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Revenue OS

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Phase 0 foundation. Typed mock data and mock provider boundaries only.

Demo modeNo live SMS, email, or voice. Mock providers only. No real customer data.

Customers

Customer intelligence records

OverviewSDSignalFlow Demo OrganizationOwner (demo auth)

Customer intelligence

A unified record for each customer, including channels, consent, recent signals, active opportunity, and risk flags.

Search customers

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Name Recent activity

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All Automotive Dental Home services Legal intake Insurance Medical

Consent state

All Granted Needs review Blocked Opted out

Showing 12 of 79 customersClear filters

Denise Abboud

automotive

Consent granted

Consent granted

Consent granted

Recent signals

Vehicle detail viewed
Missed sales call
Trade appraisal submitted

Active opportunity

Service revenue

Last action

Generated by simulation (145d ago)

Denise Holloway

legal intake

Consent granted

Consent granted

Consent granted

Recent signals

Consultation request
Website intake

Active opportunity

Initial consultation

Last action

Generated by simulation (145d ago)

Advice boundary review required

Denise Whitaker

home services

Consent granted

Consent granted

Consent granted

Recent signals

Seasonal reminder

Active opportunity

None

Last action

Generated by simulation (145d ago)

Devin Holloway

automotive

Consent granted

Consent granted

Consent granted

Recent signals

Service due
Vehicle detail viewed

Active opportunity

Service revenue

Last action

Generated by simulation (145d ago)

Diego Espinoza

insurance

Consent granted

Consent granted

Consent granted

Recent signals

Quote requested

Active opportunity

New policy

Last action

Generated by simulation (145d ago)

Diego Mills

legal intake

Consent granted

Consent granted

Consent granted

Recent signals

Consultation request
Referral received

Active opportunity

Initial consultation

Last action

Generated by simulation (145d ago)

Advice boundary review required

Ethan Donovan

dental

Consent granted

Consent granted

Consent granted

Recent signals

Overdue cleaning
Treatment plan pending

Active opportunity

Recall cleaning and exam

Last action

Generated by simulation (145d ago)

Ethan Espinoza

home services

Consent granted

Consent granted

Consent granted

Recent signals

Seasonal reminder
Missed call

Active opportunity

Seasonal tune-up

Last action

Generated by simulation (145d ago)

Ethan Ramirez

dental

Consent granted

Consent granted

Consent granted

Recent signals

Treatment plan pending

Active opportunity

Recall cleaning and exam

Last action

Generated by simulation (145d ago)

Ethan Whitaker

automotive

Consent granted

Consent granted

Consent granted

Recent signals

Vehicle detail viewed

Active opportunity

None

Last action

Generated by simulation (145d ago)

Felix Chen

legal intake

Consent granted

Consent granted

Consent granted

Recent signals

Website intake

Active opportunity

None

Last action

Generated by simulation (145d ago)

Advice boundary review required

Felix Park

insurance

Consent granted

Consent granted

Consent granted

Recent signals

Quote requested
Missed agent call

Active opportunity

New policy

Last action

Generated by simulation (145d ago)

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