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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 12 of 27 customersClear filters

Avery Thompson

automotive

Consent unknown

Consent unknown

Consent unknown

Recent signals

Trade appraisal submitted
Recall notice

Active opportunity

Service revenue

Last action

Generated by simulation (145d ago)

Bianca Delgado

automotive

Consent granted

Consent granted

Consent granted

Recent signals

Lead form submitted

Active opportunity

None

Last action

Generated by simulation (145d ago)

Curtis Castillo

automotive

Consent granted

Consent granted

Consent granted

Recent signals

Service due

Active opportunity

None

Last action

Generated by simulation (145d ago)

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 Carter

automotive

Consent granted

Consent granted

Recent signals

Service due reminder

Active opportunity

None

Last action

Queued maintenance recovery call (145d ago)

Lapsed service customer

Denise Romano

automotive

Consent unknown

Consent unknown

Consent unknown

Recent signals

Missed sales call
Lead form submitted
Recall notice

Active opportunity

Vehicle purchase

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)

Ethan Brooks

automotive

Consent revoked

Consent revoked

Recent signals

Missed sales call

Active opportunity

None

Last action

Recorded opt-out and stopped workflow (146d ago)

Opted out of all outreach

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 Espinoza

automotive

Consent revoked

Consent revoked

Consent revoked

Recent signals

Service due
Vehicle detail viewed

Active opportunity

None

Last action

Generated by simulation (145d ago)

Grace Bauer

automotive

Consent granted

Consent granted

Consent granted

Recent signals

Lead form submitted
Trade appraisal submitted
Recall notice

Active opportunity

Vehicle purchase

Last action

Generated by simulation (145d ago)

Hugo Marsh

automotive

Consent granted

Consent granted

Consent granted

Recent signals

Trade appraisal submitted

Active opportunity

None

Last action

Generated by simulation (145d ago)

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