RevenuePilot CRMDocumentation
v1.0.0 Changelog

Online Demo Setup

A good online demo proves the product without exposing secrets. Use safe provider modes, seeded data, controlled credentials, fresh screenshots, and reset proof.

Staging Environment

  • Install the complete package on a public staging domain.
  • Use demo or sandbox provider credentials only.
  • Run migrations, demo seed, portal readiness, and System Health checks.
  • Lock the installer and disable debug output before sharing the URL.

Guided Tours

Use Demo Studio to run the Full Product Tour, Portal Client Tour, Revenue & Billing Tour, and platform/marketplace walkthroughs. These tours are defined in config/crm_demo.php and align with the docs coverage matrix.

Screenshot Capture

node scripts/capture-marketplace-screenshots.mjs
node scripts/capture-documentation-screenshots.mjs

Marketplace screenshots remain in screenshots/. Docs-only captures are written to documentation/assets/media/product/.

Reviewer Flow

Start with staff login, CRM dashboard, today workspace, sales pipeline, invoices, support, system health, setup checklist, marketplace comparison, portal dashboard, and portal tickets. Then use the docs coverage matrix for deeper module review.