01
Projects & documents
Keep proposals, utility bills, permits, and site photos together. Give sales and operations a shared view of the work.
Explore document managementSpark CRM / Built for solar
Your entire solar operation.
Connected.
From the first homeowner conversation to permission to operate, bring your projects, people, and commissions into one shared workspace.
Solar-native workflows. Built around your business.
One connected workspace
Less chasing updates.
More moving projects forward.
A signed contract is only the beginning. Give every team the project context, financial details, and next steps they need to carry the work all the way through.
Illustrative product previews. Your workspace is configured around your operation.
Built for the work behind solar
The details matter.
Keep them connected.
Solar operations have their own language. Spark brings project files, pricing rules, dealer relationships, and performance reporting into the same picture.
02
Redlines & dealer networks
Model regional offices and sub-dealers around your organization, with state-specific EPC rates and equipment adders.
Explore redline pricing03
Reporting & team visibility
Understand rep activity, project stages, and revenue trends. Bring the information your managers need into one workspace.
Explore reportingThe work that matters every day
Your team’s daily priorities.
A clearer way to work.
Know what needs attention, understand the money behind each deal, and keep the right details close. Spark CRM connects the work your sales, operations, and finance teams rely on.
Illustrative product previews. Your workflows and access are configured around your organization.
Spark Suite / 16 pre-integrated modules
Every part of the operation.
One place to explore.
Explore the core CRM modules, from project operations and financial workflows to AI engagement and integrations.
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16 of 16 modules
Pipeline & Ops
Project Lifecycle
Milestone Pipeline
Track projects from NTP through to PTO with customized status stages and task lists.
Pipeline & Ops
Operations Center
Unified CRM Dashboard
Centralize project files, homeowner contact details, and history in a high-speed database.
Pipeline & Ops
Asset Management
Document Manager
Securely store utility bills, solar design sheets, building permits, and photo site audits.
Pipeline & Ops
Reporting & Insights
Performance BI
Track rep productivity, stage cycle times, conversion rates, and revenue trends.
Financial Engine
EPC Management
Redline Pricing Engine
Manage state-specific base EPC rates, equipment adders, and sales margins.
Financial Engine
Payout Splits
Commission Ledger
Automate complex multi-tier dealer override splits and rep payouts to the penny.
Financial Engine
Risk Mitigation
Clawback Processor
Recalculate splits and adjust ledgers automatically when system sizes or contracts change.
Financial Engine
Direct Wallet
Stripe Connect Payouts
Equip reps with a digital wallet to request direct ACH withdrawals post-installation.
AI & Engagement
24/7 Outbound Qualifying
Nova™ Voice Agents
Deploy conversational WebRTC AI callers to qualify solar leads and book surveys.
AI & Engagement
Workflow Triggers
Logic Automations
Trigger automated customer SMS status notifications, AHJ permit requests, and Discord alerts.
AI & Engagement
Rep Incentives
Gamification Loop
Drive performance with real-time office leaderboards, XP leveling ranks, and badges.
AI & Engagement
Structured Storage
Data Warehouse
Queryable historical databases for advanced business intelligence analysis.
Integrations
Layout Sync
Aurora API Link
Sync active system sizes and design proposals with Aurora Solar layouts.
Integrations
Proposal Mapping
SolarGraf Import
Import energy bills and utility offset proposals into project files.
Integrations
Contractor Onboarding
Stripe Connect Payroll
Automate sub-dealer tax onboarding, KYC checking, and corporate banking routing.
Integrations
Operations Feed
Discord Ops Sync
Route real-time project milestone completions and alerts directly to team channels.
Explore the workflow
Get a feel for
the day-to-day.
Explore the sample pipeline, adjust a commission calculation, or try the Nova™ voice demo. These examples help you see how the modules work together.
Active Deal 2h ago
James T. — Phoenix, AZ
10.8 kW PV Design · Est. Margin: $19,440
Value: $45,360
Progress:33%
Qualify
Design
Contract
Onboard
PTO
Secure Contract Execution Tasks
1 / 3Solar operations, built in
Engineered for the way
solar teams work.
A solar CRM needs to understand more than a sales pipeline. Spark connects the project lifecycle, the financial rules behind each deal, and the structure of your dealer network.
Project visibility
Track NTP, site surveys, permitting, installation, inspection, and PTO in the same pipeline. Keep owners and documents connected to each stage.
Explore milestone trackingFinancial consistency
Configure state-specific redlines, equipment adders, and multi-tier dealer overrides. Keep commission breakdowns and adjustments tied to the project ledger.
Explore redline pricingA setup that fits your team
Model regional offices and sub-dealers around your organization. Configure access and milestone-driven workflows so people can work with the records and responsibilities they need.
Explore workflow automationSee your operation in Spark CRM.
Walk through the milestones, commission rules, and team workflows that matter to your solar business.
Spark CRM + Spark Nova™ & Spark Website
One solar platform.
A better handoff at every step.
Spark CRM is your team’s shared home for customer records, project milestones, and commissions. Connect Spark Website to bring in inquiries and Spark Nova™ to carry conversations forward. Your team keeps the context as the homeowner moves from first interest to an active solar project.
Work together, seamlessly
Give sales, project managers, and installers the same customer context in Spark CRM. Website inquiries and Nova™ conversations stay connected to the record, so a new owner can pick up where the last person left off.
Turn interest into the next step
Spark Website brings homeowners in. Spark Nova™ answers questions and helps qualify their interest. Spark CRM gives your team the context to follow up and move the opportunity forward, connecting the first inquiry to the next conversation.
One connected customer journey
Carry the details from Spark Website inquiries and Spark Nova™ conversations into Spark CRM, alongside proposals, documents, and project milestones. Each handoff builds on what the homeowner has already shared, keeping sales and operations connected from first contact through installation.
Your operation, your setup
Built around how
your business works.
Good software starts with understanding the work. We help translate your processes into a connected CRM your teams can use every day.
01
Map your operation
Start with your project stages, dealer structure, redlines, and the handoffs that need attention.
02
Connect your workflows
Plan your data migration and integrations. Configure access, automations, and the details your teams rely on.
03
Bring your team onboard
Review the workflows together, train your managers, and launch with a clear process for day-to-day work.
A few useful answers
Before you
get started.
Who is Spark CRM built for?
Solar dealers, installers, and sales organizations that need to connect project operations, dealer networks, and commissions. We shape the setup around your team structure and workflows.
Can we use our own project stages and commission rules?
Yes. Project milestones, state-specific redlines, equipment adders, and dealer overrides can be configured around your operation. We review your rules and handoffs during discovery.
What happens to our existing data and tools?
We review your existing records, documents, and integrations before defining the migration scope. Talk to our team about your current stack and the information you need to bring across.
How does Spark CRM connect to Nova™ and Spark Website?
Spark Website captures homeowner inquiries, Nova™ supports qualification and conversations, and Spark CRM holds the customer and project context for your team. Your setup determines the connected workflows.
How do we choose the right scope?
Start with the project, financial, and team workflows you need. Our team can walk through the modules and integrations with you; the pricing page explains the current platform options.
Make room for what’s next
Give your solar business
a more connected future.
Bring the work together. Give your people a clearer path forward. Start exploring Spark CRM.
