasting, benchmarking against industry metrics, custom reporting, and natural-language data querying.
• Solar Market Intelligence Live installer performance data, regional demand signals, and portfolio benchmarking sourced from active residential solar transaction data, providing real-time insights months ahead of public market data, structured for model ingestion and LLM integration.
• Solar Financing Operating System (SFOS) Purpose-built operating system for solar financiers launching new programs or replacing outdated infrastructure, enabling them to originate deals, manage risk, and run operations across loans, leases, and PPAs in one system.
• Palmetto Energy Backup (Battery-Only Lease TPO) Battery-only lease (TPO) product offered through the Enerflo-Palmetto integration, enabling standalone backup energy storage sales without upfront payment or traditional financing, with sizing, pricing, presentation, submission, and confirmation in a single workflow within Lendflo.

Quantifiable outcome

• 62% reduction in install timelines compared to peers while nearly doubling volume (Ohm Analytics case study)
• +4 more outcomes

Named customers12 records

Segments6 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration55 records

AI capability8 records

Feature8 records

Partnerships

15 partnerships are on record, tiered core and minor.

• PalmettocoreTechnology or Integration · 3 March 2026Enerflo partnered with Palmetto to launch Palmetto Energy Backup, the first battery-only lease (TPO) product fully integrated into the Enerflo platform. This enables residential solar installers to sell standalone backup energy storage without upfront payment or traditional financing. The integration is built into Enerflo's proposal and financing engine (Lendflo), allowing sales reps to size, price, present, and confirm battery-only applications in a single workflow.
• DomocoreTechnology or Integration · 11 December 2025Enerflo's AI-powered reporting suite is built on the Domo business intelligence platform, providing enterprise-grade data analytics tools including hundreds of pre-built dashboards for sales, financing, project management, and installation tracking.
• ScaniflycoreTechnology or Integration · 12 November 2025Scanifly integrated its PV design software with Enerflo's residential solar operations platform to enhance design accuracy and reduce change orders. The partnership allows solar professionals to create, manage, and validate PV system designs directly within Enerflo's proposal engine, streamlining workflows from quote to completion.
• Ohm AnalyticsminorStrategic or Co-development PartnerOhm Analytics provides industry benchmarking data for Enerflo's reporting suite, enabling partners to compare their performance against industry peers. Ohm Analytics also conducted a case study showing Enerflo Partners achieved 62% faster install timelines while nearly doubling volume.
• Aurora SolarcoreTechnology or IntegrationAurora Solar is one of the integrated 3D solar design software options available within Enerflo's platform, allowing reps to create complete customer-ready proposals without switching tools.
• AerialyticcoreTechnology or IntegrationAerialytic provides integrated solar design capabilities within Enerflo, accepted by most solar financing providers and covering 99% of US rooftops.
• GoodLeapcoreTechnology or IntegrationGoodLeap is one of the top integrated solar lenders available through Enerflo's Lendflo system, offering loans, leases, and PPAs for solar and storage.
• Sungage FinancialcoreTechnology or IntegrationSungage Financial provides integrated solar financing options through Enerflo's platform, enabling embedded loan applications and real-time approval tracking.
• IGS EnergycoreTechnology or IntegrationIGS Energy offers integrated solar financing options including loans and TPO products through Enerflo's platform.
• DividendcoreTechnology or IntegrationDividend provides integrated solar financing through Enerflo's platform with support for co-borrower applications and adder mapping.
• SunlightcoreTechnology or IntegrationSunlight offers integrated solar financing options through Enerflo's Lendflo system with improved task block UI for approval flows.
• Residential Solar Association (RSA)minorOthersRSA unites leading companies to advance the residential solar industry through collaboration, education, and advocacy. Membership helps Enerflo stay informed, influence policy, and support industry growth.
• Solar Energy Industries Association (SEIA)minorOthersSEIA is the national trade association for America's solar industry. SEIA drives federal policy, advocates for clean energy, and promotes sustainable industry growth. Membership supports a strong, unified voice for solar at the national level.
• California Solar & Storage Association (CALSSA)minorOthersCALSSA is California's largest clean energy trade association advocating for smart policy, fair regulation, and market growth in California.
• Florida Solar Energy Industries Association (FlaSEIA)minorOthersFlaSEIA represents and supports solar businesses across Florida, advocating for fair policies, industry standards, and market expansion.

Scale indicators8 records

Recent moves6 records

Expansion highlights8 records

Direct peers

• Solar.com: Solar.com is a solar marketplace and sales platform that routes homeowner leads to installers and provides tooling for installer partners. Comparable to Enerflo's Virtual Sales Rep and lead flow integration.
• OpenSolar: OpenSolar is a free, open API-based solar sales and design platform serving residential and commercial installers. It directly competes with Enerflo on integration openness and a CRM-agnostic architecture for residential solar workflows.
• Scanifly: Scanifly provides AI-powered remote solar PV design software. Although recently integrated with Enerflo, it also sells standalone design services and competes for the design layer of the residential solar stack.
• JobNimbus: JobNimbus is a CRM and project management platform for roofing, solar, and home improvement contractors. It is one of Enerflo's named integrations but also competes for the residential installer's primary system of record.
• SalesRabbit: SalesRabbit is the leading canvassing and lead generation app for solar and home improvement. It is Enerflo's #1-ranked sales-qualification integration and a front-of-funnel competitor.
• Solargraf: Solargraf is a solar proposal, design, and sales platform for residential installers competing for the same front-of-funnel workflow Enerflo's Sales Core and Optimus modules address.
• Aurora Solar: Aurora Solar is the most direct competitor to Enerflo, offering an end-to-end platform for residential solar sales, 3D design, financing, and project management. Both companies target US residential installers with integrated design-to-PTO workflows.

Emerging players

• EnergySage: EnergySage runs the largest US residential solar marketplace and increasingly offers installer-side software and financing tools. Overlaps with Enerflo on lead capture, financing comparison, and installer sales enablement.
• Aerialytic: Aerialytic offers 3D solar design and property intelligence software accepted by most US solar financiers. Comparable to Enerflo's integrated design layer (Aurora/Scanifly/Aerialytic slots) and directly competes on lender-accepted design accuracy.

Broad incumbents

• ServiceTitan: ServiceTitan is the dominant field service management platform for home services trades (HVAC, plumbing, roofing, solar). It competes with Enerflo for the installer's operational system of record across the broader home services market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@enerflo-your-solar-platform
• Facebookfacebook.com/Enerflo-907184749636150
• LinkedInlinkedin.com/company/enerflo

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Enerflo