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.
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.
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.
The prefix is yours to set per showroom — a short code like WGD-PLN works too.
Set by the showroom your rep is working in.
Existing customers already belong to a shop.
Matched against each showroom’s service areas.
The final fallback.
No match means the lead goes over unlabelled. Better unlabelled than pinned to the wrong showroom.
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.
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.
One pipeline. Its opportunities become SlabOS leads; SlabOS leads go back into it.
Stage by stage. Won and lost land on your won and lost stages automatically; unmapped stages leave the SlabOS card where it is.
When sold, when missed, or every lead as it’s created. If you run more than one showroom, set a short prefix for each.
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.
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.
Stored encrypted, never displayed again, never in any report or export.
Your existing tags and workflows are untouched. SlabOS only adds its own.
SlabOS remembers what it pushed and never re-imports its own cards as new leads.
SlabOS calls your CRM on your instruction. No SlabOS data is published anywhere.