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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 110 customers

Carlos Donovan

dental

Consent granted

Consent granted

Consent granted

Recent signals

Treatment plan pending
Overdue cleaning
Missed appointment

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)

Curtis Frost

dental

Consent granted

Consent granted

Consent granted

Recent signals

Overdue cleaning
Missed appointment

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

dental

Consent unknown

Consent unknown

Consent unknown

Recent signals

Overdue cleaning
Insurance verification

Active opportunity

Treatment plan acceptance

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 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

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)

Denise Vasquez

home services

Consent revoked

Consent revoked

Consent revoked

Recent signals

Estimate submitted
Missed call
Warranty expiring

Active opportunity

None

Last action

Generated by simulation (145d ago)

Denise Whitaker

home services

Consent granted

Consent granted

Consent granted

Recent signals

Seasonal reminder

Active opportunity

None

Last action

Generated by simulation (145d ago)

Devin Frost

dental

Consent unknown

Consent unknown

Consent unknown

Recent signals

Insurance verification
Overdue cleaning

Active opportunity

Treatment plan acceptance

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)

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