EnerFlo is the main CRM where the Rack Solar team manages projects from Intake to Service. It provides full visibility into the progress of your deals, with real-time updates and key details to keep you in the loop.
Here’s what you’ll find in EnerFlo:
- Project Notes & Progression – Track each step of your project, from initial sale to installation and service.
- Assigned Project Manager & Support Staff – See exactly who is working on your project and reach out as needed.
- Real-Time Updates – Stay informed with notes and status changes as they happen.
- Deal Feed Chat – Tag team members directly in the chat to collaborate efficiently.
- Action Items & Tasks – When something is required from you, you’ll receive a task with a due date to ensure smooth progress.
Use EnerFlo to stay connected, proactive, and on top of your deals! 🚀
EnerFlo – Aerialytic Design
Launching a new way to do sales with Rack Solar using EnerFlo’s Aerialytic tool. This integrated solution combines sales and operations into a single streamlined platform—no more switching between systems. With everything connected, your workflow becomes faster, smoother, and more efficient for everyone involved.
Get real time support during your appointment by using EnerFlo’s chat feature.
Once logged into your EnerFlo Account, you can access EnerFlo’s LearnUpon dashboard where you have the ability to watch courses to learn the functionality of EnerFlo. To access this page, click on your name in the top right corner to open a main menu, then select “Learning” or open EnerFlo’s LearnUpon platform.
- EnerFlo – Training, Sales Rep Certification
This is a course you can participate in to learn more about EnerFlo and the navigation of your projects. Estimated completion time: 1 hour.
Key Take Aways:
1. Syncing EnerFlo to Your Calendar
2. Navigating the Leads Summary – Part 1
CallPilot is an AI-driven integration within SubHub designed to streamline the solar onboarding experience. This automated welcome call serves as a vital quality check for every sale, ensuring that homeowners are fully informed and confident in their decision to go solar. By verifying key project details, CallPilot empowers homeowners with clarity while capturing essential information for our operations team. This first step in the installation process helps maintain efficiency, accuracy, and a seamless transition from sale to project execution.
Stakt
STAKT is our streamlined platform for managing and processing sales commissions with speed, accuracy, and transparency. Built to support our sales teams and partners, STAKT ensures that commissions are calculated and paid promptly based on project milestones. With real-time tracking, clear payout breakdowns, and automated updates, STAKT takes the guesswork out of commission management—so you can focus on closing deals while we handle the rest.