Quoting in one system. Sales in another. Scheduling in a third. Every handoff is a re-type, and every re-type is a wrong number, a missed cutout, a remake you eat on a Friday. The pipeline belongs where the quote already lives.
Everything below runs on the same data as your quotes, jobs and calendar. Nothing syncs, because nothing is separate.
The standalone CRM seat, the separate mail-merge tool, and the spreadsheet somebody keeps the follow-ups in.
A pipeline whose cards are real quotes, email from your own address, every call on the customer's timeline, and follow-ups that fire without anyone remembering.
One system, from the first phone call to the signed job.
One shop we talked to was running CounterGo for quotes, Pipedrive for sales and a third system for scheduling. Their team was doing triple the work — copying and pasting the same customer into three programs to get one job out the door.
None of it is anybody's fault. You bought a quoting tool because you needed to quote, and a CRM because the quoting tool had no idea what a customer was.
Customer, address, phone — re-keyed into every system before the job can move.
The deal in the CRM has no idea which quote it belongs to, or whether it's been drawn yet.
You're paying per seat, in three places, for programs that won't talk to each other.
A quote goes quiet and nobody notices, because the follow-up lives in a system nobody opens.
Build the ladder your shop actually sells on, not somebody else's idea of a sales process.
Cards carry the drawing, the material and the total, so the board is readable at a glance.
Weighted pipeline built from actual quote totals, not a number a rep typed in optimistically.
Every card on the board is a real quote with real geometry behind it. Open one and you see the drawing, the material, the total — not a text field somebody filled in from memory.
Drag it across the stages you actually use. When it's won it becomes a job, on the calendar, with the crew scheduled. Nothing gets retyped.
Connect Gmail or Outlook and send from your real address — the one your customers already recognise. Nothing goes out from a no-reply.
Every thread lands on the customer it belongs to, so anybody in the shop can see the whole conversation without asking whose inbox it's in.
Connect once. Send and receive from the address you already use.
Every message attaches to the account and the quote, visible to whoever picks the job up.
Know whether the quote you sent on Tuesday has actually been looked at.
Inbound and outbound, logged against the right customer without anybody writing a note.
The call is still there when the disagreement shows up two months later.
Read what was said in fifteen seconds instead of listening to a twelve-minute call.
Calls and texts land on the customer's timeline automatically, with the recording kept. The AI writes the summary, so six weeks later you can read what was agreed instead of arguing about it.
It is the same story as email: the conversation belongs to the shop, not to whoever happened to answer.
Quotes go quiet. Somebody meant to chase it and then Thursday happened. Aging quotes resurface on their own and follow-up emails go out without anyone remembering to send them.
And when a campaign is worth doing on paper rather than in an inbox, direct mail runs from the same customer list — no export, no separate tool.
A quote that's sat too long surfaces itself instead of quietly dying in somebody's inbox.
Per-salesperson view of who owes whom a call this week.
Run a physical campaign off the same list you already have. No export to a mail house.
Book a demo and bring the CRM you're paying for now. We'll show you the same pipeline running on your real quotes, and you can decide whether you still need two systems.
Yes. We migrate accounts, contacts, deals and history as part of onboarding — the same done-for-you migration that moves your quotes and jobs. You keep your history.
You keep yours. Connect Gmail or Outlook and everything sends from your own address. We don't put a no-reply in front of your customers.
Stages you define, drag-and-drop board, custom fields, tags, duplicate detection, source attribution, per-salesperson dashboards, weighted forecasting, automated follow-ups and a full activity timeline. The difference from a generic CRM is that every deal has a drawn, priced countertop behind it.
Role-based permissions, same as the rest of SlabOS. Salespeople can be scoped to their own deals; owners see everything; crew roles can be given the drawing without the pricing.
It can, but that's usually the problem rather than the solution — two pipelines means somebody maintains both. Most shops move across during onboarding and cancel the other seat at the end of the month.
