RevenuePilot CRMDocumentation
v1.0.0 Changelog

Installation

The installer is designed for buyers who upload the package to hosting and complete setup from the browser. Developers can use the CLI flow after dependencies are installed.

Package Layout

  • Complete package: includes vendor files and compiled assets for buyer installs.
  • Source package: for developers who will run Composer and npm locally.
  • Demo package: contains demo instructions, screenshot assets, and credentials for staging.

Web Installer Flow

  1. Upload the package and point the web root at public/.
  2. Confirm PHP extensions, folder permissions, and environment write access.
  3. Enter database credentials and let the installer test the connection.
  4. Configure application URL, mail sender, default timezone, and queue mode.
  5. Create the first administrator and lock the installer after completion.

CLI Install

composer install --no-dev --optimize-autoloader
npm.cmd install
npm.cmd run build
D:\Xampp\php\php.exe artisan migrate --force
D:\Xampp\php\php.exe artisan crm:demo-seed

Use D:\Xampp\php\php.exe explicitly on this workspace because php is not available on PATH.

After Install

  • Open CRM > System Health and fix blocking readiness checks.
  • Configure SMTP before enabling password reset, OTP, notifications, or portal invitation flows.
  • Run crm:portal-readiness-check after demo seed or portal configuration.
  • Capture screenshots from a clean staging demo before marketplace packaging.