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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 25 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)

Maya Whitaker

home services

Consent granted

Consent granted

Consent granted

Recent signals

Estimate submitted

Active opportunity

None

Last action

Generated by simulation (145d ago)

Omar Bauer

home services

Consent granted

Consent granted

Consent granted

Recent signals

Seasonal reminder
Estimate submitted

Active opportunity

Seasonal tune-up

Last action

Generated by simulation (145d ago)

Omar Sutton

home services

Consent granted

Consent granted

Consent granted

Recent signals

Missed call
Estimate submitted

Active opportunity

Seasonal tune-up

Last action

Generated by simulation (145d ago)

Priya Okafor

home services

Consent granted

Consent granted

Consent granted

Recent signals

Missed call
Seasonal reminder
Estimate submitted

Active opportunity

System replacement

Last action

Generated by simulation (145d ago)

Priya Petrov

home services

Consent granted

Consent granted

Consent granted

Recent signals

Estimate submitted
Warranty expiring

Active opportunity

Seasonal tune-up

Last action

Generated by simulation (145d ago)

Russell Holloway

home services

Consent granted

Consent granted

Consent granted

Recent signals

Seasonal reminder
Warranty expiring
Missed call

Active opportunity

Seasonal tune-up

Last action

Generated by simulation (145d ago)

Russell Romano

home services

Consent granted

Consent granted

Consent granted

Recent signals

Estimate submitted
Warranty expiring

Active opportunity

Seasonal tune-up

Last action

Generated by simulation (145d ago)

Sofia Reyes

home services

Consent revoked

Consent revoked

Consent revoked

Recent signals

Seasonal reminder
Estimate submitted

Active opportunity

None

Last action

Generated by simulation (145d ago)

Wesley Espinoza

home services

Consent granted

Consent granted

Consent granted

Recent signals

Estimate submitted
Missed call
Seasonal reminder

Active opportunity

System replacement

Last action

Generated by simulation (145d ago)

Wesley Silva

home services

Consent granted

Consent granted

Consent granted

Recent signals

Seasonal reminder
Estimate submitted
Warranty expiring

Active opportunity

Seasonal tune-up

Last action

Generated by simulation (145d ago)

Yusuf Castillo

home services

Consent granted

Consent granted

Consent granted

Recent signals

Seasonal reminder
Estimate submitted
Warranty expiring

Active opportunity

System replacement

Last action

Generated by simulation (145d ago)

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