Sales and project workflow
Keep the opportunity connected to the project it becomes
Give sales and delivery one solar-specific record for the customer, site, next action, survey, and design work that follows.
What your team can do
Lock the confirmed site context before survey and design work begins.
Carry one qualified opportunity into one or more project design options without re-entering the basics.
Included in this workflow
- Configurable lead stages
- Tasks and follow-ups
- Survey scheduling
- Lead-scoped design projects
Important fit note
Native synchronization with third-party CRM systems and automatic customer messaging are not included.
See PVspark in action
Bring us the handoff your team keeps rebuilding
We will show the most relevant PVspark workflow with synthetic data, answer your questions, and map the right onboarding path for your team.