Feature Guide

RevenuePilot Features

Overview of included modules in the marketplace edition.

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CRM Core

Leads, customers, opportunities, conversion flow, and activity timeline.

Proposal Builder

Proposal templates, pricing items, public preview, approve/decline workflow.

Invoice Engine

Convert proposal to invoice, track invoice status, record payments.

Payment Workflow

Manual bank transfer, proof upload, admin review, and payment confirmation.

AI Sales Assistant

Local rule-based lead, proposal, invoice, and sales action recommendations.

Executive Dashboard

Revenue KPIs, conversion metrics, pipeline status, collection insights.