The short answer
Dealer software needs to show who owns a deal, what stage it is in, and which rules apply as it moves through a dealer network. Spark can model that operating structure in a bespoke CRM, including permissions, pricing and commission workflows, and installer handoffs.
Make the dealer network legible
As offices, reps, sub-dealers, and installer partners grow, a shared record and clear decision rights become more important.
Ownership and access
Define which team can see or act on a lead, deal, document, or project stage.
Commercial rules
Bring pricing inputs, split rules, exceptions, and commission review into a traceable process.
Partner handoffs
Pass accepted deals to the right installer with the information needed to begin delivery.
A deal moving through a dealer network
- 01
Intake
Capture the lead and attribute it to the right campaign, office, or partner.
- 02
Assignment
Set the rep and manager responsible for qualification and next steps.
- 03
Approval
Review proposal, price, and commission exceptions against the agreed rules.
- 04
Handoff
Transfer the accepted deal to installation while preserving ownership and financial context.
What dealer leaders should ask
Use these questions to compare any approach against the way your team works.
- Can the system represent your actual dealer and installer relationships?
- Who can change ownership, pricing, and commission inputs?
- How are exceptions reviewed before payout or installer handoff?
- Can a manager compare activity and outcomes across offices without losing deal detail?
Common questions
Is dealer software the same as a solar CRM?
A CRM covers customer and deal records. Dealer software also has to reflect the organization around those records: reps, offices, sub-dealers, partners, permissions, pricing, and payouts.
Can different dealers have different permissions?
Permission boundaries can be part of the bespoke data and workflow design. The exact roles and access rules should be defined during discovery and tested with real deal scenarios.
How should commissions be handled?
Start with the source inputs, split rules, adjustment approvals, and payout readiness checks. Review the process end to end before automating calculations.