RevenuePilot CRMDocumentation
v1.0.0 Changelog

Add-ons

RevenuePilot ships a strong base package and can support add-ons for connectors, intelligence packs, vertical workflows, automation bundles, templates, and compliance utilities.

Base Package

The base package should remain complete: CRM, portal, billing, support, delivery, reports, settings, roles, marketplace proof, and documentation must work without paid add-ons.

Catalog Candidates

Add-onPurposeShipping Gate
WhatsApp/SMS InboxConversation channels and CRM activity capture.Provider credentials, queue, and delivery proof.
Advanced Accounting SyncDeeper QuickBooks/Xero sync and reconciliation.Sandbox and live-provider test evidence.
Vertical Template PacksPrebuilt module-builder records and workflows.Install, rollback, screenshots, and docs.