Campaign-To-Cash CRM Manual

A practical static manual for the live Laravel CRM: leads, campaigns, companies, contacts, deals, quotations, invoices, projects, tasks, support, portal collaboration, automation, integrations, APIs, demo data, and marketplace-ready packaging.

Start Setup Browse CRM Flow Open Demo Guide

Leads Deals Quotes Invoices Portal Webhooks AI drafts

Revenue cockpit Docs ready

WorkspaceCRM dashboard

PipelineDeal board

PortalClient view

19HTML docs pages

6core operating lanes

APICRM v1 and webhooks

Staticlow-inode public copy

Read In The Order The CRM Runs

01 Install And Configure

Check server requirements, run the 8-step installer, configure branding, channels, security, roles, and CRM defaults.

02 Seed And Demonstrate

Load demo data, open Demo Studio, verify admin, manager, agent, and client portal credentials, then run readiness commands.

03 Operate Revenue

Capture leads, qualify deals, issue quotations, collect invoices, deliver projects, support clients, and report the loop.

Priority Documentation Paths

RevenuePilot CRM leads index — Sales workspace: lead capture, pipeline movement, follow-ups, AI drafts, and deal conversion.

RevenuePilot CRM invoices index — Revenue operations: products, quotes, invoices, payment sessions, refunds, delivery notes, and reports.

RevenuePilot client portal dashboard — Client portal: deals, quotations, invoices, projects, tasks, tickets, files, approvals, and data rooms.

RevenuePilot system health screen — Release checks: system health, provider readiness, backups, marketplace screenshots, and public docs publishing.

Quick Links

Setup And Buyer Install

Use the installer, configuration, SMTP, authentication, and roles pages to prepare a first customer install.

Installation -> Configuration -> SMTP Setup

Demo And Marketplace Proof

Use seeded accounts, demo tours, screenshot capture, and the final ship checklist before public release.

Seeding -> Online Demo -> Ship Checklist