Solar professionals can sell more systems faster with CPF Tools.
CPF Tools™ is the market-leading software-as-a-service for solar professionals. It streamlines and automates residential sales, system design and financing processes. Our software is designed by people with hands-on experience in the solar industry who know our customers’ businesses and their evolving needs.
In 2011, Clean Power Finance launched a redesigned version of CPF Tools with an easy-to-use interface and powerful new features including:
- Faster quotes and proposals with quick quotes and templates
- Advanced system design including string sizing and Solmetric software integration
- Access to financing products for qualified installers with comparison tools and automated deal processing
CPF Tools customer relationship management (CRM) functionality helps solar professionals track their sales cycles from a lead through close. Users can log in from anywhere and even create proposals right in a customer’s home.
Our quick quotes feature let users assess the viability of solar for a potential customer and give an initial estimate. Solar professionals can then use a simple template to create a professional, signature-ready proposal that highlights their brand. The bottom line feature makes it easy for the homeowner to see the system price and other key metrics, and to see those metrics change with various financing options. We keep track of nationwide utility rates, rebates and incentives so CPF Tools users have the most up-to-date data to include in their proposals.
Solar professionals can select preferred CEC-approved equipment from our database and use the string sizing optimizer to choose the best combination of modules, inverters and strings. We collaborated with Solmetric to offer integration of their shading analysis and performance modeling software, and CPF Tools also features a Solmetric site measurement tool that automatically calculates critical site measurements, such as area and azimuth.
Close with financing.
Financing solar systems is becoming the preferred method of purchase for residential customers. Clean Power Finance is dedicated to helping solar professionals access competitive finance options in the CPF Market™.
Our customers use our finance comparison tool to evaluate cash, lease and PPA products. They then choose the best solution for the homeowner. From the credit pre-screen all the way through final installation, we automate deal processing right in our tool to make it easier than ever to complete paperwork and deals faster.
Our support team is committed to helping solar professionals get the most out of their CPF Tools subscriptions. Learn more about our Customer Resources.
Sign up for a 14-Day free trial of CPF Tools.
Pricing & Plans
Learn more about our pricing and plans and choose the option best for you.
If you’re interested in the leading solar sales solution, please call us at 866-525-2123 from 8am – 6pm PST Monday through Friday or email us anytime.