CRM Module Overview

RevenuePilot CRM combines a sales CRM, revenue operations workspace, client portal, support center, delivery tools, billing workflows, and platform proof surfaces in one Laravel application.

Core CRM

Companies, contacts, leads, deals, pipelines, stages, activities, follow-ups, products, quotation templates, imports, duplicate detection, and data quality tools form the core CRM.

Execution Layer

Today workspace, calendar, deal board, task board, project delivery, support inbox, ticket center, automations, sequences, and playbooks help staff act on CRM data.

Revenue Layer

Quotations, proposals, contracts, invoices, payments, credit notes, recurring billing, subscriptions, delivery notes, statements, expenses, dunning, reconciliation, reports, forecast, and pipeline review connect sales to cash.

Platform Layer

System Health, integrations, enterprise hub, API clients, webhooks, module builder, extension catalog, license/update center, marketplace pack, and screenshot/smoke proof support productized releases.