OKKA / Business OS Interactive demo · fictional data
One clear view. One next action. End-to-end customer lifecycle.
Owner Command Center · v2

Know where every dollar goes.

Advertising → leads → paying customers → revenue. One beautiful view for the owner, with the next best actions below.

DEMO DATA · NO LIVE CONNECTIONS

All values are fictional, internally consistent marketing examples. Revenue is attributed sales value, not net profit. CRM sample leads on the Sales tab are a separate workflow demonstration.

Where customers come from

Customer conversion

Modeled cohort

Lead-to-sale conversion measures confirmed customers ÷ tracked new leads for the selected period.

Campaign economics

ChannelAd spendNew leadsWon customersAttributed salesCost / lead

Next best actions

Customer lifecycle

DiscoverLeadEstimateApproveInstallPayReviewRepeat

Where to focus

Activity log

Attract · measure · improve

Marketing Intelligence

Understand which paid campaigns and organic searches generate demand, which leads convert, and where each dollar goes. Demonstration data only; no API is connected.

Keyword intelligence

Example customer journey

Illustrative · one lead
DiscoveryGoogle Ads campaign
WebsiteService landing page
LeadForm + source ID
SalesEstimate accepted
DeliveryJob completed
RevenuePayment confirmed

In production, journey visibility depends on permitted identifiers, tracking consent, platform reporting and CRM data. Organic Search Console queries cannot generally be matched one-to-one to named customers.

Local SEO keyword opportunities

Draft ideas based on your market and service catalog. Not live search volume or actual ranking data.

Organic-first budget controls

Suggested priority: local service pages, Google Business Profile, reviews, and conversion tracking before expanding paid ads.

This never changes a real advertising account.

Convert leads to customers

CRM & Sales Pipeline

Each lead has an owner, a source, a status, and one next action. Demo progress is saved locally in this browser.

Lead list

Customer / serviceSourceValueStatusOne next action
The real system will generate a quote draft, send it only after approval, schedule work, and maintain a complete audit trail. This demo only changes local sample statuses.
Procure, schedule, install, verify

Jobs & Fulfillment

Track approved jobs and reduce handoffs between sales, procurement, technicians, quality checks, and invoices.

Work orders

Service & repeat business

Customers & Retention

The lifecycle continues after payment: customer handover, follow-up, support, reviews, maintenance, and referral opportunities.

Customer success tasks

Explainable recommendations

AI Owner Copilot

This mockup uses transparent rules, not a live AI model. In the future, recommendations will cite source data, confidence, business impact, and require approval before external action.

Reusable for another business

Integrations & White-label

Company name and city at top change the demo brand and local keyword drafts. A production multi-business system also requires strict data isolation, separate credentials, access control, backups, and billing.

Integration readiness

Security rules for production

  • Read-only connections first; separate OAuth per customer.
  • Never share passwords, tokens, or private customer records in a chat.
  • Every external message, ad budget change, refund, quote approval, and contract change needs approval and an audit trail.
  • Role-based permissions, database tenant isolation, encrypted secrets, backups, consent, and rollback tests are mandatory before launch.