RevenuePilot CRMDocumentation
v1.0.0 Changelog
Generated from docs/revenuepilot-above-most-sold-production-release.md.

RevenuePilot Above Most Sold CRM Production Release

This release turns the marketplace proof layer into workflows that actually run.

What Was Added

  • Production runners: recurring invoices, recurring tasks, recurring expenses, dunning, SLA escalation, mailbox import, adapter retry, and marketplace smoke checks.
  • Sandbox adapters: Stripe, PayPal, Mailgun, SendGrid, IMAP, GA4, Meta Lead Ads, Social Network, and Generic Webhook.
  • Billing depth: reconciliation CSV import, dunning run-now action, sandbox payment webhook handling, and portal statement views.
  • Portal actions: ticket replies, sandbox invoice payment, file uploads, proposal signing, contract signing, and account statements.
  • Marketplace proof: screenshot artifact command, smoke runner command, demo reset UI action, sample credentials page, and comparison page.

Admin Routes

  • /crm/runners
  • /crm/runners/{runner}/logs
  • /crm/adapters/{provider}/logs
  • /crm/billing/reconciliation/import
  • /crm/marketplace-pack/sample-credentials
  • /crm/marketplace-pack/comparison

Portal Routes

  • POST /portal/tickets/{ticket}/reply
  • POST /portal/invoices/{invoice}/pay with simulate_payment=1 for sandbox payment
  • GET /portal/statements/{company}
  • POST /portal/files/upload
  • POST /portal/proposals/{proposal}/sign
  • POST /portal/contracts/{contract}/sign

Artisan Commands

php artisan revenuepilot:runners run --runner=all
php artisan revenuepilot:adapters sync --provider=all
php artisan revenuepilot:marketplace capture-screenshots
php artisan revenuepilot:marketplace smoke

Example Reconciliation CSV

invoice_number,amount,reference
INV-0001,250.00,BANK-001
INV-0002,125.50,PAYPAL-SANDBOX-002

Marketplace Positioning

Perfex, RISE, and Grow are strong because their workflows feel complete. This release moves RevenuePilot beyond broad CRUD parity by adding run logs, retry/replay adapter behavior, portal client actions, and proof artifacts that a buyer can verify in a demo.