It manages leads, contacts, companies, deals, follow-ups, quotations, invoices, payments, delivery work, support handoff, client portal access, and revenue reporting.
CRM
Leads
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RevenuePilot CRM
RevenuePilot CRM helps teams manage the full lead-to-revenue flow from leads and deals to quotations, invoices, payments, delivery, and support.
RevenuePilot CRM is a self-hosted Laravel CRM and revenue operations platform for managing the full lead to deal to quotation to invoice to payment to delivery and support journey in one place.
What this product does
RevenuePilot CRM helps teams manage the full lead-to-revenue flow from leads and deals to quotations, invoices, payments, delivery, and support.
RevenuePilot CRM is a self-hosted Laravel CRM and revenue operations platform for managing the full lead-to-revenue journey from leads and deals through quotations, invoices, payments, delivery, support, and client portal visibility.
It is for connecting sales activity with billing, delivery, customer follow-up, and revenue visibility instead of leaving those steps in separate tools.
Sales teams, account managers, revenue operations teams, service businesses, agencies, founders, and teams that sell projects or recurring services.
Add leads and contacts, move deals through the pipeline, create quotations and invoices, track payments, manage delivery and support, and review revenue dashboards.
Use it when the team needs one system for CRM, quoting, invoicing, payment visibility, client portal work, and customer follow-up.
- Lead and contact management
- Deal pipeline and follow-ups
- Quotations and invoices
- Payments and receivables
- Delivery, support, and client portal
- Lead and deal tracking
- Quotations, invoices, and payment visibility
- Delivery and support handoff
- Client portal and revenue reporting
- Lead Management
- Companies And Contacts
- Deal Pipeline
- Follow-ups And Activities
- Quotations
- Contracts
Gallery
RevenuePilot CRM screens and product views
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Featured
RevenuePilot CRM featured preview
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Precios
Choose the license after checking fit
Compare active tiers, support scope, and setup options before moving to checkout.
Product workflow
Core workflows in RevenuePilot CRM
Review the main operating areas a buyer should understand before opening the demo or choosing a license.
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CRM Core
Capture leads, manage companies and contacts, track deals, follow-ups, notes, saved views, imports, and data quality.
- Lead management
- Companies and contacts
- Deal pipeline
- Follow-ups and activities
Revenue Operations
Connect sales activity to quotations, contracts, invoices, payments, receivables, subscriptions, and forecasts.
- Quotations
- Contracts
- Invoices
- Payments
Delivery And Support
Move won deals into delivery notes, projects, task boards, support tickets, customer rooms, and customer success workflows.
- Projects
- Tasks
- Delivery notes
- Support tickets
Client Portal
Give customers a permission-aware portal for rooms, files, tickets, invoices, and delivery-related work.
- Customer rooms
- Portal dashboard
- Client tickets
- Invoice visibility
Admin And Security
Control users, roles, permissions, settings, API clients, webhooks, backup tools, demo mode, and live system health.
- Users and roles
- Permisos
- API clients
- Webhooks
Demo And Launch Proof
Run a role-safe demo with public credentials, screenshots, docs, proof reporting, and readiness checks.
- Demo operator account
- Launch readiness
- Proof reports
- Docs link
Demo access
Try the live RevenuePilot CRM demo
Open the hosted demo, use shared credentials when provided, and review the documentation for setup details.
Demo Login
admin@ovion.tech
Demo@12345
Buyer trust
Compatibility, review, and support checks
Digital purchases are reviewed case by case when the product is not as described or cannot be accessed.
6 months of setup and product support are included with this license.
Manual code review and compatibility checks are tracked before products are promoted.
Changelog
Version history
Initial RevenuePilot CRM marketplace release with lead-to-revenue workflow, quotations, invoices, payments, client portal, support, reports, system health, role-safe demo credentials, docs, and CRM screenshots.
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Product Q&A
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