Add-ons

Add-ons

Add-ons extend the portal with optional integrations, communication tools, payments, and advanced appointment features.

Availability depends on the portal type, plan, and any custom agreement for the customer.

Open the portal menu and choose Add-ons to review optional capabilities for the active portal. Some add-ons can be enabled directly. Others are available only on request or only for specific plan levels.

Typical Add-on Areas

CRM and Export Boundaries

Sparki is designed to work alongside the office CRM, not replace it. Supported CRM add-ons can synchronize the parts the CRM understands best, such as appointments, linked objects or properties, and scheduling information. Most communication, workflow answers, forms, document requests, bidding context, and timeline history stay in Sparki because many CRM systems do not have matching fields for that data.

When data needs to leave Sparki outside a CRM add-on, use dashboard exports where available. These exports generate CSV files that can be cleaned or reformatted in another tool if the office needs a different format.

Before Enabling an Add-on

Check what the add-on changes for customers, whether it requires extra setup outside Sparki, and which team member owns the follow-up. For example, a calendar or meeting add-on may need an external account connection, while a payment or communication add-on may require account verification.

Plan and Role Notes

Many add-ons are paid-plan features. Members need Edit portal settings to manage add-ons.