Call Email Wait Close
Recommended Action: on a stalled lead, the AI reads the stage, recent quotes, timeline and email threads and lands on one move (call, email, wait or close) with a short reason why.
Open video ↗Chapter One
01
What flows in
Your pipeline,
ready to quote.
Pick one pipeline in your CRM. Every opportunity in it becomes a SlabOS lead — name, contact, phone, email, company and value ride along — and lands on the SlabOS stage you mapped it to. Won and lost in your CRM become won and lost in SlabOS.
If the person already exists as a SlabOS account, the lead is flagged as a possible duplicate for a human to merge — never silently merged.
Your CRM → SlabOS
Opportunity
Pipeline stage
Won / lost
Contact details
Monetary value
Chapter Two
slabos-sold
contact tagThe lead was marked sold in SlabOS. Fire the review request, the referral ask, the “thank you” sequence.
slabos-missed
contact tagThe lead was marked lost. Run the win-back or the “still thinking it over?” sequence.
slabos-lead
optionalTurn on “every lead” and each SlabOS lead shows up in your CRM the moment it exists, then updates as it moves.
SlabOS custom fields
SlabOS Quote #SlabOS Quote TotalSlabOS Quote StatusSlabOS Quote LinkSlabOS StatusSlabOS Showroom
Created once on the opportunity when you connect. Build workflows on them like any other field.
02
What flows back
Sold or missed,
it’s in your CRM.
The moment a lead is marked sold or lost in SlabOS, it goes over as a contact and an opportunity in the pipeline you chose, at the stage you mapped, with the quote number, total and a link back to the quote.
The contact is matched by email or phone, so a customer your CRM already knows is updated, not duplicated. Tags are added, never overwritten. Cards SlabOS created stay current as the lead changes; cards born in your CRM keep your names.
Chapter Three
03
Showrooms
More than one
location? Labelled.
Shops with several showrooms get every lead labelled with the one it belongs to, three ways, so you can run campaigns per showroom without a second CRM account.
[Plano] Nguyen kitchenprefix on the opportunity name
slabos-planotag on the contact — old tag comes off if the lead moves
SlabOS Showroom = Planocustom field with the full location name
The prefix is yours to set per showroom — a short code like WGD-PLN works too.
How a lead’s showroom is decided
1
The location on its quote
Set by the showroom your rep is working in.
2
The account’s location
Existing customers already belong to a shop.
3
The customer’s city or state
Matched against each showroom’s service areas.
4
The assigned rep’s home shop
The final fallback.
No match means the lead goes over unlabelled. Better unlabelled than pinned to the wrong showroom.
Chapter Four
04
Set it up
Five minutes.
Owner login.
Everything lives on one card in SlabOS: Settings → Integrations → CRM. Connect, pick a pipeline, map the stages, decide what goes back. Then it runs on its own.
1
Connect your CRM
Install SlabOS on the sub-account for your shop, or in your CRM go to Settings → Private Integrations, create one named SlabOS with Contacts, Opportunities, Custom Fields and Tags (read + write) and Locations (read), and paste the token and your Location ID into the card. It’s checked against your CRM before it’s stored, encrypted, and never shown again.
2
Pick the pipeline SlabOS follows
One pipeline. Its opportunities become SlabOS leads; SlabOS leads go back into it.
3
Map its stages to your SlabOS stages
Stage by stage. Won and lost land on your won and lost stages automatically; unmapped stages leave the SlabOS card where it is.
4
Choose what goes back
When sold, when missed, or every lead as it’s created. If you run more than one showroom, set a short prefix for each.
5
Save, then Sync now
The first pass runs immediately. After that it runs every five minutes, and the card shows the last sync and anything that needs your attention.
Owners, or a role with the Integrations permission, can connect. Disconnecting keeps every lead already in SlabOS; it just stops syncing.
Chapter Five
05
What stays where
Marketing there.
The shop here.
This is not a mirror of everything. Your CRM stays the marketing front door — contacts, nurture, texting, booking pages. SlabOS stays the system of record for the work — drawings, quotes, jobs, schedule, install, invoices. The sync carries the handful of facts each side needs from the other.
Your token, encrypted
Stored encrypted, never displayed again, never in any report or export.
Tags added, never replaced
Your existing tags and workflows are untouched. SlabOS only adds its own.
Loop-guarded
SlabOS remembers what it pushed and never re-imports its own cards as new leads.
Nothing about your shop is exposed
SlabOS calls your CRM on your instruction. No SlabOS data is published anywhere.
SLABOS IN MOTION 02 FILMS
SEE THE WORKFLOW.IN MORE DETAIL.
A closer look at the decisions, details and handoffs that make the work happen.
Follow up before the quote goes cold
See quote-aging reminders at five, ten and twenty business days, then use Recommended Action to review a suggested next move for the salesperson.
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