Unified Solar Platform Design for Enerflo
Kaleo Design
Modern Solar Software for Salespeople and Scheduling Teams
PROJECT OVERVIEW
A One-Stop Solution for Solar Companies
The Enerflo team approached us with an ambitious vision: to create an all-in-one platform for the entire solar industry. Their goal was to build a comprehensive, go-to solution that serves everyone—from sales representatives and installers to customers. They needed a product that was both highly efficient and user-friendly, capable of accommodating the diverse workflows of multiple companies. Above all, the design had to be intelligently adaptable, supporting dozens of seamless integrations to meet the complex demands of the industry.
PROBLEM STATEMENT
❌ Fragmented Tools and Workflows
Solar companies faced inefficiencies due to disconnected systems and complex workflows, making it difficult to manage sales, installations, and customer communications in one streamlined platform.
❌ Need for a Scalable, All-in-One Solution
Enerflo needed a flexible, user-friendly platform that could support multiple user types and integrate with dozens of systems—bringing clarity, consistency, and efficiency to the entire solar project lifecycle.
SOLUTION
Unified Design Across All Products
Our team designed a sleek and engaging solar proposal deck for sales reps to use with potential customers. It delivers real-life, relevant information without the fluff so customers can make informed decisions quickly and confidently.
We also designed a customer portal for homeowners who choose to go solar. This portal shows exactly where they are in the process, what’s coming next, and provides direct access to support whenever they have questions.
We partnered with Enerflo to bring all of this together into one unified experience—an all-in-one platform built specifically for solar dealers, installers, and buyers. From lead to installation, Enerflo connects every step of the solar journey into a seamless, intelligent workflow. Whether managing proposals, coordinating crews, or supporting homeowners, the platform is the backbone that keeps everything moving.
Design Solution
We began by breaking down the platform into its core functions to better understand how solar companies would use the product. From there, we created a flexible, template-based flow that allows companies to customize their experience on Enerflo based on their needs.
To support existing workflows, we designed a plugin interface so companies and sales reps could integrate the tools they already use, reducing the need to log into multiple systems each day. The Deal Pipeline feature made it easy to manage multiple deals by organizing them into clear, actionable stages.
CONCLUSION
A Long-Term Collaboration with a Fast-Growing Solar Leader
Enerflo has experienced impressive, sustained growth since our partnership began, making them an exciting and valued long-term client. We thrive on collaborating with forward-thinking companies like Enerflo—innovators who challenge us to solve complex problems and design solutions that haven’t been done before.
As part of our work together, we created a visually compelling and user-friendly solar proposal deck for sales reps to present to potential customers. It’s designed to highlight the most relevant, actionable information—cutting through the noise so customers can make confident decisions quickly.
Following the proposal experience, we designed a custom homeowner portal that provides full visibility into the solar installation process. From timeline updates to direct communication access, the portal keeps customers informed, reassured, and connected every step of the way.
Working with Kaleo Design has been a great experience—their design work hits the exact look and trends we’re aiming for, and our customers have responded really positively. I also appreciate how quickly they grasp new concepts and adapt their designs to fit the libraries and tools we use, which helps everything move into production more smoothly.
-Pat Bennet, CEO & Founder of Enerflo
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Posted Jun 17, 2025
Kaleo partnered with Enerflo to design a unified platform for the solar industry—connecting tools, teams, and workflows under one seamless system.
