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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.

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All Automotive Dental Home services Legal intake Insurance Medical

Consent state

All Granted Needs review Blocked Opted out

Showing 7 of 79 customersClear filters

Tara Sutton

automotive

Consent granted

Consent granted

Consent granted

Recent signals

Service due

Active opportunity

None

Last action

Generated by simulation (145d ago)

Trevor Romano

legal intake

Consent granted

Consent granted

Consent granted

Recent signals

Consultation request
Website intake
Referral received

Active opportunity

Initial consultation

Last action

Generated by simulation (145d ago)

Advice boundary review required

Wesley Espinoza

home services

Consent granted

Consent granted

Consent granted

Recent signals

Estimate submitted
Missed call
Seasonal reminder

Active opportunity

System replacement

Last action

Generated by simulation (145d ago)

Wesley Silva

home services

Consent granted

Consent granted

Consent granted

Recent signals

Seasonal reminder
Estimate submitted
Warranty expiring

Active opportunity

Seasonal tune-up

Last action

Generated by simulation (145d ago)

Wesley Whitaker

automotive

Consent granted

Consent granted

Consent granted

Recent signals

Recall notice
Lead form submitted
Trade appraisal submitted

Active opportunity

Trade equity

Last action

Generated by simulation (145d ago)

Yusuf Castillo

home services

Consent granted

Consent granted

Consent granted

Recent signals

Seasonal reminder
Estimate submitted
Warranty expiring

Active opportunity

System replacement

Last action

Generated by simulation (145d ago)

Yusuf Greer

home services

Consent granted

Consent granted

Consent granted

Recent signals

Seasonal reminder

Active opportunity

None

Last action

Generated by simulation (145d ago)

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