RevenuePilot CRMDocumentation
v1.0.0 Changelog
Generated from docs/revenuepilot-demo-seed.md.

RevenuePilot Demo Seed And Reset

Safe Seed

Run:

php artisan crm:demo-seed

This creates or refreshes the RevenuePilot demo loop without deleting non-demo business data.

The seeded story includes:

  • Demo admin, manager, staff, and portal users.
  • Companies, contacts, leads, deals, campaigns, quotes, invoices, and payments.
  • Projects, tasks, time entries, expenses, contracts, proposals, subscriptions, tickets, knowledge base, announcements, and portal records.
  • Surveys, goals, mailboxes, templates, recurring tasks, recurring expenses, file folders, estimate requests, store orders, staff operations, customization, and payment gateways.

Destructive Reset

Run:

php artisan crm:demo-reset

This clears demo CRM records and rebuilds the demo.

Run this only when you are intentionally preparing a clean marketplace demo.

Reset Without Reseeding

Run:

php artisan crm:demo-reset --no-seed

This clears demo CRM records and leaves the CRM empty.

Quick Demo Walkthrough

  1. Visit /.
  2. Open Admin Login.
  3. Sign in with admin@ovion.tech and Demo@12345.
  4. Open /crm/setup-checklist.
  5. Open Projects, Task Board, Invoices, Payment Simulation, Surveys, File Manager, and Portal.
  6. Open /portal/login and sign in with apex-client@revenuepilot.test.

Image reference: RevenuePilot demo visual