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
Data You Need, When You Need It.
Get the most comprehensive and accurate solar industry data, updated for you 24/7. Access nationwide utility rates, federal and state incentives and the latest approved equipment lists. Critical information maintained for you in one central location.
Tools for Success.
Set your team up for success. Access an array of tools to help you win the sale and efficiently process the deal. Customize settings to fit your business. Benefit from real-time visibility and controls to optimize process, track pipelines, measure costs and maximize profitability.
Know Your Customer Better.
Maximize your site visit. Now you have a quick and easy way to centralize your prospect and customer data all in one place. Track lead information and manage your sales cycle from prospect to close. Real-time visibility helps you better manage remote sales teams, measure costs, track pipelines and increase profitability.
Empower Your Sales Team.
Give sales pros the insight they need to make smart business decisions and grow their pipeline. Empower team members with a real-time view of business performance. Streamline data management and business workflows by easily integrating your CRM/ERP systems or online applications with CPF Tools through a robust set of APIs.
Shorten Your Sales Cycle
Qualify the Opportunity, Quickly.
Use the Quick Quote tool to rapidly create an initial estimate and screen leads before completing a full proposal. Whether you’re an inside sales team prospecting leads or sales professional in the field narrowing down the best opportunities, this feature provides a fast way to accelerate your sales process.
Get the Sale, Faster.
Save time using a homeowners’ zip code to auto-populate local utility rates and rebates. CPF Tools automatically converts average monthly bills to kWh and displays key bottom-line metrics at every step of the quote. Reference the Bottom-Line tool to quickly fine-tune your numbers and get the right offer to close the sale.
Design Smarter Systems
Size the Roof In a Snap.
Apply the latest satellite technology for accurate geo-visualization of your site survey. Use the Site Measurement tool to easily auto-calculate critical project dimensions like area, tilt, and azimuth. Integrated with Solmetric shading analysis and performance modeling technology, you get consistent and accurate data for every installation area.
Maximize Production. Minimize Errors.
Use the String-Sizing Optimizer tool to select the best combination of modules, inverters, and strings. Intuitive and easy to understand, it guides you to build the most efficient systems possible.
Build Your Brand
Your Sale, Your Brand.
Elevate your brand and establish credibility with your customers and prospects by reinforcing your brand on your sales proposal. Communicate what makes your company a trusted business for consumers. Build your brand. Win the sale. Get the referral.
Customize to Fit Your Business.
Tailor your sales proposal designs, while creating and sharing compelling ROI, energy, and environmental analyses with your customer. With the Custom Proposal tool you can customize colors, text, images and logos to show why you are the best for the job.
Win the Sale
The Right Offer at the Right Price.
Use the Finance Comparison tool to conveniently evaluate cash, loans, leases and PPA products matching the best solution for your customer. Get immediate results using the Credit pre-Screening tool and quickly find the right finance product for your customer.
Go Paperless. Close the Deal.
Document management made even easier with DocuSign, the leader in cloud-based electronic signature technology. Integrated with CPF Tools, the e-Signature tool saves you time and money by securely sending and counter-signing documents online.
Automate your operations with intuitive finance processing to meet the requirements of third-party owned system owners. Use the Steps for Success tool to guide your through the process and ensure accurate underwriting and successful transaction transfer.
Accelerate Installation. Get the Referral.
From installation through final activation, the Document Control tool helps you automate the transfer of critical information like building plans, meter tests and rebate forms. Time Management tools help you monitor and compress processing time to completion. Make your customers happy. Earn the referral.
We Are with You
24/7 Enterprise-Class Support.
Access premium online support is available to you through the CPF Resource Center. View user guides, watch instructional videos, get answers from Help Articles and get trained online through eLearning modules.
For More Information.
Our Help Desk Team is committed to helping you get the most out of your channel partnership and CPF Tools. Learn more on our Customer Resources page.