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SignalFlow

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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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 15 customersClear filters

Bianca Carter

insurance

Consent granted

Consent granted

Consent granted

Recent signals

Renewal approaching

Active opportunity

None

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)

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)

Hannah Hale

insurance

Consent granted

Consent granted

Consent granted

Recent signals

Quote requested
Renewal approaching

Active opportunity

New policy

Last action

Generated by simulation (145d ago)

Jordan Brooks

insurance

Consent granted

Consent granted

Consent granted

Recent signals

Coverage inquiry
Missed agent call

Active opportunity

Policy renewal

Last action

Generated by simulation (145d ago)

Linda Park

insurance

Consent granted

Consent granted

Consent granted

Recent signals

Renewal approaching
Missed agent call

Active opportunity

New policy

Last action

Generated by simulation (145d ago)

Maya Holloway

insurance

Consent granted

Consent granted

Consent granted

Recent signals

Coverage inquiry
Missed agent call

Active opportunity

Policy renewal

Last action

Generated by simulation (145d ago)

Paloma Nair

insurance

Consent granted

Consent granted

Consent granted

Recent signals

Renewal approaching
Missed agent call

Active opportunity

None

Last action

Generated by simulation (145d ago)

Paloma Silva

insurance

Consent granted

Consent granted

Consent granted

Recent signals

Quote requested
Renewal approaching

Active opportunity

New policy

Last action

Generated by simulation (145d ago)

Priya Chen

insurance

Consent granted

Consent granted

Consent granted

Recent signals

Coverage inquiry
Quote requested

Active opportunity

Policy renewal

Last action

Generated by simulation (145d ago)

Renee Espinoza

insurance

Consent granted

Consent granted

Consent granted

Recent signals

Quote requested
Renewal approaching

Active opportunity

New policy

Last action

Generated by simulation (145d ago)

Renee Petrov

insurance

Consent granted

Consent granted

Consent granted

Recent signals

Quote requested
Missed agent call

Active opportunity

Policy renewal

Last action

Generated by simulation (145d ago)

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