Native solar CRM
Move a qualified lead into design with its site context intact
Track the opportunity and next action, confirm the site, then create design options from the lead.
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
Walk through your next solar project with us.
Choose the workflow your team needs to evaluate. Review the design, numbers and customer documents with labelled example data.