RevenuePilot CRM CodeCanyon Marketplace Copy

Use this draft as the source for the Envato item description. Fill the hosted links before upload; do not replace them with fake URLs.

Submission Links

Short Description

RevenuePilot CRM is a self-hosted revenue operations CRM and client portal by Ovion Technologies. It combines leads, deals, quotations, contracts, invoices, recurring billing, support tickets, delivery notes, client portal workflows, reporting, Reverb-ready realtime messaging, QuickBooks/Xero accounting sync scaffolding, production mailbox import settings, interactive guided demo tours, and marketplace-ready demo tooling.

Approved Integration Wording

• Stripe and PayPal sandbox payment workflows, sandbox-tested with live API paths gated by PAYMENT_LIVE_API_ENABLED.
• webhook signature hardening for payment gateway events.
• Meta and Google ads readiness and approval workflows, paused publish proof, budget caps, and provider configuration prepared for buyer setup.
• Laravel Reverb-ready staff and portal thread updates; call it realtime only when Reverb is configured for the hosted demo or buyer install.
• QuickBooks and Xero accounting sync is sandbox/configuration-ready with token refresh, idempotent external record mapping, and live sync disabled by default.
• IMAP/OAuth mailbox import is configuration-ready with TLS/port validation fields, UID/message-id dedupe, import logs, and simulation/configure-later defaults.
• Installable PWA and mobile responsive views. Do not imply native Android/iOS binaries are included in v1.0.0.
• Demo seed, draggable/minimizable guided tours, System Health, and package checks for reviewer and buyer confidence.
• Claim levels shown in /crm/marketplace-pack/comparison: Live tested, Sandbox tested, Configuration-ready, and Planned.

Claims To Avoid Until Live Evidence Exists

• Do not claim production Stripe processing unless the comparison page shows Live tested.
• Do not claim production PayPal processing unless the comparison page shows Live tested.
• Do not claim production Meta ad publishing unless the comparison page shows Live tested.
• Do not claim production Google ad publishing unless the comparison page shows Live tested.
• Do not claim production QuickBooks/Xero live sync unless live-mode OAuth, token refresh, customer, invoice, payment, and reconciliation evidence exists.
• Do not claim production mailbox import unless a live IMAP/OAuth mailbox has been tested with dedupe and ticket threading evidence.
• Do not claim native mobile APK/AAB/IPA delivery in v1.0.0.

See docs/revenuepilot-sales-enhancement.md before updating live marketplace copy.

Screenshot Checklist

Before final upload, recapture the 20-page dark/light screenshot set into the root /screenshots folder. Required pages: staff login, CRM dashboard, today workspace, leads, deal board, companies, projects, task board, invoices, payment gateways, support inbox, support tickets, delivery notes, system health, setup checklist, marketplace comparison, production runners, white-label preview, portal dashboard, and portal tickets.

Run the Full Product Tour, Portal Client Tour, and Revenue & Billing Tour before final screenshot capture. Rebuild the package after capture so the generated screenshots/screenshot-manifest.json, ZIP files, and checksums match the final hosted demo.