RevenuePilot CRM Marketplace Guide

RevenuePilot CRM is the buyer-facing product name. Ovion remains the vendor/company attribution.

What RevenuePilot Does

RevenuePilot CRM helps an agency or service business manage the full customer journey:

1. Capture leads from campaigns and forms.
2. Follow up with sequences and tasks.
3. Create deals, proposals, contracts, quotes, and invoices.
4. Track payments, subscriptions, expenses, and profitability.
5. Deliver projects, support clients, share files, and run the portal.
6. Review goals, reports, forecasts, data quality, and setup health.

Image reference: RevenuePilot landing hero

Demo Accounts

After running the demo seed, use these accounts:

Core Workflows

Campaign To Cash

Open CRM Dashboard, Campaigns, Lead Forms, Deals, Quotes, Invoices, Payment Simulation, and Pipeline Review to show the buyer how marketing spend turns into revenue.

Example:

1. A campaign captures a lead.
2. The lead becomes a deal.
3. The deal receives a quote/proposal.
4. The accepted quote becomes an invoice.
5. A tracked payment link or simulated payment records collection.

Service Operations

Use Projects, Tasks, Task Board, Time Entries, Expenses, File Manager, Knowledge Base, Tickets, and Portal views to show the service-delivery loop.

Marketplace Parity

RevenuePilot includes parity modules buyers expect from leading CodeCanyon CRMs:

• Surveys and feedback.
• Goals and targets.
• Email-to-ticket mailboxes.
• Stripe/PayPal sandbox gateway config.
• Project and task templates.
• Recurring tasks and recurring expenses.
• File manager and portal folders.
• Estimate request forms.
• Store orders and invoice conversion.
• Staff todos, attendance, leave, wiki, and team timeline posts.
• Menu organizer, dashboard widgets, theme presets, and white-label controls.

Parity Depth Proof

Use the companion guide RevenuePilot CRM CodeCanyon Parity Depth Guide for the newest demo loop:

• Finance statements, dunning, reconciliation, refunds, invoice-open tracking, gateway logs, and replay.
• Project Gantt, project cloning, progress updates, file versions, task comments, followers, reminders, subtasks, and dependencies.
• Public proposal acceptance and public contract signing.
• Portal task approval, proposal response, contract signature, folder uploads, orders, surveys, and knowledge base usefulness votes.

Above Perfex Proof

Use the companion guide RevenuePilot Above Perfex Release when the buyer asks why RevenuePilot is stronger than the top-selling CRM scripts:

• Perfex migration wizard.
• No-code module builder.
• AI Revenue Operator queue.
• Mobile/PWA preview.
• Accounting compliance cockpit.
• White-label builder.
• Marketplace proof pack.
• Sandbox adapter validation, sync, mapping, and replay.

Setup Checklist

Open /crm/setup-checklist as an admin. This page confirms demo data, payment simulation, recurring billing, knowledge base content, support queue, and portal users.

Useful Commands

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

Use crm:demo-seed for a safe/idempotent demo refresh. Use crm:demo-reset only when you intentionally want to clear and rebuild demo records.