CRM Module Overview

RevenuePilot CRM is a campaign-to-cash Laravel workspace. The live app routes cover lead capture, campaigns, companies, contacts, deal boards, quotations, invoices, projects, tasks, support, portal collaboration, reports, integrations, APIs, webhooks, automation, and marketplace release controls.

1) Sales Workspace

• Today and dashboard: /crm/today, /crm/dashboard, and advanced operations summarize daily actions, risk, forecasts, and revenue signals.
• Leads: lead list, create/edit/show screens, notes, activities, follow-ups, throttled AI drafts, and lead-to-deal conversion.
• Lead forms and campaigns: public lead forms, campaign records, ad drafts, readiness checks, budget policies, attribution overrides, offline conversion uploads, and emergency pause actions.
• Deals: table and board views, stage movement, checklist updates, notes, activities, follow-ups, stakeholders, AI drafts, and quotation creation from a deal.

2) Accounts And Customer Context

• Companies, contacts, parent/child company structure, stakeholders, saved views, imports, duplicate scanning, and data quality previews.
• Customer success projects, renewals, health snapshots, expansion opportunities, customer rooms, and external room publishing.
• Customer operations for trends, SLA policies, usage connectors, and vertical packs.

3) Revenue Operations

• Products, quotation templates, quotations, public quote acceptance links, PDF export, follow-up actions, and deposit invoice generation.
• Invoices, payments, credit notes, payment links, hosted payment sessions, gateway refunds, recurring billing runs, delivery notes, and payment simulation.
• Forecast snapshots, reports, queued exports, schedule toggles, report presets, and email delivery through scheduled report commands.

4) Delivery, Support, And Portal

• Projects, Gantt view, milestones, billing, file uploads, cloned templates, progress updates, task boards, timers, comments, reminders, subtasks, and dependencies.
• Support inbox, mailbox sync, ticket creation, assignment, status, merge, canned replies, escalation, CSAT, copilot generation, and lead/deal/ticket creation from support records.
• Portal auth, dashboard, security, deals, quotations, invoices, delivery notes, projects, tasks, contracts, proposals, subscriptions, knowledge base, announcements, surveys, files, requests, data rooms, tickets, approvals, calendar, and portal users.

5) Automation And Intelligence

• Automation rules, simulations, replay/retry for automation runs, email templates, meeting creation, and ICS downloads.
• Sequences, enrollments, pause/resume controls, CRM alerts, follow-up reminders, forecast snapshots, AI drafts, and approved AI operator actions.
• Relationship intelligence, data quality snapshots, lead/deal temperature timelines, company health snapshots, support revenue summaries, and evidence-backed copilot suggestions.

6) Enterprise, API, And Integrations

• Integrations, OAuth redirect/callback, provider accounts, sync jobs, provider health checks, retries, inbound provider webhooks, and sandbox adapters.
• Enterprise workspaces, API clients, outbound webhooks, semantic documents, AI drafts, quotas, territories, contracts, subscriptions, workflow tracks, feature flags, backups, restore rehearsal, compliance exports, commissions, payouts, exchange rates, update packages, and sample packs.
• CRM API v1 exposes status, schema, deals, leads, companies, contacts, projects, tasks, tickets, invoices, payments, custom fields, webhooks, ad accounts, ad drafts, usage events, and rate limit reports.
• Webhook endpoints include AI Bot webhooks and provider integration webhooks with throttling and installed-state middleware.

7) Diagnostics And Release Proof

• System Health, monitoring, governance SOPs, setup checklist, marketplace pack, screenshot targets, smoke runs, demo reset proof, sample credentials, comparison pages, production runners, adapter logs, and replay tools.
• Readiness commands include crm:portal-readiness-check, crm:sync-support-mailboxes, crm:sync-accounting-providers, crm:sync-payment-gateways, crm:retry-payment-events, crm:run-recurring-billing, and revenuepilot:marketplace capture-screenshots.