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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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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 8 of 20 customersClear filters

Maya Marsh

home services

Consent unknown

Consent unknown

Consent unknown

Recent signals

Estimate submitted
Seasonal reminder

Active opportunity

Seasonal tune-up

Last action

Generated by simulation (145d ago)

Nina Marsh

legal intake

Consent unknown

Consent unknown

Consent unknown

Recent signals

Referral received

Active opportunity

None

Last action

Generated by simulation (145d ago)

Advice boundary review required

Omar Vasquez

dental

Consent unknown

Consent unknown

Consent unknown

Recent signals

Overdue cleaning
Treatment plan pending
Missed appointment

Active opportunity

None

Last action

Generated by simulation (145d ago)

Paloma Mills

automotive

Consent unknown

Consent unknown

Consent unknown

Recent signals

Missed sales call
Trade appraisal submitted
Recall notice

Active opportunity

Vehicle purchase

Last action

Generated by simulation (145d ago)

Priya Nair

dental

Consent granted

Consent granted

Consent unknown

Recent signals

Email engagement
Dental recall opportunity

Active opportunity

Recall cleaning and exam

Last action

Drafted recall reminder email (145d ago)

Elevated compliance handling

Priya Nguyen

dental

Consent unknown

Consent unknown

Consent unknown

Recent signals

Overdue cleaning

Active opportunity

None

Last action

Generated by simulation (145d ago)

Russell Nair

automotive

Consent unknown

Consent unknown

Consent unknown

Recent signals

Lead form submitted
Missed sales call

Active opportunity

Vehicle purchase

Last action

Generated by simulation (145d ago)

Sofia Abboud

dental

Consent unknown

Consent unknown

Consent unknown

Recent signals

Insurance verification

Active opportunity

None

Last action

Generated by simulation (145d ago)

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