Case study · RevenueOS

From scattered channels
to an execution system.

RevenueOS shows how Plan0101 turns a broad operating problem into a product: channels, pipeline, intelligence, automation, buyer experience and administration inside one architecture.

Type Multi-tenant B2B SaaSCore Revenue executionStack Next.js + FastAPI + PostgreSQL
01 · Problem

Commercial information lives everywhere.

Gmail, WhatsApp, forms, Calendar, proposals and notes hold different pieces of the opportunity. The challenge is not just storing contacts; it is rebuilding context and acting in time.

02 · Product decision

Build an execution layer, not another generic CRM.

The core structures leads, deals, proposals and activity while Deal Intelligence, Recovery, follow-ups and Meeting Intelligence turn context into priorities.

03 · Architecture

Channels → revenue core → intelligence → execution.

Integrations feed a multi-tenant core with users, roles and workspace data. AI operates on that context while sensitive actions remain behind rules and human control.

04 · Buyer side

The product does not end with the seller.

Digital Deal Rooms and proposal tracking create a buyer-facing surface and return engagement signals to the deal.

Command Center

Forecast, risk, recovery and priorities.

Deal Intelligence

Memory, objections, decision makers and signals.

Automation Builder

Triggers and actions with guardrails.

Multi-tenant

Workspaces, users, roles and isolation.

Integrations

Gmail, Calendar, WhatsApp and forms.

Admin

Plans, usage, health and account operations.

No invented metrics. This case study describes built architecture and capabilities. Numbers inside the interactive demo are sample data, not customer results.

Explore the product

Walk through the main
product surfaces.

A guided demo explains the flow without exposing real data or requiring an account.

RevenueOSAI Revenue Execution Platform
Interactive demo · sample data
01 · Revenue Command Center

Start the day knowing what requires action.

The workspace brings together pipeline, revenue at risk, recoverable opportunities and recent signals so commercial work can be prioritized.

USD 38.4ksample revenue requiring attention

5 deals need action

now

2 proposals showed activity

recent

3 opportunities entered Recovery

tracked

The product is real. This demo uses fictional data so you can explore it without an account.

Want to build a platform with this level of product depth?

Use RevenueOS as a base when it fits, or design a different architecture from scratch.