RevenuePilot User Workflows

Admin

The admin configures branding, roles, integrations, payment gateways, setup checklist, demo data, and white-label controls.

Example admin workflow:

1. Open Settings and confirm the RevenuePilot name, short name RP, colors, mail settings, and timezone.
2. Open Payment Gateways and configure Stripe or PayPal in sandbox mode.
3. Open Customization Menu, Dashboard Widgets, and Theme Presets.
4. Open Setup Checklist to confirm launch readiness.

Manager

The manager reviews revenue, team performance, project delivery, and customer risk.

Example manager workflow:

1. Open Today Workspace.
2. Review Pipeline Review and Forecast.
3. Open Goals to compare targets and achieved values.
4. Open Campaign ROI and quote/invoice follow-up.
5. Assign tasks or follow-ups.

Staff

Staff members handle day-to-day CRM work.

Example staff workflow:

1. Open Leads and Deals.
2. Use Task Board for delivery work.
3. Log Time Entries.
4. Reply to tickets using canned replies.
5. Use File Manager and Knowledge Base for client support.

Client Portal

Clients can view shared business records.

Example portal workflow:

1. Sign in at /portal/login.
2. Open Projects, Tasks, Quotations, Proposals, Contracts, Invoices, Subscriptions, Files, Surveys, Orders, Tickets, and Knowledge Base.
3. Submit requests or respond to approvals where enabled.

Image reference: Client workspace visual