The short answer
Solar CRM software should keep the customer and project record useful as work moves from lead to sale to installation. Spark's bespoke approach maps the people, stages, permissions, and integrations around the way a solar organization actually operates.
One record across changing owners
A solar opportunity passes through several teams. The CRM should make each transition understandable and leave a reliable history behind it.
Lead and sales context
Keep source, qualification, appointments, proposal activity, and follow-up ownership connected.
Project visibility
Map the milestones, required information, and exceptions that matter after a contract is signed.
Operational reporting
Give leaders a consistent way to review pipeline and project status across teams and markets.
What the connected journey looks like
- 01
Capture
Bring the inquiry into a shared record with its source and submitted details.
- 02
Sell
Assign ownership and track consultations, proposal follow-up, and decisions.
- 03
Deliver
Hand accepted work to operations with clear records, tasks, and milestones.
- 04
Learn
Review where work slows down and which sources and workflows produce useful outcomes.
Questions for a CRM evaluation
Use these questions to compare any approach against the way your team works.
- Can each team find the information it needs without copying records?
- How are permissions handled for reps, offices, dealers, and installer partners?
- Which system owns proposals, communications, finance, and project milestones?
- What will migration, training, and rollout require from your team?
Common questions
What makes a CRM specific to solar?
Solar teams need to track more than a sales stage: property and utility context, proposal decisions, partner handoffs, installation milestones, and often multi-party ownership. The exact model should follow the business.
Is Spark a fixed, off-the-shelf workflow?
Spark positions its CRM as bespoke infrastructure. Discovery determines which records, stages, permissions, and integrations should be configured for the organization.
Can existing tools remain in use?
Yes, where an integration is appropriate. A CRM implementation should define the source of truth for each data type and test the handoff between systems before rollout.