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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 16 customersClear filters

Bianca Mills

legal intake

Consent revoked

Consent revoked

Consent revoked

Recent signals

Website intake

Active opportunity

None

Last action

Generated by simulation (145d ago)

Advice boundary review required

Camila Castillo

legal intake

Consent granted

Consent granted

Consent granted

Recent signals

Consultation request
Website intake

Active opportunity

Case retainer

Last action

Generated by simulation (145d ago)

Advice boundary review required

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

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

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

Grace Mills

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

Hannah Marsh

legal intake

Consent unknown

Consent unknown

Consent unknown

Recent signals

Website intake
Referral received

Active opportunity

Initial consultation

Last action

Generated by simulation (145d ago)

Advice boundary review required

Jordan Mills

legal intake

Consent unknown

Consent granted

Consent unknown

Recent signals

Legal intake consultation request

Active opportunity

Initial consultation booking

Last action

Created human intake task (145d ago)

Advice boundary review required

Lena Petrov

legal intake

Consent granted

Consent granted

Consent granted

Recent signals

Consultation request
Website intake
Referral received

Active opportunity

Case retainer

Last action

Generated by simulation (145d ago)

Advice boundary review required

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

Paloma Castillo

legal intake

Consent granted

Consent granted

Consent granted

Recent signals

Website intake
Referral received

Active opportunity

Initial consultation

Last action

Generated by simulation (145d ago)

Advice boundary review required

Priya Romano

legal intake

Consent granted

Consent granted

Consent granted

Recent signals

Consultation request
Website intake

Active opportunity

Case retainer

Last action

Generated by simulation (145d ago)

Advice boundary review required

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