Add-ons
RevenuePilot CRM ships with a strong core package and an add-on catalog for buyer upsells. Only tested, complete add-ons should be packaged as installable ZIPs.
Included Core Modules
CRM pipeline, customer records, client portal, dark-mode shell, and mobile-ready buyer surfaces.
Support tickets, replies, portal ticket thread, assignments, and mailbox sync foundation.
Invoices, payment sessions, sandbox gateway records, delivery notes, and recurring billing health.
System Health, demo seed, marketplace pack, custom fields, API/webhooks, and setup checklist.
Add-on Catalog
| Add-on | Positioning | Package status |
|---|---|---|
| Ads Publishing + ROI Pro | Meta and Google Ads publishing, approval-gated activation, ROI attribution, and executive ads reporting. | Catalog/proof unless all provider tests pass. |
| Live Payment Gateways Pro | Stripe, PayPal, Mollie, and Authorize.net live wiring with sandbox/live controls. | Installable only after provider sandbox QA. |
| Accounting Connectors | QuickBooks/Xero style sync, invoices, payments, and reconciliation evidence. | Catalog/proof. |
| AI Sales Copilot | Lead summaries, follow-up drafts, risk summaries, and sales next actions. | Catalog/proof. |
| SSO Security Pack | SAML/SSO, token rotation warnings, audit controls, and workspace security depth. | Catalog/proof. |
| WhatsApp/SMS Inbox | Conversation channels, CRM activity capture, and lead/service notifications. | Catalog/proof. |
| Industry Starter Packs | Demo packs for agencies, healthcare, education, SaaS, and services. | Safe to ship as seeded templates when tested. |
| White Label/PWA Pro | Branding, PWA shell, mobile staff workflows, and marketplace white-label proofs. | Catalog/proof. |
| Executive Reports | Revenue, project, support, billing, ads, and System Health reporting packs. | Catalog/proof. |
| Module Builder Template Pack | Reusable generated-module templates for vertical CRM extensions. | Catalog/proof. |
Shipping Rule
Buyer Positioning
The base package closes daily CRM gaps against high-volume marketplace CRMs. The add-on story keeps RevenuePilot differentiated with ads ROI, automation, System Health, marketplace proof, and modern dark-mode operations UX.