Sales & CRM keeps leads, opportunities, quotes and customer relationships in one pipeline your whole team can see, so nothing is tracked only in one rep's inbox — and a won deal flows straight into Finance and Inventory without re-entry.
Key Capabilities
Everything CRM covers out of the box.
Leads
Capture, qualify and route leads from web, referral and campaign sources.
Opportunities
Pipeline stages, forecasting and deal ownership.
Quotes
Configurable quoting with pricing rules and approval thresholds.
Pipeline
Stage-by-stage visibility across the whole sales team.
Customer 360
Orders, cases and interactions in one customer record.
Activities
Calls, meetings and tasks tracked against each account.
Territory & Quota
Territory assignment and quota tracking for sales teams.
AI Scoring
Lead and opportunity scoring to prioritize where reps spend time.
See CRM in Action
Product screenshots are being finalized as CRM nears general availability — the frames below stand in for them.
Sales & CRM — Pipeline Board
Screenshot preview — coming soon
Sales & CRM — Customer 360
Screenshot preview — coming soon
Sales & CRM — Quote Builder
Screenshot preview — coming soon
AI in CRM
Part of the Spark ERP AI Platform, applied to CRM.
Lead Scoring
Ranks inbound leads by likelihood to convert using engagement and firmographic signals.
Next-Best-Action
Suggests the next call, email or step for an open opportunity.
Deal Risk Flags
Highlights opportunities showing stalled-deal patterns before they slip.
Workflows
A deal moves from lead to order on one connected pipeline, with quote approvals and order handoff to Finance and Inventory built in rather than handled by a separate system.
Example flow
- 1
Lead Captured
From web, campaign or referral, auto-routed to an owner.
- 2
Qualified & Quoted
Opportunity created, quote generated with pricing rules.
- 3
Won
Deal closed, approvals cleared for non-standard terms.
- 4
Order Created
Sales order flows to Inventory and Finance automatically.
Integrations
CRM connects to the systems this domain typically runs alongside — see the fullIntegration Platform for the complete picture.
- Email & calendar (Google / Microsoft 365)
- Marketing automation
- Telephony / CTI
- E-commerce platforms
- Finance (native)
Industry Applications
How CRM is typically configured for a sector.
Country Support
CRM runs on Spark ERP's Country Packs, so local tax, statutory and compliance rules apply automatically.
Security
CRM inherits Spark ERP's platform-wide identity, tenant isolation, encryption and audit — the same security model every application runs on, not something rebuilt per module.
Customer Stories
Customer stories are being collected and will appear here.
No testimonial content is fabricated on this site.
Pricing
CRM is available standalone or as part of a bundled Spark ERP plan. See current plans and what's included.
Frequently Asked Questions
See CRM on your own data
Explore Sales & CRM in a live walkthrough, or start a free trial and try it yourself.