Pipeline Automation Engine

Stop Chasing Leads.
Start Closing Deals.

Spark CRM is a purpose-built, all-in-one platform designed to manage the unique lifecycle of solar projects. From the first lead interaction to the final system activation, we centralize sales, operations, and complex financial tracking into a single ecosystem.

Spark CRM
Live Sync
Pipeline
$482.0k
New Leads
+24
Closing
18.4%
John Smith
8kW System • San Diego
NEW
Maria Garcia
Consultation • Tomorrow
BOOKED
David Chen
Contract Signed • $32k
CLOSED
Core Operations

Manage the Solar Lifecycle

From the first lead interaction to system activation, centralized operations for high-growth solar companies.

Unified CRM

Centralize every lead entry, project note, and customer interaction into a single, high-performance dashboard.

Instant Quoting

Integrate with your design tools like Aurora or SolarGraf to generate accurate quotes directly within the CRM.

Performance Analytics

Detailed insights into monthly revenue, conversion rates, and team productivity with data-driven reporting.

Industry Specific

Solar Native. Built for Solar from the Start.

Built-in support for Solar Adders and Redlines
MPU, PTO, and Inspection milestone tracking
Utility and AHJ database integration
Net metering and local incentive automation

Solar DNA

AddersRedlinesPTO

Not a generic CRM forced into solar. Built from day one for the complex mechanics of solar sales and operations.

100%
Solar Focus
0%
Generic Bloat
Sales Operations

Visualize Your Sales Pipeline.

Fully customizable deal stages (Lead, Proposal, Contract, Install)
Drag-and-drop interface for easy management
Automated stage-change triggers
Stalled deal alerts and visualization
Leads12
Proposal8
Signed3
Smith Residence
12kW • Pending
Johnson Project
HOT
$35k • Needs E-Sign
Contract Executed
Ready for Install
Johnson Project
Agreement Signed! 🎉
Automation Triggered
Project moved to Engineering Queue
Project Management

Automate the Post-Sale Journey.

Track Electrical, Permitting, and Inspection steps
Keep customers informed with automated SMS/Email
Identify bottlenecks in the installation process
Document storage for plans and permits
Survey
Permit
Install
Inspection
PTO
Customer Update
Next Step: Survey
Surveyor scheduled for Monday, 9 AM.
Customer Update
Permits Approved
City has cleared your engineering plans.
Customer Update
Installation Day!
Your crew is on-site and installing.
Customer Update
Inspection Passed
Utility inspection completed successfully.
Customer Update
System Activated
You are now producing solar power!
Auto-Sync Active
Financial Engine

Real-Time Solar Rep Commissions.

Stop calculating commissions in spreadsheets. Spark tracks every cent in real-time based on your custom pay structures.

Current Wallet Balance

$12,450
Instant Pay
Live Transaction Feed
Project Install: Smith Residence
2 mins ago
+1,200
Project Install: Davis System
1 hour ago
+850
Cancellation: Wilson Project
4 hours ago
-450

Instant Visibility

Reps see their earnings immediately upon milestone achievement (NTP, Install, PTO).

Automated Clawbacks

Handle cancellations and project changes automatically without manual bookkeeping.

Tiered Pay Structures

Scale pay based on volume, gross margin, or system size ($/W or per-kW).

Channel Sales

Build Your Dealer Network with Sub-Dealer Pricing.

Manage multi-tier dealer hierarchies
Custom redline pricing per sub-dealer
Automated override calculations
Partner dashboards for dealer transparency
Master Dealer
$12,540
Override Earnings
Your Margin
+$0.30 / watt
Dealer A
$2.80 Redline
Dealer B
$2.80 Redline
Sales Gamification

Ignite Your Sales Team with Gamification.

Turn every lead and deal into a rewards-driven experience. Boost productivity by 40% with automated leaderboards and achievements.

Leaderboards

Real-time competition that drives results.

Leveling System

Career progression built into your CRM.

Current Rank
Solar Titan
Level 14
Workflow Automation

Complex Solar Workflows, Fully Automated.

Automated lead assignment logic
Document requirements per utility/jurisdiction
Milestone-triggered customer notifications
Integrated AHJ permitting workflows

Logic Builder

Visual Automation Engine

Trigger
Contract Signed
Welcome Email
Create Task
SMS Team
Business Intelligence

Real-Time BI.

Gain deep insights into your sales performance, project timelines, and financial health with instant reports.

Total Revenue
$2.4M+12%
Key Metric
Avg Deal Size: $42k
Reporting
Live
Spark Data Warehouse

Data Warehouse

Every project interaction stored in a structured, queryable environment for high-scale reporting.

Unified Data Warehouse

Structured storage for every lead, proposal, and project interaction.

SQL Ready
Scalable
Collaboration

Project Notes, Chat, and Documentation.

Unified project activity feed
Internal team chat per project
Document management and e-signatures
Customer communication portal
JD

Have we received the signed NTP from the customer yet?

AI

Yes! Verified at 2:14 PM today. File attached to project notes.

Signed_Contract_Smith.pdf
2.4 MB • Oct 24, 2024
3 People currently viewing project
Open Ecosystem

Expert Solar Integrations

Native connections with the industry-standard tools you already use.

Aurora Solar
QuickBooks
Calendly
Stripe
Google Maps
DocuSign
Ready to dominate your market?

Ready to Scale?

Join the platform built by solar pros, for solar pros.

Free Strategic Consultation • 30-Day Growth Guarantee

Spark Solar Logo

Spark Assistant

Disconnected. Click below to reconnect.

Online